Shows / In the Know
In the Know
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.
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Episodes
- In the Know
Justin Smith: A New Era for Alzheimer’s Treatment
Senior European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to explore the long-term investment opportunity in Alzheimer’s disease, drawing…
- In the Know
Rupal Agarwal: The AI-led Era of Investing
Host Diana Wood is joined by Senior Asia Quant Strategist Rupal Agarwal to explore how generative AI is reshaping the asset management industry. With AI…
- In the Know
Trevor Stirling: Guinness, Diageo’s Black Magic
Global Beverage Analyst Trevor Stirling discusses the enduring success of Diageo’s Guinness brand, from its distinctive liquid and decades of marketing to its…
- In the Know
Richard Trainor: This is Not Just a Podcast…
Retail Analyst Richard Trainor, who joined Bernstein in 2025 after five years at Marks & Spencer, joins host Patrick Robinson to explore what separates the…
- In the Know
Will Woods: The Death of the Billion-Dollar Brand
Host Patrick Robinson is joined by European Retail Analyst Will Woods to explore “the death of the billion-dollar brand”. They discuss how globalisation…
- In the Know
Alex Irving: European Airlines, Ready for Take Off
European Transport Analyst Alex Irving joins host Richard Moffat to discuss how the European airline industry has evolved from a chronically underperforming…
- In the Know
Live from the Nice Conference: Reto Suter, CFO of Siegfried
Richard 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…
- In the Know
Live from the Nice Conference: Gerrit Steen, CFO of AT&S
Is 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…
- In the Know
Live from the Nice Conference: Ian Malin, CCO of Wizz Air
Recorded 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…
- In the Know
Nadine Sarwat: A $20+ Cocktail... In This Economy?
In this episode, American & European Beverages Analyst Nadine discusses the hot topic of spirits pricing. Diageo intends to introduce brands at price points it…
- In the Know
Annick Maas: Concert Tickets, Who Really Sets the Price?
Media & Internet Analyst Annick Maas joins host Patrick Robinson to discuss ticketing and entertainment. With the experience economy thriving post-Covid, they…
- In the Know
Courtney Breen: GLP-1s & the Oral Obesity Era
US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss the evolution of GLP-1 therapies for obesity, focusing on the transformative impact of…
- In the Know
Harshita Rawat: Visa, The Next Decade of Growth
In this episode, Diana Wood and Harshita Rawat explore Visa's investment case, focusing on its evolving growth algorithm from cash digitization to value-added…
- In the Know
Rupal Agarwal: Gen AI in Asset Management
In this episode of In the Know, host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss the transformative impact of artificial intelligence (AI) on…
- In the Know
Jay Huang: The Dawn of the Next Robot Age
Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay delves into…
- In the Know
Will Pickering: FDA Under Trump, A New Era of Regulation
In 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…
- In the Know
Will Kirkness: Rentokil, A Century of Pest Control
European Business Services Analyst Will Kirkness joins host Patrick Robinson to delve into the history, challenges, and future prospects of Rentokil, a…
- In the Know
Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings
Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future of the…
- In the Know
Justin Smith: Alzheimer’s Disease, Hope Ahead?
European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to discuss the heartbreaking and challenging world of Alzheimer’s. Here, they discuss…
- In the Know
Courtney Breen: Tariffs, Pricing & Policy Threats
US 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…
- In the Know
Nadine Sarwat: Scrolling Alone or Drinking Together?
As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light-hearted yet…
- In the Know
Chad Dillard: The Rebound of Non-Residential Construction
US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad…
- In the Know
Kokou Agbo-Bloua: Is Deglobalization a Myth?
In an ‘In the Know’ first, host Patrick Robinson welcomes Kokou Agbo-Bloua, Global Head of Economics, Cross-Asset and Quant Research at Societe Generale to…
- In the Know
Rupal Agarwal: The Future of AI in Asset Management
Host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss how Generative AI is transforming the asset management industry. They explore the current…
- In the Know
Stephen Reitman: Ferrari, A Legacy of Luxury
In this episode of In the Know, host Patrick Robinson and European Autos Analyst Stephen Reitman delve into the world of Ferrari, exploring its rich history…
- In the Know
Alex Irving: Airplane Mode
This week, European Transport Analyst Alex Irving joins host Patrick Robinson on the podcast to discuss how the airline industry stands currently: who is…
- In the Know
Harry Martin: Trucking for the Long Haul
European Automobiles & Components Analyst Harry Martin joins host Patrick Robinson on the podcast this week to discuss all things trucking. We discuss the…
- In the Know
Maria Meita: Is the Luxury Playbook Broken?
