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Commercial Awareness with Watson’s Daily business and financial news Cover
Commercial Awareness with Watson’s Daily business and financial news Profile

Commercial Awareness with Watson’s Daily business and financial news

English, Financial News, 358 seasons, 901 episodes, 20 hours, 48 minutes
About
Watson’s Daily is the newsletter that improves your COMMERCIAL AWARENESS. In this podcast, the writer of Watson’s Daily talks about the week’s news and its implications. Peter Watson is an ex-stockbroker (13 years at 4 different investment banks in London and Tokyo) who advised some of the world’s biggest financial institutions on the UK, European and Japanese stock markets. He uses this experience to break down and explain key business and financial markets news in an approachable way! He also does the occasional podcast on career-related matters an ex-headhunter.
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Episode 898: AI's effect on cybersecurity & industry consolidation...#WeAskWatson

In this episode, I talk to experts Richard Neale and Vlad Botic about AI's effect on cybersecurity and Thoma Bravo's acquisition of Darktrace... For more info on Richard go here: Richard Neale, CEH, ISO LI | LinkedIn For more info on Vlad go here: Vlad Botic | LinkedIn
7/22/202453 minutes, 36 seconds
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Episode 897: What's with CrowdStrike?? #WeAskWatson

In this episode, I talk to Richard Neale, a cybersecurity expert, about what the deal is with CrowdStrike. There's a log of hysteria going on at the moment (understandably) so it's good to get an expert's perspective! You can find more out about Rich here: Richard Neale, CEH, ISO LI | LinkedIn
7/22/202423 minutes, 55 seconds
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Episode 896: Peter & Ralph's weekly chat (week commencing 15th July 2024)

In this episode, Ralph and I talk about the CrowdStrike disaster and the sunglasses love-triangle between EssilorLuxottica, Meta and Supreme...
7/21/202445 minutes, 33 seconds
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Episode 895: More luxury woes vs Adidas's rebound...#WeAskWatson

In this episode, Duncan and I talk about Richemont playing into the downbeat luxury trend and why Adidas is rebounding while Nike isn't...
7/17/202426 minutes, 28 seconds
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Episode 894: Hotel Chocolat vs EV hopes...#WeAskWatson

In this episode, Duncan and I look at what's next for Hotel Chocolat and hopes about EVs providing a boost for car sales...
7/17/202419 minutes, 42 seconds
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Episode 893: Peter & Ralph's weekly chat (week commencing July 15th 2024)

In this episode, Ralph and I talk about Trump getting shot, Macron's self-imposed disaster and what lies ahead for the new labour government.
7/17/202449 minutes, 17 seconds
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Episode 892: South China Sea vs VW buying into Rivian...#WeAskWatson

In this episode, Alina and I talk about some rather concerning developments in the South China Sea and why VW's deal with Rivian could help both sides...
6/26/202421 minutes, 5 seconds
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Episode 891: Shein's IPO vs Frasers/THG/BNPL...#WeAskWatson

In this episode, Alina and I talk about the pros and cons of Shein's proposed IPO and why Frasers and THG getting together is a very clever idea...
6/25/202420 minutes, 28 seconds
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Episode 890: More US tech restrictions vs Mission 2025...#WeAskWatson

In this episode, Alina and I talk about the US putting more tech restrictions on China and how the "Mission 2025" group is pushing back against the "greenlash"...
6/24/202423 minutes, 52 seconds
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Episode 889: Review of 2024's themes so far with Peter & Ralph...

