Podcast Episodes
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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 in…
1 year, 2 months 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…
1 year, 3 months 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 t…
1 year, 3 months 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 commo…
1 year, 4 months 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 o…
1 year, 4 months 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 qu…
1 year, 5 months ago
Sara Russo: Specialisation in Semis
Season 1 Episode 27
Join host Sid Malkani as we welcome back EU Semiconductors Analyst Sara Russo to the podcast. We cover the overall value chain, and where value is be…
1 year, 5 months ago
Luca Solca: The 10 Rules of Brand Exclusivity
Season 1 Episode 26
What makes a brand desirable? How do market leaders command such high price points? How do AI and social media play into the luxury landscape? Host D…
1 year, 6 months ago
Qingyuan Lin: Survive to Thrive
Season 1 Episode 25
China Semiconductors Analyst Qingyuan Lin joins host Richard Moffat to break down the Chinese semiconductor industry, looking at the areas of strengt…
1 year, 6 months ago
Doug Harned: Fasten Your Seatbelts
Season 1 Episode 24
This week, Senior US Aerospace & Defense Analyst Doug Harned joins Diana Wood to discuss the role of aviation safety by looking at the performance of…
1 year, 7 months ago