In the Know

Senior US Semiconductor Analyst Stacy Rasgon joins us once again with host Diana Wood to provide an update on where things stand in the world of semis in the context of AI. We touch on Sam Altman’s proposed $7 trillion investment to ‘reshape the business of chips and AI’, predictions for China in 2024, and what can (and should) be done to make the future AI reality live up to the current AI dreams. Hosted on Acast. See acast.com/privacy for more information.

European Retail Analyst Will Woods joins us back on the podcast this week with host Richard Moffat to discuss the future of fashion. We discuss industry growth, challenges and the term ‘fashion chameleon’ in the context of risk, supply chains, globalisation and copyright. Hosted on Acast. See acast.com/privacy for more information.

US Alcohol and Cannabis Analyst joins us on the podcast again, this time with host Diana Wood. Nadine gives insight into long-term alcohol consumption trends and the cycles within each category, including a discussion on the drop in consumption in 2023 and what the future may hold. Plus, we touch on headwinds including GLP-1s, cannabis legalisation and the trend of younger consumers drinking less. Hosted on Acast. See acast.com/privacy for more information.

US Medical Devices Analyst Lee Hambright joins host Sid Malkani to discuss the ever-evolving sector of medical devices. With procedures becoming less invasive as diagnostics improve, we discuss two trends – access and therapy – driving change in the industry. Plus, we hear from Lee about the opportunities for AI and robotic surgery, the pharma vs. medical device debate, GLP-1s, mobility and more generally, the patient journey. Hosted on Acast. See acast.com/privacy for more information.

European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the psychology and structural forces behind why we eat and what we eat. We delve into how variety affects our health and risk factors for disease, and if GLP-1s can make a difference to the obesity epidemic. Plus, we look at the uptake of these new drugs and what the impact will be on the medtech world and beyond. Hosted on Acast. See acast.com/privacy for more information.

Join host Richard Moffat in conversation with Asian Beverages & Consumer Analyst Euan McLeish. We cover the socio-economic factors influencing Chinese consumption patterns, from the culture and cachet of premium spirit Baijiu, the rise of premium beer, and finishing with the health and wellness trends driving strong demand for probiotics. Hosted on Acast. See acast.com/privacy for more information.

US Smid-Cap Software Analyst Peter Weed joins host Diana Wood for a discussion on the world of cyber security including what it is, why we need it, and what the growth potential is for this topical subsector of technology. Plus, we touch on generative AI in the context of cybersecurity and what potential disruptions may be on the horizon. Hosted on Acast. See acast.com/privacy for more information.

Join host Diana Wood in conversation with EU Semiconductors Analyst Sara Russo. We cover the basics, from how a semiconductor works to its daily usage in society. Plus, we delve into the growth trends within digitalisation, electrification and autonomous, and specifically within China, autos and AI on the edge. Hosted on Acast. See acast.com/privacy for more information.

Global Software Analyst Mark Moerdler joins host Richard Moffat for this week’s episode. We discuss the long-term future of the software industry including AI and how it is likely to change the competitive landscape. Plus, we touch on the shift to the Cloud and how it is democratising the tech world. Hosted on Acast. See acast.com/privacy for more information.

European Logistics Analyst Alex Irving joins host Diana Wood for a discussion on global trade, from the birth of trade 5000 years ago to the dawn of globalization. We discuss the significance of walrus tusks, the advent of containerization and the China Plus One strategy. Plus, we delve into how the impact of the pandemic has changed supply chains as we know them forever. Hosted on Acast. See acast.com/privacy for more information.

Primarily designed for diabetes, GLP-1 agonists like Ozempic have made their way into the spotlight due to their ability to reduce hunger cravings, and in turn help with weight loss. Food Packaging Analyst Alexia Howard and Alcoholic Beverages Analyst Trevor Stirling join host Sid Malkani to discuss how they work, how they could affect our relationship with food and alcohol, and whether or not these drugs could actually solve the obesity crisis. Hosted on Acast. See acast.com/privacy for more information.

