In the Know
Episodes
Courtney Breen: GLP-1s & the Oral Obesity Era
05 May 2026
Contributed by Lukas
US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss the evolution of GLP-1 therapies for obesity, focusing on the transformative impa...
Harshita Rawat: Visa, The Next Decade of Growth
22 Apr 2026
Contributed by Lukas
In this episode, Diana Wood and Harshita Rawat explore Visa's investment case, focusing on its evolving growth algorithm from cash digitization to val...
Rupal Agarwal: Gen AI in Asset Management
01 Apr 2026
Contributed by Lukas
In this episode of In the Know, host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss the transformative impact of artificial intelligence (...
Jay Huang: The Dawn of the Next Robot Age
17 Mar 2026
Contributed by Lukas
Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay del...
Will Pickering: FDA Under Trump, A New Era of Regulation
03 Mar 2026
Contributed by Lukas
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...
Will Kirkness: Rentokil, A Century of Pest Control
17 Feb 2026
Contributed by Lukas
European Business Services Analyst Will Kirkness joins host Patrick Robinson to delve into the history, challenges, and future prospects of Rentokil, ...
Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings
03 Feb 2026
Contributed by Lukas
Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future ...
Justin Smith: Alzheimer’s Disease, Hope Ahead?
20 Jan 2026
Contributed by Lukas
European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to discuss the heartbreaking and challenging world of Alzheimer’s. Here, they...
Courtney Breen: Tariffs, Pricing and Policy Threats
06 Jan 2026
Contributed by Lukas
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...
Nadine Sarwat: Scrolling Alone or Drinking Together?
16 Dec 2025
Contributed by Lukas
As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light...
Chad Dillard: The Rebound of Non-Residential Construction
26 Nov 2025
Contributed by Lukas
US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in ...
Kokou Agbo-Bloua: Is Deglobalization a Myth?
11 Nov 2025
Contributed by Lukas
In an ‘In the Know’ first, host Patrick Robinson welcomes Kokou Agbo-Bloua, Global Head of Economics, Cross-Asset and Quant Research at Societe Ge...
Rupal Agarwal: The Future of AI in Asset Management
28 Oct 2025
Contributed by Lukas
Host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss how Generative AI is transforming the asset management industry. They explor...
Stephen Reitman: Ferrari, A Legacy of Luxury
16 Oct 2025
Contributed by Lukas
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 h...
Alex Irving: Airplane Mode
30 Sep 2025
Contributed by Lukas
This week, European Transport Analyst Alex Irving joins host Patrick Robinson on the podcast to discuss how the airline industry stands currently: who...
Harry Martin: Trucking for the Long Haul
16 Sep 2025
Contributed by Lukas
European Automobiles & Components Analyst Harry Martin joins host Patrick Robinson on the podcast this week to discuss all things trucking. We dis...
Maria Meita: Is the Luxury Playbook Broken?
02 Sep 2025
Contributed by Lukas
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 ...
Danilo Gargiulo: Starbucks, The Bitter Truth
19 Aug 2025
Contributed by Lukas
US Restaurants Analyst Danilo Gargiulo joins host Diana Wood on the podcast this week to discuss American multinational coffee chain Starbucks. We deb...
Will Woods: Inditex, The Rise of Zara
05 Aug 2025
Contributed by Lukas
With this year marking Zara’s 50th birthday, European Retail Analyst Will Woods joins host Richard Moffat to discuss Inditex – which has grow...
Bob Brackett: The Global Nuclear Renaissance
22 Jul 2025
Contributed by Lukas
US Energy & Global Natural Resource Analyst Bob Brackett joins us back on the podcast this week alongside host Diana Wood to discuss all things Nu...
Richard Clarke: Digital Doormen – AI and the Guest Experience
08 Jul 2025
Contributed by Lukas
Imagine a hotel experience where you can select your exact room, pay more for a specific pillow, specify the amount of towels you will need – and th...
Doug Harned: America’s ‘Golden Dome’ Explained
24 Jun 2025
Contributed by Lukas
Global Aerospace & Defense Analyst Doug Harned joins host Diana Wood on the podcast to provide his perspective on the new Golden Dome, a proposed ...
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)
11 Jun 2025
Contributed by Lukas
US Internet Analyst Mark Shmulik returns with Sid Malkani for the second part of our two-part episode on Meta Platforms. This time, we look into Meta’...
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)
27 May 2025
Contributed by Lukas
US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Faceb...
Nadine Sarwat: Spirits vs. ‘Tariff Man’
13 May 2025
Contributed by Lukas
Nadine Sarwat (Bernstein’s American & European Beverages Analyst) joins host Diana Wood for a discussion on deglobalization, considered an inves...
