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In the Know
Bernstein Research
60 episodes
1 week ago
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. 

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

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Business
Investing,
News,
Business News
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All content for In the Know is the property of Bernstein Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. 

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

Show more...
Business
Investing,
News,
Business News
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Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)
In the Know
32 minutes 24 seconds
5 months ago
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)
US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Facebook, Instagram, WhatsApp, Messenger – and most recently, Meta AI. Looking at Mark’s ‘framework of utility’, we look at the different stakeholders of Meta’s ecosystems: the user, the consumer and the advertiser. We delve into Meta’s use cases and what keeps us online, and how social media has emerged from a place to connect to a broadcast media, with brand/performance advertising and content creation monetising the platforms and continuing its runway for growth.

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

In the Know
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. 

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