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 56 episodes available.

In the Know episodes:

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.
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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.
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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.
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25min
May 14, 2024 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 world, we focus on the next 10 years: moving atoms and building infrastructure. We discuss electrification/energy transition, reshoring, and public infrastructure, and how these themes are preparing us for an era of physical dominance.
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21min
April 30, 2024 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 context of AI. We touch on Sam Altman’s proposed $7 trillion investment to ‘reshape the business of chips and AI’, predictions for China in 2024, and what can (and should) be done to make the future AI reality live up to the current AI dreams.
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27min
April 16, 2024 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 growth, challenges and the term ‘fashion chameleon’ in the context of risk, supply chains, globalisation and copyright.
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28min
March 19, 2024 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 and the cycles within each category, including a discussion on the drop in consumption in 2023 and what the future may hold. Plus, we touch on headwinds including GLP-1s, cannabis legalisation and the trend of younger consumers drinking less.
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33min
March 05, 2024 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 as diagnostics improve, we discuss two trends – access and therapy – driving change in the industry. Plus, we hear from Lee about the opportunities for AI and robotic surgery, the pharma vs. medical device debate, GLP-1s, mobility and more generally, the patient journey.
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23min
February 20, 2024 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 variety affects our health and risk factors for disease, and if GLP-1s can make a difference to the obesity epidemic. Plus, we look at the uptake of these new drugs and what the impact will be on the medtech world and beyond.
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28min
February 06, 2024 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 consumption patterns, from the culture and cachet of premium spirit Baijiu, the rise of premium beer, and finishing with the health and wellness trends driving strong demand for probiotics.
Hosted on Acast. See acast.com/privacy for more information.
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33min

FAQs about In the Know:

How many episodes does In the Know have?

The podcast currently has 56 episodes available.

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