Commercial Awareness with Watson’s Daily business and financial news

Peter Watson
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Apr 1, 2021 • 22min

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...
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Mar 31, 2021 • 17min

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...
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Mar 30, 2021 • 16min

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.
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Mar 29, 2021 • 18min

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.
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Mar 26, 2021 • 17min

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.
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Mar 25, 2021 • 21min

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.
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Mar 24, 2021 • 30min

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!
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Mar 24, 2021 • 20min

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.
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Mar 23, 2021 • 23min

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...
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Mar 22, 2021 • 16min

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...

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