Podcast Episodes

Nadine Sarwat: Spirits vs. ‘Tariff Man’

Season 1 Episode 46

Nadine Sarwat (Bernstein’s American & European Beverages Analyst) joins host Diana Wood for a discussion on deglobalization, considered an investment controversy across all sectors. Distillers are at…

Published on 4 months, 2 weeks ago

Mark Moerdler: Oracle, The Cloud Transition

Season 1 Episode 45

Global Software Analyst Mark Moerdler joins host Diana Wood to discuss multinational computer technology company, Oracle. We take a look into their story, looking into their transition to the Cloud a…

Published on 5 months ago

Alexia Howard: Additives Included

Season 1 Episode 45

Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week for a deep dive into food additives and dyes. Used to enhance flavour, appearance and/or to extend shelf life, some…

Published on 5 months, 2 weeks ago

Neil Beveridge: CATL, The Road to Battery Market Dominance

Season 1 Episode 44

Neil Beveridge, APAC Oil, Gas & Energy Storage Analyst joins Diana Wood on the podcast this week to discuss CATL, a global leader in new energy innovative technologies and the largest battery maker t…

Published on 5 months, 4 weeks ago

Zhihan Ma: Costco, Welcome to the Club

Season 1 Episode 43

US Retailing Analyst Zhihan Ma joins host Sid Malkani this week to unpack multi-billion dollar global retailer Costco, self-described as a “membership warehouse club” and operating in 14 countries.

We…

Published on 6 months, 1 week ago

Boris Van: Entering the Gilded Age of Chinese Travel

Season 1 Episode 42

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 expe…

Published on 6 months, 3 weeks ago

Bob Brackett: The Super Cycle of Gas

Season 1 Episode 41

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 in…

Published on 7 months, 1 week ago

Stacy Rasgon: DeepSeek, Hype vs. Reality

Season 1 Episode 40

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…

Published on 7 months, 3 weeks ago

Nikhil Devnani: Uber, Driving into an Autonomous Future

Season 1 Episode 39

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 podca…

Published on 8 months, 1 week ago

Alexia Howard: Recipe for Change

Season 1 Episode 38

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 Rober…

Published on 8 months, 3 weeks ago