Mark Moerdler: Oracle, The Cloud Transition
30 Apr 2025
Contributed by Lukas
Global Software Analyst Mark Moerdler joins host Diana Wood to discuss multinational computer technology company, Oracle. We take a look into their st...
Alexia Howard: Additives Included
15 Apr 2025
Contributed by Lukas
Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week for a deep dive into food additives and dyes. Used to enhance flav...
Neil Beveridge: CATL, The Road to Battery Market Dominance
02 Apr 2025
Contributed by Lukas
Neil Beveridge, APAC Oil, Gas & Energy Storage Analyst joins Diana Wood on the podcast this week to discuss CATL, a global leader in new ener...
Zhihan Ma: Costco, Welcome to the Club
18 Mar 2025
Contributed by Lukas
US Retailing Analyst Zhihan Ma joins host Sid Malkani this week to unpack multi-billion dollar global retailer Costco, self-described as a “mem...
Boris Van: Entering the Gilded Age of Chinese Travel
04 Mar 2025
Contributed by Lukas
Senior Technology Analyst Boris Van joins Richard Moffat on the podcast this week to discuss the Chinese travel market. As Chinese...
Bob Brackett: The Super Cycle of Gas
18 Feb 2025
Contributed by Lukas
US Energy & Global Natural Resource Analyst Bob Brackett joins host Diana Wood to walk us through his bullish view on the natural gas market. We d...
Stacy Rasgon: DeepSeek, Hype vs. Reality
04 Feb 2025
Contributed by Lukas
Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have ...
Nikhil Devnani: Uber, Driving into an Autonomous Future
21 Jan 2025
Contributed by Lukas
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 N...
Alexia Howard: Recipe for Change
07 Jan 2025
Contributed by Lukas
Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week to discuss the potential implications of Make America Healthy Agai...
Eunice Lee: Car Club
10 Dec 2024
Contributed by Lukas
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 pene...
Nadine Sarwat: The Future of US Whiskey
26 Nov 2024
Contributed by Lukas
This week, Nadine Sarwat (Bernstein’s Americas Alcoholic Beverages & Cannabis Analyst) joins host Diana Wood to look at the future of US whiskey...
David Vernon: The Sky is the Limit
12 Nov 2024
Contributed by Lukas
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 a...
Eve Burstein: Prescription For Progress
29 Oct 2024
Contributed by Lukas
US Life Science Tools & Diagnostics Analyst Eve Burstein joins host Sid Malkani on the podcast this week to discuss the building blocks for helpin...
Mark Shmulik: Google, The Search is Over
15 Oct 2024
Contributed by Lukas
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 int...
Mark Li: Tech Byte
01 Oct 2024
Contributed by Lukas
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 an...
Nadine Sarwat: The Kids Are Alright?
17 Sep 2024
Contributed by Lukas
Nadine Sarwat (Bernstein’s North America Alcoholic Beverages & Cannabis Analyst) is back on the podcast with host Diana Wood, this time to...
Neil Beveridge: The Energy Shift
03 Sep 2024
Contributed by Lukas
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 commod...
Danilo Gargiulo: Burger Wars
20 Aug 2024
Contributed by Lukas
What makes a good restaurant? What does today’s grocery deflation mean for eating out? US Restaurant Analyst Danilo Gargiulo joins host Sid Malkani ...
Will Pickering: The Antidote to Ageing
06 Aug 2024
Contributed by Lukas
Will Pickering, Bernstein’s Senior US SMID Cap Biotech Analyst, joins Diana Wood on the podcast this week to discuss a highly topical subject: ...
Sara Russo: Specialisation in Semis
23 Jul 2024
Contributed by Lukas
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 bei...
Luca Solca: The 10 Rules of Brand Exclusivity
08 Jul 2024
Contributed by Lukas
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 Di...
Qingyuan Lin: Survive to Thrive
25 Jun 2024
Contributed by Lukas
China Semiconductors Analyst Qingyuan Lin joins host Richard Moffat to break down the Chinese semiconductor industry, looking at the areas of strength...
Doug Harned: Fasten Your Seatbelts
11 Jun 2024
Contributed by Lukas
This week, Senior US Aerospace & Defense Analyst Doug Harned joins Diana Wood to discuss the role of aviation safety by looking at the performance...
Jay Huang: Robots Among Us
28 May 2024
Contributed by Lukas
Global Industrial Technology Analyst Jay Huang joins us for a discussion on automation technology and the new wave of machine mission and learning. We...
