In the Know podcast artwork
Business

In the Know

by Bernstein Research
BusinessNewsBusiness News

Last recorded placements from this show’s chart history. These are not current rankings.

Not on the United States charts we track today.

If you like In the Know, try…

Latest episodes

  • Rupal Agarwal: The AI-led Era of Investing

    October 15, 2026 · 34 min

    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…

  • Trevor Stirling: Guinness, Diageo’s Black Magic

    October 2, 2026 · 36 min

    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…

  • Richard Trainor: This is Not Just a Podcast…

    September 16, 2026 · 27 min

    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…

  • Will Woods: The Death of the Billion-Dollar Brand

    September 2, 2026 · 29 min

    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…

  • Alex Irving: European Airlines, Ready for Take Off

    July 15, 2026 · 39 min

    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…

Show 7 more episodesShow fewer episodes
  • Live from the Nice Conference: Reto Suter, CFO of Siegfried

    July 2, 2026 · 16 min

    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…

  • Live from the Nice Conference: Gerrit Steen, CFO of AT&S

    June 23, 2026 · 21 min

    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…

  • Live from the Nice Conference: Ian Malin, CCO of Wizz Air

    June 16, 2026 · 28 min

    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…

  • Nadine Sarwat: A $20+ Cocktail... In This Economy?

    June 3, 2026 · 31 min

    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…

  • Annick Maas: Concert Tickets, Who Really Sets the Price?

    May 19, 2026 · 26 min

    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…

  • Courtney Breen: GLP-1s & the Oral Obesity Era

    May 5, 2026 · 36 min

    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…

  • Harshita Rawat: Visa, The Next Decade of Growth

    April 22, 2026 · 34 min

    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…

Full episode archive on Apple Podcasts →

About the show

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.