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 61 episodes available.

In the Know episodes:

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.
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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.
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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.
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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.
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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.
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28min
September 02, 2025 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 weakness, negative price elasticity and lack of newness. We talk about the two diverging customer profiles, winners in the space and why Brunello Cucinelli is the closest the luxury industry has to a cult. Plus, in this polarising world of luxury where the top 5% of customers make up to 40% of sales, we explore the role of relationship managers, and what’s next for the industry.
Hosted on Acast. See acast.com/privacy for more information.
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24min
August 19, 2025 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 brand’s degeneration – from how Starbucks became synonymous with “coffee” and the away-from-home coffee culture among generations of people across 80+ countries across the globe to how recently, the brand seems to have lost its halo. Danilo explores contributing internal and external factors including the brand’s relevance among occasional consumers (and the younger generation), and the employee and customer experience driven by rapidly changing “channels” – plus we discuss the question investors are asking: is the Starbucks era over?
Hosted on Acast. See acast.com/privacy for more information.
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35min
August 05, 2025 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 Europe’s largest public companies. We delve into Zara, which has arguably the most unique consumer business model in the world, and how it is as relevant now as it was 50 years ago. Plus, we look at the rise of disruptor brands including Shein and Temu, Inditex’s successes and failings over the past 50 years, and how it is likely Zara will still be relevant 50 years from now...
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28min
July 22, 2025 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 undergo a massive energy transition, moving away from emissions-based energy sources to green sources, Nuclear is likely to play a large role going forward.
Bob walks us through a brief history of Nuclear power, what he sees into terms of supply and demand, the market for uranium and some key players in the space.
Hosted on Acast. See acast.com/privacy for more information.
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30min
July 08, 2025 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 pay is adjusted accordingly. For our latest episode of In the Know, we welcome new host Patrick Robinson (based in London) alongside Global Hotels & Leisure Analyst Richard Clarke. We delve into the opportunities AI presents for hotels, cruises and online travel agencies, for instance, how tech can assist with everything from initial holiday planning, personalisation, price management and sustainability efforts – and ultimately, how these advancements may affect these industries’ bottom lines.
Hosted on Acast. See acast.com/privacy for more information.
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28min

FAQs about In the Know:

How many episodes does In the Know have?

The podcast currently has 61 episodes available.

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