Podcast Episodes
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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…
2 years 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 2 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…
2 years, 2 months ago
Jay Huang: Robots Among Us
Season 1 Episode 23
Global Industrial Technology Analyst Jay Huang joins us for a discussion on automation technology and the new wave of machine mission and learning. W…
2 years, 3 months ago
Chad Dillard: Revenge of the Physical World
Season 1 Episode 22
Senior US Construction & Machinery Analyst Chad Dillard joins host Sid Malkani this week. With the last 10 years characterised by building out the di…
2 years, 3 months ago
Stacy Rasgon: AI Pixie Dust
Season 1 Episode 21
Senior US Semiconductor Analyst Stacy Rasgon joins us once again with host Diana Wood to provide an update on where things stand in the world of semi…
2 years, 4 months ago
Will Woods: The Fashion Chameleon
Season 1 Episode 20
European Retail Analyst Will Woods joins us back on the podcast this week with host Richard Moffat to discuss the future of fashion. We discuss indus…
2 years, 4 months ago
Nadine Sarwat: It’s (Still) 5 O’clock Somewhere
Season 1 Episode 19
US Alcohol and Cannabis Analyst joins us on the podcast again, this time with host Diana Wood. Nadine gives insight into long-term alcohol consumptio…
2 years, 5 months ago