In the Know

Rupal Agarwal: The AI-led Era of Investing

Trevor Stirling: Guinness, Diageo’s Black Magic

Richard Trainor: This is Not Just a Podcast…

Food retail operates as a slow-growing, highly competitive sector where success hinges on specific strategic models rather than broad market trends. Scale leadership remains the most enduring advantage, requiring an overwhelming market share to simultaneously optimize price and customer experience. Alternatively, "hot ...

Will Woods: The Death of the Billion-Dollar Brand

The "death of the billion-dollar brand" stems from the reversal of historical success factors like globalization and digital expansion, which now facilitate lower barriers to entry for agile, niche-focused competitors. As consumer culture shifts from homogenous mass-market consumption toward fragmented, algorithm-drive...

Alex Irving: EU Airlines, Ready for Take Off

Live from the Nice Conference: Reto Suter, CFO of Siegfried

Live from the Nice Conference: Gerrit Steen, CFO of AT&S

Live from the Nice Conference: Ian Malin, CCO of Wizz Air

Nadine Sarwat: A $20+ Cocktail... In This Economy?

Annick Maas: Concert Tickets, Who Really Sets the Price?

Courtney Breen: GLP-1s & the Oral Obesity Era

Harshita Rawat: Visa, The Next Decade of Growth

Rupal Agarwal: Gen AI in Asset Management

Asset management is shifting from basic AI productivity enhancements to sophisticated, agentic workflows aimed at generating unique alpha. Following 2025’s inflection point, 2026 marks a transition toward production-scale deployment, where firms prioritize structured AI change programs, robust governance frameworks, an...

Jay Huang: The Dawn of the Next Robot Age

Will Pickering: FDA Under Trump, A New Era of Regulation

Will Kirkness: Rentokil, A Century of Pest Control

Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings

Justin Smith: Alzheimer’s Disease, Hope Ahead?

The podcast explores the complexities of Alzheimer's disease, its diagnosis, global burden, and the challenges in drug development. Justin Smith, a senior European biopharmaceuticals analyst, provides insights into the disease's progression, symptoms, and the mix of hereditary and lifestyle factors contributing to its ...

Courtney Breen: Tariffs, Pricing & Policy Threats

Nadine Sarwat: Scrolling Alone or Drinking Together?