Global Luxury Goods Analyst Maria Meita joins host Patrick Robinson on the podcast this week to discuss the luxury industry, and its perfect storm of macro…
- In the Know
Danilo Gargiulo: Starbucks, The Bitter Truth
US Restaurants Analyst Danilo Gargiulo joins host Diana Wood on the podcast this week to discuss American multinational coffee chain Starbucks. We debate the…
- In the Know
Will Woods: Inditex, The Rise of Zara
With this year marking Zara’s 50th birthday, European Retail Analyst Will Woods joins host Richard Moffat to discuss Inditex – which has grown into one of…
- In the Know
Bob Brackett: The Global Nuclear Renaissance
US Energy & Global Natural Resource Analyst Bob Brackett joins us back on the podcast this week alongside host Diana Wood to discuss all things Nuclear. As we…
- In the Know
Richard Clarke: Digital Doormen – AI and the Guest Experience
Imagine a hotel experience where you can select your exact room, pay more for a specific pillow, specify the amount of towels you will need – and the price you…
- In the Know
Doug Harned: America’s ‘Golden Dome’ Explained
Global Aerospace & Defense Analyst Doug Harned joins host Diana Wood on the podcast to provide his perspective on the new Golden Dome, a proposed multi-layer…
- In the Know
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)
US Internet Analyst Mark Shmulik returns with Sid Malkani for the second part of our two-part episode on Meta Platforms. This time, we look into Meta’s…
- In the Know
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)
US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Facebook…
- In the Know
Nadine Sarwat: Spirits vs. ‘Tariff Man’
Nadine Sarwat (Bernstein’s American & European Beverages Analyst) joins host Diana Wood for a discussion on deglobalization, considered an investment…
- In the Know
Mark Moerdler: Oracle, The Cloud Transition
Global Software Analyst Mark Moerdler joins host Diana Wood to discuss multinational computer technology company, Oracle. We take a look into their story…
- In the Know
Alexia Howard: Additives Included
Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week for a deep dive into food additives and dyes. Used to enhance flavour…
- In the Know
Neil Beveridge: CATL, The Road to Battery Market Dominance
Neil Beveridge, APAC Oil, Gas & Energy Storage Analyst joins Diana Wood on the podcast this week to discuss CATL, a global leader in new energy innovative…
- In the Know
Zhihan Ma: Costco, Welcome to the Club
US Retailing Analyst Zhihan Ma joins host Sid Malkani this week to unpack multi-billion dollar global retailer Costco, self-described as a “membership…
- In the Know
Boris Van: Entering the Gilded Age of Chinese Travel
Senior Technology Analyst Boris Van joins Richard Moffat on the podcast this week to discuss the Chinese travel market. As Chinese consumers shift their…
- In the Know
Bob Brackett: The Super Cycle of Gas
US Energy & Global Natural Resource Analyst Bob Brackett joins host Diana Wood to walk us through his bullish view on the natural gas market. We discuss the…
- In the Know
Stacy Rasgon: DeepSeek, Hype vs. Reality
Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have had an…
- In the Know
Nikhil Devnani: Uber, Driving into an Autonomous Future
Once the hottest start-up and a notorious cash-burn business, Uber has now emerged as a scaled and profitable Internet platform. US Internet Analyst Nikhil…
- In the Know
Alexia Howard: Recipe for Change
Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week to discuss the potential implications of Make America Healthy Again on the…
- In the Know
Eunice Lee: Car Club
This week, our Asian Autos Analyst Eunice Lee joins us from Hong Kong to discuss electric vehicles with host Richard Moffat. We discuss rising EV penetration…
- In the Know
Nadine Sarwat: The Future of US Whiskey
This week, Nadine Sarwat (Bernstein’s Americas Alcoholic Beverages & Cannabis Analyst) joins host Diana Wood to look at the future of US whiskey. Nadine starts…
- In the Know
David Vernon: The Sky is the Limit
Senior North America Airlines and Transports Analyst David Vernon joins host Diana Wood on the podcast. In this episode, we take a step back in time and…
- In the Know
Eve Burstein: Prescription For Progress
US Life Science Tools & Diagnostics Analyst Eve Burstein joins host Sid Malkani on the podcast this week to discuss the building blocks for helping develop…
- In the Know
Mark Shmulik: Google, The Search is Over
US Internet Analyst Mark Shmulik joins host Sid Malkani this week to discuss all things Google. We discuss the rise of Google and its place in the internet…
- In the Know
Mark Li: Tech Byte
Global Semiconductors Analyst Mark Li joins us on the podcast this week from Hong Kong. Hosted by Richard Moffat, we touch on Moore’s law, supply and demand in…
- In the Know
Nadine Sarwat: The Kids Are Alright?
Nadine Sarwat (Bernstein’s North America Alcoholic Beverages & Cannabis Analyst) is back on the podcast with host Diana Wood, this time to discuss the…
- In the Know
Neil Beveridge: The Energy Shift
This week, Neil Beveridge, who covers APAC energy and global energy storage, joins host Richard Moffat. We start with a top-down view of energy commodity…
- In the Know
Danilo Gargiulo: Burger Wars
What makes a good restaurant? What does today’s grocery deflation mean for eating out? US Restaurant Analyst Danilo Gargiulo joins host Sid Malkani on the…
- In the Know
Will Pickering: The Antidote to Ageing
Will Pickering, Bernstein’s Senior US SMID Cap Biotech Analyst, joins Diana Wood on the podcast this week to discuss a highly topical subject: the quest for…
- In the Know
Sara Russo: Specialisation in Semis
Join host Sid Malkani as we welcome back EU Semiconductors Analyst Sara Russo to the podcast. We cover the overall value chain, and where value is being…
- In the Know
Luca Solca: The 10 Rules of Brand Exclusivity
What makes a brand desirable? How do market leaders command such high price points? How do AI and social media play into the luxury landscape? Host Diana Wood…
- In the Know
Qingyuan Lin: Survive to Thrive
China Semiconductors Analyst Qingyuan Lin joins host Richard Moffat to break down the Chinese semiconductor industry, looking at the areas of strength and…
- In the Know
Doug Harned: Fasten Your Seatbelts
This week, Senior US Aerospace & Defense Analyst Doug Harned joins Diana Wood to discuss the role of aviation safety by looking at the performance of the two…
- In the Know
Jay Huang: Robots Among Us
Global Industrial Technology Analyst Jay Huang joins us for a discussion on automation technology and the new wave of machine mission and learning. We touch on…