In the Know

In the Know

Por: Bernstein 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.
62 episodios disponibles

Latest episodes of the podcast In the Know

Chad Dillard: The Rebound of Non-Residential Construction 26/11/2025
Kokou Agbo-Bloua: Is Deglobalization a Myth? 11/11/2025
Rupal Agarwal: The Future of AI in Asset Management 28/10/2025
Stephen Reitman: Ferrari, A Legacy of Luxury 16/10/2025
Alex Irving: Airplane Mode 30/09/2025
Harry Martin: Trucking for the Long Haul 16/09/2025
Maria Meita: Is the Luxury Playbook Broken? 02/09/2025
Danilo Gargiulo: Starbucks, The Bitter Truth 19/08/2025
Will Woods: Inditex, The Rise of Zara 05/08/2025
Bob Brackett: The Global Nuclear Renaissance 22/07/2025
Richard Clarke: Digital Doormen – AI and the Guest Experience 08/07/2025
Doug Harned: America’s ‘Golden Dome’ Explained 24/06/2025
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2) 11/06/2025
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1) 27/05/2025
Nadine Sarwat: Spirits vs. ‘Tariff Man’ 13/05/2025
Mark Moerdler: Oracle, The Cloud Transition 30/04/2025
Alexia Howard: Additives Included 15/04/2025
Neil Beveridge: CATL, The Road to Battery Market Dominance 02/04/2025
Zhihan Ma: Costco, Welcome to the Club 18/03/2025
Boris Van: Entering the Gilded Age of Chinese Travel 04/03/2025
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