In the Know

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 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. 

This week, Neil Beveridge, who covers APAC energy and global energy storage, joins host Richard Moffat. We start with a top-down view of energy commodity prices in the next five years and then move onto the longer term impact of the shift to electric vehicles. We drill down into the future technologies, such as solid-state batteries, that will drive the transition and the reasons behind China’s rapid success in the global energy storage market.  

What makes a good restaurant? What does today’s grocery deflation mean for eating out? US Restaurant Analyst Danilo Gargiulo joins host Sid Malkani on the podcast this week to discuss all things food. Plus, we look at the various trends shaping the industry including the rise of healthier quick-service food such as Cava and Chipotle, how social media changes how companies are marketing to consumers, and the impact of convenient delivery apps Uber Eats and DoorDash.

Will Pickering, Bernstein’s Senior US SMID Cap Biotech Analyst, joins Diana Wood on the podcast this week to discuss a highly topical subject: the quest for longevity. We discuss the question that many of us have considered: is it possible to substantially increase human lifespan, and if so, how? Plus, discover Will’s perspective on metabolic regulation, the effort to target obesity as part of the overall quest and the importance of muscle preservation as we lose weight and age.

Join host Sid Malkani as we welcome back EU Semiconductors Analyst Sara Russo to the podcast. We cover the overall value chain, and where value is being generated, as well as leaders in the space. Plus, we touch on ASML and lithography, why EUV is such a challenging technology to develop, and China’s domestic semi industry.