In the Know

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.

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