In the Know
- Episodios
- 83
- Se publica
- cada dos semanas
- Último episodio
- 29 Oct 2026
Sobre el podcast
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.
Episodios 83
Justin Smith: A New Era for Alzheimer’s Treatment
Senior European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to explore the long-term investment opportunity in Alzheimer’s disease, drawing parallels with the evolution of the multiple …
Notas del episodio
Senior European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to explore the long-term investment opportunity in Alzheimer’s disease, drawing parallels with the evolution of the multiple sclerosis drug market. Justin discusses how advances in diagnostics, including new blood tests, could drive earlier diagnosis and greater treatment uptake, alongside the next generation of therapies. He also examines Roche’s potential competitive advantage through its brain shuttle technology, the promise of gamma-secretase modulators, and the possibility of combination treatments.Hosted on Acast. See acast.com/privacy for more information.
Rupal Agarwal: The AI-led Era of Investing
Host Diana Wood is joined by Senior Asia Quant Strategist Rupal Agarwal to explore how generative AI is reshaping the asset management industry. With AI adoption accelerating, Rupal examines the scale of …
Notas del episodio
Host Diana Wood is joined by Senior Asia Quant Strategist Rupal Agarwal to explore how generative AI is reshaping the asset management industry. With AI adoption accelerating, Rupal examines the scale of investment required, the potential for significant efficiency and margin gains, and how the investment process itself could be fundamentally transformed. The conversation explores the emergence of AI-native workflows, the changing roles of analysts and portfolio managers, and how AI could democratise access to information while blurring the lines between quantitative and fundamental investing. Rupal also tackles a key question for investors: will AI make markets more or less efficient?Hosted on Acast. See acast.com/privacy for more information.
Trevor Stirling: Guinness, Diageo’s Black Magic
Global Beverage Analyst Trevor Stirling discusses the enduring success of Diageo’s Guinness brand, from its distinctive liquid and decades of marketing to its recent growth across the UK and Ireland. Trevor …
Notas del episodio
Global Beverage Analyst Trevor Stirling discusses the enduring success of Diageo’s Guinness brand, from its distinctive liquid and decades of marketing to its recent growth across the UK and Ireland. Trevor explores the international runway for Guinness, the potential of Guinness 0.0, and whether the brand can replicate its success in new markets. He also looks at opportunities across Diageo’s Scotch, tequila and RTD portfolios, and what new CEO Dave Lewis could bring to the business through a sharper focus on costs, marketing and brand fundamentals.Hosted on Acast. See acast.com/privacy for more information.
Richard Trainor: This is Not Just a Podcast…
Retail Analyst Richard Trainor, who joined Bernstein in 2025 after five years at Marks & Spencer, joins host Patrick Robinson to explore what separates the winners from the rest in one of Europe's most …
Notas del episodio
Retail Analyst Richard Trainor, who joined Bernstein in 2025 after five years at Marks & Spencer, joins host Patrick Robinson to explore what separates the winners from the rest in one of Europe's most competitive sectors: food retail. While grocery retail may appear to be a slow-growing, low-margin industry, Richard explains why distinctive business models and disciplined execution can still generate exceptional returns. The conversation examines the importance of scale, the rise of discounters across Europe, and how different markets have developed their own winning retail models. Richard also shares insights from his time at Marks & Spencer, discussing what successful retail transformations look like in practice, why the in-store experience remains the clearest indicator of a retailer's health, and the leadership required to turn around struggling businesses.Hosted on Acast. See acast.com/privacy for more information.
Will Woods: The Death of the Billion-Dollar Brand
Host Patrick Robinson is joined by European Retail Analyst Will Woods to explore “the death of the billion-dollar brand”. They discuss how globalisation, digitalisation and the rise of a middle class helped …
Notas del episodio
Host Patrick Robinson is joined by European Retail Analyst Will Woods to explore “the death of the billion-dollar brand”. They discuss how globalisation, digitalisation and the rise of a middle class helped mega brands dominate, but have now become some of their biggest challenges as consumers move towards more fragmented, niche and targeted products. Will explores the rise of challenger brands, changing consumer demographics, faster product cycles and the growing importance of agility, before revealing how Bernstein put its own research into practice by designing and producing a limited-edition sneaker in just four months.Hosted on Acast. See acast.com/privacy for more information.