In this episode, Ralph and I revisit the themes we talked about at the beginning of this year (populism, near-shoring/deglobalisation, renewables/nuclear, AI profitability and corporate migration to the Middle East/India) and review developments until now.
6/23/20241 hour, 4 minutes, 39 seconds
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Episode 888: the haves vs the have-nots...#WeAskWatson

In this episode, Duncan and I talk about why it doesn't feel like inflation is falling and how working at UK investment banks is getting VERY compelling (uncapped bonus, anyone??)...
6/20/202419 minutes, 40 seconds
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Episode 887: Nvidia vs Warehouse rooftop solar panels...#WeAskWatson

In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses!
6/19/202419 minutes, 50 seconds
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Episode 886: Peter & Ralph's weekly chat (w/c June 10th 2024)

In this episode, Ralph and I react to the release of the prospectuses this week of the main parties and whether AI will kill creativity...
6/18/202453 minutes, 29 seconds
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Episode 885: Nike vs highly paid lawyers...#WeAskWatson

In this episode, Duncan and I talk about what Nike needs to do to get itself back on track and thoughts about high salaries of newly-qualified lawyers (in some law firms)!
6/18/202425 minutes, 34 seconds
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Episode 884: Peter & Ralph's weekly chat (w/c June 3rd 2024)

In this episode, Ralph and I discuss the upcoming election, AI in the world of finance and the positive prospects for IPOs...
6/9/202458 minutes, 4 seconds
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Episode 883: Peter & Ralph's Weekly Chat (week commencing May 7th 2024)

In this episode, Ralph and I talk about "good news" for the UK and prospects for the UK's IPO pipeline...
5/12/202441 minutes, 53 seconds
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Episode 879: Peter & Ralph's Weekly Chat (week commencing 22nd April 2024)

In this episode, Ralph and I talk about the potential death of the diamond industry and "the curse of 35"!
4/28/202442 minutes, 53 seconds
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Episode 878: Peter & Ralph's weekly chat (week commencing 15th April 2024)

In this episode, Ralph and I discuss Shell's threats to ditch its London listing and go stateside. We also chat about a more realistic future for EVs...
4/21/202442 minutes, 4 seconds
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Episode 867: Peter & Ralph's weekly chat (w/c

In this week's episode, Ralph and I talk about alternative energy...
3/3/202453 minutes, 58 seconds
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Episode 862: Peter & Ralph's Weekly Chat (w/c 12th February 2024)

In this episode, Ralph and I talk about hydrogen fuel cells, motor finance problems and the prospects for the UK's residential property market...
2/18/202452 minutes, 22 seconds
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Episode 859: Peter & Ralph's Weekly Chat (w/c 5th February 2024)

In this episode, Ralph and I talk about ExxonMobil and its fixation on ESG investors as well as how global supply chains are changing to take into account potential geopolitical risks.
2/12/202439 minutes, 34 seconds
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Episode 855: Peter & Ralph's Weekly Chat - AI and EVs in The Hype Cycle

In this episode, Ralph and I talk about AI and EVs and where they are in The Hype Cycle!
2/4/202438 minutes, 50 seconds
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Episode 847: Peter & Ralph's Weekly Chat (w/c 22nd January 2024)

In this edition, Ralph and I talk about the effect that the Houthi rebels are having on global inflation and the diverging fortunes of the luxury sector...
1/28/202439 minutes, 5 seconds
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Episode 846: Peter & Ralph's THEMES FOR 2024

In this episode, Ralph and I talk about the themes I mention in this year's Watson's Yearly: populism/democracy, near-shoring, more deglobalisation, renewables, more targeted AI and the growth of the Middle East and India.
1/21/202452 minutes, 39 seconds
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Episode 845: Why Ralph is a genius and how AI could change the insurance industry!

This is an episode that I recorded before Christmas with Ralph where we had an interesting discussion about how AI can change the insurance industry. Ralph is an expert in insurance, so you should definitely give this a watch/listen!
1/21/202442 minutes, 12 seconds
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Episode 841: Peter & Ralph's Weekly Chat (w/c 4th December 2023)

In this episode, Ralph and I talk about Spotify's massive headcount reduction and what the company could do to grow its business in the future...APOLOGIES - the sound is a bit weird at the beginning for some reason but it gets better pretty soon 👍
12/10/202338 minutes, 10 seconds
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Episode 840: Peter & Ralph's Weekly Chat (w/c 27th November 2023)

