In the Know

With China emerging as world-leading in various spaces, China Internet and Japanese Video Gaming Analyst Robin Zhu joins us from Hong Kong to discuss the internet – including Japanification of the sector and competitive e-commerce business models PDD and Douyin, including Temu. Plus, we discuss gaming including the rapid growth of the industry, the impact of AI and game-play innovations, and what Robin believes is the best game ever produced. Hosted on Acast. See acast.com/privacy for more information.

Food Packaging Analyst Alexia Howard discusses the rise of challenger brands, clean labeling, and the future of food with host Sid Malkani. They explore the evolution of grocery stores, the impact of the pandemic on fresh prepared foods, plant-based alternatives, cultivated fat, and the usage of weight loss drugs. They also share their favorite indulgence processed foods and childhood food memories.

Hosts Diana Wood and Richard Moffat join us for an exclusive episode, live from the floor of our 20th Pan-European Strategic Decisions Conference. They discuss research insights and highlights heard directly from CEOs of market-leading companies including airlines, spirit brands, and EV manufacturers, and draw on topical themes including inflation vs. deflation, public consumption trends and the rise in experiential advertising.  Hosted on Acast. See acast.com/privacy for more information.

European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the role of AI in healthcare, and how companies can turn this technology into a competitive advantage. We take a specific look at the use of AI in medical imaging, including what applications are in use today, what AI in the radiology suite could look like in the future, and more widely, how the intersection of medicine and technology will drive efficiencies and save lives. Hosted on Acast. See acast.com/privacy for more information.

US Energy & Global Natural Resource Analyst Bob Brackett joins host Sid Malkani for a discussion on energy transition. Likely to be one of the biggest investment cycles that the world has ever embarked on, Bob draws on experiences from other commodities as well as technology transition to explain why we may be stuck with oil a lot longer than people think. Plus, Bob draws on his unique perspective to discuss disrupters and enablers in the industry. Hosted on Acast. See acast.com/privacy for more information.

US Internet Analyst Mark Shmulik discusses the role of recurring utility in disrupting consumer technologies. The podcast dives into the two 'wows' of innovation and explores whether social media is truly social. The conversation also touches on the perception of AI in the creative arts, the shift towards private channels in the digital media ecosystem, the future of technology and the metaverse, and the rise and fall of Blackberry.

Global Hotels & Leisure Analyst Richard Clarke joins host Sid Malkani to discuss short and long-term travel trends, the resilience of high-end hotel pricing, the impact of Asia's reopening on international travel, the future of booking a trip with ChatGPT, the impact of negative experiences on Airbnb's brand image, the role of AI in changing the travel industry, challenges faced by TripAdvisor, and the importance of location in hotels.

At a time many experts are describing as the golden age of AI, Boston-based Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for our latest discussion. Stacy delves into the technology behind generative tools such as ChatGPT and the implications of artificial intelligence on the semiconductor industry. He ends with an in-depth explanation of the theory and maths underpinning this complex and often misunderstood technology. Hosted on Acast. See acast.com/privacy for more information.

European General & Food Retail Analyst, Will Woods, discusses the longer shelf-life trends of global retail, including the ceiling for online penetration, the direct-to-consumer model, brand persistence, Tik Tok, fashion chameleons, and automation.

Nadine Sarwat, US Alcohol and Cannabis Analyst, discusses trends in the alcohol industry, the positive aspects of alcohol and shifting perceptions towards cannabis. The podcast explores the impact of unethical stocks, strategies for alcohol and cannabis companies, and the risks faced by brands promoting unhealthy products.