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
Chad Dillard: Revenge of the Physical World
Senior US Construction & Machinery Analyst Chad Dillard joins host Sid Malkani this week. With the last 10 years characterised by building out the digital…
- In the Know
Stacy Rasgon: AI Pixie Dust
Senior US Semiconductor Analyst Stacy Rasgon joins us once again with host Diana Wood to provide an update on where things stand in the world of semis in the…
- In the Know
Will Woods: The Fashion Chameleon
European Retail Analyst Will Woods joins us back on the podcast this week with host Richard Moffat to discuss the future of fashion. We discuss industry…
- In the Know
Nadine Sarwat: It’s (Still) 5 O’clock Somewhere
US Alcohol and Cannabis Analyst joins us on the podcast again, this time with host Diana Wood. Nadine gives insight into long-term alcohol consumption trends…
- In the Know
Lee Hambright: Under the Scalpel
US Medical Devices Analyst Lee Hambright joins host Sid Malkani to discuss the ever-evolving sector of medical devices. With procedures becoming less invasive…
- In the Know
Lisa Clive: You Are What You Eat
European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the psychology and structural forces behind why we eat and what we eat. We delve into how…
- In the Know
Euan McLeish: In the Spirit
Join host Richard Moffat in conversation with Asian Beverages & Consumer Analyst Euan McLeish. We cover the socio-economic factors influencing Chinese…
- In the Know
Peter Weed: Under Attack
US Smid-Cap Software Analyst Peter Weed joins host Diana Wood for a discussion on the world of cyber security including what it is, why we need it, and what…
- In the Know
Sara Russo: Our World in Chips
Join host Diana Wood in conversation with EU Semiconductors Analyst Sara Russo. We cover the basics, from how a semiconductor works to its daily usage in…
- In the Know
Mark Moerdler: Data is King
Global Software Analyst Mark Moerdler joins host Richard Moffat for this week’s episode. We discuss the long-term future of the software industry including AI…
- In the Know
Alex Irving: A Twist of Freight
European Logistics Analyst Alex Irving joins host Diana Wood for a discussion on global trade, from the birth of trade 5000 years ago to the dawn of…
- In the Know
Alexia Howard & Trevor Stirling: Food Noise
Primarily designed for diabetes, GLP-1 agonists like Ozempic have made their way into the spotlight due to their ability to reduce hunger cravings, and in turn…
- In the Know
Robin Zhu: Game On
With China emerging as world-leading in various spaces, China Internet and Japanese Video Gaming Analyst Robin Zhu joins us from Hong Kong to discuss the…
- In the Know
Alexia Howard: Who Moved My Cheese?
Food Packaging Analyst Alexia Howard joins host Sid Malkani to discuss the relationship between food brands, retailers and manufacturers, and how the industry…
- In the Know
Strategic Decisions Conference: Live
Hosts Diana Wood and Richard Moffat join us for an exclusive episode, live from the floor of our 20th Pan-European Strategic Decisions Conference. They discuss…
- In the Know
Lisa Clive: Dr. AI Will See You Now
European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the role of AI in healthcare, and how companies can turn this technology into a…
- In the Know
Bob Brackett: The Green Wolf is at The Door
US Energy & Global Natural Resource Analyst Bob Brackett joins host Sid Malkani for a discussion on energy transition. Likely to be one of the biggest…
- In the Know
Mark Shmulik: The Right Kind of ‘Wow’
US Internet Analyst Mark Shmulik breaks down why recurring utility – not the ‘wow’ factor – dictates disruption in consumer technologies. From ChatGPT to the…
- In the Know
Richard Clarke: Friday, I’m in Lodz
Has the rise of Zoom hurt the travel industry? Absolutely not. With travel season upon us and hybrid working now mainstream, Global Hotels & Leisure Analyst…
- In the Know
Stacy Rasgon: AI’s Endless Summer
At a time many experts are describing as the golden age of AI, Boston-based Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for our latest discussion…
- In the Know
Will Woods: The Retailer’s Paradox
European General & Food Retail Analyst Will Woods joins host Richard Moffat for Episode 2. Here, Will highlights the longer shelf-life trends of global retail…
- In the Know
Nadine Sarwat: Confessions of a Sin Analyst
In our first episode, host Richard Moffat speaks to US Alcohol and Cannabis Analyst Nadine Sarwat. Nadine gives her brilliant insight into the alcohol and…
- In the Know
In the Know with Bernstein Research
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…