In the Know

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...

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...

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...

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...

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...

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...

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...

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...

US Restaurants Analyst Danilo Gargiulo joins host Diana Wood on the podcast this week to discuss American multinational coffee chain Starbucks. We debate the brand’s degeneration – from how Starbucks became synonymous...

With this year marking Zara’s 50 th birthday, European Retail Analyst Will Woods joins host Richard Moffat to discuss Inditex – which has grown into one of Europe’s largest public companies. We delve into Zara, which...

US Energy & Global Natural Resource Analyst Bob Brackett joins us back on the podcast this week alongside host Diana Wood to discuss all things Nuclear. As we undergo a massive energy transition, moving away from...

Imagine a hotel experience where you can select your exact room, pay more for a specific pillow, specify the amount of towels you will need – and the price you pay is adjusted accordingly. For our latest episode of In...

Global Aerospace & Defense Analyst Doug Harned joins host Diana Wood on the podcast to provide his perspective on the new Golden Dome, a proposed multi-layer defense system for the United Stares designed to detect and...

US Internet Analyst Mark Shmulik returns with Sid Malkani for the second part of our two-part episode on Meta Platforms. This time, we look into Meta’s competition and how they ensure content creators end up on their...

US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Facebook, Instagram, WhatsApp, Messenger – and most recently, Meta AI...

Nadine Sarwat (Bernstein’s American & European Beverages Analyst) joins host Diana Wood for a discussion on deglobalization, considered an investment controversy across all sectors. Distillers are at the crux of this...

Global Software Analyst Mark Moerdler joins host Diana Wood to discuss multinational computer technology company, Oracle. We take a look into their story, looking into their transition to the Cloud and how their...

Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week for a deep dive into food additives and dyes. Used to enhance flavour, appearance and/or to extend shelf life, some of these substances...

Neil Beveridge, APAC Oil, Gas & Energy Storage Analyst joins Diana Wood on the podcast this week to discuss CATL, a global leader in new energy innovative technologies and the largest battery maker today. Here, we...

US Retailing Analyst Zhihan Ma joins host Sid Malkani this week to unpack multi-billion dollar global retailer Costco, self-described as a “membership warehouse club” and operating in 14 countries. We delve into the...

Senior Technology Analyst Boris Van joins Richard Moffat on the podcast this week to discuss the Chinese travel market. As Chinese consumers shift their rapidly growing disposable income towards experiential...

US Energy & Global Natural Resource Analyst Bob Brackett joins host Diana Wood to walk us through his bullish view on the natural gas market. We discuss the two demand drivers that are permanently inflecting, and the...

Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have had an ‘AI mic drop’ moment, causing a major stir in the markets. In...

Once the hottest start-up and a notorious cash-burn business, Uber has now emerged as a scaled and profitable Internet platform. US Internet Analyst Nikhil Devnani joins host Sid Malkani on the podcast this week to...

Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week to discuss the potential implications of Make America Healthy Again on the packaged food industry. We look at Robert F. Kennedy Jr’s...