In today's episode, Ralph and I talk about positive uses for AI, what comes next for X after Elon Musk's outburst and how AI may affect the future of work (according to the government).
12/5/202351 minutes, 14 seconds
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Episode 836: Peter & Ralph's Weekly Chat (w/c 20th November 2023)

In this week's episode, Ralph and I talk about the Autumn Statement and the shenanigans at OpenAI. Apologies that the sound isn't top notch for this episode.
11/26/202341 minutes, 2 seconds
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Episode 831: Peter & Ralph's Weekly Chat (w/c 13th November 2023)

In this episode, Ralph and I discuss the drama at OpenAI, Hotel Chocolat going to Mars and real estate portfolio rebalancing between the West End, City and Canary Wharf...
11/20/202344 minutes, 32 seconds
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Episode 830: Peter & Ralph's Weekly Chat (w/c 6th November 2023)

In this episode, Ralph and I talk about the difference between the way that the Russia-Ukraine war and the Israel-Hamas war are being perceived and the "normalisation" of Aldi and Lidl.
11/20/202344 minutes, 31 seconds
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Episode 820: Peter & Ralph's Weekly Chat (w/c 30th October 2023)

In this episode, Ralph and I talk about UK interest rates remaining unchanged, takeaways from the Bletchley Park AI summit and the potential end of the luxury boom...
11/5/202345 minutes, 24 seconds
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Episode 806: Peter & Ralph's Weekly Chat (w/c 9th October 2023)

In this episode, Ralph and I talk about the Israel-Gaza conflict and takeaways from the Labour party conference...
10/15/202341 minutes, 4 seconds
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Episode 801: Peter & Ralph's Weekly Chat (w/c 2nd October 2023)

In this episode, Ralph and I talk about Rishi Sunak's rather eventful Conservative Party conference and what his plans are re HS2, smoking and A-levels...
10/8/202337 minutes, 32 seconds
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Episode 796: Peter & Ralph's Weekly Chat (w/c 25th September 2023)

In this episode, Ralph and I talk about about Sunak's quotas, private valuations and space insurance!
10/1/202351 minutes, 17 seconds
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Episode 795: Peter & Ralph's Weekly Chat (w/c 18th September 2023)

In this episode, Ralph and I talk about Rishi Sunak's rather eventful week...
10/1/202333 minutes, 29 seconds
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Episode 785: Peter & Ralph's Weekly Chat (w/c 11th September 2023)

In this episode, Ralph and I talk about UK recession fears, China's slowdown and the impact on businesses affected by China's dominance...
9/17/202340 minutes, 32 seconds
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Episode 767: Peter & Ralph's Weekly Chat (w/c 31st July 2023)

In this episode, Ralph and I talk about the latest on interest rates, China technology and the lawsuits testing weight-loss drugs...
8/6/202344 minutes, 42 seconds
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Episode 761: Peter & Ralph's Weekly Chat (w/c 24th July 2023)

In this episode, Ralph and I talk about the grain drain and the coming together of giants in AI...
7/30/202334 minutes, 35 seconds
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SPECIAL EPISODE - What research analysts do at investment banks...#willaitakeourjobs

In this episode, Ralph and I talk about how research analysts do what they do and whether their jobs are threatened by AI! Learn from one of the best analysts I've ever worked with in my career in the City. This episode will give you a rare look into the world of investment banking research that you won't get anywhere else! Ralph was a member of the top ranked insurance sector team at a financial specialist broker in the City and has been a recipient of the FT's World's Top Analyst Award.
7/21/202342 minutes, 15 seconds
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Episode 755: Peter & Ralph's Weekly Chat (w/c 10th July 2023)

In this much-shorter-than-usual episode, Ralph and I talk about Toyota, hydrogen fuel cells and broader battery developments...
7/16/202313 minutes, 56 seconds
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Episode 749: Peter & Ralph's Weekly Chat (w/c 3rd July 2023)

