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.
In this episode, Ralph and I talk about the dramatic developments for Trump's tariffs this week and why they actually matter...
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 that means not just for the equity research profession - but for other professions as well!
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 both finance and other professions...
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...
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 monetise AI...
In this episode, Duncan and I talk about the US-China tariffs and the rise of vintage!
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 dead...
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" crosses over with personal finances! I hope that this helps you. The first part of this is in Episode 930.
In this episode, Merz survives a very dramatic day while American hotel chains and airlines fret about the outlook...
In this episode, Duncan and I chat about Warren Buffett's retirement and the shock of Trump's film tariffs...
In this episode, I chat with Carla Hoppe, founder of Wealthbrite, about how commercial awareness and your personal finances intersect. We look at how inflation, growth and market movements directly affect what goes into YOUR pocket!
In this episode, Duncan and I talk about leadership succession at Tesla and the consequences of AI in investment banking...
In this episode, Duncan and I talk about the new Ikea store in Oxford Street and the tariff impact on Amazon's actions...
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 just 5 minutes - and what the future holds for an embattled Tesla
In this episode, Harshinii and I talk about the slowdown in advertising spend and the potential new OpenAI social media platform...
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 Nike trainers direct from the Chinese factories that make them...
In this episode, Harshinii and I talk about weakening UK business confidence and Neil Woodford's intriguing new venture...
In this episode, Ralph and I talk about why Trump changed his mind on tariffs and we discuss whether an alternative universe being built...
Trump caused a massive worldwide kerfuffle with his sweeping tariff announcements this week. Ralph and I chat about what happened and what the consequences might be...
This week Ralph and I discuss Trump taking on the law and whether the IPO pipeline is living up to the hype...
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 the president's latest foray into crypto...
In this episode, Ralph and I consider whether the US is becoming uninvestable and whether Tesla is sliding down a very slippery slope...
In this episode, Gabriele and I talk about Trump's cuts in education and the prospects for Musk's companies...
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 Trump/Musk onslaught...
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!
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!
Last Friday's debacle in the White House showcased Trump in full "negotiation" mode with Zelenskyy. I asked Giles Morgan, founder of Kahvay and negotiation expert, what is actually driving Trump's behaviour. This was a fascinating chat and Giles clarified a lot of things!Follow Kahvay on https://kahvay.com/Sign up to the free negotiation blog on https://blog.kahvay.com/If you want to learn more about how to negotiate go to https://courses.kahvay.com/courses/level-1-negotiation-in-professional-services-and-recruitment(I'm not earning anything from this - I just thought you'd find this useful!)
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 the time! We only found out afterwards). What we said here turned out to be VERY true
In this episode, Gabby and I talk about farmers' woes and why Tesla's on a losing streak...
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!
Ralph went on holiday for two weeks. During this time, it seems that the New World Order has emerged and everything we thought we knew was turned upside down! We discuss our latest thoughts (I say latest because things are changing by the day!)...
In this episode, Gabi and I talk about Musk throwing his weight around in the White House and Trump's tariff bonanza...
In this episode, I ask the founder and CEO of AI company BotsForThat, Daniel Lawrence, what he makes of the DeepSeek news and what it means for AI now and in the future...
In this episode, Gabby and I talk about DeepSeek - its story so far, the impact on AI, thoughts around it and what the future holds...
In this episode, I discuss with Legal Liz why private credit is such a big deal and why it really matters to the financial industry!
In this episode, Ralph and I talk about crypto/memecoins and the latest dramatic developments for energy...
In this episode, Ralph and I look at three more themes to look out for in 2025...
In this episode, Ralph and I look at the themes we identified last year and whether they worked out as we predicted. We also talk about two themes for this year as well! Part two comes tomorrow!
In this episode, Legal Liz and I talk about why companies are leaving London for New York (or Frankfurt)...Legal Liz is a legal expert at a mystery investment bank
Here's the first podcast of 2025! 2024 was a tricky year for me for various reasons, but the podcast is back again! Apologies for the absence. Anyway, in this episode, Charlie Morris, CIO of ByteTree Asset Management and I have a chat about bitcoin and gold. Do YOU think that both or either of these assets is moon-bound this year?? Please note that none of the content here constitutes advice! This is just two guys having a bit of a natter...
In this episode, Ralph and I talk about the latest in the US presidential race, why crypto may be a "store of value" and whether Australia's move to ban teenagers from social media is a good idea...
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
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
In this episode, Ralph and I talk about the CrowdStrike disaster and the sunglasses love-triangle between EssilorLuxottica, Meta and Supreme...
In this episode, Duncan and I talk about Richemont playing into the downbeat luxury trend and why Adidas is rebounding while Nike isn't...
In this episode, Duncan and I look at what's next for Hotel Chocolat and hopes about EVs providing a boost for car sales...
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.
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...
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...
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"...
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.
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