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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 Face…
1 year, 3 months ago
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…
1 year, 3 months 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 s…
1 year, 4 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 fla…
1 year, 4 months 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 innov…
1 year, 5 months 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 “membershi…
1 year, 5 months 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…
1 year, 5 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…
1 year, 6 months 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…
1 year, 6 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 …
1 year, 7 months ago