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 56 episodes available.

In the Know episodes:

August 22, 2023 Mark Shmulik: The Right Kind of ‘Wow’
US Internet Analyst Mark Shmulik breaks down why recurring utility – not the ‘wow’ factor – dictates disruption in consumer technologies. From ChatGPT to the invention of Uber, Mark and host Diana Wood uncover the two ‘wows’ of innovation and what is needed to truly disrupt the industry. Plus, we touch on social media – and with the infinite stream of broadcast media, can we still refer to it as somewhere we go to be ‘social’?
Hosted on Acast. See acast.com/privacy for more information.
...more
28min
August 08, 2023 Richard Clarke: Friday, I’m in Lodz
Has the rise of Zoom hurt the travel industry? Absolutely not. With travel season upon us and hybrid working now mainstream, Global Hotels & Leisure Analyst Richard Clarke joins host Sid Malkani to discuss short and long-term travel trends, and why the industry is bucking current recessionary pressures. Richard discusses the resilience of high-end hotel pricing, the impact of Asia’s reopening on international travel, the future of booking a trip in light of ChatGPT, and more.
Hosted on Acast. See acast.com/privacy for more information.
...more
31min
July 25, 2023 Stacy Rasgon: AI’s Endless Summer
At a time many experts are describing as the golden age of AI, Boston-based Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for our latest discussion. Stacy delves into the technology behind generative tools such as ChatGPT and the implications of artificial intelligence on the semiconductor industry. He ends with an in-depth explanation of the theory and maths underpinning this complex and often misunderstood technology.
Hosted on Acast. See acast.com/privacy for more information.
...more
26min
July 11, 2023 Will Woods: The Retailer’s Paradox
European General & Food Retail Analyst Will Woods joins host Richard Moffat for Episode 2. Here, Will highlights the longer shelf-life trends of global retail, touching on the ceiling for online penetration, the direct-to-consumer model, the persistence of brands, Tik Tok, Fashion chameleons and automation.
Hosted on Acast. See acast.com/privacy for more information.
...more
27min
June 27, 2023 Nadine Sarwat: Confessions of a Sin Analyst
In our first episode, host Richard Moffat speaks to US Alcohol and Cannabis Analyst Nadine Sarwat. Nadine gives her brilliant insight into the alcohol and cannabis sectors, and what the future holds for both industries.
Hosted on Acast. See acast.com/privacy for more information.
...more
25min
June 05, 2023 In the Know with 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 episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.
Hosted on Acast. See acast.com/privacy for more information.
...more
2min

FAQs about In the Know:

How many episodes does In the Know have?

The podcast currently has 56 episodes available.

More shows like In the Know

Masters in Business by Bloomberg

Masters in Business

2,181 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

931 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

411 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

275 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

305 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

211 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

90 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

427 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

104 Listeners

The Business Brew by Bill Brewster

The Business Brew

249 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

343 Listeners

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

Behind the Balance Sheet

44 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

184 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

461 Listeners