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

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FAQs about In the Know:

How many episodes does In the Know have?

The podcast currently has 78 episodes available.

In the Know episodes:

July 15, 2026 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 sector into one capable of delivering attractive returns. They examine the forces reshaping the competitive landscape, including constrained aircraft supply, disciplined capacity growth and improved capital allocation, and explore what sets the industry's leaders apart – from Ryanair's relentless focus on unit costs to IAG's disciplined deployment of capital. The conversation also considers why today's supply-demand dynamics could underpin stronger profitability across the sector for years to come.
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39min
July 02, 2026 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 of CFO, he reflects on nearly a decade at one of Europe's fastest-growing CDMOs, discussing the power of long-term compounding, the structural growth drivers shaping the pharmaceutical industry, and why investors often underestimate the value of steady execution. The conversation explores how innovation is increasingly being driven by small and mid-sized biotech companies, the role of AI in transforming drug development and manufacturing, and how trends such as supply chain localisation and the rapid growth of GLP-1 therapies are creating new opportunities for the sector.
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16min
June 23, 2026 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 an In the Know special. Gerrit reflects on the unprecedented AI-driven demand reshaping the semiconductor supply chain and what it means for long-term growth, capacity planning, and advanced packaging technologies like CoWoS. He also shares how AT&S is positioning for this structural shift, and whether geopolitical supply chain realignment presents new opportunities for globally diversified players.
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21min
June 16, 2026 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 has built one of aviation’s youngest, most efficient fleet – and what investors still overlook about its model. We explore whether high fuel prices strengthen its competitive edge, how it deploys aircraft and selects routes to reshape demand, and which markets have driven the most success. We also examine Wizz’s evolving brand, its approach to tech and AI, gaps in the customer journey, untapped marketing opportunities and finally, we look ahead to where the airline sees its biggest growth over the next 3–5 years.
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29min
June 03, 2026 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 had previously ignored and to selectively execute price repositioning certain brands in certain geographies, Brown-Forman’s pricing power is also in focus as cost pressures are set to intensify, and all of this is against the backdrop of the ongoing cyclical vs. structural debate in US alcohol. So many investors have been wondering… should distillers adopt a tobacco-like strategy of using stronger price to offset volume decline? Or should distillers actually cut pricing to stimulate demand in an environment where affordability is under pressure? Today Nadine rolls up her sleeves and digs into this debate and more!
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32min
May 19, 2026 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 delve into ticket pricing (including fees and resellers), the power structure between promoters, tickets and capital – as well as questioning whether or not festivals can still be considered the cultural epicentre?
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26min
May 05, 2026 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 oral formulations and recent policy changes that expand access. We explore market dynamics, patient demographics, and the future landscape of obesity treatment.
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36min
April 22, 2026 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 services, and the impact of emerging technologies like AI and Stablecoins. They discuss how Visa is adapting to core market maturity, technological disruption, and new payment paradigms.
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34min
April 01, 2026 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 asset management. They explore the key trends for 2026, emphasising the shift from basic AI applications to more sophisticated uses that create new alpha opportunities. The conversation highlights the importance of structured AI training, innovative use cases from recent conferences, and the challenges investors face in implementing AI solutions.

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31min
March 17, 2026 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 the concept of a “robot renaissance”, the challenges of robot adoption, and the technological innovations driving the industry. The discussion also covers the differences in robot adoption across various regions, the role of companies like Keyence in advancing sensor technology, and predictions for the future of automation in light of AI.
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27min

FAQs about In the Know:

How many episodes does In the Know have?

The podcast currently has 78 episodes available.

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