In the Know

In the Know

Bernstein Research

Episodes 74
Avg. Duration 29m
Activity Highly Active
Apple Rating 5.0 (9)
Since Jun 2023
Latest Episode Jun 2026

Publishing Details

Schedule
Every 2 Weeks
Format
Episodic
Consistency
87%
Hosting
feeds.acast.com

Contact & Outreach

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. 

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

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Recent Episodes

S1E71 Nadine Sarwat: A $20+ Cocktail... In This Economy?

Jun 03, 2026 31m

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…

S1E70 Annick Maas: Concert Tickets, Who Really Sets the Price?

May 19, 2026 25m

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…

S1E69 Courtney Breen: GLP-1s & the Oral Obesity Era

May 05, 2026 35m

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…

S1E68 Harshita Rawat: Visa, The Next Decade of Growth

Apr 22, 2026 33m

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…

S1E67 Rupal Agarwal: Gen AI in Asset Management

Apr 01, 2026 30m

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…

S1E66 Jay Huang: The Dawn of the Next Robot Age

Mar 17, 2026 26m

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”,…

S1E65 Will Pickering: FDA Under Trump, A New Era of Regulation

Mar 03, 2026 33m

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…

S1E64 Will Kirkness: Rentokil, A Century of Pest Control

Feb 17, 2026 30m

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.…

S1E63 Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings

Feb 03, 2026 27m

Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future of the beverage industry. With reference to…

S1E62 Justin Smith: Alzheimer’s Disease, Hope Ahead?

Jan 20, 2026 33m

European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to discuss the heartbreaking and challenging world of Alzheimer’s. Here, they discuss the causes, symptoms and diagnosis, and…

S1E61 Courtney Breen: Tariffs, Pricing & Policy Threats

Jan 06, 2026 32m

US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a…

S1E60 Nadine Sarwat: Scrolling Alone or Drinking Together?

Dec 16, 2025 33m

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…

S1E59 Chad Dillard: The Rebound of Non-Residential Construction

Nov 26, 2025 25m

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…

S1E58 Kokou Agbo-Bloua: Is Deglobalization a Myth?

Nov 11, 2025 34m

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.…

Rupal Agarwal: The Future of AI in Asset Management

Oct 28, 2025 31m

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…

S1E57 Stephen Reitman: Ferrari, A Legacy of Luxury

Oct 16, 2025 31m

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…

S1E56 Alex Irving: Airplane Mode

Sep 30, 2025 30m

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…

S1E55 Harry Martin: Trucking for the Long Haul

Sep 16, 2025 27m

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,…

S1E54 Maria Meita: Is the Luxury Playbook Broken?

Sep 02, 2025 23m

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…

S1E53 Danilo Gargiulo: Starbucks, The Bitter Truth

Aug 19, 2025 34m

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…

Frequently Asked Questions

How many episodes does In the Know have?

In the Know has published 74 episodes since June 2023.

Is In the Know still active?

In the Know is currently highly active with new episodes every 2 weeks. Average episode length is 29m.

How do I contact In the Know for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for In the Know, including email and social media links.

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