In the Know
By Bernstein Research
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Episodes: 74
Description
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.
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| Episode | Date |
|---|---|
|
Nadine Sarwat: A $20+ Cocktail... In This Economy?
|
Jun 03, 2026 |
|
Annick Maas: Concert Tickets, Who Really Sets the Price?
|
May 19, 2026 |
|
Courtney Breen: GLP-1s & the Oral Obesity Era
|
May 05, 2026 |
|
Harshita Rawat: Visa, The Next Decade of Growth
|
Apr 22, 2026 |
|
Rupal Agarwal: Gen AI in Asset Management
|
Apr 01, 2026 |
|
Jay Huang: The Dawn of the Next Robot Age
|
Mar 17, 2026 |
|
Will Pickering: FDA Under Trump, A New Era of Regulation
|
Mar 03, 2026 |
|
Will Kirkness: Rentokil, A Century of Pest Control
|
Feb 17, 2026 |
|
Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings
|
Feb 03, 2026 |
|
Justin Smith: Alzheimer’s Disease, Hope Ahead?
|
Jan 20, 2026 |
|
Courtney Breen: Tariffs, Pricing & Policy Threats
|
Jan 06, 2026 |
|
Nadine Sarwat: Scrolling Alone or Drinking Together?
|
Dec 16, 2025 |
|
Chad Dillard: The Rebound of Non-Residential Construction
|
Nov 26, 2025 |
|
Kokou Agbo-Bloua: Is Deglobalization a Myth?
|
Nov 11, 2025 |
|
Rupal Agarwal: The Future of AI in Asset Management
|
Oct 28, 2025 |
|
Stephen Reitman: Ferrari, A Legacy of Luxury
|
Oct 16, 2025 |
|
Alex Irving: Airplane Mode
|
Sep 30, 2025 |
|
Harry Martin: Trucking for the Long Haul
|
Sep 16, 2025 |
|
Maria Meita: Is the Luxury Playbook Broken?
|
Sep 02, 2025 |
|
Danilo Gargiulo: Starbucks, The Bitter Truth
|
Aug 19, 2025 |
|
Will Woods: Inditex, The Rise of Zara
|
Aug 05, 2025 |
|
Bob Brackett: The Global Nuclear Renaissance
|
Jul 22, 2025 |
|
Richard Clarke: Digital Doormen – AI and the Guest Experience
|
Jul 08, 2025 |
|
Doug Harned: America’s ‘Golden Dome’ Explained
|
Jun 24, 2025 |
|
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)
|
Jun 11, 2025 |
|
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)
|
May 27, 2025 |
|
Nadine Sarwat: Spirits vs. ‘Tariff Man’
|
May 13, 2025 |
|
Mark Moerdler: Oracle, The Cloud Transition
|
Apr 30, 2025 |
|
Alexia Howard: Additives Included
|
Apr 15, 2025 |
|
Neil Beveridge: CATL, The Road to Battery Market Dominance
|
Apr 02, 2025 |
|
Zhihan Ma: Costco, Welcome to the Club
|
Mar 18, 2025 |
|
Boris Van: Entering the Gilded Age of Chinese Travel
|
Mar 04, 2025 |
|
Bob Brackett: The Super Cycle of Gas
|
Feb 18, 2025 |
|
Stacy Rasgon: DeepSeek, Hype vs. Reality
|
Feb 04, 2025 |
|
Nikhil Devnani: Uber, Driving into an Autonomous Future
|
Jan 21, 2025 |
|
Alexia Howard: Recipe for Change
|
Jan 07, 2025 |
|
Eunice Lee: Car Club
|
Dec 10, 2024 |
|
Nadine Sarwat: The Future of US Whiskey
|
Nov 26, 2024 |
|
David Vernon: The Sky is the Limit
|
Nov 12, 2024 |
|
Eve Burstein: Prescription For Progress
|
Oct 29, 2024 |
|
Mark Shmulik: Google, The Search is Over
|
Oct 15, 2024 |
|
Mark Li: Tech Byte
|
Oct 01, 2024 |
|
Nadine Sarwat: The Kids Are Alright?
|
Sep 17, 2024 |
|
Neil Beveridge: The Energy Shift
|
Sep 03, 2024 |
|
Danilo Gargiulo: Burger Wars
|
Aug 20, 2024 |
|
Will Pickering: The Antidote to Ageing
|
Aug 06, 2024 |
|
Sara Russo: Specialisation in Semis
|
Jul 23, 2024 |
|
Luca Solca: The 10 Rules of Brand Exclusivity
|
Jul 08, 2024 |
|
Qingyuan Lin: Survive to Thrive
|
Jun 25, 2024 |
|
Doug Harned: Fasten Your Seatbelts
|
Jun 11, 2024 |
|
Jay Huang: Robots Among Us
|
May 28, 2024 |
|
Chad Dillard: Revenge of the Physical World
|
May 14, 2024 |
|
Stacy Rasgon: AI Pixie Dust
|
Apr 30, 2024 |
|
Will Woods: The Fashion Chameleon
|
Apr 16, 2024 |
|
Nadine Sarwat: It’s (Still) 5 O’clock Somewhere
|
Mar 19, 2024 |
|
Lee Hambright: Under the Scalpel
|
Mar 05, 2024 |
|
Lisa Clive: You Are What You Eat
|
Feb 20, 2024 |
|
Euan McLeish: In the Spirit
|
Feb 06, 2024 |
|
Peter Weed: Under Attack
|
Jan 23, 2024 |
|
Sara Russo: Our World in Chips
|
Jan 09, 2024 |
|
Mark Moerdler: Data is King
|
Dec 13, 2023 |
|
Alex Irving: A Twist of Freight
|
Nov 28, 2023 |
|
Alexia Howard & Trevor Stirling: Food Noise
|
Nov 14, 2023 |
|
Robin Zhu: Game On
|
Oct 31, 2023 |
|
Alexia Howard: Who Moved My Cheese?
|
Oct 17, 2023 |
|
Strategic Decisions Conference: Live
|
Oct 03, 2023 |
|
Lisa Clive: Dr. AI Will See You Now
|
Sep 19, 2023 |
|
Bob Brackett: The Green Wolf is at The Door
|
Sep 05, 2023 |
|
Mark Shmulik: The Right Kind of ‘Wow’
|
Aug 22, 2023 |
|
Richard Clarke: Friday, I’m in Lodz
|
Aug 08, 2023 |
|
Stacy Rasgon: AI’s Endless Summer
|
Jul 25, 2023 |
|
Will Woods: The Retailer’s Paradox
|
Jul 11, 2023 |
|
Nadine Sarwat: Confessions of a Sin Analyst
|
Jun 27, 2023 |
|
In the Know with Bernstein Research
|
Jun 05, 2023 |