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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 each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

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Episodi

83 episodi

  1. Justin Smith: A New Era for Alzheimer’s Treatment 30:55
  2. Rupal Agarwal: The AI-led Era of Investing 34:07
  3. Trevor Stirling: Guinness, Diageo’s Black Magic 36:11
  4. Richard Trainor: This is Not Just a Podcast… 27:04
  5. Will Woods: The Death of the Billion-Dollar Brand 28:57
  6. Alex Irving: European Airlines, Ready for Take Off 38:51
  7. Live from the Nice Conference: Reto Suter, CFO of Siegfried 15:40
  8. Live from the Nice Conference: Gerrit Steen, CFO of AT&S 20:43
  9. Live from the Nice Conference: Ian Malin, CCO of Wizz Air 28:29
  10. Nadine Sarwat: A $20+ Cocktail... In This Economy? 31:17
  11. Annick Maas: Concert Tickets, Who Really Sets the Price? 25:52
  12. Courtney Breen: GLP-1s & the Oral Obesity Era 35:45
  13. Harshita Rawat: Visa, The Next Decade of Growth 33:39
  14. Rupal Agarwal: Gen AI in Asset Management 30:44
  15. Jay Huang: The Dawn of the Next Robot Age 26:28
  16. Will Pickering: FDA Under Trump, A New Era of Regulation 33:38
  17. Will Kirkness: Rentokil, A Century of Pest Control 30:48
  18. Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings 27:50
  19. Justin Smith: Alzheimer’s Disease, Hope Ahead? 33:01
  20. Courtney Breen: Tariffs, Pricing & Policy Threats 32:10
  21. Nadine Sarwat: Scrolling Alone or Drinking Together? 33:54
  22. Chad Dillard: The Rebound of Non-Residential Construction 25:15
  23. Kokou Agbo-Bloua: Is Deglobalization a Myth? 34:01
  24. Rupal Agarwal: The Future of AI in Asset Management 31:08
  25. Stephen Reitman: Ferrari, A Legacy of Luxury 31:55
  26. Alex Irving: Airplane Mode 30:38
  27. Harry Martin: Trucking for the Long Haul 27:37
  28. Maria Meita: Is the Luxury Playbook Broken? 23:54
  29. Danilo Gargiulo: Starbucks, The Bitter Truth 34:48
  30. Will Woods: Inditex, The Rise of Zara 27:05
  31. Bob Brackett: The Global Nuclear Renaissance 29:21
  32. Richard Clarke: Digital Doormen – AI and the Guest Experience 27:55
  33. Doug Harned: America’s ‘Golden Dome’ Explained 30:50
  34. Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2) 36:55
  35. Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1) 32:24
  36. Nadine Sarwat: Spirits vs. ‘Tariff Man’ 35:12
  37. Mark Moerdler: Oracle, The Cloud Transition 33:42
  38. Alexia Howard: Additives Included 28:25
  39. Neil Beveridge: CATL, The Road to Battery Market Dominance 27:17
  40. Zhihan Ma: Costco, Welcome to the Club 43:34
  41. Boris Van: Entering the Gilded Age of Chinese Travel 28:00
  42. Bob Brackett: The Super Cycle of Gas 26:10
  43. Stacy Rasgon: DeepSeek, Hype vs. Reality 31:07
  44. Nikhil Devnani: Uber, Driving into an Autonomous Future 54:21
  45. Alexia Howard: Recipe for Change 29:04
  46. Eunice Lee: Car Club 28:31
  47. Nadine Sarwat: The Future of US Whiskey 32:07
  48. David Vernon: The Sky is the Limit 40:20
  49. Eve Burstein: Prescription For Progress 26:51
  50. Mark Shmulik: Google, The Search is Over 1:07:04