Rephonic
Artwork for In the Know
Semiconductors
China
Luxury Brands
Consumer Behavior
Sustainability
Chinese Semiconductor Industry
Semiconductor Manufacturing
Exclusivity
Medtech
NVIDIA
Obesity
AI Chips
Social Media
Artificial Intelligence
Ultra-Processed Foods
Glp-1
Medical Devices
Robotics
Alcohol Consumption
Fashion Industry

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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PublishesTwice monthlyEpisodes66Founded3 years ago
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Business NewsBusinessNews

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Artwork for In the Know

Latest Episodes

Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future of the beverage industry. With reference to trends in emerging and developed markets and changing co... more

European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to discuss the heartbreaking and challenging world of Alzheimer’s. Here, they discuss the causes, symptoms and diagnosis, and delve into drug development. A devastating condition ... more

US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock... more

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

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Recent Guests

Justin Smith
Senior European Biopharmaceuticals Analyst
Bernstein Research
Episode: Justin Smith: Alzheimer’s Disease, Hope Ahead?
Courtney Breen
Senior Analyst covering US biopharma
Bernstein Research
Episode: Courtney Breen: Tariffs, Pricing & Policy Threats
Stephen Reitman
Bernstein's Autos Analyst
Bernstein Research
Episode: Stephen Reitman: Ferrari, A Legacy of Luxury
Harry Martin
Member of Bernstein's European Autos team
Bernstein
Episode: Harry Martin: Trucking for the Long Haul
Maria Meita
Luxury goods analyst at Bernstein
Bernstein Research
Episode: Maria Meita: Is the Luxury Playbook Broken?
Richard Clarke
Travel and leisure analyst specializing in AI impacts on guest experiences
Bernstein Research
Episode: Richard Clarke: Digital Doormen – AI and the Guest Experience
Zhihan Ma
Research Analyst covering Costco and retail sectors
Bernstein Research
Episode: Zhihan Ma: Costco, Welcome to the Club
Boris Van
China Travel Analyst
Bernstein Research
Episode: Boris Van: Entering the Gilded Age of Chinese Travel
Alexia Howard
Senior US packaged food analyst
Bernstein Research
Episode: Alexia Howard: Recipe for Change

Hosts

Diana Wood
Host of discussions focused on financial insights and market analysis, bringing expertise from Bernstein Research.
Patrick Robinson
Hosts discussions with a strong emphasis on market trends and investment strategies, contributing insights from Bernstein Research.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#104
Taiwan/Business
Apple Podcasts
#127
Norway/Business

Talking Points

Recent interactions between the hosts and their guests.

Rupal Agarwal: The Future of AI in Asset Management
Q: What has adoption been like? What have you been seeing?
AI has had slow adoption in the asset management industry, but recently there has been a sharp increase in usage, particularly in middle and back office functions, driven by generative AI advancements.
Maria Meita: Is the Luxury Playbook Broken?
Q: Does Cucinelli need to balance selling by the millions and scarcity?
Cucinelli has a narrow focus on high-net-worth individuals, which allows them to maintain exclusivity without needing mass sales.
Maria Meita: Is the Luxury Playbook Broken?
Q: Why is Cucinelli working?
Cucinelli focuses on exclusivity, community, and provides a unique experience for high-end clients, leading to pricing power and growth.
Maria Meita: Is the Luxury Playbook Broken?
Q: Should we be thinking about the customers in different categories of spending power?
Yes, there are diverging profiles in the luxury market, with aspirational customers being more sensitive to economic changes.
Doug Harned: America’s ‘Golden Dome’ Explained
Q: What do you see as some of the main technological challenges for the system?
The most daunting challenge lies in the development of the space-based interceptors that could effectively handle missile threats.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About In the Know

What is In the Know about and what kind of topics does it cover?

This series offers insightful discussions focused on key investment controversies and the latest trends in various industries. Each episode features in-depth conversations led by analysts from Bernstein Research, tapping into their expertise and sector-specific knowledge. Listeners can expect expert insights on topics ranging from construction and real estate to automation and luxury products, often addressing how macroeconomic factors and market dynamics influence these sectors. Unique to this series is the blend of current news relevance with rigorous analysis, appealing to professionals keen on understanding market shifts and investment opportunities.

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Which podcasts are similar to In the Know?

These podcasts share a similar audience with In the Know:

1. Business Breakdowns
2. In Good Company with Nicolai Tangen
3. Excess Returns
4. Odd Lots
5. Exchanges

How many episodes of In the Know are there?

In the Know launched 3 years ago and published 66 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact In the Know?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on In the Know?

Recent guests on In the Know include:

1. Justin Smith
2. Courtney Breen
3. Stephen Reitman
4. Harry Martin
5. Maria Meita
6. Richard Clarke
7. Zhihan Ma
8. Boris Van

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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