In the Know

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

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

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

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

Join host Richard Moffat in conversation with Asian Beverages & Consumer Analyst Euan McLeish. We cover the socio-economic factors influencing Chinese consumption patterns, from the culture and cachet of premium spirit Baijiu, the rise of premium beer, and finishing with the health and wellness trends driving strong demand for probiotics. Hosted on Acast. See acast.com/privacy for more information.

US Smid-Cap Software Analyst Peter Weed joins host Diana Wood for a discussion on the world of cyber security including what it is, why we need it, and what the growth potential is for this topical subsector of technology. Plus, we touch on generative AI in the context of cybersecurity and what potential disruptions may be on the horizon. Hosted on Acast. See acast.com/privacy for more information.

Join host Diana Wood in conversation with EU Semiconductors Analyst Sara Russo. We cover the basics, from how a semiconductor works to its daily usage in society. Plus, we delve into the growth trends within digitalisation, electrification and autonomous, and specifically within China, autos and AI on the edge. Hosted on Acast. See acast.com/privacy for more information.

Global Software Analyst Mark Moerdler joins host Richard Moffat for this week’s episode. We discuss the long-term future of the software industry including AI and how it is likely to change the competitive landscape. Plus, we touch on the shift to the Cloud and how it is democratising the tech world. Hosted on Acast. See acast.com/privacy for more information.

European Logistics Analyst Alex Irving joins host Diana Wood for a discussion on global trade, from the birth of trade 5000 years ago to the dawn of globalization. We discuss the significance of walrus tusks, the advent of containerization and the China Plus One strategy. Plus, we delve into how the impact of the pandemic has changed supply chains as we know them forever. Hosted on Acast. See acast.com/privacy for more information.

Primarily designed for diabetes, GLP-1 agonists like Ozempic have made their way into the spotlight due to their ability to reduce hunger cravings, and in turn help with weight loss. Food Packaging Analyst Alexia Howard and Alcoholic Beverages Analyst Trevor Stirling join host Sid Malkani to discuss how they work, how they could affect our relationship with food and alcohol, and whether or not these drugs could actually solve the obesity crisis. Hosted on Acast. See acast.com/privacy for more information.