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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 303: Temp visas vs Instagram Kids…#WeAskWatson

Commercial Awareness with Watson’s Daily business and financial news

Episode 303: Temp visas vs Instagram Kids…#WeAskWatson

Commercial Awareness with Watson’s Daily business and financial news

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Episode 353: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Ralph and I chat through some of the week’s key developments despite Ralph feeling “a bit weird” 😁
47:39
November 27, 2021
Episode 352: Beijing’s robotaxis vs new variants spooking the travel industry…#WeAskWatson
In this episode, Elif and I talk about the merits of robotaxis in Beijing and the nervousness caused by news of the new variant…
16:13
November 26, 2021
Episode 351: Mulberry’s UK production vs Lidl’s UK expansion plans…#WeAskWatson
In this episode, India and I talk about Mulberry’s plans to increase UK production and Lidl’s plans to expand in the UK over the next four years…
23:43
November 25, 2021
Episode 350: London SPAC vs Compass’ remote catering…#WeAskWatson
In this episode, India and I talk about London’s new SPAC and how Compass’s catering business is evolving…
20:10
November 24, 2021
Episode 349: Twitter/Walmart shopping vs Macy’s balloon NFTs…#WeAskWatson
In this episode, Apolloniya and I talk about Twitter’s experiment with Walmart and whether Macy’s doing NFTs is a good idea or not…
25:07
November 23, 2021
Episode 348: Shopping bots vs 40-year mortgages…#WeAskWatson
In this episode, Duncan and I talk about the joys of shopping bots and a new 40-year mortgage…
17:29
November 22, 2021
Episode 347: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Ralph and I chat about US/China nukes, conglomerate break-ups and HS2, among other things…
47:30
November 21, 2021
Episode 346: House of Fraser/Oxford Street vs Watson’s Daily/trading…#WeAskWatson
In this episode, Stewart and I talk about the implications of House of Fraser shutting down its Oxford Street flagship as well as millennials getting involved in trading and what’s really the story with Watson’s Daily…
21:02
November 18, 2021
Episode 345: Nvidia/Arm scrutiny vs Redefine Meat…#WeAskWatson
In this episode, Stewart and I talk about the Nvidia/Arm kerfuffle and how Israeli start-up Redefine Meat is redefining meat!
23:14
November 17, 2021
Episode 344: Bye-bye conglomerates vs incomplete Teslas…#WeAskWatson
In this episode, Stewart and I talk about the ongoing trend of conglomerates slimming down, Shell’s focus on London and whether Tesla delivering incomplete cars is a good thing or not…
21:29
November 16, 2021
Episode 343: Johnson & Johnson break-up vs bicycle shortages…#WeAskWatson
In this episode, Stewart and I talk about J&J being the latest conglomerate to break up and we look at why Halfords is pretty calm about bike supplies while high end companies aren’t…
20:58
November 15, 2021
Episode 342: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, ex-City research analyst Ralph Hebgen and I talk about some of the main stories hitting the headlines in the business and financial markets this week.
27:02
November 15, 2021
Episode 341: Netflix vs Beyond Meat…#WeAskWatson
In this episode, Apolloniya and I chat about what Netflix can do to grow in what looks like a mature market and what the future of Beyond Meat might hold…
25:04
November 12, 2021
Episode 340: YouTube’s Dislike policy vs M&S’s resurgence…#WeAskWatson
In this episode. Elif and I talk about whether YouTube’s new “Dislike” policy is any good and what M&S can do to continue to build on its current winning streak!
21:11
November 11, 2021
Episode 339: Jakob sets me straight on whether or not I should buy an EV…#WatsonsChats
In this episode, I’m joined by Jakob Bronebakk, who is an owner and fan of electric vehicles and now works within the automotive industry. He objected to my opinion on EVs in last week’s podcast, so I thought it would be great to have him on the podcast to go into more detail. Did he persuade me to get an EV next time I’m in the market for a car? You’ll have to listen to find out 😜
36:48
November 10, 2021
Episode 339: Niantic in the metaverse vs Rivian’s prospects…#WeAskWatson
In this episode, Will and I talk about Niantic and the potential fusion of AR and IR worlds as well as what Rivian is going to be up against in the world of electric pick-up trucks…
23:10
November 10, 2021
Episode 338: Gymshark vs PwC’s expansion in China…#WeAskWatson
In this episode, Duncan and I discuss the future of Gymshark and whether PwC’s big China expansion plans will work out…
22:34
November 9, 2021
Episode 337: Musk’s tweet vs restaurant tech…#WeAskWatson
In this episode, Duncan and I talk about what might be behind Musk’s latest tweet and how restaurants have had to change over lockdown.
17:39
November 8, 2021
Episode 336: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Ralph (ex-City research analyst and ex-colleague of mine!) and I discuss some of the interesting stories from this week including reaction to COP26, the government’s oil dilemma, the Bank of England leaving interest rates unchanged, NFTs in BTS and how NFTs could develop in the future…
47:46
November 5, 2021
Episode 335: BTS NFTs vs Peloton slowing down…#WeAskWatson
In this episode, Yenli and I talk about new NFTs in K-pop kings BTS and the future of Peloton…
22:27
November 5, 2021
Episode 334: the renewables future vs BMW’s conservative EV forecasts…#WeAskWatson
In this episode, Yenli and I talk about an important new power storage initiative and BMW’s reticence on an EV future…
20:21
November 4, 2021
Episode 333: ByteDance/TikTok’s reorganisation vs Maersk basking in supply chain misery…#WeAskWatson
In this episode, Yenli and I talk about the benefits of ByteDance’s overhaul as well as the prospects for Maersk, which announced a record-breaking quarter with more to come…
22:44
November 3, 2021
Episode 332: What’s all the fuss about IPOs? #WeAskWatson
In this episode, Yenli and I chat a bit about IPOs, what they are, why companies do them etc. This is a very simplified version of what can be quite a complicated topic!
26:13
November 2, 2021
Episode 331: InPost vs UK second hand car prices…#WeAskWatson
In this episode, Yenli and I talk about InPost’s expansion of delivery lockers in the UK and how crazy second hand car prices could have a detrimental effect on the automotive industry as a whole…
25:28
November 1, 2021
Episode 330: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Ralph and I talk about some of the week’s notable happenings including the UK Budget, advertising as an leading economic indicator, consumer fears, what’s going on in the housing market and Facebook’s future.
47:19
October 29, 2021
Episode 329: Facebook/Meta vs Tesco/Gorillas…#WeAskWatson
In this episode, Duncan and I talk about the Meta-future and whether there really is demand out there for grocery deliveries within 10 minutes…
22:38
October 29, 2021
Episode 328: BP/Daimler’s deal with hydrogen trucks vs Hertz’s Uber deal on Tesla cars…#WeAskWatson
In this episode, Megan and I talk about the implications of BP’s deal with Daimler on hydrogen powered lorries and Herz’s deal with Uber to supply it with Tesla vehicles…
24:42
October 28, 2021
Episode 327: Facebook’s ad disappointment vs Zooplus and petcare potential…#WeAskWatson
In this episode, Megan and I talk about the ongoing effect of Apple’s privacy changes on ad revenues and the market potential for petcare as Zooplus gets a buyer.
22:35
October 26, 2021
Episode 326: London’s bigger ULEZ vs consumer spend in restaurants…#WeAskWatson
In this episode, Megan and I discuss the implications of a bigger ULEZ for London and whether restaurant chains should expand now as household budgets get tighter and tighter…
14:10
October 25, 2021
Episode 325: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, I talk about China’s slowing GDP growth rate, the Bank of England’s hint-dropping, Russia turning the screws on gas, new developments in crypto, metaverse aspirations, fat bonuses for investment bankers - and more besides!
20:04
October 24, 2021
Episode 324: Snap/Apple vs free Worldcoin…#WeAskWatson
In this episode, Apolloniya and I talk about how Snap has been affected by Apple’s recent change in privacy policy and how Worldcoin is getting people to look into its “orb”…
19:40
October 22, 2021
Episode 323: South Korea and China vs PayPal/Pinterest…#WeAskWatson
In this episode, Apolloniya and I talk about how South Korean companies are suffering from the crackdown in China and we also chat about PayPal’s interest in Pinterest…
20:24
October 21, 2021
Episode 322: Facebook’s new digital wallet vs vets under strain…#WeAskWatson
In this episode, Apolloniya and I talk about Facebook’s launch of a digital wallet and how the world of vets and pet care could be overdue for a massive change in the UK…
20:49
October 20, 2021
Episode 321: Foxconn’s first cars!…#WeAskWatson
In this episode, Apolloniya and I talk about Foxconn’s first ever cars! This episode is shorter than normal because we had timetable clashes!
09:05
October 19, 2021
Episode 320: Klarna’s future vs the beef between China and Brazil…#WeAskWatson
In this episode, Apolloniya and I talk about the possible impact of the latest developments for Klarna and Impossible Food’s imminent entry into the UK market…
22:21
October 18, 2021
Episode 319: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about a very eventful week where Felixstowe came to prominence, commodities are storming upwards and the consumer is being squeezed from all sides…
33:50
October 16, 2021
Episode 318: the secret to Boots’ success vs gym chain fatigue…#WeAskWatson
In this episode, Milena and I discuss Boot’s solid performance and whether PureGym should go ahead with an IPO…
21:16
October 15, 2021
Episode 317: housing shortages vs expensive chicken…#WeAskWatson
In this episode, Milena and I discuss the rebound in house prices and how inevitable food price rises will be yet another thing to put household budgets under even more pressure.
