In the Know

What makes a brand desirable? How do market leaders command such high price points? How do AI and social media play into the luxury landscape? Host Diana Wood speaks to Global Luxury Goods Analyst Luca Solca to discuss leaders and challengers, and how brands can stay exclusive, whilst ever more profitable, in the luxury goods industry. Hosted on Acast. See acast.com/privacy for more information.

China Semiconductors Analyst Qingyuan Lin joins host Richard Moffat to break down the Chinese semiconductor industry, looking at the areas of strength and growth. We touch on how fast China has been catching up in different segments of the semiconductor industry and discuss why China is building manufacturing capacity domestically so aggressively. We also discuss developments including E...

This week, Senior US Aerospace & Defense Analyst Doug Harned joins Diana Wood to discuss the role of aviation safety by looking at the performance of the two biggest players in the market – Boeing and Airbus, who have been competing since the 1970s. We take a look back at the last five years of air travel, what has happened and why, and what the path looks like going forward for these two lead...

Global Industrial Technology Analyst Jay Huang joins us for a discussion on automation technology and the new wave of machine mission and learning. We touch on reinforcement learning technology and the future possibilities of generative AI with robotics, the importance of China within the sector, and the effect on employment rates as a result of automation. Hosted on Acast. See acast.com/privacy f...

Senior US Construction & Machinery Analyst Chad Dillard joins host Sid Malkani this week. With the last 10 years characterised by building out the digital world, we focus on the next 10 years: moving atoms and building infrastructure. We discuss electrification/energy transition, reshoring, and public infrastructure, and how these themes are preparing us for an era of physical dominance. Hoste...

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 cu...

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....

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 g...

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...

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 informa...

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 i...

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 acas...

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 the...

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...

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 a...

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...

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...

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 perspec...

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.