In this episode, Ralph and I talk about why interest rates are taking so long to calm inflation, China's retaliation on chips that created such a stir and Toyota's ground-breaking discovery on solid-state EV batteries that could change the whole landscape...
7/9/202344 minutes, 31 seconds
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Episode 733: Peter & Ralph's Weekly Chat (w/c 12th June 2023)

In this episode, Ralph and I talk about companies investing in China, the increasing ridiculousness of AI and the ongoing evolution of ESG.
6/18/202354 minutes, 47 seconds
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Episode 728: AI co-operation vs the mortgage cliff edge…#WeAskWatson

In this episode, Marta and I talk about the difficulties in getting everyone to agree on global AI parameters and how those who are heading for remortgages in the next year or so could be in a lot of pain…
6/12/202317 minutes, 29 seconds
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Episode 727: Peter & Ralph's Weekly Chat (w/c 5th June 2023)...

In this episode, Ralph and I talk about El Nino, the evolution of AI in the UK, US and EU and reaction to the Apple Vision Pro.
6/10/202344 minutes, 42 seconds
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Episode 721: Peter & Ralph's Weekly Chat (w/c 30th May 2023)

In this episode, Ralph and I talk about changing inflation, bitcoin (and why it might be going up) and how fusion could change the balance of the world!
6/4/202346 minutes, 34 seconds
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Episode 720: Peter & Ralph's Weekly Chat (w/c 22nd May 2023)...the lost episode!

APOLOGIES - this is the episode I meant to upload for last week! In this episode, Ralph and I talk about GDP trends, semiconductors in China and the proposed mega-merger of Allen & Overy and Shearman & Sterling.
6/4/202345 minutes, 18 seconds
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Episode 714: New hotel formats vs commuter/traveller winners…#WeAskWatson

In this episode, Yvonne and I talk about interesting new formats for hotels and SSP (the owner of Upper Crust and Caffe Ritazza) as a winner of rising numbers of commuters and travellers…
5/24/202320 minutes, 24 seconds
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Episode 707: AI voice synthesising vs Fake meat’s failure…#WeAskWatson

In this episode, Giorgia and I talk about the implications of using AI for voice and music as well as the reasons behind alt-protein’s downfall…
5/15/202323 minutes, 34 seconds
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Episode 706: Peter & Ralph's Weekly Chat (w/c 9th May 2023)

In this episode, Ralph and I talk about very exciting developments in nuclear fusion, the comeback of the 100% mortgage and the ongoing problem of returns for apparel retailers...
5/14/202347 minutes, 1 second
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Episode 701: Peter & Ralph's Weekly Chat (w/c 2nd May 2023)

In this episode, Ralph and I talk about the ongoing banking crisis (will it ever end?!?) and the steps being made towards regulating AI.
5/8/202340 minutes, 43 seconds
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Episode 691: Peter & Ralph's Weekly Chat (w/c 17th April 2023)

In this episode, Ralph and I talk about how Apple is going one further than Twitter's aspirations to become "an everything app" - it is becoming "the everything COMPANY"!
4/23/202342 minutes, 29 seconds
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Episode 690: Peter & Ralph's Weekly Chat (w/c Tuesday 11th April 2023)

In this episode, Ralph and I talk about AI regulation, Twitter's new direction and crypto developments
4/16/202349 minutes, 40 seconds
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Episode 688: HSBC taking on SVB bankers vs AI rules…#WeAskWatson

In this episode, Duncan and I talk about HSBC’s potential bargain and the building momentum of AI guidance…
4/12/202320 minutes, 36 seconds
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Episode 687: Apple in India vs the end of SPACs…#WeAskWatson

In this episode, Duncan and I talk about Apple growing in India and the potential end of the SPAC era…
4/11/202323 minutes, 31 seconds
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Episode 685: EV batteries vs L’Oreal buying Aesop…#WeAskWatson

