Podcast Episodes

Alex Irving: Airplane Mode

Season 1 Episode 56

This week, European Transport Analyst Alex Irving joins host Patrick Robinson on the podcast to discuss how the airline industry stands currently: who is flying high, and who is in a spin. Plus, we d…

Published on 10 hours ago

Harry Martin: Trucking for the Long Haul

Season 1 Episode 55

European Automobiles & Components Analyst Harry Martin joins host Patrick Robinson on the podcast this week to discuss all things trucking. We discuss the industry as it stands, pricing power, and wh…

Published on 2 weeks ago

Maria Meita: Is the Luxury Playbook Broken?

Season 1 Episode 54

Global Luxury Goods Analyst Maria Meita joins host Patrick Robinson on the podcast this week to discuss the luxury industry, and its perfect storm of macro weakness, negative price elasticity and lac…

Published on 4 weeks ago

Danilo Gargiulo: Starbucks, The Bitter Truth

Season 1 Episode 53

US Restaurants Analyst Danilo Gargiulo joins host Diana Wood on the podcast this week to discuss American multinational coffee chain Starbucks. We debate the brand’s degeneration – from how Starbucks…

Published on 1 month, 1 week ago

Will Woods: Inditex, The Rise of Zara

Season 1 Episode 52

With this year marking Zara’s 50th birthday, European Retail Analyst Will Woods joins host Richard Moffat to discuss Inditex – which has grown into one of Europe’s largest public companies. We delve …

Published on 1 month, 3 weeks ago

Bob Brackett: The Global Nuclear Renaissance

Season 1 Episode 51

US Energy & Global Natural Resource Analyst Bob Brackett joins us back on the podcast this week alongside host Diana Wood to discuss all things Nuclear. 

As we undergo a massive energy transition, mov…

Published on 2 months, 1 week ago

Richard Clarke: Digital Doormen – AI and the Guest Experience

Season 1 Episode 50

Imagine a hotel experience where you can select your exact room, pay more for a specific pillow, specify the amount of towels you will need – and the price you pay is adjusted accordingly. For our la…

Published on 2 months, 3 weeks ago

Doug Harned: America’s ‘Golden Dome’ Explained

Global Aerospace & Defense Analyst Doug Harned joins host Diana Wood on the podcast to provide his perspective on the new Golden Dome, a proposed multi-layer defense system for the United Stares desi…

Published on 3 months ago

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)

Season 1 Episode 48

US Internet Analyst Mark Shmulik returns with Sid Malkani for the second part of our two-part episode on Meta Platforms. This time, we look into Meta’s competition and how they ensure content creator…

Published on 3 months, 2 weeks ago

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)

Season 1 Episode 47

US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Facebook, Instagram, WhatsApp, Messenger – and most re…

Published on 4 months ago