In the Know
Bernstein ResearchIn 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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| Publishes | Twice monthly | Episodes | 76 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsNewsBusiness | |||
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Latest Episodes
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 reshaping ... more
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 still overl... more
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 brands in ce... more
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 between promo... more
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 dynamics, pa... more
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 discuss how... more
In this episode of In the Know, host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss the transformative impact of artificial intelligence (AI) on asset management. They explore the key trends for 2026, emphasising the shift from basic AI a... more
Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay delves into the concept of a “robot renaissance”, the challenges of robot adoption, and the technologic... more
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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?
The series centers on in-depth analysis from Bernstein Research, translating complex market dynamics into actionable takeaways for investors and business leaders. Episodes span pricing in the experience economy (tickets and events), healthcare policy and drug pricing, payments infrastructure and expansion into AI-enabled transactions, the rise of generative AI in asset management, and the ongoing evolution of industrials—robotics, automation, and luxury automotive branding. A consistent thread is how policy shifts, regulatory developments, and technological innovations shift competitive landscapes, create new growth avenues, and alter risk. A standout is the mix of macro-style debates (globalization, tariffs, regulatory regimes) with sector... more
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Which podcasts are similar to In the Know?
These podcasts share a similar audience with In the Know:
1. The Markets
2. Exchanges
3. Value Investing with Legends
4. Business Breakdowns
5. Thoughts on the Market
How many episodes of In the Know are there?
In the Know launched 3 years ago and published 76 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. Nadine Sarwat
2. Annick Maas
3. Harshita Rawat
4. Rupal Agarwal
5. Jay Huang
6. Justin Smith
7. Courtney Breen
8. Stephen Reitman
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.