18:60
October 14, 2021
Episode 316: residential rents vs the Felixstowe solution…#WeAskWatson
In this episode, Milena and I talk about the current reversal of the city exodus and what could be done to solve the pile-ups at the Port of Felixstowe
22:02
October 13, 2021
Episode 315: higher prices dent confidence vs shrinkflation…#WeAskWatson
In this episode, Milena and I talk about how higher prices are hitting consumer confidence and whether shrinkflation is the right way to go for producers…
21:08
October 12, 2021
Episode 314: Netflix vs Kevin the Carrot…#WeAskWatson
In today’s episode, Milena and I talk about Netflix getting back on track with content and how companies may decide to CUT advertising budgets because of supply chain issues…
21:19
October 11, 2021
Episode 313: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about a big week of big events where we rising prices and interest rates, ongoing employee shortages across the board, cratering UK car sales, Facebook’s outage, Evergrande’s ongoing problems and Morrisons’ new direction among other things.
32:01
October 8, 2021
Episode 312: House prices/inflation vs South Korea’s battery supremacy…#WeAskWatson
In this episdoe, India and I talk about the UK housing market and how South Korea’s reliance on imports to make rechargeable batteries could cause problems…
16:22
October 8, 2021
Episode 311: Recovery in the travel industry vs Tesco’s cheap and cheerful Christmas…#WeAskWatson
In this episode, India and I talk about the fragile recovery of the travel industry and Tui’s decision to raise money as well how Tesco sees Christmas shaping up…
19:32
October 7, 2021
Episode 310: Amazon’s new 4-star shop vs Facebook’s indiscretions…#WeAskWatson
In this episode, India and I talk about Amazon’s new shop in Bluewater and the moral dilemmas brought up by the latest revelations on Facebook.
22:05
October 6, 2021
Episode 309: Volvo’s IPO vs Facebook outage…#WeAskWatson
In this episode, India and I talk about Volvo’s upcoming IPO and whether or not there are going to be any major long-lasting effects on Facebook after yesterday’s outage…
20:28
October 5, 2021
Episode 308: Utility consolidation vs prospects for Morrisons…#WeAskWatson
In this episode, India and I talk about what lies in store for UK utilities as well as the prospects for Morrisons under new ownership…
21:42
October 4, 2021
Episode 307: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about the new German leader, fuel nightmares, Evergrande’s slide and Mastercard doing Buy Now Pay Later etc.
28:48
October 3, 2021
Episode 306: Deliveroo “Hop” vs Zoom’s Five9 failure…#WeAskWatson
In this episode, Julia and I talk about Deliveroo’s new rapid grocery delivery service and what lies ahead now that Zoom’s big acquisition has fallen flat…
20:25
October 1, 2021
Episode 305: Amazon’s new robot vs the Rolls-Royce Spectre…#WeAskWatson
In this episode Julia and I talk about Amazon’s new creepy robot and Rolls-Royce’s first every battery-powered car!
20:14
September 30, 2021
Episode 304: Lego’s success vs Mastercard offering BNPL…#WeAskWatson
In this episode, Julia and I talk about Lego’s success so far and what it prospects might be as well as the potential impact of Mastercard wading into the world of Buy Now Pay Later (BNPL).
22:55
September 29, 2021
Episode 303: Temp visas vs Instagram Kids…#WeAskWatson
In this episode, Julia and I talk about the government’s decision to issue temporary visas for some overseas workers as well as how Facebook might be able to proceed with its Instagram Kids project…
20:17
September 28, 2021
Episode 302: Facebook/Apple vs petrol pump drama…#WeAskWatson
In this episode, Julia and I talk about Facebook’s VR ambitions, a little bit about the German election result and then chat about the lead-up to and consequences of the petrol “shortage” we’re experiencing at the moment…
21:11
September 27, 2021
Episode 301: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this “me, myself and I” edition 😁 I shall be flying solo and taking you through some of the week’s key developments in macro, gas, crypto, China clampdown targets and supply chain issues.
17:55
September 25, 2021
Episode 300!!! THE GERMAN ELECTION EDITION (plus we talk about Tortilla’s IPO plans as well)…
In this episode, India and I talk about the upcoming German election this weekend and Tortilla’s IPO plans…
37:05
September 24, 2021
Episode 299: Netflix/Roald Dahl vs Amazon’s department stores…#WeAskWatson
In this episode, Duncan and I talk about whether Roald Dahl’s works will be to Netflix what Marvel was to Disney and how Amazon may potentially change the department store experience…
17:35
September 23, 2021
Episode 298: IEA pleading with Russia vs Zoom’s shopping problems…#WeAskWatson
In this episode, Tom and I talk about the IEA taking the unusual step of pleading with Russia. We also talk about Zoom potentially dodging a bullet thanks to regulatory concerns…
18:34
September 22, 2021
Episode 297: Evergrande’s nightmares vs Coinbase’s nightmares…#WeAskWatson
In this episode, Tom and I talk about the panic caused by Evergrande’s tricky status and how the net is closing in on Bitcoin as Coinbase loses against the SEC…
18:31
September 21, 2021
Episode 296: Gas prices vs Big Tech’s appetite for domination…#WeAskWatson
In this episode, Tom and I talk about the commercial and individual impact of higher gas prices as well as how to potentially rein in US Big Tech…
21:11
September 20, 2021
Episode 295: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Gaby and I talk about South Korea’s clampdown on crypto, China’s clampdown on real estate (and a whole lot besides), consumers facing higher utility bills and Amazon’s eventful week.
39:35
September 19, 2021
Episode 294: Gas prices/household bills vs “investable” China…#WeAskWatson
In this episode, Sonia and I talk about rising gas prices and the potential impact on household budgets as well as what industries and companies can still be attractive to investors in China…
18:06
September 17, 2021
Episode 293: Inditex - is it fast fashion in disguise? #WeAskWatson
In this episode, Gaby and I talk about how well Inditex has done to rebound from the pandemic and how it may have to address some issues in order to avoid pitfalls in the future…
21:02
September 16, 2021
Episode 292: Evergrande’s dilemma vs Peel Hunt’s IPO…#WeAskWatson
In this episode, Will and I talk about China’s Evergrande and what might happen in the highly-indebted property sector as well as Peel Hunt’s ambitions as it prepares to do an IPO.
23:01
September 15, 2021
Episode 291: Shein’s success vs China clamping down on Alipay…#WeAskWatson
In today’s edition, Sonia and I talk about why Shein is doing so well and what the implications are of China’s crackdown on Alipay…
21:04
September 14, 2021
Episode 290: Covid passport U-turn vs the Post Office’s new BFF…#WeAskWatson
In this episode, Sonia and I discuss the government’s decision NOT to go ahead with Covid passports for crowded venues as well as the Post Office signing a deal with Amazon…
15:25
September 13, 2021
Episode 289: the NFT frenzy vs Facebook/Ray-Ban’s new glasses…#WeAskWatson
In this episode, Xenia and I talk about the latest goings-on in NFTs and whether Facebook/Ray-Ban’s new glasses will be a hit or just freak people out!
19:36
September 10, 2021
Episode 288: PayPal buys Japan’s BNPL specialist Paidy vs M&S’s new/old brand…#WeAskWatson
In this episode Xenia talks very sensibly about PayPal’s acquisition of Japan’s Buy Now Pay Later (BNPL) specialist Paidy and I have a bit of a rant about M&S’s “new” brand and what the future of department stores COULD look like 👍
22:21
September 9, 2021
Episode 287: Toyota on batteries vs mild rant about John Lewis…#WeAskWatson
In this episode, Xenia and I talk about Toyota’s electric battery plans and what John Lewis REALLY needs to do in order to turn things around…
19:49
September 8, 2021
Episode 286: Crypto influencers vs Shang-Chi success…#WeAskWatson
In this episode, Xenia and I talk about the FCA’s concerns about crypto-influencers and whether the success of Shang-Chi and the Legend of the Ten Rings will shift the momentum towards cinemas…
15:55
September 7, 2021
Episode 285: Temporary working visa demand vs BrewDog vs beef…#WeAskWatson
In today’s episode, Xenia and I talk about the increasing pressure on ministers to grant temporary working visas to ease supply chain issues as well as BrewDog’s Japan move and Brazil’s potential beef problems…
19:25
September 6, 2021
Episode 284: Here’s our weekly roundup where we reflect on the week’s events…#WeAskWatson
In this episode, Duncan and I talk about slowing manufacturing activity in China, record Aluminium prices, second-hand car prices going bananas in the UK, Alibaba trying to get into the government’s good books, new rules on in-app games purchases and a whole load of other things!