In this episode, Duncan and I talk about a new battery venture involving Stellantis, BMW and Panasonic and why L’Oreal bought Aesop…
4/5/202316 minutes, 36 seconds
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Episode 682: Peter & Ralph's Weekly Chat (w/c Monday 27th March 2023)

In this episode, Ralph and I talk about Britain's entry to the CPTPP, the 2035 petrol car deadline, latest thoughts on the "Meh"-taverse and AI.
4/3/202339 minutes, 1 second
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Episode 681: Peter & Ralph's Weekly Chat (w/c Monday 20th March 2023)

In this episode, Ralph and I talk about banking dramas, bitcoin's stellar performance, Hindenburg's report on Block (used to be known as Square) and TikTok under pressure...
3/26/202357 minutes, 7 seconds
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Episode 646: Peter & Ralph's Weekly Chat (w/c 6th February 2023)

In this episode, Ralph and I talk about Google, AI and how it will change things like search and celebrity...
2/12/202332 minutes, 17 seconds
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Episode 631: Peter & Ralph's Weekly Chat (w/c 16th January 2023)

In this episode, Ralph and I talk about the potential for plastics litigation and the implications of ChatGPT and possible issues...
1/22/202336 minutes, 58 seconds
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Episode 601: Thoughts on the Autumn Statement and FTX's dramatic collapse...#WatsonsWeeklyRoundup

In this episode, Ralph and I reflect on the impact of the Autumn Statement and FTX's collapse...
11/20/202239 minutes, 6 seconds
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Episode 580: The Truss aftermath, taxes and the death of the UK EV industry 😱...#WatsonsWeeklyRoundup

In this episode, Ralph and I talk about what happens now Truss is gone, windfall (and other) taxes and why the UK's EV industry looks like it's dying before it even got a chance...
10/23/202235 minutes, 58 seconds
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Episode 571: Slowing inflation and spectacular U-turns...#WatsonsWeeklyRoundup

In this episode, Ralph and I talk about early signs of inflation momentum slowing down and the spectacular U-turns that were made this week by Kwasi Kwarteng, Liz Truss and Elon Musk...
10/9/202232 minutes, 45 seconds
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Episode 565: WTF is Truss doing, Porsche's IPO and Bank of England intervention...

In this roundup, Ralph and I talk about why the Bank of England intervened, whether Porsche's IPO was a success and what the UK government should do now, bearing in mind the carnage that the Truss-Kwarteng plan caused.
10/2/202245 minutes, 30 seconds
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Episode 554: India, the Queen, BNPL crackdown and bonus caps...#WeAskWatson

In this roundup, Ralph and I talk about India, the Queen, the potential demise of BNPL and removal of the bonus cap...
9/19/202226 minutes, 5 seconds
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Episode 548: Brussels wanting more power, Porsche's IPO, Truss's in-tray and JPMorgan's decision...#WeAskWatson

This week, Ralph and I talk about Brussels pushing for more powers, VW's intentions to do a Porsche IPO, Liz Truss's energy plan and why JP Morgan's decision to locate more operations to the UK is interesting...
9/11/202236 minutes, 39 seconds
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Episode 542: We're back! It's...#Watson's Weekly Roundup

Ralph and I are back again to discuss some of the key developments in the week's business and financial markets news. In this episode, we talk about energy prices, emerging trends prompted by higher prices and the issues the incoming PM will be facing...
9/4/202239 minutes, 13 seconds
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Episode 541: Peter and Ralph's predictions for the FOURTH QUARTER...

