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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
Ultra-Processed Foods
Glp-1
Robotics
Medical Devices
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 monthlyEpisodes70Founded3 years ago
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Artwork for In the Know

Latest Episodes

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

In this episode of In the Know, US Biotech Analyst Will Pickering joins host Diana Wood to discuss the current state of the US biotech market, and the complexities and challenges facing this industry today. Here, they explore FDA inspection trends, b... more

European Business Services Analyst Will Kirkness joins host Patrick Robinson to delve into the history, challenges, and future prospects of Rentokil, a prominent player in the pest control industry. They discuss the company's evolution over the past ... more

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Recent Guests

Rupal Agarwal
Senior Asia Quant Strategist
Bernstein Research
Episode: Rupal Agarwal: Gen AI in Asset Management
Jay Huang
Global Automation Analyst
Bernstein Research
Episode: Jay Huang: The Dawn of the Next Robot Age
Justin Smith
Senior European Biopharmaceuticals Analyst
Bernstein Research
Episode: Justin Smith: Alzheimer’s Disease, Hope Ahead?
Courtney Breen
Senior Analyst covering US biopharma
Bernstein Research
Episode: Courtney Breen: Tariffs, Pricing & Policy Threats
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

Hosts

Diana Wood
Host of In the Know with Bernstein Research; Bernstein Research analyst with a focus on strategic sector insights.
Patrick Robinson
Host of In the Know; Bernstein Research Analyst from London/Bernstein Research.

Chart Rankings

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

Apple Podcasts
#144
Taiwan/Business
Apple Podcasts
#228
Ireland/Business

Talking Points

Recent interactions between the hosts and their guests.

Rupal Agarwal: Gen AI in Asset Management
Q: What are the governance and risk considerations for deploying GENAI in asset management?
She details ownership and accountability, human-in-the-loop controls, detailed logging and auditable trails, model versioning, data security and access protocols, data retention rules, governance for AI-generated content, and mandatory AI literacy and responsible usage training.
Rupal Agarwal: Gen AI in Asset Management
Q: Could you walk us through each of the 10 key trends for 2026?
Rupal outlines that 2026 will feature trends such as GENAI becoming a source of actual alpha opportunities, enterprise-wide AI adoption with governance, structured AI training, formal AI change programs, and consolidation in the vertical AI tool space, with emphasis on personalization, integration of unstructured data, and the shift from pilots to production-scale deployment.
Jay Huang: The Dawn of the Next Robot Age
Q: Which technologies are driving the next wave of robot capabilities?
Key drivers include machine vision, AI-enabled control, deep learning and reinforcement learning, and advanced tactile sensors, enabling flexible path planning, better object handling, and more autonomous decision-making within factory environments.
Jay Huang: The Dawn of the Next Robot Age
Q: Why is the payback period not translating into faster adoption everywhere?
Payback varies by region and sector; while developed markets see shorter payback due to higher automation readiness, China lags due to labor-cost dynamics but improves as payback shortens; overall, cyclicality in factory capex also tempers adoption.
Jay Huang: The Dawn of the Next Robot Age
Q: What defines the current state of the robot market and where is it headed?
The robot market is expanding beyond traditional fixed-trajectory tasks into flexible, AI-guided, and vision-enabled applications, with humanoid and industrial robots both growing; autonomous capabilities and better sensors will drive higher adoption, especially in China and other rapidly developing regions.

Audience Metrics

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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 show centers on in-depth analysis from Bernstein Research, translating sector fundamentals into accessible market narratives. Episodes frequently explore regulatory shifts, policy risks, and macro trends across biotech, consumer goods, autos, travel, and energy, often tying these forces to stock dynamics, corporate strategy, and investment implications. Guests include senior analysts and industry experts, with conversations that illuminate how policy, innovation, and consumer behavior shape opportunities and risks for investors. A notable strength is the blend of rigorous, data-driven insight with practical implications for portfolio strategy and corporate decision-making, making it valuable for listeners who want directional commentar... more

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These podcasts share a similar audience with In the Know:

1. Behind the Balance Sheet
2. 《The Real Story》By 報導者
3. Gooaye 股癌
4. 呱吉
5. 博音

How many episodes of In the Know are there?

In the Know launched 3 years ago and published 70 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. Rupal Agarwal
2. Jay Huang
3. Justin Smith
4. Courtney Breen
5. Stephen Reitman
6. Harry Martin
7. Maria Meita
8. Richard Clarke

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