34:36
September 4, 2021
Episode 283: Buy Now Pay Later dangers vs Japan’s political revolving door…#WeAskWatson
In this episode, Lauren and I talk about the dangers of Buy Now Pay Later and what could be done to stop things getting out of hand. Then I have a bit of a rant about the Japanese PM resigning, potentially opening the door to another era of political instability after Shinzo Abe’s time in power 😁
16:51
September 3, 2021
Episode 282: Wetherspoons running out of beer vs the recovery of world pork supplies…#WeAskWatson
In this episode, Lauren and I talk about the disaster of Wetherspoons running low on stock of some beer brands as well as what’s happened to Chinese pork stocks and what, if any, the impact of alt-protein has had…
19:15
September 2, 2021
Episode 281: Boots’ makeover vs Shell’s plans to charge up our streets…#WeAskWatson
In this episode, Lauren and I talk about Boots’ new makeover and how Shell’s plans to increase the number of EV chargers might help EV sales…
17:03
September 1, 2021
Episode 280: App Store developments vs China’s 3 hr gaming rule…#WeAskWatson
In this episode, Lauren and I talk about the impact of a potential South Korean move to thwart in-app purchase commissions on the App and Play stores as well as our thoughts on China’s decision to restrict under-18 gamers to 3 hours a week…
21:50
August 31, 2021
Episode 279: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I reflect on another eventful week where we’ve seen another US stimulus, HS2 wobbles, continued supply chain problems, new initiatives and an OnlyFans drama amongst other things!
32:11
August 29, 2021
Episode 278: PureGym vs Soho House…#WeAskWatson
In this episode, Jaime and I talk about the prospects for an IPO-fuelled PureGym overseas expansion as well as what lies in store for Soho House and how it might grow…
22:25
August 27, 2021
Episode 277: Klarna’s future vs OnlyFans’ dramatic u-turn…#WeAskWatson
In this episode, Jaime and I talk about what’s going on with Klarna and what the future might hold as well as the prospects for OnlyFans now that it’s done a u-turn on its decision to ban explicit content…
20:32
August 26, 2021
Episode 276: JP Morgan gets all moral vs the OnlyFans disaster
In this episode, Jaime and I chat about JP Morgan dropping defence and petrol stocks as well as what’s next for OnlyFans as they are having to cut the type of content that they have become (in)famous for!
18:32
August 25, 2021
Episode 275: Sainsbury’s bid rumours vs Xiaomi taking over the world…#WeAskWatson
In this episode, Jaime and I discuss the Sainsbury’s bid rumours and compare it to Morrisons. We also chat about how Xiaomi is making major strides now in developed markets in addition to developing markets.
20:37
August 24, 2021
Episode 274: blockbuster-powered cinema recovery vs Bitcoin trading on PayPal…#WeAskWatson
In this episode, Jaime and I talk about how cinemas are pinning their recovery hopes on the imminent release of blockbusters and we also discuss the merits or not of PayPal introducing Bitcoin trading this week…
23:00
August 23, 2021
Episode 273: mixed use retail space vs shocking car sales…#WeAskWatson
In this episode, Leanne and I talk about how Hammerson is looking at changing the use of its spaces as well as the long-term damage that semiconductor shortages might do to car sales.
16:07
August 6, 2021
Episode 272: Prospects for Germany’s Green Party vs Tesla’s battery fires…#WeAskWatson
In this episode, Leanne and I talk about the upcoming German elections and how Tesla’s fire highlights the need for battery tech to stay ahead of rising demand…
24:59
August 5, 2021
Episode 271: restrictions on food delivery companies vs China’s crackdown on gaming…#WeAskWatson
In this episode, Leanne and I talk about the potential impact of restrictions being mooted in New York on food delivery companies and what might be China’s latest crackdown - this time on gaming companies.
23:15
August 3, 2021
Episode 270: battery/storage fires vs JetBlue’s launch…#WeAskWatson
In this episode, Leanne and I chat about how EVs/batteries/battery storage facilities are not quite what they’re cracked up to be environmentally speaking and the potential impact of JetBlue launching a new - and cheaper - New York-London route on existing carriers…
16:29
August 2, 2021
Episode 269: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about business confidence wobbles in Germany, Bitcoin getting an Amazon boost, China’s crackdown shocker and a potential turnaround in the UK residential property market…
37:19
August 1, 2021
Episode 268: $ for vaccines vs Didi potentially taking itself private…#WeAskWatson
In this episode, Alisa and I talk about Biden’s bid to encourage more people to get vaccinated and Didi’s potential solution to its current disaster…
24:09
July 30, 2021
Episode 267: Rising freight prices vs EV battery recycling…#WeAskWatson
In today’s episode, Alisa and I talk about the effect of rising freight rates on goods prices and the prospect of increased EV battery recycling…
19:43
July 29, 2021
Episode 266: Consumer spending trends vs post-pandemic momentum…#WeAskWatson
In this episode, Alisa and I talk about the dramatic change in spending trends over the last 30 years and how consumer behaviour “post”-pandemic is causing headaches for lockdown winners…
21:39
July 28, 2021
Episode 265: China’s dramatic crackdown on edu-tech…#WeAskWatson
In this episode, Alisa and I talk about the potential impact on both society and investors of China’s decision to crackdown on education tech.
20:29
July 27, 2021
Episode 264: Chinese crypto vs the sale of Selfridge…#WeAskWatson
In this episode, Alisa and I talk about the prospects of an “official” Chinese cryptocurrency and the implications of the sale of Selfridges…
18:43
July 26, 2021
Episode 263: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about markets, vaccine passports, natural disasters, EVs and what’s going on with the consumer at the moment.
30:53
July 25, 2021
Episode 262: HBO/Netflix vs long-duration batteries…#WeAskWatson
In this episode, we talk about what Netflix needs to do to stem the slowdown in subscriber numbers and how long-duration batteries might solve a lot of problems…
18:56
July 23, 2021
Episode 261: EVs vs insuring natural disasters…#WeAskWatson
In this episode, Will and I talk about how EV running costs are now lower than those of conventional cars. We also talk about the increasing costs of insuring natural disasters…
13:10
July 22, 2021
Episode 260: Gym IPOs vs smartphones in India…#WeAskWatson
In this episode, Will and I talk about the prospects for gym IPOs and just how much upside there is for Google and Jio’s smartphone in India…
17:25
July 21, 2021
Episode 259: Robinhood’s IPO vs vaccine passports…#WeAskWatson
In this episode, Olly and I talk about Robinhood’s flotation plans and the implications of vaccine passports…
22:02
July 20, 2021
Episode 258: WHAT is going on in cyber security at the moment?? A special edition…#WatsonsChats
In this episode, I am joined by Richard Neale, co-founder of the RANt Group, to talk about cyber security. In our chat, we cover what’s going on in China, what issues companies are facing as more data goes onto the cloud and what the dark web is all about. Please join us for an interesting discussion!
42:42
July 19, 2021
Episode 257: Power storage vs Merkel vs the space race…#WeAskWatson
In this episode, Olly and I talk about the importance of power storage, Merkel’s reaction to the catastrophic floods and the ridiculous nature of commercial space travel.
21:31
July 19, 2021
Episode 256: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk through some of the week’s key events in the business and financial markets news. We look at more inflation pressure on both sides of the Atlantic, the ongoing Great Tech Clampdown of China, the consumer’s psyche and a busy week for US banks.
39:16
July 18, 2021
Episode 255: semiconductor turnaround vs cyber security…#WeAskWatson
In this episode, Duncan and I talk about TSMC’s positive spin on the semiconductor situation and Norton’s “offer” for AVG (well, sort of)
17:10
July 16, 2021
Episode 254: Apple’s Klarna-killer vs China cyber security opportunities…#WeAskWatson
In this episode, Duncan and I talk about Apple’s plans for Buy Now Pay Later and how China’s tech clampdown will help domestic cyber security companies…
18:26
July 15, 2021
Episode 253: Google’s fine vs returning to the office…#WeAskWatson
In this episode, Duncan and I talk about the implications of Google’s fine by French regulators and the kerfuffle caused by the latest government guidelines about the return to the office.
19:27
July 14, 2021
Episode 252: Nordstrom/Asos vs the EV future…#WeAskWatson
In this episode, Duncan and I talk about Asos’s latest move and why the UK needs to bring its supply chains nearer to home!
19:21
July 13, 2021
Episode 251: the ongoing Chinese tech clampdown vs landlord trends…#WeAskWatson
In this episode, Duncan and I talk about what’s going on behind the current Chinese clampdown on domestic tech companies listing overseas. We also talk about how the world’s biggest landlord is shifting its property portfolio.
20:05
July 12, 2021
THE 250TH EPISODE!!! Deliveroo vs Harry Kane/Entain…#WeAskWatson
In this episode, George and I discuss Deliveroo’s future and how Harry Kane’s performance might cause bookies a lot of pain (maybe this could be called Entain’s Kane Pain?!?).
18:47
July 12, 2021
Episode 249: coffee prices vs recovery in the travel industry
In this episode, Ines and I talk about potential price rises in your daily cup of coffee as supply constraints hit - and we also talk how the travel industry is recovering from a horrible year…
19:20
July 8, 2021
Episode 248: death of the JEDI vs Covid-induced insurance problems…#WeAskWatson
In this episode, Duncan and I talk about the Pentagon’s change of heart on its JEDI project and problems facing businesses post-Covid re getting insurance cover
21:19
July 7, 2021
Episode 247: The future of shopping malls vs the latest at Gymshark…#WeAskWatson
In this episode, Duncan and I talk about the rise and (now) fall of malls as well as what the future holds for Ben Francis, co-founder and now CEO of Gymshark!
