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In the Know

Bernstein Research

64 episodes

3 days ago

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.

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All content for In the Know is the property of Bernstein Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Episodes (20/64)

In the Know

Courtney Breen: Tariffs, Pricing and 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 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.

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12 hours ago

32 minutes 10 seconds

In the Know

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 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?

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3 weeks ago

33 minutes 54 seconds

In the Know

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 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.

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1 month ago

25 minutes 15 seconds

In the Know

Kokou Agbo-Bloua: Is Deglobalization a Myth?

In an ‘In the Know’ first, host Patrick Robinson welcomes Kokou Agbo-Bloua, Global Head of Economics 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.

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1 month ago

34 minutes 1 second

In the Know

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 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.

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2 months ago

31 minutes 8 seconds

In the Know

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 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.

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2 months ago

31 minutes 55 seconds

In the Know

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 policy, geography, infrastructure and other contextual factors affecting airlines today.

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3 months ago

30 minutes 38 seconds

In the Know

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 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.

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3 months ago

27 minutes 37 seconds

In the Know

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 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.

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4 months ago

23 minutes 54 seconds

In the Know

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 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?

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4 months ago

34 minutes 48 seconds

In the Know

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, 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...

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5 months ago

27 minutes 5 seconds

In the Know

Bob Brackett: The Global Nuclear Renaissance

US Energy & Global Natural Resource Analyst Bob Brackett joins us back on the podcast this week alongside host Diana Wood to discuss all things Nuclear.

As we undergo a massive energy transition, moving away from emissions-based energy sources to green sources, Nuclear is likely to play a large role going forward.

Bob walks us through a brief history of Nuclear power, what he sees into terms of supply and demand, the market for uranium and some key players in the space.

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5 months ago

29 minutes 21 seconds

In the Know

Richard Clarke: Digital Doormen – AI and the Guest Experience

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 the price you pay is adjusted accordingly. For our latest episode of In the Know, we welcome new host Patrick Robinson (based in London) alongside Global Hotels & Leisure Analyst Richard Clarke. We delve into the opportunities AI presents for hotels, cruises and online travel agencies, for instance, how tech can assist with everything from initial holiday planning, personalisation, price management and sustainability efforts – and ultimately, how these advancements may affect these industries’ bottom lines.

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6 months ago

27 minutes 55 seconds

In the Know

Doug Harned: America’s ‘Golden Dome’ Explained

Global Aerospace & Defense Analyst Doug Harned joins host Diana Wood on the podcast to provide his perspective on the new Golden Dome, a proposed multi-layer defense system for the United Stares designed to detect and destroy a wide range of threats before or during their flight. Doug gives a 360° view of what the Golden Dome actually is, cost estimates and timelines for a system of this scale, main technological challenges, potential adversaries’ countermeasures, how it could escalate the arms race – and where this initiative may leave America and the world over the next 3, 5 and 10 years.

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6 months ago

30 minutes 50 seconds

In the Know

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)

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’s competition and how they ensure content creators end up on their platform vs. TikTok or Google. Plus, we delve into optionality and whether or not Meta can monetize WhatsApp – plus the topic au jour: the introduction of Meta AI.

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6 months ago

36 minutes 55 seconds

In the Know

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)

US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Facebook, Instagram, WhatsApp, Messenger – and most recently, Meta AI. Looking at Mark’s ‘framework of utility’, we look at the different stakeholders of Meta’s ecosystems: the user, the consumer and the advertiser. We delve into Meta’s use cases and what keeps us online, and how social media has emerged from a place to connect to a broadcast media, with brand/performance advertising and content creation monetising the platforms and continuing its runway for growth.

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7 months ago

32 minutes 24 seconds

In the Know

Nadine Sarwat: Spirits vs. ‘Tariff Man’

Nadine Sarwat (Bernstein’s American & European Beverages Analyst) joins host Diana Wood for a discussion on deglobalization, considered an investment controversy across all sectors. Distillers are at the crux of this debate. Their reliance on protected geographical indication products (PGIs, i.e. spirits that must be produced in a given geography) were once a clear asset. Now they are a potential liability. We explore which companies are most at risk given rising trade tensions. Plus, we discuss Nadine's recent coverage expansion into the European Coca-Cola bottlers, which have proven to be a safe haven in today’s volatile environment.

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7 months ago

35 minutes 12 seconds

In the Know

Mark Moerdler: Oracle, The Cloud Transition

Global Software Analyst Mark Moerdler joins host Diana Wood to discuss multinational computer technology company, Oracle. We take a look into their story, looking into their transition to the Cloud and how their revenue, margins and earnings were impacted. Plus, we discuss the controversy of the Oracle database, the AI capabilities of Oracle OCI, MultiCloud, and the security offering from Oracle.

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8 months ago

33 minutes 42 seconds

In the Know

Alexia Howard: Additives Included

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 flavour, appearance and/or to extend shelf life, some of these substances have been associated with adverse health implications including cancers and behavioural disorders. Alexia walks us through the additives we may find in our kitchen pantry, why they have found their way into our food systems (particularly in the US) – and importantly, which ones to avoid and why.

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8 months ago

28 minutes 25 seconds

In the Know

Neil Beveridge: CATL, The Road to Battery Market Dominance

Neil Beveridge, APAC Oil, Gas & Energy Storage Analyst joins Diana Wood on the podcast this week to discuss CATL, a global leader in new energy innovative technologies and the largest battery maker today. Here, we discuss the basics – who they are, and who their customer base is – and delve into their capacity expansion plans for the future, their biggest competitors and how they think about their supply chain.

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9 months ago

27 minutes 17 seconds