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
  • Rupal Agarwal: Gen AI in Asset Management

    Rupal Agarwal: Gen AI in Asset Management
    Apr 1 2026

    In this episode of In the Know, host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss the transformative impact of artificial intelligence (AI) on asset management. They explore the key trends for 2026, emphasising the shift from basic AI applications to more sophisticated uses that create new alpha opportunities. The conversation highlights the importance of structured AI training, innovative use cases from recent conferences, and the challenges investors face in implementing AI solutions.


    Hosted on Acast. See acast.com/privacy for more information.
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    31 mins
  • Jay Huang: The Dawn of the Next Robot Age

    Jay Huang: The Dawn of the Next Robot Age
    Mar 17 2026
    Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay delves into the concept of a “robot renaissance”, the challenges of robot adoption, and the technological innovations driving the industry. The discussion also covers the differences in robot adoption across various regions, the role of companies like Keyence in advancing sensor technology, and predictions for the future of automation in light of AI.

    Hosted on Acast. See acast.com/privacy for more information.
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    26 mins
  • Will Pickering: FDA Under Trump, A New Era of Regulation

    Will Pickering: FDA Under Trump, A New Era of Regulation
    Mar 3 2026

    In this episode of In the Know, US Biotech Analyst Will Pickering joins host Diana Wood to discuss the current state of the US biotech market, and the complexities and challenges facing this industry today. Here, they explore FDA inspection trends, both long-term and under the Trump administration, with insights into the sector’s recovery, the impact of FDA headcount reductions, the potential consequences of inspection outcomes on drug approvals, and much more.


    This podcast was recorded on Jan 29, 2026. Since then, turmoil at FDA has only increased, culminating in the recent resignation of CBER Director Vinay Prasad. While that particular drama has now played out, the broader issues Will highlights in this podcast are sure to remain relevant in the months and years ahead.

    Hosted on Acast. See acast.com/privacy for more information.
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    34 mins
  • Will Kirkness: Rentokil, A Century of Pest Control

    Will Kirkness: Rentokil, A Century of Pest Control
    Feb 17 2026
    European Business Services Analyst Will Kirkness joins host Patrick Robinson to delve into the history, challenges, and future prospects of Rentokil, a prominent player in the pest control industry. They discuss the company's evolution over the past century, its recent acquisition of Terminex, and the subsequent challenges faced in the US market. The conversation also touches on competitors and current market dynamics, as well as the potential role of AI and robotics in enhancing operational efficiency.

    Hosted on Acast. See acast.com/privacy for more information.
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    31 mins
  • Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings

    Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings
    Feb 3 2026
    Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future of the beverage industry. With reference to trends in emerging and developed markets and changing consumer behaviours, Trevor delves into a detailed analysis of Campari, a standout player in the beverage market, examining its growth trajectory, brand strategy, the potential risks associated with its M&A activities, and its biggest opportunities.

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