19:39
July 6, 2021
Episode 246: Just WHAT is John Lewis doing vs Fortress’ offer for Morrisons…#WeAskWatson
In this episode, Duncan and I talk about how to get John Lewis out of its current rut as well as what the future could hold for Morrisons under Fortress…
23:34
July 5, 2021
Episode 245: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I discuss the global minimum corporation tax agreement, delve into the mind of the consumer and the latest developments in cars!
33:21
July 2, 2021
Episode 244: Primark’s success vs AO World’s turnaround…#WeAskWatson
In this episode, Julia and I talk about Primark’s bounce-back since lockdown restrictions relaxed as well as AO World’s turnaround and its plans for the future…
20:47
July 2, 2021
Episode 243: Chip shortage effects vs Robinhood’s $70m fine…#WeAskWatson
In this episode, Julia and I talk about the ongoing effects of the semiconductor shortage and what might happen now that Robinhood got its wrist slapped for causing “widespread and significant” harm to its customers.
20:37
July 1, 2021
Episode 242: SpaceX’s internet plans vs the latest hurdle to hospitality’s recovery…#WeAskWatson
In this episode, Julia and I talk about SpaceX’s plans for satellite internet and how hospitality’s recovery is being hampered by track and trace…
14:01
June 30, 2021
Episode 241: Tesla’s China problems vs Europe’s charging problems…#WeAskWatson
In this episode, Julia and I talk about Tesla’s current difficulties in China as competition hots up as well as the disparity between charging networks across Europe…
15:46
June 29, 2021
Episode 240: Microsoft/Zoom vs US banks…#WeAskWatson
In this episode, Leanne and I talk about Microsoft’s imminent assault on Zoom’s territory and why US banks are getting so excited about share buybacks and paying out dividends…
23:33
June 25, 2021
Episode 239: Doughnuts 🍩 vs gambling 🎰…#WeAskWatson
In this episode, Leanne and I discuss the upcoming IPO of Krispy Kreme and what the opening of a new mega-casino in Las Vegas is going to do for the local economy…
15:33
June 23, 2021
Episode 238: dilution of WFH vs Revolut’s prospects
In this episode, Leanne and I talk about who could benefit if more people return to the office than anticipated and how Revolut’s expansion could power a bright future for the challenger bank
19:07
June 22, 2021
Episode 237: post-Brexit labour shortages vs newly qual’d lawyers on $200k…#WeAskWatson
In this episode, Leanne and I talk about the labour shortages in the UK made worse by Brexit and the current trend of US law firms paying newly qualified lawyers $200k to attract talent…
23:33
June 21, 2021
Episode 236: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about what has been a very eventful week in the world of business and financial markets news! We cover the increasing US and UK inflation fears, the latest on Bitcoin, employment trends both sides of The Pond and what’s going on in the world of automotive…
28:36
June 18, 2021
Episode 235: OnlyFans’ potential IPO vs Halford’s inadvertent success…#WeAskWatson
In this episode, Duncan and I talk about how OnlyFans wants to use IPO money to go more mainstream as well as how Halford’s has managed to be in all the right places at all the right times under lockdown!
20:28
June 18, 2021
Episode 234: UK gigafactories vs Sony’s podcast acquisition…#WeAskWatson
In this episode, Duncan and I talk about whether UK gigafactories are all that good for the environment and what the implications might be of the continuing trend of big media players buying up podcasts…
19:36
June 17, 2021
Episode 233: Aussie beef vs Chanel success…#WeAskWatson
In this episode, Duncan and I talk about the impact of the new trade deal between Australia and the UK as well as whether or not the boom that Chanel is experiencing will continue…
16:43
June 16, 2021
Episode 232: Construction worker shortage vs Lordstown lies…#WeAskWatson
In this episode, Duncan and I talk about the effects of the shortage of UK construction workers and how Lordstown’s admissions sound like a repeat of what happened with Nikola last year…
17:44
June 15, 2021
Episode 231: Shein’s cheekiness vs Meatless Farm’s fund raising…#WeAskWatson
In this episode, Duncan and I talk about Shein’s problems with IP and Meatless Farm’s ambitions!
15:34
June 14, 2021
Episode 230: Here’s our weekly roundup where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I talk about a very eventful week for crypto, minimum corporate taxes, employment in the UK and the potential for a summer chock full of IPOs!
27:51
June 11, 2021
Episode 229: Goldman’s office return vs Working From Home...#WeAskWatson
In this episode, Lauren and I talk about Goldman’s office re-entry requirements and whether the influx of office workers is going to be greater than everyone’s expecting...
14:10
June 11, 2021
Episode 228: Gap’s demise vs the next meme stock...#WeAskWatson
In this episode, Lauren and I discuss what’s gone wrong with Gap and the potential consequences of meme stocks...
18:19
June 10, 2021
Episode 227: EVs - batteries and mini-cars...#WeAskWatson
In this episode, Lauren and I talk about potential battery trends and whether mini-EVs that are both cheap AND cheerful will be The Next Big Thing!
12:58
June 9, 2021
Episode 226: Rising diamond prices vs FaceTime on Android...#WeAskWatson
In this episode, Lauren and I talk about the prospects for De Beers as well as what FaceTime’s availability on Android is going to do to the videocall/conferencing space. Is it going to be more Apple Watch than Apple TV??
17:27
June 8, 2021
Episode 225: Ted Baker’s woes vs retail hiring difficulties...#WeAskWatson
In this episode, Lauren and I talk about Ted Baker’s ongoing nightmares and how recruitment difficulties in the hospitality sector is now spreading to retail...
16:47
June 7, 2021
Episode 224: Here’s our weekly roundup where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Duncan and I discuss some of the key developments of the week including the global minimum corporation tax, inflation chat and post-coronatrends.
19:12
June 6, 2021
Episode 223: Hybrid working vs supersonic planes...#WeAskWatson
In this episode, Olly and I talk about the future of hybrid working and the anomaly of United ordering supersonic planes...
21:09
June 4, 2021
Episode 222: Restaurant staff shortage implications vs AMC’s massive move...#WeAskWatson
In today’s episode, we talk about the longer term problems of staff shortages for restaurants and why AMC just went moonbound in trading yesterday...
22:51
June 3, 2021
Episode 221: BP’s alt-energy development vs the uptick in advertising...#WeAskWatson
In this episode, Olly and I talk about BP’s latest foray into solar and how much impact it has as well as what the good news from M&C Saatchi and ITV means for the economy...
14:04
June 2, 2021
Episode 220: China’s 3-child policy vs bike shortage/supply chains...#WeAskWatson
In this episode, Olly and I discuss China’s new 3-child policy and the impact of fragile supply chains on the bicycle industry...
20:13
June 1, 2021
Episode 219: Here’s our weekly roundup where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I discuss some of the week’s major business and financial markets events including the commodity price wobble, Biden’s global corporation tax deal, Amazon’s purchase of MGM and much more besides!
35:00
May 31, 2021
Episode 218: the impact of WFH on pets and PCs...#WeAskWatson
In this episode, Laura and I talk about how WFH has changed domestic dynamics and powered demand for PCs and pets!
15:28
May 28, 2021
Episode 217: vaccine patent lifting vs Nissan’s gigafactory in Sunderland...#WeAskWatson
In today’s edition, Laura and I talk about the vaccine patent debate and how a Nissan car battery gigafactory in Sunderland might pan out...
22:22
May 27, 2021
Episode 216: high street euphoria vs Huawei’s new operating system...#WeAskWatson
In this episode, Laura and I talk about the continued momentum on the high street and what might happen in the short and longer term with Huawei’s new operating system, Harmony.
17:22
May 26, 2021
Episode 215: More EV chargers vs prospects for the cinemas...#WeAskWatson
In this episode, Duncan and I talk about whether the new development in the charger network will tip people into buying an EV. We also discuss how cinemas might be able to benefit from the amazing (and imminent!) movie pipeline...
20:33
May 25, 2021
Episode 214: Rising secondhand car prices vs SPACs coming off the boil...#WeAskWatson
In this episode, Duncan and I talk about the effect of rising secondhand car prices and why investors (and companies) are going lukewarm on SPACs.
18:19
May 24, 2021
Episode 213: Here’s our weekly roundup where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about some of the week’s major events including China’s slowdown, the inflation debate raging on both sides of the Atlantic, Bitcoin’s eventful week, travel and M&A.
33:07
May 21, 2021
Episode 212: WeWork prospects vs house price prospects...#WeAskWatson
In this episode, Emily and I talk about WeWork’s massive loss and what may lie in future for them as well as the prospects for UK house prices this year.
17:23
May 21, 2021
Episode 211: Elon Musk in the UK vs the prospects for Next/Reiss...#WeAskWatson
In this episode, Emily and I talk about the future of battery and car production in the UK as well as what the Next/Reiss combination might bring...
23:17
May 20, 2021
Episode 210: Amazon/MGM vs Bitcoin’s drop...#WeAskWatson
In this episode, Emily and I talk about the merits of the mooted Amazon/MGM deal as well as what went on with Bitcoin today - is this a blip or a sign of things to come?
24:26
May 19, 2021
Episode 209: Chocolate vs drugs...#WeAskWatson
In this episode, Emily and I talk about Godiva’s relative success since making dramatic changes to its strategy and how GlaxoSmithKline might be able to make up for lost time on the vaccine front...
