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Recent Episodes
S1E71 Nadine Sarwat: A $20+ Cocktail... In This Economy?
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?
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
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
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
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
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
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
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
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?
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
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?
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
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?
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
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
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
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
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?
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
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
In the Know has published 74 episodes since June 2023.
In the Know is currently highly active with new episodes every 2 weeks. Average episode length is 29m.
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