In the Know

Senior Technology Analyst Boris Van joins Richard Moffat on the podcast this week to discuss the Chinese travel market. As Chinese consumers shift their rapidly growing disposable income towards experiential consumption, we discuss the potential growth of domestic vs. international travel, the competitive tension between travel agents, hotels and airlines, and finish with the material impact on global hotel room demand.

US Energy & Global Natural Resource Analyst Bob Brackett joins host Diana Wood to walk us through his bullish view on the natural gas market. We discuss the two demand drivers that are permanently inflecting, and the supply squeeze that we cannot ignore, as well as geopolitical factors and the evolving landscape in the US.

Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have had an ‘AI mic drop’ moment, causing a major stir in the markets. In this episode, Stacy provides an update on the ‘latest and greatest’ in the world of AI, plus we delve into who DeepSeek are, the initial reactions, and what this may mean for Open AI and the industry at large.

Once the hottest start-up and a notorious cash-burn business, Uber has now emerged as a scaled and profitable Internet platform. US Internet Analyst Nikhil Devnani joins host Sid Malkani on the podcast this week to discuss Uber, the category-defining app.We dig into its history and evolution into a global and multi-category on-demand network. Today, Uber faces its next big transition phase to an increasingly autonomous network as driverless cars are finally here. We touch on what these inventions mean for Uber and how the company might navigate this future.

Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week to discuss the potential implications of Make America Healthy Again on the packaged food industry. We look at Robert F. Kennedy Jr’s policies and what impact these could have on food dye, microplastics and the Supplemental Nutrition Assistance Program (SNAP). Plus, we consider new legislations around additives, product promotion, and how education may start to shift the way people think about ultra-processed foods.

This week, our Asian Autos Analyst Eunice Lee joins us from Hong Kong to discuss electric vehicles with host Richard Moffat. We discuss rising EV penetration in the Chinese market, self-driving tech, the rapid model upgrade cycle and the cost advantages that have seen the emergence of not just competitive but world-leading products.