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PODCAST

In the Know

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 eachepisode, 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.

business business news

All Episodes

54:21

Nikhil Devnani: Uber, Driving into an Autonomous Future

In the Know ·

2025/01/21

Once the hottest start-up and a notorious cash-burn business, Uber has now emerged as a scaled and profitable Internet platform. US Internet Analyst Nikhil Devnani joins host Sid Malkani on the podcast this week to discuss Uber, the category-defining app.We dig into its history and evolution into a global and multi-category on-demand network. Today, Uber faces its next big transition phase to an increasingly autonomous network as driverless cars are finally here. We touch on what these inventions

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29:04

Alexia Howard: Recipe for Change

In the Know ·

2025/01/07

Food packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week to discuss the potential implications of Make America Healthy Again on the packaged food industry. We look at Robert F. Kennedy’s policies and what impact these could have on food dye, microplastics and the Supplemental Nutrition Assistance Program (SNAP). Plus, we consider new legislations around additives, product promotion, and how education may start to shift the way people think about ultra-processed foods

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28:31

Eunice Lee: Car Club

In the Know ·

2024/12/10

This week, our Asian Autos Analyst Eunice Lee joins us from Hong Kong to discuss electric vehicles with host Richard Moffat. We discuss rising EV penetration in the Chinese market, self-driving tech, the rapid model upgrade cycle and the cost advantages that have seen the emergence of not just competitive but world-leading products. Hosted on Acast. See acast.com/privacy for more information.

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32:07

The Future of US Whiskey

In the Know ·

2024/11/26

This week, Nadine Sarwat (Bernstein’s Americas Alcoholic Beverages & Cannabis Analyst) joins host Diana Wood to look at the future of US whiskey. Nadine starts with a 101 crash course on US whiskey – a spirits category that has gained meaningful share of throat both in the US and internationally. Wediscuss the role that flavors have played in the rise (and fall) of certain brands. We also dive into the topic on many investors’ minds: is there a US whiskey glut on the horizon? Hosted on Acast

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40:20

David Vernon: The Sky is the Limit

In the Know ·

2024/11/12

Senior North America Airlines and Transports Analyst David Vernon joins host Diana Wood on the podcast. In this episode, we take a step back in time and discuss the history of airlines economics and ask what could be different this time around? David discusses segmentation, loyalty programs, the shift in profits and how this sets the stage for the next cycle and impact on the industry overall.He also looks at the appetite for travel from younger consumers and how that will transform the industry in

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26:51

Eve Burstein: Prescription For Progress

In the Know ·

2024/10/29

US Life Science Tools & Diagnostics Analyst Eve Burstein joins host Sid Malkani on the podcast this week to discuss the building blocks for helping develop novel therapies and screening for diseases. We touch on genetic testing and its current challenges, new treatments including gene editing, and whether or not there could ever be a shift from invasive to non-invasive screenings. Hosted on Acast. See acast.com/privacy for more information.

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1:07:04

Mark Shmulik: Google, The Search is Over

In the Know ·

2024/10/15

US Internet Analyst Mark Shmulik joins host Sid Malkani this week to discuss all things Google. We discuss the rise of Google and its place in the internet hierarchy, the evolution of search, and the impact of AI. Plus, we double-click into the role of regulation today and look to the future to understand what might be next for this complex conglomerate. Hosted on Acast. See acast.com/privacy for more information.

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25:58

Mark Li: Tech Byte

In the Know ·

2024/10/01

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.

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30:57

Nadine Sarwat: The Kids Are Alright?

In the Know ·

2024/09/17

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

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22:15

Neil Beveridge: The Energy Shift

In the Know ·

2024/09/03

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

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26:26

Danilo Gargiulo: Burger Wars

In the Know ·

2024/08/20

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

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27:44

Will Pickering: The Antidote to Ageing

In the Know ·

2024/08/06

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

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33:05

Sara Russo: Specialisation in Semis

In the Know ·

2024/07/23

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.

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28:54

Luca Solca: The 10 Rules of Brand Exclusivity

In the Know ·

2024/07/08

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.

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22:28

Qingyuan Lin: Survive to Thrive

In the Know ·

2024/06/25

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 isbuildingmanufacturing 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

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28:47

Doug Harned: Fasten Your Seatbelts

In the Know ·

2024/06/11

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.

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24:23

Jay Huang: Robots Among Us

In the Know ·

2024/05/28

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.

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20:54

Chad Dillard: Revenge of the Physical World

In the Know ·

2024/05/14

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. Hosted on Acast. See acast.com/privacy for more information.

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26:51

Stacy Rasgon: AI Pixie Dust

In the Know ·

2024/04/30

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. Hosted on Acast. See acast.com/privacy for more information.

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28:00

Will Woods: The Fashion Chameleon

In the Know ·

2024/04/16

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. Hosted on Acast. See acast.com/privacy for more information.

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60 results

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