20:23
May 18, 2021
Episode 208: Office upgrades vs Clubhouse’s future...#WeAskWatson
In this episode, Emily and I discuss the future of office life and what may become of Clubhouse after it is (finally!) made available on Android!
19:40
May 17, 2021
Episode 207: Here’s our weekly roundup where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I discuss some of the major macro developments this week, drama in crypto and EV tech.
36:01
May 16, 2021
Episode 206: The Currys/Dixons/Carphone rebrand vs rising wages in casual dining
In this episode, Tash and I talk about what the Currys rebrand means and how rising wages in some sectors could impact inflation.
18:16
May 14, 2021
Episode 205: A new CVA alternative vs Tesla’s U-turn on Bitcoin...#WeAskWatson
In this episode, Tash and I talk about the impact of the decision that the High Court came to regarding a dispute between Virgin Active and landlords over rent arrears. We also talk about Tesla’s about-turn on accepting Bitcoin as payment for its cars.
17:14
May 13, 2021
Episode 204: European SPACs vs Deliveroo controversy
In this episode, Tash and I talk about the prospect of a European SPAC boom and why Deliveroo’s IPO may not have been as much of a disaster as everyone is saying...
23:52
May 12, 2021
Episode 203: The Hut Group’s new deal vs Pret at Tesco...#WeAskWatson
In this episode, Tash and I talk about the implications of the new deal struck between The Hut Group (THG) and Japan’s SoftBank. We then go on to talk about Pret’s new deal with Tesco and the trend of having more brands under one roof.
17:05
May 11, 2021
Episode 202: Nio’s battery-swapping vs a vaccine for peanut allergies...#WeAskWatson
In this episode, Tash and I talk about the merits (or not) of Nio relying on battery-swapping technology as well as a potential new breakthrough for peanut allergy sufferers.
18:16
May 10, 2021
Episode 201: Here’s our weekly roundup where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Duncan and I chat about what has been an incredibly eventful week, what with both Janet Yellen and Joe Biden giving a fright to world markets and the pharmaceutical industry respectively, cryptocurrency going bananas and Tesla’s vulnerability, among other things.
47:42
May 9, 2021
Episode 200: Sainsbury’s new management vs Trainline’s potential success...#WeAskWatson
In this episode, Gaby and I talk about how Paula Nickolds can take what she learned at John Lewis (and what went wrong) and apply it to Sainsbury’s as well as why I think Trainline could actually do better than everyone might think...
21:33
May 7, 2021
Episode 199: Biden freaks out the pharmas vs Tesla’s big hit...#WeAskWatson
In this episode, Gaby and I talk about Biden’s decision to back a proposed suspension of vaccine patents and why Tesla’s profits are going to be on EVEN SHAKIER ground than we had previously thought...
19:56
May 6, 2021
Episode 198: US interest rate kerfuffle vs synthetic diamonds...#WeAskWatson
In this episode, Gaby and I talk about what happened when Janet Yellen commented on the US interest rate and why synthetic diamonds could be to “traditional diamonds” what pea protein is to meat!
19:42
May 5, 2021
Episode 197: Ethereum vs Uber/Arrival and EVs in general...#WeAskWatson
In this episode, Gaby and I talk about the rise of Ethereum and what Uber and British EV start-up Arrival are cooking up!
20:24
May 4, 2021
Episode 196: Here’s our weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I look back on a week chock-full of incident! Big Tech showed just how successful it was, banks triumphed and the resurgence of the consumer in the US and UK continues to gather momentum...
34:32
May 1, 2021
Episode 195: Copper vs Huawei’s nightmare...#WeAskWatson
In this episode, Duncan and I talk about why the copper price is so strong at the moment (and the implications) and whether Huawei’s “short term” pain could morph into America’s long term pain in a few years’ time...
20:52
April 30, 2021
Episode 194: “The Three Headhunters” cover career trends in law, investment banking and accountancy
In this special edition, I ask three headhunters from investment banking, law and accountancy to talk about past and future career trends in their respective areas. #WatsonsCareers
45:48
April 29, 2021
Episode 193: Mischon de Reya’s potential IPO vs Dixons/WH Smith contrast...#WeAskWatson
In this episode, Duncan and I talk about Mischon de Reya’s plans to float and how Dixons and WH Smith’s approach differ towards their travel-related businesses...
20:37
April 29, 2021
Episode 192: City living vs Tesla under-the-hood...#WeAskWatson
In this episode, Duncan and I talk about the effect of falling London rents and the challenges facing Tesla under the surface of a strong set of Q1 results
19:40
April 28, 2021
Episode 191: Tesla’s strong Q1 vs OnlyFans’ lockdown success...#SoloWatson
In this episode, I talk a bit more in depth about Tesla’s successful Q1 and its tricky patch with China as well as the success of OnlyFans
10:07
April 27, 2021
Episode 190: The impact of less business travel vs Gousto’s over-optimism...#SoloWatson
In this episode, IT’S JUST ME TALKING about the effects of permanently less business travel and whether Gousto is being overly-optimistic about its prospects.
10:55
April 26, 2021
Episode 189: Here’s our weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Duncan and I look back on a very bizarre week that involved environmental promises, tough times for Tesla, more positivity for the UK and a massive drama in football...
29:15
April 24, 2021
Episode 188: HBO Max beating Netflix vs US airlines’ summer recovery...#WeAskWatson
In this episode, Duncan and I talk about why HBO Max managed to beat Netflix in Q1 for new subscribers as well as the increasingly bright prospects for US airlines (and potentially not so bright prospects for European ones) this summer.
19:18
April 23, 2021
Episode 187: Amazon’s palm-based shopping vs Uber Eat’s move into Germany...#WeAskWatson
In this episode, Jamie and I talk about naked shopping and German takeaways...
16:24
April 22, 2021
Episode 186: Netflix disappointment vs Primark sticking to offline retail...#WeAskWatson
In this episode, Jamie and I talk about the near-term future for Netflix and why Primark insists on NOT selling online!
15:34
April 21, 2021
Episode 185: Nvidia/Arm focus vs China’s carmakers bridging the gap with Tesla...#WeAskWatson
In this episode, Duncan and I talk about the CMA’s focus on Nvidia and what could happen if it isn’t allowed to buy Arm Holdings as well as Chinese carmaker efforts to bridge the gap with Tesla.
24:17
April 20, 2021
Episode 184: Commercial impact of the Super League vs staff shortages in hospitality...#WeAskWatson
In this episode, Jamie and I talk about the COMMERCIAL implications of The Super League and why staff shortages in hospitality could signal big issues with the industry
20:16
April 19, 2021
Episode 183: Here’s our weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I chat about what has proved to be a very eventful week in the world of markets, vaccines and business
31:45
April 17, 2021
Episode 182: Tesco/AO world and the future of supermarkets...#WeAskWatson
In this episode, Duncan and I chat about AO World’s venture with Tesco, how supermarkets have seemed to had their adventures over the years and ended up focusing on the domestic market.
22:13
April 16, 2021
Episode 181: British Land’s relative success vs LVMH’s storming Q1 results...#WeAskWatson
In this episode, Duncan and I chat about British Land (and how it seems to be doing noticeably better than Landsec) as well as LVMH’s success and whether the luxury momentum will just continue...
22:54
April 15, 2021
Episode 180: More JLR problems and the potential impact of Coinbase...#WeAskWatson
In this episode, Duncan and I chat about Jaguar Land Rover’s latest disappointment and how that might affect their future as well as today’s IPO of America’s biggest cryptocurrency exchange, Coinbase...
18:27
April 14, 2021
Episode 179: Apple/Google on privacy vs Pfizer’s massive vaccine price hike...#WeAskWatson
In this episode, Duncan and I talk about the potential effects of increasing privacy concerns regarding contact tracing and the possible trend of increasing vaccine prices...
19:37
April 13, 2021
Episode 178: Alibaba’s fine vs Next/Homebase vs Shell charging...#WeAskWatson
In this episode, Duncan and I talk about the implications of Alibaba’s massive fine, what the logic (?) behind the Next/Homebase tie-up and Shell’s announcement on charging stations.
24:06
April 12, 2021
Episode 177: How to “be yourself” in the workplace...#WatsonsCareerSkills
In this episode, I am joined by Ralph Hebgen once more, this time to discuss how to “be yourself” in the workplace. This is a follow on from yesterday’s podcast on “How to survive in a competitive working environment”. I will revert to the usual format of podcast on Monday April 12th, but I hope that you will find this useful in the meantime 👍
36:51
April 8, 2021
Episode 176: How to survive in a competitive work environment...#WatsonCareerSkills
I’m “off” this week, so have decided to publish a short series of careers-related podcasts that will give you advice you probably won’t get from other “official” sources! I’m joined in this podcast by Ralph Hebgen (ex MD level research analyst at three investment banks) and Richard Hoskin (Founding partner of Elbrus Partners, a City Headhunting firm). My “normal” podcasts will be back from April 12th, so don’t worry! I just thought these ones would also be useful for you 👍
39:28
April 7, 2021
Episode 175: Apple’s investment in UnitedMasters vs Deliveroo’s disappointing debut...#WeAskWatson
In this episode, Amy and I talk about Apple supporting a potential disrupter in the music industry and Deliveroo’s less-than-stellar performance on its first day of trading on the LSE...