With China emerging as world-leading in various spaces, China Internet and Japanese Video Gaming Analyst Robin Zhu joins us from Hong Kong to discuss the internet – including Japanification of the sector and competitive e-commerce business models PDD and Douyin, including Temu. Plus, we discuss gaming including the rapid growth of the industry, the impact of AI and game-play innovations, and what Robin believes is the best game ever produced. Hosted on Acast. See acast.com/privacy for more information.

Food Packaging Analyst Alexia Howard joins host Sid Malkani to discuss the relationship between food brands, retailers and manufacturers, and how the industry will continue to evolve. We delve into the rise of challenger brands, the revolution of ‘clean’ labelling and fresh produce, and the future of food including cultivated meats, no-calorie fats and longer-lasting greens. Hosted on Acast. See acast.com/privacy for more information.

Hosts Diana Wood and Richard Moffat join us for an exclusive episode, live from the floor of our 20th Pan-European Strategic Decisions Conference. They discuss research insights and highlights heard directly from CEOs of market-leading companies including airlines, spirit brands, and EV manufacturers, and draw on topical themes including inflation vs. deflation, public consumption trends and the rise in experiential advertising.  Hosted on Acast. See acast.com/privacy for more information.

European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the role of AI in healthcare, and how companies can turn this technology into a competitive advantage. We take a specific look at the use of AI in medical imaging, including what applications are in use today, what AI in the radiology suite could look like in the future, and more widely, how the intersection of medicine and technology will drive efficiencies and save lives. Hosted on Acast. See acast.com/privacy for more information.

US Energy & Global Natural Resource Analyst Bob Brackett joins host Sid Malkani for a discussion on energy transition. Likely to be one of the biggest investment cycles that the world has ever embarked on, Bob draws on experiences from other commodities as well as technology transition to explain why we may be stuck with oil a lot longer than people think. Plus, Bob draws on his unique perspective to discuss disrupters and enablers in the industry. Hosted on Acast. See acast.com/privacy for more information.

US Internet Analyst Mark Shmulik breaks down why recurring utility – not the ‘wow’ factor – dictates disruption in consumer technologies. From ChatGPT to the invention of Uber, Mark and host Diana Wood uncover the two ‘wows’ of innovation and what is needed to truly disrupt the industry. Plus, we touch on social media – and with the infinite stream of broadcast media, can we still refer to it as somewhere we go to be ‘social’? Hosted on Acast. See acast.com/privacy for more information.

Has the rise of Zoom hurt the travel industry? Absolutely not. With travel season upon us and hybrid working now mainstream, Global Hotels & Leisure Analyst Richard Clarke joins host Sid Malkani to discuss short and long-term travel trends, and why the industry is bucking current recessionary pressures. Richard discusses the resilience of high-end hotel pricing, the impact of Asia’s reopening on international travel, the future of booking a trip in light of ChatGPT, and more. Hosted on Acast. See acast.com/privacy for more information.

At a time many experts are describing as the golden age of AI, Boston-based Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for our latest discussion. Stacy delves into the technology behind generative tools such as ChatGPT and the implications of artificial intelligence on the semiconductor industry. He ends with an in-depth explanation of the theory and maths underpinning this complex and often misunderstood technology. Hosted on Acast. See acast.com/privacy for more information.

European General & Food Retail Analyst Will Woods joins host Richard Moffat for Episode 2. Here, Will highlights the longer shelf-life trends of global retail, touching on the ceiling for online penetration, the direct-to-consumer model, the persistence of brands, Tik Tok, Fashion chameleons and automation. Hosted on Acast. See acast.com/privacy for more information.

In our first episode, host Richard Moffat speaks to US Alcohol and Cannabis Analyst Nadine Sarwat. Nadine gives her brilliant insight into the alcohol and cannabis sectors, and what the future holds for both industries.   Hosted on Acast. See acast.com/privacy for more information.

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.