Alex Irving: Airplane Mode

Alex Irving: Airplane Mode

Author: Bernstein Research September 30, 2025 Duration: 30:38
This week, European Transport Analyst Alex Irving joins host Patrick Robinson on the podcast to discuss how the airline industry stands currently: who is flying high, and who is in a spin. Plus, we delve into policy, geography, infrastructure and other contextual factors affecting airlines today.

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Bernstein Research presents In the Know, a podcast that moves beyond the headlines to examine the underlying forces shaping markets. Each episode features a conversation with one of the firm's analysts, who bring their deep, sector-specific expertise to the table. The discussions here aren't generic overviews; they delve into the nuanced debates and genuine controversies that active investors are grappling with right now. You'll hear informed perspectives on everything from shifting industry fundamentals to the real-world implications of breaking news. This is a space for substantive analysis, where complex ideas are broken down with clarity and conviction. Tune in for a direct line to the research and reasoning that informs major investment decisions, all grounded in Bernstein's rigorous, industrial-strength approach. The In the Know podcast offers listeners a chance to sit in on these critical conversations, gaining context and insight that is often lost in the daily noise of the financial media.
Author: Language: English Episodes: 71

In the Know
Podcast Episodes
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Duration: 36:55
US Internet Analyst Mark Shmulik returns with Sid Malkani for the second part of our two-part episode on Meta Platforms. This time, we look into Meta’s competition and how they ensure content creators end up on their pla…
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1) [not-audio_url] [/not-audio_url]

Duration: 32:24
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Zhihan Ma: Costco, Welcome to the Club [not-audio_url] [/not-audio_url]

Duration: 43:34
US Retailing Analyst Zhihan Ma joins host Sid Malkani this week to unpack multi-billion dollar global retailer Costco, self-described as a “membership warehouse club” and operating in 14 countries.We delve into the histo…
Boris Van: Entering the Gilded Age of Chinese Travel [not-audio_url] [/not-audio_url]

Duration: 28:00
Senior Technology Analyst Boris Van joins Richard Moffat on the podcast this week to discuss the Chinese travel market. As Chinese consumers shift their rapidly growing disposable income towards experiential consumption,…
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