In the Know

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.

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.

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.