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. <hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>

In the Know
Claim This Podcastby Bernstein Research
Podcast Authority
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Podcast Overview
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. <hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Language
🇺🇲
Publishing Since
6/5/2023
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Recent Episodes

July 15, 2026
Alex Irving: European Airlines, Ready for Take Off
European Transport Analyst Alex Irving and host Richard Moffat explore how constrained supply and disciplined growth are transforming European airlines into a profitable sector.

July 2, 2026
Live from the Nice Conference: Reto Suter, CFO of Siegfried
Richard Moffat interviews Reto Suter, CFO of Siegfried, discussing long-term compounding, pharmaceutical industry growth drivers, and investor underestimation of steady execution.

June 23, 2026
Live from the Nice Conference: Gerrit Steen, CFO of AT&S
AT&S CFO Gerrit Steen and host Richard Moffat discuss the AI-driven demand shock impacting the semiconductor industry and AT&S's strategic positioning for future growth.
78 total episodes available with 61 transcripts
Recent guests on In the Know
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Alex Irving
Guest
Reto Suter
Guest
Gerrit Steen
Guest
Ian Malin
Guest
Nadine Sarwat
Guest
Annick Maas
Guest
Rupal Agarwal
Guest
Jay Huang
Guest
Will Pickering
Guest
Will Kirkness
Guest
Trevor Stirling
Guest
Justin Smith
Guest
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This podcast updates weekly.
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