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

55 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 33 episodes available.

In the Know episodes:

October 01, 2024 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 the semiconductors industry, and drill down into memory, logic and design. Plus, Mark provides a look at the Chinese landscape, in particular, the impact of sanctions.
Hosted on Acast. See acast.com/privacy for more information.
...more
26min
September 17, 2024 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 behavioural trends of Gen-Z and Gen-Alpha. Accounting for 35% of the population today, albeit with limited purchasing power, they will one day become the largest consumers in the American economy. We delve into how these two generations differ from prior Americans of similar ages in a bid to understand the future of overall consumption and allocation of time for generations today and tomorrow.

Hosted on Acast. See acast.com/privacy for more information.
...more
31min
September 03, 2024 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 prices in the next five years and then move onto the longer term impact of the shift to electric vehicles. We drill down into the future technologies, such as solid-state batteries, that will drive the transition and the reasons behind China’s rapid success in the global energy storage market.
Hosted on Acast. See acast.com/privacy for more information.
...more
23min
August 20, 2024 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 podcast this week to discuss all things food. Plus, we look at the various trends shaping the industry including the rise of healthier quick-service food such as Cava and Chipotle, how social media changes how companies are marketing to consumers, and the impact of convenient delivery apps Uber Eats and DoorDash.
Hosted on Acast. See acast.com/privacy for more information.
...more
27min
August 06, 2024 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 longevity. We discuss the question that many of us have considered: is it possible to substantially increase human lifespan, and if so, how? Plus, discover Will’s perspective on metabolic regulation, the effort to target obesity as part of the overall quest and the importance of muscle preservation as we lose weight and age.
Hosted on Acast. See acast.com/privacy for more information.
...more
28min
July 23, 2024 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 generated, as well as leaders in the space. Plus, we touch on ASML and lithography, why EUV is such a challenging technology to develop, and China’s domestic semi industry.
Hosted on Acast. See acast.com/privacy for more information.
...more
34min
July 08, 2024 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 speaks to Global Luxury Goods Analyst Luca Solca to discuss leaders and challengers, and how brands can stay exclusive, whilst ever more profitable, in the luxury goods industry.
Hosted on Acast. See acast.com/privacy for more information.
...more
29min
June 25, 2024 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 growth. We touch on how fast China has been catching up in different segments of the semiconductor industry and discuss why China is building manufacturing capacity domestically so aggressively. We also discuss developments including EUV light sources and artificial intelligence chips in China.
Hosted on Acast. See acast.com/privacy for more information.
...more
23min
June 11, 2024 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 biggest players in the market – Boeing and Airbus, who have been competing since the 1970s. We take a look back at the last five years of air travel, what has happened and why, and what the path looks like going forward for these two leaders and the industry overall.
Hosted on Acast. See acast.com/privacy for more information.
...more
29min
May 28, 2024 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 reinforcement learning technology and the future possibilities of generative AI with robotics, the importance of China within the sector, and the effect on employment rates as a result of automation.
Hosted on Acast. See acast.com/privacy for more information.
...more
25min

FAQs about In the Know:

How many episodes does In the Know have?

The podcast currently has 33 episodes available.

More shows like In the Know

Masters in Business by Bloomberg

Masters in Business

2,152 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

964 Listeners

Odd Lots by Bloomberg

Odd Lots

1,565 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

908 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,321 Listeners

Capital Ideas Investing Podcast by Capital Group

Capital Ideas Investing Podcast

253 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

767 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

243 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

87 Listeners

The HC Commodities Podcast by Paul Chapman, HC Group

The HC Commodities Podcast

143 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

379 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

95 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

332 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

35 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

18 Listeners