22:19
April 1, 2021
Episode 174: Spotify’s purchase of Locker Room vs Foxconn diversifying into EVs...#WeAskWatson
In this episode, Amy and I talk about Spotify’s purchase of Locker Room as part of its wider content strategy and whether Foxconn’s diversification into automotive platform assembly will actually work...
16:44
March 31, 2021
Episode 173: the effect of Chinese influencers vs Cazoo heading stateside for an IPO...#WeAskWatson
In this episode, Amy and I talk about the effect that influencers have in China and whether that will come over here in addition to the reasoning behind Cazoo heading over to the US for an IPO.
16:19
March 30, 2021
Episode 172: a possible saviour for takeaways vs the potential of what3words...#WeAskWatson
In this episode, Amy and I talk about how sudden takeaway drop-off could be avoided as lockdown lifts and we also discuss the future possibilities for what3words.
17:31
March 29, 2021
Episode 171: H&M’s flak from China vs Legal & General’s shunning of the Deliveroo IPO...#WeAskWatson
In this episode, Alisa and I chat about what’s behind the H&M/Nike backlash in China and why Legal & General said that it won’t be taking part in next week’s Deliveroo IPO.
16:49
March 26, 2021
Episode 170: John Lewis/M&S vs Ant Group crackdown implications...#WeAskWatson
In this episode, Alisa and I talk about John Lewis’ latest decision and whether it is turning into M&S in addition to considering the implications of the current Chinese authority crackdown on Ant Group.
21:05
March 25, 2021
Episode 169: Commercial implications of the legalisation of cannabis in the UK...#WatsonsChats
In this episode, Watson’s Daily ambassador Gaby Kaza and I chat with Paul North, Director at Volteface, a drugs-focused think-tank. We exchange views on what the current situation is on legalisation in the UK and what would need to happen for the UK to emulate the US and Canada in terms of the availability of products containing CBD. We also speculate on what commercial and economic implications could be of further regulation. If you would like to know more about Paul’s organisation, please visit https://volteface.me/ . This is a new theme-focused format for Watson’s Daily, so please tell us what you think! Many thanks! This will be in addition to the existing format that you have already become accustomed to!
30:22
March 24, 2021
Episode 168: NFTs vs Goldman Sachs’ working practices...#WeAskWatson
In this episode, Alisa and I discuss the proliferation of NFTs as well as what the implications might be for Goldman Sachs following the recent “leaked” report from disgruntled analysts.
20:15
March 24, 2021
Episode 167: Audi’s EV margin prospects vs travel company weakness...#WeAskWatson
In this episode, Alisa and I talk about when Audi reckons it’ll be able to get EV and conventional car margins on a par and why travel shares are sliding...
22:40
March 23, 2021
Episode 166: BoJo/EU/vaccines vs Sunak and the digital services tax...#WeAskWatson
In this episode, Alisa (along with Georgie!) and I talk about what’s going on re Europe and the vaccine as well as the potential thinking behind Sunak’s delay on implementing a digital services tax...
15:39
March 22, 2021
Episode 165: Here’s our weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about hopes following the Biden boost, the state of the consumer in the US and UK, the latest EV developments and some impressive individual bits of company news...
40:21
March 19, 2021
Episode 164: Alt-meat investment vs the sudden EV subsidy cut...#WeAskWatson
In this episode, Will and I discuss what’s going on in the alt-protein world and the impact of the government’s sudden cut of EV subsidies...
20:17
March 19, 2021
Episode 163: Uber implications vs SPAC prospects...#WeAskWatson
In this episode, Will and I talk about the ongoing implications of the Uber ruling in the Supreme Court and comment on the continued rise and rise of SPACs
23:41
March 18, 2021
Episode 162: Consumer spending expectations vs Greggs’ past and potential future...
In this episode, Will and I chat about the potential effects of American and British consumers suddenly spending their money as well as what lies ahead for Greggs after what has been a tough year...
21:31
March 17, 2021
Episode 161: US airline take-off vs VW’s commitment to EVs...#WeAskWatson
In this episode, Will and I talk about US airlines seeing an uptick in passengers and whether the same will happen soon in Europe as well as VW’s serious commitment to electrifying...
20:17
March 16, 2021
Episode 160: More chargers at petrol stations vs the prospects for Disney+...#WeAskWatson
In this episode, competition winner Will Lowe and I have a chat about how Motor Fuel Group’s plans for more chargers will affect EV sales and whether Disney+’s stellar performance really can help it overtake Netflix...
20:59
March 15, 2021
Episode 159: Here’s a very quick update of the story so far with this podcast & some future changes!
In this episode, I thought I’d give you an update on the story so far with the Watson’s Daily podcast and a heads-up on a few extra developments that will be coming up. Thank you for your ongoing support!
03:36
March 14, 2021
Episode 158: Here’s our weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I chat about some of the key event of this week including Biden’s bid to save America, the latest on IPOs and SPACs and some interesting developments for Marks & Spencer
41:52
March 14, 2021
Episode 157: British American Tobacco buys into cannabis vs Make the City Great Again...#WeAskWatson
In this episode, Gaby and I take on the fascinating subject of tobacco companies and cannabis and what the future holds PLUS we chat about hopes for the City post-Brexit and the subsequent trade drain...
26:05
March 12, 2021
Episode 156: Roblox’s debut and the avalanche of money-raising vs Next/Reiss...#WeAskWatson
In this episode, we talk about Roblox’s bumper debut and the plethora of ways that companies raise money as well as Next buying a chunk of Reiss and how that might go (plus a few thoughts on M&S’s recent moves for good measure!)
20:17
March 11, 2021
Episode 155: Domino’s domination vs what next for Disney...#WeAskWatson
In this episode, Amy and I discuss whether Domino’s is right to expand right now and what’s next for Disney as lockdown lifts...
21:13
March 10, 2021
Episode 154: IWG’s big new client vs a potential M&S turnaround...#WeAskWatson
In this episode, Gaby and I talk about WFH and whether IWG is getting ahead of itself or not following the announcement of its big new client. We also discuss M&S’s digital expansion abroad and whether the company is turning a corner.
25:17
March 9, 2021
Episode 153: Biden’s stimulus package vs the future of Aston Martin...#WeAskWatson
In this episode, Gaby and I chat about the implications of Biden’s $1.9tn stimulus package and what the future holds for Aston Martin...
21:16
March 8, 2021
Episode 152: Here’s our weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Emily and I reflect on what has been a very eventful week! Sunak announced the budget, Biden got his stimulus through (it got through the Senate just AFTER this episode was recorded) while Trustpilot and Deliveroo announced London IPOs...
35:33
March 7, 2021
Episode 151: Tesla’s nickel arrangement vs Deliveroo’s punchy valuation...
In this episode, Duncan and I talk about Tesla’s nickel supply deal and whether Deliveroo will be at - or near - peak valuation in its upcoming IPO.
22:17
March 5, 2021
Episode 150: Amazon’s new frictionless shop vs sale of the Venetian casino...#WeAskWatson
In this episode, Duncan and I talk about the relative merits of Amazon’s new shop (and whether this is more about the tech than the shop) and how buying into the Venetian is a big bet on a massive gambling recovery...
16:06
March 4, 2021
Episode 149: Volvo’s electric deadline vs CVS/Walgreens morals...#WeAskWatson
In this episode, Duncan and I discuss the evolution of Volvo and whether CVS/Walgreens’ usage of data is more than a bit naughty...
17:06
March 3, 2021
Episode 148: The ongoing EU vaccination debacle vs City in the Budget...#WeAskWatson
In this episode, Duncan and I talk about the frustration of European countries regarding vaccine distribution and what the City might be hoping for in tomorrow’s budget...
23:32
March 2, 2021
Episode 147: the prospect for SPACs in London vs AstraZeneca developments...#WeAskWatson
In this episode, Duncan and I discuss what may be in store for SPACs in London and the latest news on AstraZeneca
19:31
March 1, 2021
Episode 146: The Weekly Wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Emily and I chat about some of the key developments in the financial markets and business news including Biden’s stimulus package, BoJo’s path to freedom, Facebook’s U-turn and Uber’s nightmare week among other things...
37:43
February 28, 2021
Episode 145: India’s crackdown on social vs Klarna’s huge rise in transactions vs Beyond Meat’s deal
In this episode of #WeAskWatson, Imogen, Duncan and I talk about India’s crackdown on social media and what that could mean from the giants, the potential fragility of Klarna’s success and the major deal signed by Beyond Meat...
23:32
February 26, 2021
Episode 144: Hyundai EV recall vs Ikea ideas vs VR holidays...#WeAskWatson
In this episode, Imogen, Duncan and I talk about the impact of Hyundai’s massive EV recall, Ikea’s transition to a new format and whether we’ll all be going on a virtual holiday!
29:47
February 25, 2021
Episode 143: Lucid Motors’ IPO vs complications with taxing online retailers...#WeAskWatson
In today’s episode, we chat about whether the forthcoming Lucid Motors IPO is more about form than substance and the tricky business of deciding on how to level the playing field between offline and online retailers...
16:13
February 24, 2021
Episode 142: BoJo’s freedom implications vs Facebook’s U-turn in Australia...#WeAskWatson
In today’s episode, Jerry and I talk about the potential effects of BoJo’s path to freedom and the implications of Facebook’s decision to relent on Australia...
19:29
February 23, 2021
Episode 141: The “experiential” high street vs an EV future for the UK...#WeAskWatson
In this episode, Duncan and I talk about the evolution of the UK high street and the potential EV future for the UK.
