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In the Know: Daily Summaries Delivered
by Bernstein Research
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 weeks ago38 min
Alex Irving: European Airlines, Ready for Take Off
European Transport Analyst Alex Irving joins host Richard Moffat to discuss how the European airline industry has evolved from a chronically underperforming sector into one capable of delivering attractive returns. They examine the forces reshaping the competitive landscape, including constrained aircraft supply, disciplined capacity growth and improved capital allocation, and explore what sets the industry's leaders apart – from Ryanair's relentless focus on unit costs to IAG's disciplined deployment of capital. The conversation also considers why today's supply-demand dynamics could underpin stronger profitability across the sector for years to come. Hosted on Acast. See acast.com/privacy for more information.
- 4 weeks ago15 min
Live from the Nice Conference: Reto Suter, CFO of Siegfried
Richard Moffat sits down with Reto Suter, CFO of Siegfried, for the final instalment of our Live from the Nice Conference series. As Reto hands over the baton of CFO, he reflects on nearly a decade at one of Europe's fastest-growing CDMOs, discussing the power of long-term compounding, the structural growth drivers shaping the pharmaceutical industry, and why investors often underestimate the value of steady execution. The conversation explores how innovation is increasingly being driven by small and mid-sized biotech companies, the role of AI in transforming drug development and manufacturing, and how trends such as supply chain localisation and the rapid growth of GLP-1 therapies are creating new opportunities for the sector. Hosted on Acast. See acast.com/privacy for more information.
- Jun 23, 202620 min
Live from the Nice Conference: Gerrit Steen, CFO of AT&S
Is this the most significant demand shock the semiconductor industry has ever seen? Gerrit Steen, CFO of AT&S, joins host Richard Moffat on the Côte d’Azur for an In the Know special. Gerrit reflects on the unprecedented AI-driven demand reshaping the semiconductor supply chain and what it means for long-term growth, capacity planning, and advanced packaging technologies like CoWoS. He also shares how AT&S is positioning for this structural shift, and whether geopolitical supply chain realignment presents new opportunities for globally diversified players. Hosted on Acast. See acast.com/privacy for more information.
- Jun 16, 202628 min
Live from the Nice Conference: Ian Malin, CCO of Wizz Air
Recorded live from our Nice Conference, we sit down with Ian Malin, Chief Commercial Officer of Wizz Air, for an In the Know special. Here, we unpack how Wizz has built one of aviation’s youngest, most efficient fleet – and what investors still overlook about its model. We explore whether high fuel prices strengthen its competitive edge, how it deploys aircraft and selects routes to reshape demand, and which markets have driven the most success. We also examine Wizz’s evolving brand, its approach to tech and AI, gaps in the customer journey, untapped marketing opportunities and finally, we look ahead to where the airline sees its biggest growth over the next 3–5 years. Hosted on Acast. See acast.com/privacy for more information.
- Jun 3, 202631 min
Nadine Sarwat: A $20+ Cocktail... In This Economy?
In this episode, American & European Beverages Analyst Nadine discusses the hot topic of spirits pricing. Diageo intends to introduce brands at price points it had previously ignored and to selectively execute price repositioning certain brands in certain geographies, Brown-Forman’s pricing power is also in focus as cost pressures are set to intensify, and all of this is against the backdrop of the ongoing cyclical vs. structural debate in US alcohol. So many investors have been wondering… should distillers adopt a tobacco-like strategy of using stronger price to offset volume decline? Or should distillers actually cut pricing to stimulate demand in an environment where affordability is under pressure? Today Nadine rolls up her sleeves and digs into this debate and more! Hosted on Acast. See acast.com/privacy for more information.
- May 19, 202625 min
Annick Maas: Concert Tickets, Who Really Sets the Price?
Media & Internet Analyst Annick Maas joins host Patrick Robinson to discuss ticketing and entertainment. With the experience economy thriving post-Covid, they delve into ticket pricing (including fees and resellers), the power structure between promoters, tickets and capital – as well as questioning whether or not festivals can still be considered the cultural epicentre? Hosted on Acast. See acast.com/privacy for more information.
- May 5, 202635 min
Courtney Breen: GLP-1s & the Oral Obesity Era
US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss the evolution of GLP-1 therapies for obesity, focusing on the transformative impact of oral formulations and recent policy changes that expand access. We explore market dynamics, patient demographics, and the future landscape of obesity treatment. Hosted on Acast. See acast.com/privacy for more information.
- Apr 22, 202633 min
Harshita Rawat: Visa, The Next Decade of Growth
In this episode, Diana Wood and Harshita Rawat explore Visa's investment case, focusing on its evolving growth algorithm from cash digitization to value-added services, and the impact of emerging technologies like AI and Stablecoins. They discuss how Visa is adapting to core market maturity, technological disruption, and new payment paradigms. Hosted on Acast. See acast.com/privacy for more information.
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About 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.
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