In the Know

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 s...

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...

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...

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.