Alex Irving: European Airlines, Ready for Take Off
European Transport Analyst Alex Irving joins host Richard Moffat to discuss how the European airline industry has evolved from a chronically underperforming sector into one capable of delivering attractive …
Notas del episodio
European Transport Analyst Alex Irving joins host Richard Moffat to discuss how the European airline industry has evolved from a chronically underperforming sector into one capable of delivering attractive returns. They examine the forces reshaping the competitive landscape, including constrained aircraft supply, disciplined capacity growth and improved capital allocation, and explore what sets the industry's leaders apart – from Ryanair's relentless focus on unit costs to IAG's disciplined deployment of capital. The conversation also considers why today's supply-demand dynamics could underpin stronger profitability across the sector for years to come.Hosted on Acast. See acast.com/privacy for more information.
Live from the Nice Conference: Reto Suter, CFO of Siegfried
Richard Moffat sits down with Reto Suter, CFO of Siegfried, for the final instalment of our Live from the Nice Conference series. As Reto hands over the baton of CFO, he reflects on nearly a decade at one of …
Notas del episodio
Richard Moffat sits down with Reto Suter, CFO of Siegfried, for the final instalment of our Live from the Nice Conference series.
As Reto hands over the baton of CFO, he reflects on nearly a decade at one of Europe's fastest-growing CDMOs, discussing the power of long-term compounding, the structural growth drivers shaping the pharmaceutical industry, and why investors often underestimate the value of steady execution. The conversation explores how innovation is increasingly being driven by small and mid-sized biotech companies, the role of AI in transforming drug development and manufacturing, and how trends such as supply chain localisation and the rapid growth of GLP-1 therapies are creating new opportunities for the sector.
Hosted on Acast. See acast.com/privacy for more information.
Live from the Nice Conference: Gerrit Steen, CFO of AT&S
Is this the most significant demand shock the semiconductor industry has ever seen? Gerrit Steen, CFO of AT&S, joins host Richard Moffat on the Côte d’Azur for an In the Know special. Gerrit reflects on the …
Notas del episodio
Is this the most significant demand shock the semiconductor industry has ever seen?
Gerrit Steen, CFO of AT&S, joins host Richard Moffat on the Côte d’Azur for an In the Know special. Gerrit reflects on the unprecedented AI-driven demand reshaping the semiconductor supply chain and what it means for long-term growth, capacity planning, and advanced packaging technologies like CoWoS. He also shares how AT&S is positioning for this structural shift, and whether geopolitical supply chain realignment presents new opportunities for globally diversified players.
Hosted on Acast. See acast.com/privacy for more information.
Live from the Nice Conference: Ian Malin, CCO of Wizz Air
Recorded live from our Nice Conference, we sit down with Ian Malin, Chief Commercial Officer of Wizz Air, for an In the Know special. Here, we unpack how Wizz has built one of aviation’s youngest, most …
Notas del episodio
Recorded live from our Nice Conference, we sit down with Ian Malin, Chief Commercial Officer of Wizz Air, for an In the Know special. Here, we unpack how Wizz has built one of aviation’s youngest, most efficient fleet – and what investors still overlook about its model. We explore whether high fuel prices strengthen its competitive edge, how it deploys aircraft and selects routes to reshape demand, and which markets have driven the most success. We also examine Wizz’s evolving brand, its approach to tech and AI, gaps in the customer journey, untapped marketing opportunities and finally, we look ahead to where the airline sees its biggest growth over the next 3–5 years.Hosted on Acast. See acast.com/privacy for more information.
Nadine Sarwat: A $20+ Cocktail... In This Economy?
