In the Know

By 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 are in the know. In each episo... more

5

99 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about In the Know:

How many episodes does In the Know have?

The podcast currently has 66 episodes available.

In the Know episodes:

February 03, 2026 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 beverage industry. With reference to trends in emerging and developed markets and changing consumer behaviours, Trevor delves into a detailed analysis of Campari, a standout player in the beverage market, examining its growth trajectory, brand strategy, the potential risks associated with its M&A activities, and its biggest opportunities.
Hosted on Acast. See acast.com/privacy for more information.
...more
28min
January 20, 2026 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 the causes, symptoms and diagnosis, and delve into drug development. A devastating condition for patients and family members, Justin discusses his optimistic view on the future, referencing Roche’s innovation in the space and brain shuttle model, as well as clinical trials thus far.
Hosted on Acast. See acast.com/privacy for more information.
...more
34min
January 06, 2026 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 focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock at the moment. Courtney discusses the key trade-offs in policy risk and ability to mitigate for her covered companies, plus the implications of the recently announced White House deal and the near and long-term evolution of industry economics and potential for innovation.
Hosted on Acast. See acast.com/privacy for more information.
...more
33min
December 16, 2025 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 thought-provoking festive episode. They explore current trends in socialisation, economic pressures, alcohol consumption and mental health in America... and how they all might be related. At a time of year when many of us will socialise in abundance with family and friends but in an era when our phones are permanently glued to our hands, Nadine attempts to answer the question: in an increasingly lonely and polarized world, why is no one talking about the social benefits of alcohol?
Hosted on Acast. See acast.com/privacy for more information.
...more
34min
November 26, 2025 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 highlights the recession that has been ongoing in this sector, the alignment of monetary and fiscal policies, and the expected rebound in construction spending driven by various market segments. Plus, they touch on the role of technology and AI in improving efficiency within the construction industry, as well as the challenges posed by power supply and the implications for renewable energy and nuclear power.
Hosted on Acast. See acast.com/privacy for more information.
...more
26min
November 11, 2025 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 discuss pressing global economic issues. The conversation spans various topics including globalization, the shift from cooperation to competition in international relations, the implications of the Chinese dream, investment dynamics between the US and Europe, the challenges posed by climate change, and the resilience of markets in the face of adversity.
Hosted on Acast. See acast.com/privacy for more information.
...more
35min
October 28, 2025 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 trends in AI adoption, the challenges faced by the industry, and the various use cases of generative AI for investors. Rupal highlights how AI is being used to enhance research, analysis, and client engagement by discretionary funds while opening new opportunities for quant investors. The conversation also delves into the future of pure AI led strategies and Quant (or AI) as a Service but more broadly shares insights on what’s working, what’s not and how leading firms are positioning themselves at the intersection of technology and alpha generation.
Hosted on Acast. See acast.com/privacy for more information.
...more
32min
October 16, 2025 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, the allure of its supercars, and the brand's strategic adaptations to market demands. They discuss the exclusivity of Ferrari's customer base, investor reactions to the company's recent capital markets day, and the intricate personalisation options available to buyers. The conversation highlights Ferrari's unique pricing strategy and its ability to maintain luxury status while navigating the evolving automotive landscape.
Hosted on Acast. See acast.com/privacy for more information.
...more
32min
September 30, 2025 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 flying high, and who is in a spin. Plus, we delve into policy, geography, infrastructure and other contextual factors affecting airlines today.
Hosted on Acast. See acast.com/privacy for more information.
...more
31min
September 16, 2025 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 industry as it stands, pricing power, and what newer technologies might change the current market structure. Plus, we touch on barriers to adoption, regulations, and whether it is worth giving it all up to retrain as a long-distance driver.
Hosted on Acast. See acast.com/privacy for more information.
...more
28min

FAQs about In the Know:

How many episodes does In the Know have?

The podcast currently has 66 episodes available.

More shows like In the Know

Odd Lots by Bloomberg

Odd Lots

1,997 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

945 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

357 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

204 Listeners

Excess Returns by Excess Returns

Excess Returns

86 Listeners

Money Maze Podcast by Money Maze Podcast

Money Maze Podcast

38 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,352 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

421 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

106 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

358 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

52 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

191 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

460 Listeners

Cheeky Pint by Stripe

Cheeky Pint

56 Listeners