Commercial Awareness with Watson’s Daily business and financial news
By Peter Watson
Commercial Awareness with Watson’s Daily business and financial newsMar 16, 2021
Episode 881: EVs in Europe vs China…#WeAskWatson
Episode 882: Arm’s prospects vs IPO prospects for the London market…#WeAskWatson
Episode 880: Lab space to save Canary Wharf vs Wayve’s exciting potential…#WeAskWatson
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"!
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...
Episode 877: AI risk assessment vs something that could transform investment banking…#WeAskWatson
Episode 876: North Sea drilling vs China and Russia cosying up…#WeAskWatson
Episode 875: Ted Baker closures vs the “guncotton” problem…#WeAskWatson
Episode 874: Bankers in France vs the potential failure of EVS…#WeAskWatson
Episode 873: affordable Easter eggs vs a rise in M&A activity…#WeAskWatson
Episode 872: the Baltimore bridge vs the “finfluencer” crackdown…#WeAskWatson
Episode 871: Retail rebound vs surge pricing at Legoland…#WeAskWatson
Episode 870: Peter & Ralph’s weekly chat (week commencing 18th March 2024)
Episode 869: Hong Kong’s new law vs Unilever ditching ice cream…#WeAskWatson
Episode 868: Peter & Ralph’s weekly chat (week commencing 11th March 2024)
Episode 867: Peter & Ralph's weekly chat (w/c
In this week's episode, Ralph and I talk about alternative energy...
Episode 866: Nvidia’s triumph vs warehousing consolidation…#WeAskWatson
Episode 865: Barclays’ new plan vs resistance to the China influx…#WeAskWatson
Episode 864: mining job cuts vs motor financing dodginess…#WeAskWatson
Episode 863: Gaming slowdown vs potential pub shutdowns…#WeAskWatson
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...
Episode 861: Temu’s bid for glory vs Hong Kong’s ongoing demise…#WeAskWatson
Episode 860: employment visas vs my theory on the M&A turnaround…#WeAskWatson
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.
Episode 858: the TikTok fashion effect vs the danger of cheap EVs…#WeAskWatson
Episode 857: Sports streaming vs Japanese convenience stores…#WeAskWatson
Episode 856: the Parisian SUV vote vs Microsoft doing more AI…#WeAskWatson
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!
Episode 854: Ferrari roars vs the Parisian SUV vote…#WeAskWatson
Episode 852: Red Sea sanctions and Evergrande’s nightmares…#LegalLiz
Episode 853: Boohoo’s nightmares vs Temu taking on Amazon…#WeAskWatson
Episode 851: Hong Kong law changes vs council finances…#WeAskWatson
Episode 850: Flutter’s emigration vs nosey bosses…#WeAskWatson
Episode 849: Post Office woes, financial sector consolidation &Musk’s Swedish misadventure…#LegalLiz
Episode 848: Cooler holidays vs AI naughtiness…#WeAskWatson
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...
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.
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!
Episode 844: Trainline’s good news vs AI replacing journalism…#WeAskWatson
Episode 843: wage growth easing vs AI potentially taking insurance jobs…
Episode 842: MI5 briefs business vs the Begbies Traynor dilemma…#WeAskWatson
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 👍
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).
Episode 839: PwC’s new AI chatbot vs Robinhood in the UK…#WeAskWatson
Episode 838: Secondhand marketplaces vs Barclays sacking clients…#WeAskWatson
Episode 837: Indian coal mining vs why the Bank of England’s forecasts are so rubbish…#WeAskWatson
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.