24:28
February 22, 2021
Episode 140: The Weekly Wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I chat about some of the key business and financial markets developments of the week just gone.
29:17
February 21, 2021
Episode 139: Putting the “dodgy” in dogecoin vs how to stop a repeat ofWallstreetBets...#WeAskWatson
In this episode Mhairi and I discuss Elon Musk’s latest actions with dogecoin and how to stop another WallStreetBets/ Robinhood from happening...
22:54
February 19, 2021
Episode 138: Google/News Corp vs Ford’s electrifying announcement...#WeAskWatson
In today’s episode, Mhairi and I talk about the implications of Google’s decision to pay News Corp (and Facebook’s decision NOT to pay) as well as the reasons behind Ford committing to going electric by 2030.
22:31
February 18, 2021
Episode 137: cannabis vs social media censorship...#WeAskWatson
In this episode, Mhairi and I discuss whether London could be the next trading hub for medicinal cannabis companies as well as Twitter’s censorship issues in India and the wider implications...
25:18
February 17, 2021
Episode 136: Jaguar going electric vs Coventry Airport’s potential giga factory...#WeAskWatson
In this episode, Mhairi and I talk about Jaguar’s decision to go 100% electric and why a Coventry Airport gigafactory might kill two birds with one stone...
20:04
February 16, 2021
Episode 135: Biden/G7 vs Private Equity-powered markets...#WeAskWatson
In this episode, Mhairi and I talk about what might be discussed at the G7 meeting this week and how private equity money may power UK markets over 2021
15:10
February 15, 2021
Episode 134: The weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Emily and I talk about oil recovery and prospects for 2021, dating apps, whether following recommendations of certain individuals is a good thing or not and prospects for the high street.
38:27
February 13, 2021
Episode 133: Microsoft/newspapers vs Clubhouse...#WeAskWatson
In today’s episode, Duncan and I talk about what’s going on in Australia regarding Big Tech and newspapers and then go on to discuss Clubhouse and how it might develop
16:35
February 12, 2021
Episode 132: Cannabis investing vs the munchies...#WeAskWatson
In this episode, Duncan and I talk about Wallstreetbets’ latest target (weed) and whether investors should be getting involved in railway station/airport plays like SSP or whether they’ll get more bang for their buck more quickly by putting their money into the high street...
25:14
February 11, 2021
Episode 131: Match.com’s new purchase vs rising toy sales...#WeAskWatson
In this episode, Duncan and I talk about Match Group’s expansion into more platonic areas and Mattel’s hopes that rising toy sales are here to stay.
16:22
February 10, 2021
Episode 130: High Street ‘mares and opportunities vs the Elon boost...#WeAskWatson
In this episode, Keira and I talk about potential changes to the high street and the effect that Elon Musk had on Bitcoin (and other things)
17:16
February 9, 2021
Episode 129: The weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I talk about some of the week’s key events like Ant’s second chance, Daimler splitting itself up and Bezos stepping back among other things!
30:27
February 6, 2021
Episode 128: RedCat Pub Company’s bargain-hunting vs Shell/oil company pessimism...#WeAskWatson
In this episode, Duncan and I talk about the potential pub shopping spree and whether Shell is being too cautious...
18:55
February 5, 2021
Episode 127: Continued chip shortage vs Daimler splitting itself up...#WeAskWatson
In this episode, Duncan and I talk about how chipmakers will benefit from ongoing demand and why Daimler decided to split
18:55
February 4, 2021
Episode 126: Klarna crackdown vs Alibaba triumph & worries vs Bezos stepping down...#WeAskWatson
In today’s episode, Duncan and I discuss the crackdown on Buy Now Pay Later (BNPL) companies, Alibaba’s amazing performance and Jeff Bezos stepping back from Amazon...
22:09
February 3, 2021
Episode 125: Hargreaves Lansdown vs thrifty consumers...#WeAskWatson
In this podcast, Duncan and I talk about how more young people are taking an interest in their money and doing things with it as well as the prospects for consumer spending when lockdown lifts
20:45
February 2, 2021
Episode 124: UK betting crackdown vs the private equity gravy train vs Asos/Topshop...#WeAskWatson
In this episode, Duncan and I talk about the effect of UK betting on sport, the revenues generated by the ongoing private equity bonanza and the impact that the Asos/Topshop deal will have on the UK high street...
20:44
February 1, 2021
Episode 123: The weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Emily and I chat about some of the week’s key events including The Great Vaccine Row, amateur vs hedge fund investors, interesting deals and the depressing trend for retail
38:16
January 30, 2021
Episode 122: WeWork/SPAC IPO vs amateurs/hedge funds part 2...#WeAskWatson
In this episode, Imogen and I look at why WeWork might be having a second go at doing an IPO and whether the regulators should get involved in the Reddit trader frenzy...
22:20
January 29, 2021
Episode 121: GameStop/punishing shorts vs vaccine nastiness...#WeAskWatson
In this episode, Imogen and I talk about the impact of retail investors ganging up on the pro’s and how things are now getting nasty between the EU, the UK and AstraZeneca...
21:20
January 28, 2021
Episode 120: Grindr’s fine as the tip of the iceberg vs Beyond Meat/PepsiCo...#WeAskWatson
In this episode, Steph and I talk about the implications of Grindr’s fine on Big Tech and data privacy in general as well as discussing what Beyond Meat and PepsiCo will be getting out of their new venture.
14:07
January 27, 2021
Episode 119: Shell/Ubitricity vs Ikea going sustainable...#WeAskWatson
In this episode, Steph and I talk about what Shell’s acquisition of Ubitricity means for EV take-up and how Ikea is aiming to become a “circular business”
17:53
January 26, 2021
Episode 118: Boohoo/Debenhams and Asos/Topshop, buying brands and not shops...#WeAskWatson
In this episode, Stephanie and I talk about Boohoo/Debenhams, Asos/Topshop and what the resulting gaps in our high streets might turn into...
22:36
January 25, 2021
Episode 117: The weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode (sorry for the late publication - we actually recorded this on Friday!) Jerry and I talk about the latest in vaccines, cars and batteries and financials...
30:07
January 24, 2021
Episode 116: Will Hungary’s Sputnik V approval split the EU vs Tesla headwinds...#WeAskWatson
In this episode, Julia and I talk about the wider implications of Hungary’s approval of the Sputnik V vaccine and potential issues for Tesla in 2021...
22:16
January 22, 2021
Episode 115: Netflix/streaming vs vaccine shortages in Europe...#WeAskWatson
In this episode, Julia and I chat about Netflix’s current triumph and the future of streaming as well as vaccine problems in the EU and how the repercussions could get quite serious...
21:06
January 21, 2021
Episode 114: HSBC branch closures vs the future of EV batteries...#WeAskWatson
In this episode, Julia and I talk about the ongoing migration of offline to online banking in addition to some potentially exciting developments in EV battery technology. I think that if they sort out batteries, range anxiety and pouring loads of money into expensive charging networks will consigned to history. What do you think?
17:26
January 20, 2021
Episode 113: Russia/China vaccines vs “no job, no jab” at work...#WeAskWatson
In this episode, Julia and I talk about how the Russian and Chinese vaccines could really help their respective makers crack the non-domestic market. We also look at the legality of employers forcing you to have the jab and opportunities for the black market!
21:04
January 19, 2021
Episode 112: The weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I look back at the Trump fallout, more Bitcoin frenzy (with a dash of regulator/ECB scepticism), Tesla’s good and bad news and coronavirus developments
29:14
January 15, 2021
Episode 111: J&J’s single-shot vaccine vs vaccine passports...#WeAskWatson
In this episode, Duncan and I talk about Johnson & Johnson’s single-shot vaccine that looks like it’s nearing approval and what’s going on with vaccine passports.
16:52
January 15, 2021
Episode 110: Tesla recall vs vaccine pills...
In this episode, Duncan and I talk about the possibility of a major Tesla recall and a small British company that is turning vaccines into pills!
16:15
January 14, 2021
Episode 109: Germans vs Tesla and Big Tech’s big issues...#WeAskWatson
In this episode, Duncan and I talk about how German car makers are overtaking (!) Tesla and how last week’s events in America could hasten the Big Tech debate as pressure grows from both Republicans and Democrats...
22:13
January 13, 2021
Episode 108: The weekly wrap where we reflect on the week’s events...#WatsonsWeeklyRoundup
In this episode, Jerry and I reflect on some of the rather dramatic events that happened this week!
32:15
January 9, 2021
Episode 107: Bitcoin frenzy vs Alibaba/Jack Ma intrigue...#WeAskWatson
In this episode, Duncan and I discuss the prospects for Bitcoin and the potential impact of China’s pursuit of all things Jack Ma at the moment...
20:33
January 8, 2021
Episode 106: Trump’s antics vs Big Tech shortfalls...#WeAskWatson
In this episode, Duncan and I discuss the real reasons behind yesterday’s Capitol debacle and how the conduct of Twitter and Facebook gives more ammo to critics of Big Tech...
21:40
January 7, 2021
Episode 105: Foxconn making EVs vs Twitter buying into podcasts...#WeAskWatson
In this episode, Duncan and I talk about how Foxconn (famous for assembling iPhones) has its eye on The Next Big Thing. We also talk about Twitter and why Big Tech companies are continuing to make more moves in podcasting.
