Podcast Episodes
Back to Search
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 penetration in the Chinese market, self-driving tech,…
Published on 9 months, 2 weeks 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. Nadine starts with a 101 crash course on US whiskey –…
Published on 10 months 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 and discuss the history of airlines economics and …
Published on 10 months, 2 weeks 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 develop novel therapies and screening for diseases.…
Published on 11 months ago
Mark Shmulik: Google, The Search is Over
Season 1 Episode 33
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…
Published on 11 months, 2 weeks ago
Mark Li: Tech Byte
Season 1 Episode 32
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 …
Published on 11 months, 4 weeks ago
Nadine Sarwat: The Kids Are Alright?
Season 1 Episode 31
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. Acco…
Published on 1 year ago
Neil Beveridge: The Energy Shift
Season 1 Episode 30
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 o…
Published on 1 year ago
Danilo Gargiulo: Burger Wars
Season 1 Episode 29
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…
Published on 1 year, 1 month ago
Will Pickering: The Antidote to Ageing
Season 1 Episode 28
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 ma…
Published on 1 year, 1 month ago