In the Know

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.

In this episode of In the Know, host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss the transformative impact of artificial intelligence (AI) on asset management. They explore the key trends for 2026, emphasising the shift from basic AI applications to more sophisticated uses that create new alpha opportunities. The conversation highlights the importance of structured AI training, innovative use cases from recent conferences, and the challenges investors face in implementing AI solutions.

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

Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay delves into the concept of a “robot renaissance”, the challenges of robot adoption, and the technological innovations driving the industry. The discussion also covers the differences in robot adoption across various regions, the role of companies like Keyence in advancing sensor technology, and predictions for the future of automation in light of AI. Hosted on Acast. See acast.com/privacy for more information.