In the Know

This week, Nadine Sarwat (Bernstein’s Americas Alcoholic Beverages & Cannabis Analyst) joins host Diana Wood to look at the future of US whiskey. Nadine starts with a 101 crash course on US whiskey – a spirits category that has gained meaningful share of throat both in the US and internationally. We discuss the role that flavors have played in the rise (and fall) of certain brands. We also dive into the topic on many investors’ minds: is there a US whiskey glut on the horizon?

Senior North America Airlines and Transports Analyst David Vernon joins host Diana Wood on the podcast. In this episode, we take a step back in time and discuss the history of airlines economics and ask what could be different this time around? David discusses segmentation, loyalty programs, the shift in profits and how this sets the stage for the next cycle and impact on the industry overall. He also looks at the appetite for travel from younger consumers and how that will transform the industry in years to come.

US Life Science Tools & Diagnostics Analyst Eve Burstein joins host Sid Malkani on the podcast this week to discuss the building blocks for helping develop novel therapies and screening for diseases. We touch on genetic testing and its current challenges, new treatments including gene editing, and whether or not there could ever be a shift from invasive to non-invasive screenings.

US Internet Analyst Mark Shmulik joins host Sid Malkani this week to discuss all things Google. We discuss the rise of Google and its place in the internet hierarchy, the evolution of search, and the impact of AI. Plus, we double-click into the role of regulation today and look to the future to understand what might be next for this complex conglomerate.

Global Semiconductors Analyst Mark Li joins us on the podcast this week from Hong Kong. Hosted by Richard Moffat, we touch on Moore’s law, supply and demand in the semiconductors industry, and drill down into memory, logic and design. Plus, Mark provides a look at the Chinese landscape, in particular, the impact of sanctions.

 Nadine Sarwat (Bernstein’s North America Alcoholic Beverages & Cannabis Analyst) is back on the podcast with host Diana Wood, this time to discuss the behavioural trends of Gen-Z and Gen-Alpha. Accounting for 35% of the population today, albeit with limited purchasing power, they will one day become the largest consumers in the American economy. We delve into how these two generations differ from prior Americans of similar ages in a bid to understand the future of overall consumption and allocation of time for generations today and tomorrow.