In this special edition of the podcast, Ralph and I talk about what we think will happen in the final quarter of 2022 in world politics, economics and energy policy. NB we'll be taking a break from podcasts for the next two weeks, returning on Tuesday 30th August. See you then!
8/14/202252 minutes, 56 seconds
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Episode 536: energy conservation and cost-cutting...#WatsonsWeeklyRoundup

We're back again! Ralph had an op, I went away for a long weekend - but we've returned! This week we're talking about energy conservation and cost-cutting...
8/7/202225 minutes, 43 seconds
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Episode 521: Thoughts on populism, inflation taming and Peloton's new direction...#WatsonsWeeklyRoundup

In this episode, Ralph and I talk about the rise of populism in the UK and Europe, why the current cost-push inflation we are experiencing is so difficult to control and whether Peloton's desire to morph from a fitness equipment company to a subscription company is the way forward.
7/16/202233 minutes, 27 seconds
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Episode 515: The mystery behind London's financial strength and Elon abandoning Twitter...#WatsonsWeeklyRoundup

This week, Ralph and I talk about why everyone keeps going on about London being so good at finance and Elon Musk's abandonment of the Twitter takeover.
7/10/202243 minutes, 12 seconds
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Episode 510: Rolls-Royce's mini reactors vs UK class action lawsuits...#WeAskWatson

In this episode, Alina and I talk about what's going on with Rolls-Royce's Small Modular Reactors (SMRs) and whether class action lawsuits will catch on in the UK. Apologies but a few seconds of sound was missing from the recording today - but please carry on listening!
7/4/202216 minutes, 16 seconds
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Episode 509: Thoughts on electricity rationing and the future of Robinhood...#WatsonsWeeklyRoundup

In this episode (which is also on our YouTube channel if you prefer to watch us!), Ralph and I talk about imminent electricity rationing and the future of the Robinhood platform.
7/3/202240 minutes, 3 seconds
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Episode 508: Higher inflation for longer vs Hello Kitty success...#WeAskWatson

In this episode, Hamsi and I talk about why the UK's inflation might be higher for longer and the secret to Hello Kitty's success as her parent company, Sanrio, signs a deal with Alibaba in China...
7/1/202218 minutes, 58 seconds
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Episode 507: Snapchat's subscription service vs Deliveroo's new ad rollout

In this episode, Hamsi and I talk about Snapchat's new subscription offer and Deliveroo's new advertising service that targets hungry customers!
6/30/202217 minutes, 31 seconds
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Episode 506: Sunak's ponderings vs increasing pressure on Big Tech...#WeAskWatson

In this episode, Hamsi and I talk about Sunak and windfall taxes as well as the latest developments in America that could hit Big Tech companies for making their platforms addictive...
6/29/202221 minutes, 57 seconds
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Episode 505: Eat Just's lab-grown meat vs Robinhood as an acquisition target...#WeAskWatson

In this episode, Duncan and I talk about the future of Eat Just and lab-grown meat in general as well as Robinhood as an acquisition target...
6/28/202221 minutes, 29 seconds
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Episode 504: SPAC problems vs G7's oil idea...#WeAskWatson

In this episode, Duncan and I talk about the decline in popularity of SPACs and why G7's idea for a Russian oil price cap sounds good but won't work...
6/27/202215 minutes, 30 seconds
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Episode 503: Thoughts on the potential end of the Ukraine war, the cryptocrash and Toyota's ridiculous failure...#WatsonsWeeklyRoundup

In this video, Ralph and I talk about thoughts on the potential end of the Ukraine war, the cryptocrash and Toyota's ridiculous failure.
6/26/202236 minutes, 57 seconds
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Episode 499: Watson's Weekly Roundup - the lost episode

Ralph and I recorded this on Saturday June 11th and we talk about the rouble and Apple moving into BNPL. Unfortunately, we had loads of technical problems so I could not do the usual edit. However, I think that some Ralph is better than no Ralph and so here's the shortened version of our podcast!
6/22/202222 minutes, 53 seconds
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Episode 497: Germans rationing energy, Ferrari electrifying, Sainsbury's helping and Asos's difficulties...#WatsonsWeeklyRoundup

In this episode that reflects a "sign of the times", Ralph and I talk about the likelihood of energy rationing in Germany, Ferrari going quiet, Sainsbury's efforts to hang on to its customers and Asos going from hero to zero (and staying there?)...
6/20/202239 minutes, 59 seconds