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Commercial Awareness with Watson’s Daily business and financial news

Commercial Awareness with Watson’s Daily business and financial news

By Peter Watson

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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Currently playing episode

Episode 304: Lego’s success vs Mastercard offering BNPL…#WeAskWatson

Commercial Awareness with Watson’s Daily business and financial newsSep 29, 2021

00:00
22:55
Episode 719: Used EV prices vs using AI in investment…#WeAskWatson

Episode 719: Used EV prices vs using AI in investment…#WeAskWatson

In this episode, Duncan and I talk about falling used EV prices and how AI is being used by VCs, PE firms and accountants to screen potential investments…
Jun 02, 202320:32
Episode 718: Nvidia in the $1tn club vs China’s plane taking off…#WeAskWatson

Episode 718: Nvidia in the $1tn club vs China’s plane taking off…#WeAskWatson

In this episode, Jack and I talk about Nvidia hitting $1tn market cap and the flight of China’s first domestically-made commercial jet (and what it might mean for Boeing and Airbus)…
May 31, 202319:41
Episode 717: food price inflation vs Erdogan’s win…#WeAskWatson

Episode 717: food price inflation vs Erdogan’s win…#WeAskWatson

In this episode, Jack and I talk about the slowdown in UK food price inflation and Erdogan winning another term as Turkey’s leader…
May 30, 202322:13
Episode 716: AI regulation vs the end of the luxury purple patch…#WeAskWatson

Episode 716: AI regulation vs the end of the luxury purple patch…#WeAskWatson

In this episode, Yvonne and I talk about AI regulation and whether the luxury goods sector is pausing for breath or taking a reality check…
May 26, 202314:01
Episode 715: Rare good news for UK EV batteries vs M&S on the up…#WeAskWatson

Episode 715: Rare good news for UK EV batteries vs M&S on the up…#WeAskWatson

In this episode, Yvonne and I talk about potential good news for EV batteries in the UK and how M&S seems to be turning things around…
May 25, 202321:08
Episode 714: New hotel formats vs commuter/traveller winners…#WeAskWatson

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…
May 24, 202320:25
Episode 713: the UK government’s NatWest share sale vs Biden’s latest failure…#WeAskWatson

Episode 713: the UK government’s NatWest share sale vs Biden’s latest failure…#WeAskWatson

In this episode, Yvonne and I talk about the UK government selling down its stake in NatWest and how South Korea ignored Biden’s please not to help the Chinese if they banned Micron…
May 23, 202319:18
Episode 712: The latest Meta Platforms fine vs the MASSIVE law firm merger…#WeAskWatson

Episode 712: The latest Meta Platforms fine vs the MASSIVE law firm merger…#WeAskWatson

In this episode, Yvonne and I talk about the latest fine slapped on Meta Platforms and the historic merger between Allen & Overy…
May 22, 202313:58
Episode 711: BT cuts vs Geely buying Aston Martin?? #WeAskWatson

Episode 711: BT cuts vs Geely buying Aston Martin?? #WeAskWatson

In this episode, Giorgia and I talk about BT making big cuts and whether Geely’s just biding its time before making an approach to buy Aston Martin…
May 19, 202315:32
Episode 710: JD Sports’ success vs the US ban on TikTok…#WeAskWatson

Episode 710: JD Sports’ success vs the US ban on TikTok…#WeAskWatson

In this episode, Giorgia and I talk about JD Sport’s current state and what the implications may be of Montana just banning TikTok…
May 18, 202318:46
Episode 709: Boohoo.com’s loss vs Open AI’s chief asking to be regulated…#WeAskWatson

Episode 709: Boohoo.com’s loss vs Open AI’s chief asking to be regulated…#WeAskWatson

In this episode, Giorgia and I talk about Boohoo.com’s challenges and the need for AI to get regulated asap…
May 17, 202321:43
Episode 708: Vice Media’s downfall vs Microsoft/Activision Blizzard getting approval…#WeAskWatson

