Rephonic
Artwork for In the Know
Semiconductors
China
Luxury Brands
Sustainability
Consumer Behavior
Semiconductor Manufacturing
Chinese Semiconductor Industry
Exclusivity
Medtech
NVIDIA
Obesity
AI Chips
Social Media
Artificial Intelligence
Ultra-Processed Foods
Glp-1
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 monthlyEpisodes60Founded2 years ago
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Artwork for In the Know

Latest Episodes

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

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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
Mark Shmulik
U.S. Internet Analyst at Bernstein Research
Bernstein Research
Episode: Mark Shmulik: Google, The Search is Over

Hosts

Patrick Robinson
Host from Bernstein's London office and a Bernstein Research Analyst, specializing in investment-related discussions.
Diana Wood
Host from Bernstein's Boston office, sharing insights on investment controversies and sector fundamentals.
Sid Malkani
Host of In the Know, focusing on investment analysis and discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#153
Hong Kong/Business
Apple Podcasts
#168
Ireland/Business

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.

Audience Metrics

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Listeners per Episode
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Location
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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?

Focused on investment controversies and emerging market trends, this series offers insights from expert analysts who explore various sectors through their detailed research. Each episode centers around the complexities of different industries, including technology, hospitality, luxury goods, and energy, among others. Notably, the discussions often reveal how macroeconomic factors and evolving consumer behavior shape market dynamics, providing listeners with a nuanced understanding of current and future investment landscapes. The blend of analytical depth and practical relevance is particularly useful for investors and professionals seeking to stay informed about market shifts and sector fundamentals.

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Which podcasts are similar to In the Know?

These podcasts share a similar audience with In the Know:

1. Yet Another Value Podcast
2. Value Investing with Legends
3. Behind the Balance Sheet
4. Business Breakdowns
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of In the Know are there?

In the Know launched 2 years ago and published 60 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact In the Know?

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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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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