In the Know

Recorded live from our Nice Conference, we sit down with Ian Malin, Chief Commercial Officer of Wizz Air, for an In the Know special. Here, we unpack how Wizz has built one of aviation’s youngest, most efficient fleet – and what investors still overlook about its model. We explore whether high fuel prices strengthen its competitive edge, how it deploys aircraft and selects routes to reshape demand, and which markets have driven the most success. We also examine Wizz’s evolving brand, its approach to tech and AI, gaps in the customer journey, untapped marketing opportunities and finally, we look ahead to where the airline sees its biggest growth over the next 3–5 years. Hosted on Acast. See acast.com/privacy for more information.

In this episode, American & European Beverages Analyst Nadine discusses the hot topic of spirits pricing. Diageo intends to introduce brands at price points it had previously ignored and to selectively execute price repositioning certain brands in certain geographies, Brown-Forman’s pricing power is also in focus as cost pressures are set to intensify, and all of this is against the backdrop of the ongoing cyclical vs. structural debate in US alcohol. So many investors have been wondering… should distillers adopt a tobacco-like strategy of using stronger price to offset volume decline? Or should distillers actually cut pricing to stimulate demand in an environment where affordability is under pressure? Today Nadine rolls up her sleeves and digs into this debate and more! Hosted on Acast. See acast.com/privacy for more information.

Media & Internet Analyst Annick Maas joins host Patrick Robinson to discuss ticketing and entertainment. With the experience economy thriving post-Covid, they delve into ticket pricing (including fees and resellers), the power structure between promoters, tickets and capital – as well as questioning whether or not festivals can still be considered the cultural epicentre? Hosted on Acast. See acast.com/privacy for more information.

US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss the evolution of GLP-1 therapies for obesity, focusing on the transformative impact of oral formulations and recent policy changes that expand access. We explore market dynamics, patient demographics, and the future landscape of obesity treatment. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Diana Wood and Harshita Rawat explore Visa's investment case, focusing on its evolving growth algorithm from cash digitization to value-added services, and the impact of emerging technologies like AI and Stablecoins. They discuss how Visa is adapting to core market maturity, technological disruption, and new payment paradigms. Hosted on Acast. See acast.com/privacy for more information.