Disruptor Series by AllianceBernstein

AllianceBernstein
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Welcome to the Disruptor Series by AllianceBernstein. Each quarter, the series will provide diverse perspectives on the forces reshaping markets and portfolios – leveraging AB's extensive research and advanced capabilities.

  1. 09/30/2025

    The Mind in the Machine, Part Two: From Titans to Trailblazers—Winners, Losers and the Road Ahead for AI

    As we continue our AB Disruptor Series, our deep dive into artificial intelligence, we shift our lens from the contributors to AI's industrial backbone toward the companies shaping—and being shaped by—the AI era. The commentary provided herein by AllianceBernstein L.P. are from sources it believes are reliable as of 06/11/2025. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this release. This video is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

    52 min

  2. 06/25/2025

    The Mind in the Machine, Part One: From Silicon to Sentience - Mapping the AI Supply Chain

    In this episode: Register for our 3Q Capital Markets Outlook Webcast: https://info.alliancebernstein.com/3Q25-CMO.html?partnerref=DisruptorPodcast Artificial intelligence is everywhere—but what powers it is often overlooked. In this latest installment of the AB Disruptor Series, we'll look behind the algorithms and output to examine the critical ecosystem that underpins AI. We'll explore the key links in the AI supply chain—from raw materials and semiconductors to data centers and energy demand—and why they matter to investors. And of course, we'll also look at how geopolitics, trade policy and tariffs are reshaping this landscape, creating both risks and potential across the value chain.  The commentary provided herein by AllianceBernstein L.P. are from sources it believes are reliable as of 06/11/2025. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this release. This video is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal  investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

    59 min

  3. 02/25/2025

    Healthcare Evolution: Past, Present and Future

    Healthcare is undergoing a profound transformation driven by groundbreaking advancements in technology, data and medicine. From predictive analytics and AI-enhanced diagnostics to precision treatments and robotics, these innovations are revolutionizing patient care. This episode explores how the healthcare industry has evolved through three lenses: pre-diagnosis, diagnosis and treatment. We'll highlight advances reshaping this "lifecycle of healthcare." And we offer a forward perspective on what these changes mean for all of us—as patients and investors. The commentary provided herein by AllianceBernstein L.P. are from sources it believes are reliable as of 02/19/2025. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this release. This video is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

    53 min

  4. 10/03/2024

    US 2024 Election Outlook: Politics Don't Matter?

    Description: The 2024 US presidential election is still months away and already entrenched as one of the most eventful in the country's history. What started as a historic contest between the current president and former president has evolved into a flurry of poll-changing, momentum-shifting developments. In our latest episode, our experts turn their attention to these drivers: the rise of political polarization, drivers (past and present) of the 2024 election, and investment implications of the 2024 results. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

    48 min

  5. 06/18/2024

    The Forgotten Style: Whatever Happened to Value

    Today's investment world has been called a "factor zoo," but value was arguably the first. With name-dropping candidates from Graham-Dodd to Fama-French to Warren Buffett, the original style, termed an investment "superfood," earned that label by outpacing growth over the better part of a century. The tide turned for value around the time of the global financial crisis (GFC), with its popularity fading as growth soared. Despite the slump, a lot is happening in the "other half." At the index level—and more so among industry leaders—dozens of strong growth and market-share stories have largely flown under the radar, judging from asset flows and multiples. It might be time to change that. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

    53 min

  6. 03/20/2024

    The US Banking Transition Accelerates

    US banks continue to garner headlines—almost a year removed from the heart of the regional crisis, and with the looming end of the Fed's program to help stop the bleeding. Commercial real estate's challenges remain—as does the pressure on banks, which delivered a healthy share of capital. But a bigger story has been afoot: the incredible shrinking US bank sector. Its numbers, which have withered for decades, are the lowest in over a century. The current environment should accelerate that decline, raising multi-trillion-dollar questions: Why? What does it mean for consumers and investors? Listen to the latest episode as we dig in. Note to All Readers: The information contained here reflects the views of AllianceBernsteinL.P. or its affiliates and sources it believes are reliable as of the date of this podcast.AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2024AllianceBernstein L.P.

    45 min

  7. 09/27/2023

    Real Estate's Present & Future, Part 2—the Residential Market

    Description: Housing is the biggest asset many of us will ever invest in, and COVID-19 and its related policy decisions caused mass disruption. As mortgage rates plummeted to record lows, refinancing exploded and home values surged. When rates then rebounded to multi-decade highs, housing inventory evaporated. Many of the big storylines in residential real estate today and tomorrow, however, are actually rooted in the global financial crisis (GFC), translating into diverse investment implications. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2023 AllianceBernstein L.P.

    54 min

  8. 06/30/2023

    Real Estate's Present and Future—the Commercial Market

    Real estate is the original asset: a distinct combination of investment potential and utility for businesses and households. That's why COVID-19, and its impact on inflation and interest rates, had remarkable effects on the market. Home prices soared, hotels and shopping malls emptied, and office buildings faced a cloudy future. As the economy and markets adapt to a reshaped landscape, how should investors approach the commercial real estate arena? Listen to the latest episode us as we dig in. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2023 AllianceBernstein L.P.

    57 min
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Ratings & Reviews

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Welcome to the Disruptor Series by AllianceBernstein. Each quarter, the series will provide diverse perspectives on the forces reshaping markets and portfolios – leveraging AB's extensive research and advanced capabilities.

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