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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 – a spirits category that has gained meaningful share of throat both in the US and internationally. We discuss the role that flavors have played in the rise (and fall) of certain brands. We also dive into the topic on many investors’ minds: is there a US whiskey glut on the horizon?
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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 ask what could be different this time around? David discusses segmentation, loyalty programs, the shift in profits and how this sets the stage for the next cycle and impact on the industry overall. He also looks at the appetite for travel from younger consumers and how that will transform the industry in years to come.
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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. We touch on genetic testing and its current challenges, new treatments including gene editing, and whether or not there could ever be a shift from invasive to non-invasive screenings.
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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 impact of AI. Plus, we double-click into the role of regulation today and look to the future to understand what might be next for this complex conglomerate.
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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 down into memory, logic and design. Plus, Mark provides a look at the Chinese landscape, in particular, the impact of sanctions.
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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. Accounting for 35% of the population today, albeit with limited purchasing power, they will one day become the largest consumers in the American economy. We delve into how these two generations differ from prior Americans of similar ages in a bid to understand the future of overall consumption and allocation of time for generations today and tomorrow.
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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 onto the longer term impact of the shift to electric vehicles. We drill down into the future technologies, such as solid-state batteries, that will drive the transition and the reasons behind China’s rapid success in the global energy storage market.
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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. Plus, we look at the various trends shaping the industry including the rise of healthier quick-service food such as Cava and Chipotle, how social media changes how companies are marketing to consumers, and the impact of convenient delivery apps Uber Eats and DoorDash.
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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 many of us have considered: is it possible to substantially increase human lifespan, and if so, how? Plus, discover Will’s perspective on metabolic regulation, the effort to target obesity as part of the overall quest and the importance of muscle preservation as we lose weight and age.
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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 being generated, as well as leaders in the space. Plus, we touch on ASML and lithography, why EUV is such a challenging technology to develop, and China’s domestic semi industry.
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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 Diana Wood speaks to Global Luxury Goods Analyst Luca Solca to discuss leaders and challengers, and how brands can stay exclusive, whilst ever more profitable, in the luxury goods industry.
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China Semiconductors Analyst Qingyuan Lin joins host Richard Moffat to break down the Chinese semiconductor industry, looking at the areas of strength and growth. We touch on how fast China has been catching up in different segments of the semiconductor industry and discuss why China is building manufacturing capacity domestically so aggressively. We also discuss developments including EUV light sources and artificial intelligence chips in China.
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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 the two biggest players in the market – Boeing and Airbus, who have been competing since the 1970s. We take a look back at the last five years of air travel, what has happened and why, and what the path looks like going forward for these two leaders and the industry overall.
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Global Industrial Technology Analyst Jay Huang joins us for a discussion on automation technology and the new wave of machine mission and learning. We touch on reinforcement learning technology and the future possibilities of generative AI with robotics, the importance of China within the sector, and the effect on employment rates as a result of automation.
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Senior US Construction & Machinery Analyst Chad Dillard joins host Sid Malkani this week. With the last 10 years characterised by building out the digital world, we focus on the next 10 years: moving atoms and building infrastructure. We discuss electrification/energy transition, reshoring, and public infrastructure, and how these themes are preparing us for an era of physical dominance.
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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 semis in the context of AI. We touch on Sam Altman’s proposed $7 trillion investment to ‘reshape the business of chips and AI’, predictions for China in 2024, and what can (and should) be done to make the future AI reality live up to the current AI dreams.
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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 industry growth, challenges and the term ‘fashion chameleon’ in the context of risk, supply chains, globalisation and copyright.
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US Alcohol and Cannabis Analyst joins us on the podcast again, this time with host Diana Wood. Nadine gives insight into long-term alcohol consumption trends and the cycles within each category, including a discussion on the drop in consumption in 2023 and what the future may hold. Plus, we touch on headwinds including GLP-1s, cannabis legalisation and the trend of younger consumers drinking less.
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US Medical Devices Analyst Lee Hambright joins host Sid Malkani to discuss the ever-evolving sector of medical devices. With procedures becoming less invasive as diagnostics improve, we discuss two trends – access and therapy – driving change in the industry. Plus, we hear from Lee about the opportunities for AI and robotic surgery, the pharma vs. medical device debate, GLP-1s, mobility and more generally, the patient journey.
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European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the psychology and structural forces behind why we eat and what we eat. We delve into how variety affects our health and risk factors for disease, and if GLP-1s can make a difference to the obesity epidemic. Plus, we look at the uptake of these new drugs and what the impact will be on the medtech world and beyond.
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