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Semiconductors
China
Luxury Brands
Sustainability
Consumer Behavior
Semiconductor Manufacturing
Chinese Semiconductor Industry
Exclusivity
Medtech
NVIDIA
Obesity
AI Chips
Social Media
Artificial Intelligence
Glp-1
Ultra-Processed Foods
Medical Devices
Robotics
Alcohol Consumption
Fashion Industry

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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PublishesTwice monthlyEpisodes63Founded3 years ago
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Artwork for In the Know

Latest Episodes

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, ... more

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 an... more

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 globa... more

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 genera... more

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 d... more

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 oth... more

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 mark... more

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 custo... more

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Recent Guests

Stephen Reitman
Bernstein's Autos Analyst
Bernstein Research
Episode: Stephen Reitman: Ferrari, A Legacy of Luxury
Harry Martin
Member of Bernstein's European Autos team
Bernstein
Episode: Harry Martin: Trucking for the Long Haul
Maria Meita
Luxury goods analyst at Bernstein
Bernstein Research
Episode: Maria Meita: Is the Luxury Playbook Broken?
Richard Clarke
Travel and leisure analyst specializing in AI impacts on guest experiences
Bernstein Research
Episode: Richard Clarke: Digital Doormen – AI and the Guest Experience
Zhihan Ma
Research Analyst covering Costco and retail sectors
Bernstein Research
Episode: Zhihan Ma: Costco, Welcome to the Club
Boris Van
China Travel Analyst
Bernstein Research
Episode: Boris Van: Entering the Gilded Age of Chinese Travel
Alexia Howard
Senior US packaged food analyst
Bernstein Research
Episode: Alexia Howard: Recipe for Change
Eunice Lee
China Autos Analyst
Bernstein Research
Episode: Eunice Lee: Car Club
Nadine Sarwat
North America alcoholic beverages and cannabis analyst
Bernstein Research
Episode: Nadine Sarwat: The Future of US Whiskey

Hosts

Diana Wood
Host of discussions focused on financial insights and market analysis, bringing expertise from Bernstein Research.
Patrick Robinson
Hosts discussions with a strong emphasis on market trends and investment strategies, contributing insights from Bernstein Research.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Rupal Agarwal: The Future of AI in Asset Management
Q: What has adoption been like? What have you been seeing?
AI has had slow adoption in the asset management industry, but recently there has been a sharp increase in usage, particularly in middle and back office functions, driven by generative AI advancements.
Maria Meita: Is the Luxury Playbook Broken?
Q: Does Cucinelli need to balance selling by the millions and scarcity?
Cucinelli has a narrow focus on high-net-worth individuals, which allows them to maintain exclusivity without needing mass sales.
Maria Meita: Is the Luxury Playbook Broken?
Q: Why is Cucinelli working?
Cucinelli focuses on exclusivity, community, and provides a unique experience for high-end clients, leading to pricing power and growth.
Maria Meita: Is the Luxury Playbook Broken?
Q: Should we be thinking about the customers in different categories of spending power?
Yes, there are diverging profiles in the luxury market, with aspirational customers being more sensitive to economic changes.
Doug Harned: America’s ‘Golden Dome’ Explained
Q: What do you see as some of the main technological challenges for the system?
The most daunting challenge lies in the development of the space-based interceptors that could effectively handle missile threats.

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Frequently Asked Questions About In the Know

What is In the Know about and what kind of topics does it cover?

This series offers insightful discussions focused on key investment controversies and the latest trends in various industries. Each episode features in-depth conversations led by analysts from Bernstein Research, tapping into their expertise and sector-specific knowledge. Listeners can expect expert insights on topics ranging from construction and real estate to automation and luxury products, often addressing how macroeconomic factors and market dynamics influence these sectors. Unique to this series is the blend of current news relevance with rigorous analysis, appealing to professionals keen on understanding market shifts and investment opportunities.

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How many episodes of In the Know are there?

In the Know launched 3 years ago and published 63 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on In the Know?

Recent guests on In the Know include:

1. Stephen Reitman
2. Harry Martin
3. Maria Meita
4. Richard Clarke
5. Zhihan Ma
6. Boris Van
7. Alexia Howard
8. Eunice Lee

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