Commercial Awareness with Watson’s Daily business and financial news
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.
Episodes
Mentioned books
May 9, 2024 • 27min
Episode 882: Arm’s prospects vs IPO prospects for the London market…#WeAskWatson
In this episode, Duncan and I talk about how Arm could benefit properly from AI and why the London IPO drought could be over soon…
May 8, 2024 • 19min
Episode 880: Lab space to save Canary Wharf vs Wayve’s exciting potential…#WeAskWatson
In this episode, Duncan and I talk about whether lab space is the answer to the Canary Wharf exodus and the exciting prospects for Wayve…
Apr 28, 2024 • 43min
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"!
Apr 21, 2024 • 42min
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...
Apr 11, 2024 • 27min
Episode 877: AI risk assessment vs something that could transform investment banking…#WeAskWatson
Exploring risk assessment in AI and potential rule changes in investment banking. Importance of reliable evaluation methods for AI projects, funding solutions for AI risk assessment, and reversing investment research rules. Evolution of investment banking services post-crisis and impact of MiFID II on equity research teams
Apr 10, 2024 • 19min
Episode 876: North Sea drilling vs China and Russia cosying up…#WeAskWatson
This podcast discusses the North Sea drilling conundrum, China and Russia's alliance amidst Western sanctions, and the challenges faced by oil and gas companies in transitioning towards sustainability. It explores the geopolitical impacts of expanded trade and trade policy challenges, emphasizing the risks of energy shortages in the UK and the role of litigation in ensuring accountability.
Apr 9, 2024 • 26min
Episode 875: Ted Baker closures vs the “guncotton” problem…#WeAskWatson
In this episode, Saaya and I talk about Ted Baker closing stores and how European defence companies are warning about China’s dominance in the supply of a key ingredient in making ammo…
Apr 8, 2024 • 25min
Episode 874: Bankers in France vs the potential failure of EVS…#WeAskWatson
In this episode, Saaya and I talk about why investment banks are reluctant to boost their headcount in France and why I think that EV hype is waaaaay overdone and could be heading for failure…
Mar 28, 2024 • 23min
Episode 873: affordable Easter eggs vs a rise in M&A activity…#WeAskWatson
In this episode, Duncan and I talk about how rampant chocolate prices are going to filter through and how M&A activity is definitely showing signs of life…
Mar 27, 2024 • 24min
Episode 872: the Baltimore bridge vs the “finfluencer” crackdown…#WeAskWatson
In this episode, Duncan and I talk about the commercial implications of the Baltimore Bridge crash and the FCA’s crackdown on “finfluencers”…
