Bernstein Research · Business

In the Know

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.

Episodes

Page 2

Follow this podcast in Podwise

Open in Podwise

In the Know

Episodes

Chad Dillard: The Rebound of Non-Residential Construction

Kokou Agbo-Bloua: Is Deglobalization a Myth?

Rupal Agarwal: The Future of AI in Asset Management

Stephen Reitman: Ferrari, A Legacy of Luxury

Alex Irving: Airplane Mode

Harry Martin: Trucking for the Long Haul

Maria Meita: Is the Luxury Playbook Broken?

Danilo Gargiulo: Starbucks, The Bitter Truth

Will Woods: Inditex, The Rise of Zara

Bob Brackett: The Global Nuclear Renaissance

Richard Clarke: Digital Doormen – AI and the Guest Experience

Doug Harned: America’s ‘Golden Dome’ Explained

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)

Nadine Sarwat: Spirits vs. ‘Tariff Man’

Mark Moerdler: Oracle, The Cloud Transition

Alexia Howard: Additives Included

Neil Beveridge: CATL, The Road to Battery Market Dominance

Zhihan Ma: Costco, Welcome to the Club

Boris Van: Entering the Gilded Age of Chinese Travel