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In the Know

In the Know

Written by: Bernstein Research
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In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

Hosted on Acast. See acast.com/privacy for more information.

Bernstein Research Economics Personal Finance Politics & Government
Episodes
  • Annick Maas: Concert Tickets, Who Really Sets the Price?

    Annick Maas: Concert Tickets, Who Really Sets the Price?
    May 19 2026
    Media & Internet Analyst Annick Maas joins host Patrick Robinson to discuss ticketing and entertainment. With the experience economy thriving post-Covid, they delve into ticket pricing (including fees and resellers), the power structure between promoters, tickets and capital – as well as questioning whether or not festivals can still be considered the cultural epicentre?

    Hosted on Acast. See acast.com/privacy for more information.
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    26 mins
  • Courtney Breen: GLP-1s & the Oral Obesity Era

    Courtney Breen: GLP-1s & the Oral Obesity Era
    May 5 2026
    US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss the evolution of GLP-1 therapies for obesity, focusing on the transformative impact of oral formulations and recent policy changes that expand access. We explore market dynamics, patient demographics, and the future landscape of obesity treatment.

    Hosted on Acast. See acast.com/privacy for more information.
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    36 mins
  • Harshita Rawat: Visa, The Next Decade of Growth

    Harshita Rawat: Visa, The Next Decade of Growth
    Apr 22 2026
    In this episode, Diana Wood and Harshita Rawat explore Visa's investment case, focusing on its evolving growth algorithm from cash digitization to value-added services, and the impact of emerging technologies like AI and Stablecoins. They discuss how Visa is adapting to core market maturity, technological disruption, and new payment paradigms.

    Hosted on Acast. See acast.com/privacy for more information.
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    34 mins
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