Lisa Clive: You Are What You Eat

Lisa Clive: You Are What You Eat

Author: Bernstein Research February 20, 2024 Duration: 28:00
European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the psychology and structural forces behind why we eat and what we eat. We delve into how variety affects our health and risk factors for disease, and if GLP-1s can make a difference to the obesity epidemic. Plus, we look at the uptake of these new drugs and what the impact will be on the medtech world and beyond.

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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
Neil Beveridge: The Energy Shift [not-audio_url] [/not-audio_url]

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Will Pickering, Bernstein’s Senior US SMID Cap Biotech Analyst, joins Diana Wood on the podcast this week to discuss a highly topical subject: the quest for longevity. We discuss the question that many of us have conside…
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Luca Solca: The 10 Rules of Brand Exclusivity [not-audio_url] [/not-audio_url]

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Doug Harned: Fasten Your Seatbelts [not-audio_url] [/not-audio_url]

Duration: 28:47
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Jay Huang: Robots Among Us [not-audio_url] [/not-audio_url]

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Global Industrial Technology Analyst Jay Huang joins us for a discussion on automation technology and the new wave of machine mission and learning. We touch on reinforcement learning technology and the future possibiliti…
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