Chad Dillard: Revenge of the Physical World
14 May 2024
Contributed by Lukas
Senior US Construction & Machinery Analyst Chad Dillard joins host Sid Malkani this week. With the last 10 years characterised by building out the...
Stacy Rasgon: AI Pixie Dust
30 Apr 2024
Contributed by Lukas
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...
Will Woods: The Fashion Chameleon
16 Apr 2024
Contributed by Lukas
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 indust...
Nadine Sarwat: It’s (Still) 5 O’clock Somewhere
19 Mar 2024
Contributed by Lukas
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...
Lee Hambright: Under the Scalpel
05 Mar 2024
Contributed by Lukas
US Medical Devices Analyst Lee Hambright joins host Sid Malkani to discuss the ever-evolving sector of medical devices. With procedures becoming less ...
Lisa Clive: You Are What You Eat
20 Feb 2024
Contributed by Lukas
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 ...
Euan McLeish: In the Spirit
06 Feb 2024
Contributed by Lukas
Join host Richard Moffat in conversation with Asian Beverages & Consumer Analyst Euan McLeish. We cover the socio-economic factors influencing Chi...
Peter Weed: Under Attack
23 Jan 2024
Contributed by Lukas
US Smid-Cap Software Analyst Peter Weed joins host Diana Wood for a discussion on the world of cyber security including what it is, why we n...
Sara Russo: Our World in Chips
09 Jan 2024
Contributed by Lukas
Join host Diana Wood in conversation with EU Semiconductors Analyst Sara Russo. We cover the basics, from how a semiconductor works to its daily usage...
Mark Moerdler: Data is King
13 Dec 2023
Contributed by Lukas
Global Software Analyst Mark Moerdler joins host Richard Moffat for this week’s episode. We discuss the long-term future of the software industry in...
Alex Irving: A Twist of Freight
28 Nov 2023
Contributed by Lukas
European Logistics Analyst Alex Irving joins host Diana Wood for a discussion on global trade, from the birth of trade 5000 years ago to the dawn of g...
Alexia Howard & Trevor Stirling: Food Noise
14 Nov 2023
Contributed by Lukas
Primarily designed for diabetes, GLP-1 agonists like Ozempic have made their way into the spotlight due to their ability to reduce hunger cravings, an...
Robin Zhu: Game On
31 Oct 2023
Contributed by Lukas
With China emerging as world-leading in various spaces, China Internet and Japanese Video Gaming Analyst Robin Zhu joins us from Hong Kong to discuss ...
Alexia Howard: Who Moved My Cheese?
17 Oct 2023
Contributed by Lukas
Food Packaging Analyst Alexia Howard joins host Sid Malkani to discuss the relationship between food brands, retailers and manufacturers, and how the ...
Strategic Decisions Conference: Live
03 Oct 2023
Contributed by Lukas
Hosts Diana Wood and Richard Moffat join us for an exclusive episode, live from the floor of our 20th Pan-European Strategic Decisions Confe...
Lisa Clive: Dr. AI Will See You Now
19 Sep 2023
Contributed by Lukas
European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the role of AI in healthcare, and how companies can turn this technology into a c...
Bob Brackett: The Green Wolf is at The Door
05 Sep 2023
Contributed by Lukas
US Energy & Global Natural Resource Analyst Bob Brackett joins host Sid Malkani for a discussion on energy transition. Likely to be one of the big...
Mark Shmulik: The Right Kind of ‘Wow’
22 Aug 2023
Contributed by Lukas
US Internet Analyst Mark Shmulik breaks down why recurring utility – not the ‘wow’ factor – dictates disruption in consumer technologies. From...
Richard Clarke: Friday, I’m in Lodz
08 Aug 2023
Contributed by Lukas
Has the rise of Zoom hurt the travel industry? Absolutely not. With travel season upon us and hybrid working now mainstream, Global Hotels & Leisu...
Stacy Rasgon: AI’s Endless Summer
25 Jul 2023
Contributed by Lukas
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 disc...
Will Woods: The Retailer’s Paradox
11 Jul 2023
Contributed by Lukas
European General & Food Retail Analyst Will Woods joins host Richard Moffat for Episode 2. Here, Will highlights the longer shelf-life trends of g...
Nadine Sarwat: Confessions of a Sin Analyst
27 Jun 2023
Contributed by Lukas
In our first episode, host Richard Moffat speaks to US Alcohol and Cannabis Analyst Nadine Sarwat. Nadine gives her brilliant insight into the alcohol...
In the Know with Bernstein Research
05 Jun 2023
Contributed by Lukas
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 ...