Commercial Awareness with Watson’s Daily business and financial news
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Commercial Awareness with Watson’s Daily business and financial news
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 b...
Episodi recenti
952 episodi
Episode 950: Weekly with Ralph - Bubbles and the London market...
In this episode, Ralph and I talk about bubbles in gold, bitcoin and AI as well as the sad decline of the London stock market as a global financial fo...
Episode 949: Weekly with Ralph - TrumpRx and grief AI
In this episode, Ralph and I talk about Trump's new pharma-portal (is it actually as good as it sounds?) as well as the moral and practical implicatio...
Episode 948: Weekly with Ralph - US trade tariffs and insulting your boss
In this episode, Ralph and I talk about the latest goings-on with US trade tariffs and whether insulting your boss is a sackable offence...
This...
Episode 947: Weekly with Ralph - Trump loading the bases and how to value OpenAI
In this episode, Ralph and I talk about Trump tightening his grip on the Fed and how stellar valuations are being justified for OpenAI...
Episode 946: Weekly with Ralph - Trump vs Powell and why VPNs are suddenly so popular...
In this episode, Ralph and I talk about Trump's latest assault on the Fed chief and why VPNs are suddenly so popular!
Episode 945: ONS failure vs Xiaomi's impressive new car
In this episode, Duncan and I look at the ONS's ongoing failure and Xiaomi's amazing new car launch...
Episode 944: Tricky booze vs Musk's super-app
In this episode, Duncan and I talk about Pernod Ricard's woes and Musk's desire for X to become a super-app...
Episode 943: Starbucks's China crisis vs whether AI really does make you stupid!
In this episode, Duncan and I talk about what Starbucks should do about its declining business in China and whether AI really does make you stupid (an...
Episode 942: Crypto frenzy vs what's up with WhatsApp?
In this episode, Duncan and I talk about the latest crypto-related IPO and what's going on with WhatsApp and its decision to show ads...
Episode 941: Weekly with Ralph - businesses and WW3 vs the future of power
In this episode, Ralph and I talk about whether it's a good idea for businesses to prepare for WW3 in 2027 and what the future of electricity looks li...
Episode 940: Weekly with Ralph - Trump's tariff troubles
In this episode, Ralph and I talk about the dramatic developments for Trump's tariffs this week and why they actually matter...
Episode 939: Weekly with Ralph - the Big Beautiful Bill and virtual research analysts...
In this episode, Ralph and I talk about Trump's centrepiece bill that passed by just one vote. We also talk about UBS using virtual analysts and what...
Episode 938: Chinese EV tech vs Virtual analysts...
In this episode, Duncan and I talk about why Chinese EV tech is winning over customers and whether virtual analysts at UBS are a sign of the future in...
Episode 937: Weekly with Ralph - is Trump winning the trade war and how AI could be monetised...
In this episode, Ralph and I talk about whether Trump's "winning" the trade war and how AI could be monetised using Spotify's model...
Episode 936: Farmer issues vs how Spotify can monetise AI...
In this episode, Duncan and I talk about how the new US-UK trade deal will affect farmers and how I think Spotify could potentially use its model to m...
Episode 935: US-China tariffs vs vintage gold
In this episode, Duncan and I talk about the US-China tariffs and the rise of vintage!
Episode 934: Weekly with Ralph - Trump's masterplan and the death of "traditional" search...
In this episode, Ralph and I talk about why Trump is doing what he's doing re tariffs and trade agreements as well as whether "traditional" search is...
Episode 933: What to consider when buying a property!
In this episode, Carla and I talk about what things to consider when you are buying a property. This is another example of where "commercial awareness...
Episode 932: Merz's rollercoaster day vs US leisure sector gloom...
In this episode, Merz survives a very dramatic day while American hotel chains and airlines fret about the outlook...
Episode 931: Warren Buffett's retirement vs Trump's film tariffs...
In this episode, Duncan and I chat about Warren Buffett's retirement and the shock of Trump's film tariffs...
Episode 930: How commercial awareness affects YOUR finances!
In this episode, I chat with Carla Hoppe, founder of Wealthbrite, about how commercial awareness and your personal finances intersect. We look at how...
Episode 929: Tesla's CEO search vs AI investment bankers...
In this episode, Duncan and I talk about leadership succession at Tesla and the consequences of AI in investment banking...
Episode 928: Ikea's new store vs Amazon's dilemma...
In this episode, Duncan and I talk about the new Ikea store in Oxford Street and the tariff impact on Amazon's actions...
Episode 927: Weekly with Ralph - EV battery breakthrough and the future for Tesla...
In this episode, Ralph and I talk about the amazing development announced by CATL - an EV battery that gives you 520km of juice in a charging time of...
Episode 926: Advertising slowdown vs OpenAI's new social media platform......
In this episode, Harshinii and I talk about the slowdown in advertising spend and the potential new OpenAI social media platform...
Episode 925: Hermes success vs dodgy Nike trainers...
In this episode, Harshinii and I talk about how Hermes has managed to overtake LVMH and whether you really should "cut out the middleman" and buy your...
Episode 924: UK business confidence vs Neil's new thing...
In this episode, Harshinii and I talk about weakening UK business confidence and Neil Woodford's intriguing new venture...
Episode 923: Weekly with Ralph - tariff-geddon and parallel universes...
In this episode, Ralph and I talk about why Trump changed his mind on tariffs and we discuss whether an alternative universe being built...
Episode 922: Weekly with Ralph - ALL the tariffs and consequences...
Trump caused a massive worldwide kerfuffle with his sweeping tariff announcements this week. Ralph and I chat about what happened and what the consequ...
Episode 921: Weekly with Ralph - Trump vs law and the IPO slowdown...
This week Ralph and I discuss Trump taking on the law and whether the IPO pipeline is living up to the hype...
Episode 920: Trump's shocking crypto move...
Did you see today's shocking news about Trump's new stablecoin?? I asked Charlie Morris, crypto and gold expert and CIO of Byte Tree, his thoughts on...
Episode 919: Weekly with Ralph - will the US become uninvestable and is Tesla going to die?
In this episode, Ralph and I consider whether the US is becoming uninvestable and whether Tesla is sliding down a very slippery slope...
Episode 917: Trump on education and what's happening to Musk's companies...
In this episode, Gabriele and I talk about Trump's cuts in education and the prospects for Musk's companies...
Episode 916: Obesity drugs and the future for American tourists...
In this episode, Szonja and I talk about Novo Nordisk's disappointing news and how behaviour towards American tourists may change in light of the Trum...
Episode 915: Weekly with Ralph and the reawakening of Europe...
In this edition, Ralph and I talk about the reawakening of Europe and why it's SO important to follow what's going on in the world right now!
Episode 914: How Germany, Europe and the UK might finance defence spending......
In this episode, Szonja and I talk about how Europe, Germany and the UK might be able to finance increased defence spending - the new reality!
Episode 913: Negotiation expert schools me in what Trump's ACTUALLY doing...
Last Friday's debacle in the White House showcased Trump in full "negotiation" mode with Zelenskyy. I asked Giles Morgan, founder of Kahvay and negoti...
Episode 912: Weekly with Ralph about Germany's new beginning and WTF is going on with Trump (part 2!)
Ralph and I recorded this pretty much at the same time as Trump humiliated Zelenskyy in front of a world audience (we didn't know this was going on at...
Episode 911: Farmer strife vs Tesla's downfall...
In this episode, Gabby and I talk about farmers' woes and why Tesla's on a losing streak...
Episode 910: Office property consolidation in the UK?
In this episode, Chris and I talk about what's happening with commercial property and whether there's going to be consolidation on the horizon!