In this episode, American & European Beverages Analyst Nadine discusses the hot topic of spirits pricing. Diageo intends to introduce brands at price points it had previously ignored and to selectively execute …
Notas del episodio
In this episode, American & European Beverages Analyst Nadine discusses the hot topic of spirits pricing. Diageo intends to introduce brands at price points it had previously ignored and to selectively execute price repositioning certain brands in certain geographies, Brown-Forman’s pricing power is also in focus as cost pressures are set to intensify, and all of this is against the backdrop of the ongoing cyclical vs. structural debate in US alcohol. So many investors have been wondering… should distillers adopt a tobacco-like strategy of using stronger price to offset volume decline? Or should distillers actually cut pricing to stimulate demand in an environment where affordability is under pressure? Today Nadine rolls up her sleeves and digs into this debate and more!Hosted on Acast. See acast.com/privacy for more information.
Annick Maas: Concert Tickets, Who Really Sets the Price?
Media & Internet Analyst Annick Maas joins host Patrick Robinson to discuss ticketing and entertainment. With the experience economy thriving post-Covid, they delve into ticket pricing (including fees and …
Notas del episodio
Media & Internet Analyst Annick Maas joins host Patrick Robinson to discuss ticketing and entertainment. With the experience economy thriving post-Covid, they delve into ticket pricing (including fees and resellers), the power structure between promoters, tickets and capital – as well as questioning whether or not festivals can still be considered the cultural epicentre?Hosted on Acast. See acast.com/privacy for more information.
Courtney Breen: GLP-1s & the Oral Obesity Era
US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss the evolution of GLP-1 therapies for obesity, focusing on the transformative impact of oral formulations and recent policy changes that …
Notas del episodio
US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss the evolution of GLP-1 therapies for obesity, focusing on the transformative impact of oral formulations and recent policy changes that expand access. We explore market dynamics, patient demographics, and the future landscape of obesity treatment.Hosted on Acast. See acast.com/privacy for more information.
Harshita Rawat: Visa, The Next Decade of Growth
In this episode, Diana Wood and Harshita Rawat explore Visa's investment case, focusing on its evolving growth algorithm from cash digitization to value-added services, and the impact of emerging technologies …
Notas del episodio
In this episode, Diana Wood and Harshita Rawat explore Visa's investment case, focusing on its evolving growth algorithm from cash digitization to value-added services, and the impact of emerging technologies like AI and Stablecoins. They discuss how Visa is adapting to core market maturity, technological disruption, and new payment paradigms.Hosted on Acast. See acast.com/privacy for more information.
Rupal Agarwal: Gen AI in Asset Management
In this episode of In the Know, host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss the transformative impact of artificial intelligence (AI) on asset management. They explore the key trends for …
Notas del episodio
In this episode of In the Know, host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss the transformative impact of artificial intelligence (AI) on asset management. They explore the key trends for 2026, emphasising the shift from basic AI applications to more sophisticated uses that create new alpha opportunities. The conversation highlights the importance of structured AI training, innovative use cases from recent conferences, and the challenges investors face in implementing AI solutions.
Hosted on Acast. See acast.com/privacy for more information.
Jay Huang: The Dawn of the Next Robot Age
Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay delves into the concept of a “robot renaissance”, the …
Notas del episodio
Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay delves into the concept of a “robot renaissance”, the challenges of robot adoption, and the technological innovations driving the industry. The discussion also covers the differences in robot adoption across various regions, the role of companies like Keyence in advancing sensor technology, and predictions for the future of automation in light of AI.Hosted on Acast. See acast.com/privacy for more information.
Will Pickering: FDA Under Trump, A New Era of Regulation
In this episode of In the Know, US Biotech Analyst Will Pickering joins host Diana Wood to discuss the current state of the US biotech market, and the complexities and challenges facing this industry today …
Notas del episodio
In this episode of In the Know, US Biotech Analyst Will Pickering joins host Diana Wood to discuss the current state of the US biotech market, and the complexities and challenges facing this industry today. Here, they explore FDA inspection trends, both long-term and under the Trump administration, with insights into the sector’s recovery, the impact of FDA headcount reductions, the potential consequences of inspection outcomes on drug approvals, and much more.