19:03
January 6, 2021
Episode 104: offices vs residential and why Roku might want to buy Quibi’s content... #WeAskWatson
In this FIRST episode of 2021, Duncan and I talk about the differences in the office and residential property markets as well as why Quibi’s content might be good for Roku
25:14
January 5, 2021
Episode 103: SWOT vs Porter’s 5 Forces vs PESTLE. Do they work?? #WatsonsChats
In this episode, Ralph and I do a SWOT analysis (!) on SWOT, Porter’s 5 Forces and PESTLE. We also come up with an acronym of our own to help you in interviews!
44:29
December 29, 2020
Episode 102: The final weekly wrap of 2020 with Jerry...#WatsonsWeeklyRoundup
In this final wrap of the year, I talk with Jerry about Brexit, Bitcoin, coronavirus developments, M&A and IPO action, UK property trends and regulatory tightening in Big Tech...(recorded on Friday 18th Dec)
34:17
December 20, 2020
Episode 101: Mulberry vs Upper Crust...#WeAskWatson
In this episode - the LAST ONE OF THIS SERIES IN 2020 - Lauren and I talked about Mike Ashley walking away from Mulberry and how the decimated businesses of SSP (which owns Upper Crust and Ritazza) and WH Smith might benefit when people return to the office in decent numbers...
19:52
December 18, 2020
Episode 100: tech crackdown on harmful content vs the Reddit/Dubsmash combo...#WeAskWatson
In today’s episode, Lauren and I talk about the impact of the government’s new guidelines on content and whether Reddit/Dubsmash is a good combination...
02:16:58
December 15, 2020
Episode 99: Sky/Amazon Prime vs Electronic Arts/Codemasters...#WeAskWatson
In this episode, Lauren and I talk about Sky’s new deal with Amazon Prime Video and Electronics Arts gatecrashing deal with Codemasters...
19:12
December 14, 2020
Episode 98:The weekly wrap where we talk about some of the week’s key events...#WatsonsWeeklyRoundup
In this episode, Jerry and I take a look back at a VERY eventful week in business and finance!
30:45
December 12, 2020
Episode 97: Airbnb’s stellar IPO vs Disney+ future...#WeAskWatson
In this episode, Duncan and I talk about Airbnb’s prospects in light of its incredible market debut as well as Disney’s plans for the future...
23:15
December 11, 2020
Episode 96: Airbnb’s IPO and prospect’s versus Just Eat’s hourly rate...#WeAskWatson
In this episode, Duncan and I talk about what DoorDash’s stellar debut means for Airbnb’s IPO later today and what the future might hold. We then talk about the implication of Just Eat’s decision to offer some of its employees hourly rates
23:57
December 10, 2020
Episode 95: the future of UK department stores vs Felixstowe repercussions...#WeAskWatson
In this episode, Duncan and I talk about the future of department stores and high streets as well as Felixstowe problems highlighting supply chain challenges
23:52
December 9, 2020
Episode 94: Goldman Sachs in China vs UK gambling overhaul...#WeAskWatson
In this episode, Duncan and I talk about the implications of Goldman Sach’s decision to take complete control of its China operations and what the effects might be of the UK government’s decision to do an overhaul of gambling rules that haven’t been updated for 15 years!
21:33
December 8, 2020
Episode 93: Trump’s post-election antics vs Burger King/ Wendy’s in India...#WeAskWatson (Duncan)
In this episode, Duncan and I chat about Trump’s designs on the 2024 presidency and how Burger King and Wendy’s are creating a frenzy in a country that doesn’t eat much of/any pork and/or beef!
21:20
December 7, 2020
Episode 92: My weekly roundup of some of the week’s main developments...#AllByMyself
In this episode I give you a quick rundown of some of the week’s major developments in the business world and financial markets. I’m all by myself on this episode 😩 but we should be back to normal again next week 👍
17:02
December 6, 2020
Episode 91: Congress on China vs vaccine distribution...#WeAskWatson
In this episode, Bianca and I talk about what could happen with Chinese companies trading on US markets and how the coronavirus vaccine will be distributed
19:56
December 3, 2020
Episode 90: the Salesforce/Slack killer combo vs UK high street carnage...#WeAskWatson
In this episode, Bianca and I talk about the Salesforce/Slack combo (plus how it could be EVEN BETTER if Zoom could get involved!) as well as what’s going on on the high street and what needs to be done to ensure its survival. We then briefly talk about chicken-themed pop-up business opportunities...
22:30
December 2, 2020
Episode 89: Debenhams disaster vs GM/Nikola disaster...#WeAskWatson
In this episode, Bianca and I talk about the disaster at Debenhams, GM’s retreat from its proposed venture with Nikola and - most shocking of all - the results of an audit of the contents of a tin of Quality Street!
17:51
December 1, 2020
Episode 88: Esports growth momentum vs more Huawei-bashing...#WeAskWatson
In this episode, Bianca and I talk about whether the momentum in esports will be sustainable and how the UK’s more stringent ban on Huawei will affect 5G rollout
16:55
November 30, 2020
Episode 87: Salesforce/Slack vs Rishi Sunak’s measures...#WeAskWatson
In this episode, Jerry and I talk about how a Salesforce/Slack combo might give Microsoft a run for its money and what the implications are of Rishi Sunak’s latest measures...
19:10
November 26, 2020
Episode 86: Compass’ assumptions as the post-lockdown template and more China vs India #WeAskWatson
In this episode, Jerry and I talk about how businesses are going to have to change in a post-Covid environment and what the possible consequences could be of continued China-India needle...
15:42
November 25, 2020
Episode 85: Vaccine distribution and the Amazon danger for pharmacies...#WeAskWatson
In this episode, Jerry and I talk about how vaccines could be rolled out and whether Amazon really is going to kill pharmacies...
23:55
November 24, 2020
Episode 84: Frasers Group buys into Mulberry as part of its move towards “luxury”...#WeAskWatson
Episode 84: In this episode, Jakub and I talk about why Frasers Group is so keen on Mulberry and the direction it might go if it buys the whole thing...
10:59
November 20, 2020
Episode 83: Arrival’s arrival in the US and how IPOs work...#WeAskWatson
In today’s episode, Jakub and I talk about SPACs, Arrival’s decision to list on the NASDAQ - and not the London Stock Exchange - as well as how IPOs actually work (I explain how it works from the inside!)
18:14
November 19, 2020
Episode 82: Walmart’s future vs Bitcoin’s stellar rise...#WeAskWatson
In this episode, Jakub and I talk about what’s going on with Walmart right now in both domestic and international markets. We then move on to discuss Bitcoin reaching new highs and what could happen from here
23:38
November 18, 2020
Episode 81: Moderna’s vaccine impact and how Airbnb is “winning”...#WeAskWatson (with Jakub)
In this episode, Jakub and I chat about the impact of Moderna’s news and why Airbnb could be on a winning streak for some time to come...
22:60
November 17, 2020
Episode 80: Here’s my weekly wrap of the week’s key business & markets news...#WatsonsWeeklyRoundup
In this episode, Emily and I round up the news from the week where Trump pouted, a strong coronavirus vaccine candidate was announced and China clamped down on tech. This week also heralded yet another record for sales on China’s massive shopping event - Singles Day!
26:38
November 13, 2020
Episode 79: Roblox’s potential IPO vs the future of Disney+ (& other things besides!)...#WeAskWatson
In this episode, Emily and I talk about why Roblox might succeed and how Disney’s expertise could give it more room for future growth...
21:25
November 13, 2020
Episode 78: the ongoing TikTok saga vs Pfizer hurdles...#WeAskWatson
In this episode, Emily and I talk about the reasoning behind TikTok dragging things out in the US as well as the hurdles that Pfizer faces with bringing out a vaccine...
21:18
November 12, 2020
Episode 77: China’s crackdown on tech vs BoJo’s crackdown on foreigner takeovers...#WeAskWatson
In this episode, Emily and I talk about China getting feisty on its tech industry and BoJo getting all protective of British industry....who knew regulation could be so exciting?!?
18:27
November 11, 2020
Episode 76: Pfizer frenzy vs Ant Group pains...#WeAskWatson
In this episode, Emily and I talk about the implications of Pfizer’s vaccine news as well as what could lie in store for Ant Group
22:56
November 10, 2020
Episode 75: Here’s my weekly wrap of the week’s key business & markets news...#WatsonsWeeklyRoundup
In this episode, Emily and I talk about some of the week’s key economic, political and financial markets developments.
32:57
November 6, 2020
Episode 74: US election implications vs gig economy triumph...#WeAskWatson
In this episode, Jerry and I talk about the implications of an unclear presidential victory and where the gig economy is going from here following the California vote on employee vs contractor status.
14:47
November 5, 2020
Episode 73: Ant Group IPO postponement vs Deloitte expanding in law...#WeAskWatson
In this episode, Jerry and I talk about the implications of Ant Group’s abrupt IPO cancellation and why Deloitte is expanding its legal practice...
19:48
November 4, 2020
Episode 72: Ocado’s success vs the potential rise of automation...#WeAskWatson
In today’s episode, Jerry and I talk about near-term prospects for Ocado, how the coronavirus outbreak is likely to accelerate the adoption of automation in many industries and how this could impact jobs in the future
18:45
November 3, 2020