ABOUT THIS PODCAST 🔗
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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Update frequency:
biweekly
Average audio length:
30 minutes
Guest interviews
English
United States
82 episodes
since June 5, 2023
episodic
LATEST EPISODE 🔗
Host Diana Wood is joined by Senior Asia Quant Strategist Rupal Agarwal to explore how generative AI is reshaping the asset management industry. With AI adoption accelerating, Rupal examines the scale of investment required, the potential for significant efficiency and margin gains, and how the inv…
PREVIOUS EPISODES 🔗
Global Beverage Analyst Trevor Stirling discusses the enduring success of Diageo’s Guinness brand, from its distinctive liquid and decades of marketing to its recent growth across the UK and Ireland. Trevor explores the international runway for Guinness, the potential of Guinness 0.0, and whether t…
Host Patrick Robinson is joined by Retail Analyst Richard Trainer to explore what separates the winners from the rest in one of Europe's most competitive sectors: food retail. While grocery retail may appear to be a slow-growing, low-margin industry, Richard explains why distinctive business models…
Host Patrick Robinson is joined by European Retail Analyst Will Woods to explore “the death of the billion-dollar brand”. They discuss how globalisation, digitalisation and the rise of a middle class helped mega brands dominate, but have now become some of their biggest challenges as consumers move…
European Transport Analyst Alex Irving joins host Richard Moffat to discuss how the European airline industry has evolved from a chronically underperforming sector into one capable of delivering attractive returns. They examine the forces reshaping the competitive landscape, including constrained a…
Richard Moffat sits down with Reto Suter, CFO of Siegfried, for the final instalment of our Live from the Nice Conference series.
As Reto hands over the baton of CFO, he reflects on nearly a decade at one of Europe's fastest-growing CDMOs, discussing the power of long-term compounding, the s…
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 the semiconductor supply chain and what …
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 overlook about its model. We explore whether high fuel…
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 certain geographies, Brown-Forman’s pricing pow…
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 promoters, tickets and capital – as well as questi…
Disclaimer: The podcast and artwork embedded on this page are from Bernstein Research, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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