This podcast was recorded on Jan 29, 2026. Since then, turmoil at FDA has only increased, culminating in the recent resignation of CBER Director Vinay Prasad. While that particular drama has now played out, the broader issues Will highlights in this podcast are sure to remain relevant in the months and years ahead.
Hosted on Acast. See acast.com/privacy for more information.
Will Kirkness: Rentokil, A Century of Pest Control
European Business Services Analyst Will Kirkness joins host Patrick Robinson to delve into the history, challenges, and future prospects of Rentokil, a prominent player in the pest control industry. They …
Notas del episodio
European Business Services Analyst Will Kirkness joins host Patrick Robinson to delve into the history, challenges, and future prospects of Rentokil, a prominent player in the pest control industry. They discuss the company's evolution over the past century, its recent acquisition of Terminex, and the subsequent challenges faced in the US market. The conversation also touches on competitors and current market dynamics, as well as the potential role of AI and robotics in enhancing operational efficiency.Hosted on Acast. See acast.com/privacy for more information.
Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings
Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future of the beverage industry. With reference to trends in …
Notas del episodio
Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future of the beverage industry. With reference to trends in emerging and developed markets and changing consumer behaviours, Trevor delves into a detailed analysis of Campari, a standout player in the beverage market, examining its growth trajectory, brand strategy, the potential risks associated with its M&A activities, and its biggest opportunities.Hosted on Acast. See acast.com/privacy for more information.
Justin Smith: Alzheimer’s Disease, Hope Ahead?
European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to discuss the heartbreaking and challenging world of Alzheimer’s. Here, they discuss the causes, symptoms and diagnosis, and delve into …
Notas del episodio
European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to discuss the heartbreaking and challenging world of Alzheimer’s. Here, they discuss the causes, symptoms and diagnosis, and delve into drug development. A devastating condition for patients and family members, Justin discusses his optimistic view on the future, referencing Roche’s innovation in the space and brain shuttle model, as well as clinical trials thus far.Hosted on Acast. See acast.com/privacy for more information.
Courtney Breen: Tariffs, Pricing & Policy Threats
US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to …
Notas del episodio
US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock at the moment. Courtney discusses the key trade-offs in policy risk and ability to mitigate for her covered companies, plus the implications of the recently announced White House deal and the near and long-term evolution of industry economics and potential for innovation.Hosted on Acast. See acast.com/privacy for more information.
Nadine Sarwat: Scrolling Alone or Drinking Together?
As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light-hearted yet thought-provoking festive episode. They explore current …
Notas del episodio
As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light-hearted yet thought-provoking festive episode. They explore current trends in socialisation, economic pressures, alcohol consumption and mental health in America... and how they all might be related. At a time of year when many of us will socialise in abundance with family and friends but in an era when our phones are permanently glued to our hands, Nadine attempts to answer the question: in an increasingly lonely and polarized world, why is no one talking about the social benefits of alcohol?Hosted on Acast. See acast.com/privacy for more information.
Chad Dillard: The Rebound of Non-Residential Construction
US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in …
Notas del episodio
US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in this sector, the alignment of monetary and fiscal policies, and the expected rebound in construction spending driven by various market segments. Plus, they touch on the role of technology and AI in improving efficiency within the construction industry, as well as the challenges posed by power supply and the implications for renewable energy and nuclear power.Hosted on Acast. See acast.com/privacy for more information.
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 …
Notas del episodio
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.
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 …
Notas del episodio
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.
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 …
Notas del episodio
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.
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 …
Notas del episodio
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.
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 …
Notas del episodio
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.
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 …
Notas del episodio
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.
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 …
Notas del episodio
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.
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 …
Notas del episodio
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...Hosted on Acast. See acast.com/privacy for more information.
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