Episode 708: Vice Media’s downfall vs Microsoft/Activision Blizzard getting approval…#WeAskWatson

In this episode, Giorgia and I talk about Vice Media’s downfall and the implications of the Europeans approving the Microsoft/Activision Blizzard deal (despite the CMA rejecting it recently)…
May 16, 202317:50
Episode 707: AI voice synthesising vs Fake meat’s failure…#WeAskWatson

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…
May 15, 202323:35
Episode 706: Peter & Ralph's Weekly Chat (w/c 9th May 2023)

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...

May 14, 202347:02
Episode 705: Adidas Yeezy vs European law on AI…#WeAskWatson

Episode 705: Adidas Yeezy vs European law on AI…#WeAskWatson

In this episode, Lewis and I talk about what Adidas is doing about its stock of Yeezys as well as implications of the new European law on AI…
May 12, 202322:16
Episode 704: Uber’s expansion vs the implications of Ryanair’s win…#WeAskWatson

Episode 704: Uber’s expansion vs the implications of Ryanair’s win…#WeAskWatson

In this episode, Lewis and I talk about Uber becoming the go-to travel super-app vs Ryanair taking on the EU and winning…
May 11, 202316:31
Episode 703: Ryanair’s new shopping list vs my rant on John Lewis…#WeAskWatson

Episode 703: Ryanair’s new shopping list vs my rant on John Lewis…#WeAskWatson

In this episode, Lewis and I talk about Ryanair committing to buy $40bn-worth of planes and I rant about why I think John Lewis needs to get rid of its chairman…


May 10, 202321:52
Episode 702: the return of 100% mortgages vs how Big Tech is going to get bigger…#WeAskWatson

Episode 702: the return of 100% mortgages vs how Big Tech is going to get bigger…#WeAskWatson

In this episode, Lewis and I talk about the return of 100% mortgages after a 15 year gap and how Big Tech will probably get bigger thanks to AI!
May 09, 202322:56
Episode 701: Peter & Ralph's Weekly Chat (w/c 2nd May 2023)

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.

May 08, 202340:44
Episode 700: Chinese car success vs Chinese companies moving to Ireland…#WeAskWatson

Episode 700: Chinese car success vs Chinese companies moving to Ireland…#WeAskWatson

In this episode, Christabel and I talk about how Chinese marques are hitting the spot in the domestic car market and how Chinese companies are moving their HQs…
May 05, 202318:22
Episode 699: FTC on Meta vs Apple’s progress in India…#WeAskWatson

Episode 699: FTC on Meta vs Apple’s progress in India…#WeAskWatson

In this episode, Christabel and I talk about the FTC’s latest assault on Meta and how Apple is progressing in India…
May 04, 202318:18
Episode 698: AI photos vs Hindenburg’s attack on Icahn…#WeAskWatson

Episode 698: AI photos vs Hindenburg’s attack on Icahn…#WeAskWatson

In this episode, Christabel and I talk about the effect of using AI photos in journalism and how Hindenburg Research’s next target is going to squirm…
May 03, 202324:11
Episode 697: lockdown lag vs Apple taking over your dash…#WeAskWatson

Episode 697: lockdown lag vs Apple taking over your dash…#WeAskWatson

In this episode, Christabel and I talk about how some employers are noticing skills gaps among those affected most by lockdown and how Apple is causing fear among car makers…
May 02, 202320:38
Episode 696: Meta AI vs Eli Lilly’s potential new obesity drug…#WeAskWatson

Episode 696: Meta AI vs Eli Lilly’s potential new obesity drug…#WeAskWatson

In this episode, Duncan and I talk about Meta’s progress in AI and Eli Lilly’s potential new blockbuster drug!
Apr 28, 202316:48
Episode 695: Online gambling changes vs Microsoft/Activision Blizzard’s deal failure…#WeAskWatson