About this podcast
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. Hosted on Acast. See acast.com/privacy for more information.
Episodes
The newest 20 of 83 episodes
- Justin Smith: A New Era for Alzheimer’s Treatment · 31 min · Season 1 Episode 80Senior European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to explore the long-term investment opportunity in Alzheimer’s disease, drawing parallels with the…
- Rupal Agarwal: The AI-led Era of Investing · 34 min · Season 1 Episode 79Host Diana Wood is joined by Senior Asia Quant Strategist Rupal Agarwal to explore how generative AI is reshaping the asset management industry. With AI adoption accelerating…
- Trevor Stirling: Guinness, Diageo’s Black Magic · 36 min · Season 1 Episode 78Global Beverage Analyst Trevor Stirling discusses the enduring success of Diageo’s Guinness brand, from its distinctive liquid and decades of marketing to its recent growth…
- Richard Trainor: This is Not Just a Podcast… · 27 min · Season 1 Episode 77Retail Analyst Richard Trainor, who joined Bernstein in 2025 after five years at Marks & Spencer, joins host Patrick Robinson to explore what separates the winners from the rest…
- Will Woods: The Death of the Billion-Dollar Brand · 29 min · Season 1 Episode 76Host Patrick Robinson is joined by European Retail Analyst Will Woods to explore “the death of the billion-dollar brand”. They discuss how globalisation, digitalisation and the…
- Alex Irving: European Airlines, Ready for Take Off · 39 min · Season 1 Episode 75European Transport Analyst Alex Irving joins host Richard Moffat to discuss how the European airline industry has evolved from a chronically underperforming sector into one…
- Live from the Nice Conference: Reto Suter, CFO of Siegfried · 16 min · Season 1 Episode 74Richard Moffat sits down with Reto Suter, CFO of Siegfried, for the final instalment of our Live from the Nice Conference series. As Reto hands over the baton of CFO, he…
- Live from the Nice Conference: Gerrit Steen, CFO of AT&S · 21 min · Season 1 Episode 73Is this the most significant demand shock the semiconductor industry has ever seen? Gerrit Steen, CFO of AT&S, joins host Richard Moffat on the Côte d’Azur for an In the Know…
- Live from the Nice Conference: Ian Malin, CCO of Wizz Air · 28 min · Season 1 Episode 72Recorded live from our Nice Conference, we sit down with Ian Malin, Chief Commercial Officer of Wizz Air, for an In the Know special. Here, we unpack how Wizz has built one of…
- Nadine Sarwat: A $20+ Cocktail... In This Economy? · 31 min · Season 1 Episode 71In this episode, American & European Beverages Analyst Nadine discusses the hot topic of spirits pricing. Diageo intends to introduce brands at price points it had previously…
- Annick Maas: Concert Tickets, Who Really Sets the Price? · 26 min · Season 1 Episode 70Media & Internet Analyst Annick Maas joins host Patrick Robinson to discuss ticketing and entertainment. With the experience economy thriving post-Covid, they delve into ticket…
- Courtney Breen: GLP-1s & the Oral Obesity Era · 36 min · Season 1 Episode 69US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss the evolution of GLP-1 therapies for obesity, focusing on the transformative impact of oral formulations and…
- Harshita Rawat: Visa, The Next Decade of Growth · 34 min · Season 1 Episode 68In this episode, Diana Wood and Harshita Rawat explore Visa's investment case, focusing on its evolving growth algorithm from cash digitization to value-added services, and the…
- Rupal Agarwal: Gen AI in Asset Management · 31 min · Season 1 Episode 67In this episode of In the Know, host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss the transformative impact of artificial intelligence (AI) on asset management…
- Jay Huang: The Dawn of the Next Robot Age · 26 min · Season 1 Episode 66Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay delves into the concept of a…
- Will Pickering: FDA Under Trump, A New Era of Regulation · 34 min · Season 1 Episode 65In this episode of In the Know, US Biotech Analyst Will Pickering joins host Diana Wood to discuss the current state of the US biotech market, and the complexities and challenges…
- Will Kirkness: Rentokil, A Century of Pest Control · 31 min · Season 1 Episode 64European Business Services Analyst Will Kirkness joins host Patrick Robinson to delve into the history, challenges, and future prospects of Rentokil, a prominent player in the…
- Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings · 28 min · Season 1 Episode 63Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future of the beverage industry…
- Justin Smith: Alzheimer’s Disease, Hope Ahead? · 33 min · Season 1 Episode 62European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to discuss the heartbreaking and challenging world of Alzheimer’s. Here, they discuss the causes, symptoms…
- Courtney Breen: Tariffs, Pricing & Policy Threats · 32 min · Season 1 Episode 61US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and…
