Peter Weed: Under Attack

Peter Weed: Under Attack

Author: Bernstein Research January 23, 2024 Duration: 26:02
US Smid-Cap Software Analyst Peter Weed joins host Diana Wood for a discussion on the world of cyber security including what it is, why we need it, and what the growth potential is for this topical subsector of technology. Plus, we touch on generative AI in the context of cybersecurity and what potential disruptions may be on the horizon.

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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: 74

In the Know
Podcast Episodes
Mark Shmulik: Google, The Search is Over [not-audio_url] [/not-audio_url]

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US Internet Analyst Mark Shmulik joins host Sid Malkani this week to discuss all things Google. We discuss the rise of Google and its place in the internet hierarchy, the evolution of search, and the impact of AI. Plus,…
Mark Li: Tech Byte [not-audio_url] [/not-audio_url]

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Nadine Sarwat (Bernstein’s North America Alcoholic Beverages & Cannabis Analyst) is back on the podcast with host Diana Wood, this time to discuss the behavioural trends of Gen-Z and Gen-Alpha. Accounting for 35% of the…
Neil Beveridge: The Energy Shift [not-audio_url] [/not-audio_url]

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This week, Neil Beveridge, who covers APAC energy and global energy storage, joins host Richard Moffat. We start with a top-down view of energy commodity prices in the next five years and then move onto the longer term i…
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Will Pickering: The Antidote to Ageing [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…
Sara Russo: Specialisation in Semis [not-audio_url] [/not-audio_url]

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Join host Sid Malkani as we welcome back EU Semiconductors Analyst Sara Russo to the podcast. We cover the overall value chain, and where value is being generated, as well as leaders in the space. Plus, we touch on ASML…
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
This week, Senior US Aerospace & Defense Analyst Doug Harned joins Diana Wood to discuss the role of aviation safety by looking at the performance of the two biggest players in the market – Boeing and Airbus, who have be…