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In the Know - Podcast | OndaCast

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In the Know

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In the Know

ByBernstein Research

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.  Hosted on Acast. See acast.com/privacy for more information.

63 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes

Mark Moerdler: Data is King

Dec 13, 2023•—

Mark Moerdler: Data is King

Sara Russo: Our World in Chips

Jan 9, 2024•—

Sara Russo: Our World in Chips

Peter Weed: Under Attack

Jan 23, 2024•—

Peter Weed: Under Attack

Euan McLeish: In the Spirit

Feb 6, 2024•—

Euan McLeish: In the Spirit

Lisa Clive: You Are What You Eat

Feb 20, 2024•—

Lisa Clive: You Are What You Eat

Lee Hambright: Under the Scalpel

Mar 5, 2024•—

Lee Hambright: Under the Scalpel

Nadine Sarwat: It’s (Still) 5 O’clock Somewhere

Mar 19, 2024•—

Nadine Sarwat: It’s (Still) 5 O’clock Somewhere

Will Woods: The Fashion Chameleon

Apr 16, 2024•—

Will Woods: The Fashion Chameleon

Stacy Rasgon: AI Pixie Dust

Apr 30, 2024•—

Stacy Rasgon: AI Pixie Dust

Chad Dillard: Revenge of the Physical World

May 14, 2024•—

Chad Dillard: Revenge of the Physical World

Jay Huang: Robots Among Us

May 28, 2024•—

Jay Huang: Robots Among Us

Doug Harned: Fasten Your Seatbelts

Jun 11, 2024•—

Doug Harned: Fasten Your Seatbelts

Qingyuan Lin: Survive to Thrive

Jun 25, 2024•—

Qingyuan Lin: Survive to Thrive

Jul 8, 2024•—

Luca Solca: The 10 Rules of Brand Exclusivity

Sara Russo: Specialisation in Semis

Jul 23, 2024•—

Sara Russo: Specialisation in Semis

Will Pickering: The Antidote to Ageing

Aug 6, 2024•—

Will Pickering: The Antidote to Ageing

Danilo Gargiulo: Burger Wars

Aug 20, 2024•—

Danilo Gargiulo: Burger Wars

Neil Beveridge: The Energy Shift

Sep 3, 2024•—

Neil Beveridge: The Energy Shift

Nadine Sarwat: The Kids Are Alright?

Sep 17, 2024•—

Nadine Sarwat: The Kids Are Alright?

Mark Li: Tech Byte

Oct 1, 2024•—

Mark Li: Tech Byte

Mark Shmulik: Google, The Search is Over

Oct 15, 2024•—

Mark Shmulik: Google, The Search is Over

Eve Burstein: Prescription For Progress

Oct 29, 2024•—

Eve Burstein: Prescription For Progress

David Vernon: The Sky is the Limit

Nov 12, 2024•—

David Vernon: The Sky is the Limit

Nadine Sarwat: The Future of US Whiskey

Nov 26, 2024•—

Nadine Sarwat: The Future of US Whiskey

Eunice Lee: Car Club

Dec 10, 2024•—

Eunice Lee: Car Club

Alexia Howard: Recipe for Change

Jan 7, 2025•—

Alexia Howard: Recipe for Change

Nikhil Devnani: Uber, Driving into an Autonomous Future

Jan 21, 2025•—

Nikhil Devnani: Uber, Driving into an Autonomous Future

Stacy Rasgon: DeepSeek, Hype vs. Reality

Feb 4, 2025•—

Stacy Rasgon: DeepSeek, Hype vs. Reality

Bob Brackett: The Super Cycle of Gas

Feb 18, 2025•—

Bob Brackett: The Super Cycle of Gas

Boris Van: Entering the Gilded Age of Chinese Travel

Mar 4, 2025•—

Boris Van: Entering the Gilded Age of Chinese Travel

Zhihan Ma: Costco, Welcome to the Club

Mar 18, 2025•—

Zhihan Ma: Costco, Welcome to the Club

Neil Beveridge: CATL, The Road to Battery Market Dominance

Apr 2, 2025•—

Neil Beveridge: CATL, The Road to Battery Market Dominance

Alexia Howard: Additives Included

Apr 15, 2025•—

Alexia Howard: Additives Included

Mark Moerdler: Oracle, The Cloud Transition

Apr 30, 2025•—

Mark Moerdler: Oracle, The Cloud Transition

Nadine Sarwat: Spirits vs. ‘Tariff Man’

May 13, 2025•—

Nadine Sarwat: Spirits vs. ‘Tariff Man’

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)

May 27, 2025•—

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)

Jun 11, 2025•—

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)

Doug Harned: America’s ‘Golden Dome’ Explained

Jun 24, 2025•—

Doug Harned: America’s ‘Golden Dome’ Explained

Richard Clarke: Digital Doormen – AI and the Guest Experience

Jul 8, 2025•—

Richard Clarke: Digital Doormen – AI and the Guest Experience

Bob Brackett: The Global Nuclear Renaissance

Jul 22, 2025•—

Bob Brackett: The Global Nuclear Renaissance

Will Woods: Inditex, The Rise of Zara

Aug 5, 2025•—

Will Woods: Inditex, The Rise of Zara

Danilo Gargiulo: Starbucks, The Bitter Truth

Aug 19, 2025•—

Danilo Gargiulo: Starbucks, The Bitter Truth

Maria Meita: Is the Luxury Playbook Broken?

Sep 2, 2025•—

Maria Meita: Is the Luxury Playbook Broken?

Harry Martin: Trucking for the Long Haul

Sep 16, 2025•—

Harry Martin: Trucking for the Long Haul

Alex Irving: Airplane Mode

Sep 30, 2025•—

Alex Irving: Airplane Mode

Stephen Reitman: Ferrari, A Legacy of Luxury

Oct 16, 2025•—

Stephen Reitman: Ferrari, A Legacy of Luxury

Rupal Agarwal: The Future of AI in Asset Management

Oct 28, 2025•—

Rupal Agarwal: The Future of AI in Asset Management

Kokou Agbo-Bloua: Is Deglobalization a Myth?

Nov 11, 2025•—

Kokou Agbo-Bloua: Is Deglobalization a Myth?

Chad Dillard: The Rebound of Non-Residential Construction

Nov 26, 2025•—

Chad Dillard: The Rebound of Non-Residential Construction

Nadine Sarwat: Scrolling Alone or Drinking Together?

Dec 16, 2025•—

Nadine Sarwat: Scrolling Alone or Drinking Together?

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Waves Explore Library Vibes Podcasts Audiobooks