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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 “membershi…
9 months, 3 weeks 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 th…
10 months 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 disc…
10 months, 3 weeks 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…
11 months 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 …
11 months, 2 weeks 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 Aga…
1 year ago
Eunice Lee: Car Club
Season 1 Episode 37
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 pen…
1 year ago
Nadine Sarwat: The Future of US Whiskey
Season 1 Episode 36
This week, Nadine Sarwat (Bernstein’s Americas Alcoholic Beverages & Cannabis Analyst) joins host Diana Wood to look at the future of US whiskey. Nad…
1 year, 1 month ago
David Vernon: The Sky is the Limit
Season 1 Episode 35
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 …
1 year, 1 month ago
Eve Burstein: Prescription For Progress
Season 1 Episode 34
US Life Science Tools & Diagnostics Analyst Eve Burstein joins host Sid Malkani on the podcast this week to discuss the building blocks for helping d…
1 year, 2 months ago