Episodes

  • Courtney Breen: Tariffs, Pricing and Policy Threats

    Courtney Breen: Tariffs, Pricing and Policy Threats
    Jan 6 2026
    US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock at the moment. Courtney discusses the key trade-offs in policy risk and ability to mitigate for her covered companies, plus the implications of the recently announced White House deal and the near and long-term evolution of industry economics and potential for innovation.

    Hosted on Acast. See acast.com/privacy for more information.
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    32 mins
  • Nadine Sarwat: Scrolling Alone or Drinking Together?

    Nadine Sarwat: Scrolling Alone or Drinking Together?
    Dec 16 2025
    As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light-hearted yet thought-provoking festive episode. They explore current trends in socialisation, economic pressures, alcohol consumption and mental health in America... and how they all might be related. At a time of year when many of us will socialise in abundance with family and friends but in an era when our phones are permanently glued to our hands, Nadine attempts to answer the question: in an increasingly lonely and polarized world, why is no one talking about the social benefits of alcohol?

    Hosted on Acast. See acast.com/privacy for more information.
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    34 mins
  • Chad Dillard: The Rebound of Non-Residential Construction

    Chad Dillard: The Rebound of Non-Residential Construction
    Nov 26 2025
    US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in this sector, the alignment of monetary and fiscal policies, and the expected rebound in construction spending driven by various market segments. Plus, they touch on the role of technology and AI in improving efficiency within the construction industry, as well as the challenges posed by power supply and the implications for renewable energy and nuclear power.

    Hosted on Acast. See acast.com/privacy for more information.
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    25 mins
  • Kokou Agbo-Bloua: Is Deglobalization a Myth?

    Kokou Agbo-Bloua: Is Deglobalization a Myth?
    Nov 11 2025


    In an ‘In the Know’ first, host Patrick Robinson welcomes Kokou Agbo-Bloua, Global Head of Economics, Cross-Asset and Quant Research at Societe Generale to discuss pressing global economic issues. The conversation spans various topics including globalization, the shift from cooperation to competition in international relations, the implications of the Chinese dream, investment dynamics between the US and Europe, the challenges posed by climate change, and the resilience of markets in the face of adversity.

    Hosted on Acast. See acast.com/privacy for more information.
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    34 mins
  • Rupal Agarwal: The Future of AI in Asset Management

    Rupal Agarwal: The Future of AI in Asset Management
    Oct 28 2025
    Host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss how Generative AI is transforming the asset management industry. They explore the current trends in AI adoption, the challenges faced by the industry, and the various use cases of generative AI for investors. Rupal highlights how AI is being used to enhance research, analysis, and client engagement by discretionary funds while opening new opportunities for quant investors. The conversation also delves into the future of pure AI led strategies and Quant (or AI) as a Service but more broadly shares insights on what’s working, what’s not and how leading firms are positioning themselves at the intersection of technology and alpha generation.

    Hosted on Acast. See acast.com/privacy for more information.
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    31 mins
  • Stephen Reitman: Ferrari, A Legacy of Luxury

    Stephen Reitman: Ferrari, A Legacy of Luxury
    Oct 16 2025
    In this episode of In the Know, host Patrick Robinson and European Autos Analyst Stephen Reitman delve into the world of Ferrari, exploring its rich history, the allure of its supercars, and the brand's strategic adaptations to market demands. They discuss the exclusivity of Ferrari's customer base, investor reactions to the company's recent capital markets day, and the intricate personalisation options available to buyers. The conversation highlights Ferrari's unique pricing strategy and its ability to maintain luxury status while navigating the evolving automotive landscape.

    Hosted on Acast. See acast.com/privacy for more information.
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    32 mins
  • Alex Irving: Airplane Mode

    Alex Irving: Airplane Mode
    Sep 30 2025
    This week, European Transport Analyst Alex Irving joins host Patrick Robinson on the podcast to discuss how the airline industry stands currently: who is flying high, and who is in a spin. Plus, we delve into policy, geography, infrastructure and other contextual factors affecting airlines today.

    Hosted on Acast. See acast.com/privacy for more information.
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    31 mins
  • Harry Martin: Trucking for the Long Haul

    Harry Martin: Trucking for the Long Haul
    Sep 16 2025
    European Automobiles & Components Analyst Harry Martin joins host Patrick Robinson on the podcast this week to discuss all things trucking. We discuss the industry as it stands, pricing power, and what newer technologies might change the current market structure. Plus, we touch on barriers to adoption, regulations, and whether it is worth giving it all up to retrain as a long-distance driver.

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