In the Know

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.

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.