
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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| Publishes | Twice monthly | Episodes | 63 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsBusinessNews | |||

As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light-hearted yet thought-provoking festive episode. They explore current trends in socialisation, economic pressures, ... more
US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in this sector, the alignment of monetary an... more
In an ‘In the Know’ first, host Patrick Robinson welcomes Kokou Agbo-Bloua, Global Head of Economics, Cross-Asset and Quant Research at Societe Generale to discuss pressing global economic issues. The conversation spans various topics including globa... more
Host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss how Generative AI is transforming the asset management industry. They explore the current trends in AI adoption, the challenges faced by the industry, and the various use cases of genera... more
In this episode of In the Know, host Patrick Robinson and European Autos Analyst Stephen Reitman delve into the world of Ferrari, exploring its rich history, the allure of its supercars, and the brand's strategic adaptations to market demands. They d... more
This week, European Transport Analyst Alex Irving joins host Patrick Robinson on the podcast to discuss how the airline industry stands currently: who is flying high, and who is in a spin. Plus, we delve into policy, geography, infrastructure and oth... more
European Automobiles & Components Analyst Harry Martin joins host Patrick Robinson on the podcast this week to discuss all things trucking. We discuss the industry as it stands, pricing power, and what newer technologies might change the current mark... more
Global Luxury Goods Analyst Maria Meita joins host Patrick Robinson on the podcast this week to discuss the luxury industry, and its perfect storm of macro weakness, negative price elasticity and lack of newness. We talk about the two diverging custo... more
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Focused on investment controversies and emerging market trends, this series offers insights from expert analysts who explore various sectors through their detailed research. Each episode centers around the complexities of different industries, including technology, hospitality, luxury goods, and energy, among others. Notably, the discussions often reveal how macroeconomic factors and evolving consumer behavior shape market dynamics, providing listeners with a nuanced understanding of current and future investment landscapes. The blend of analytical depth and practical relevance is particularly useful for investors and professionals seeking to stay informed about market shifts and sector fundamentals.
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These podcasts share a similar audience with In the Know:
1. Yet Another Value Podcast
2. Behind the Balance Sheet
3. Value Investing with Legends
4. In Good Company with Nicolai Tangen
5. Invest Like the Best with Patrick O'Shaughnessy
In the Know launched 3 years ago and published 63 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on In the Know include:
1. Stephen Reitman
2. Harry Martin
3. Maria Meita
4. Richard Clarke
5. Zhihan Ma
6. Boris Van
7. Alexia Howard
8. Eunice Lee
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