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
Feb 22, 2024 • 24min
Episode 866: Nvidia’s triumph vs warehousing consolidation…#WeAskWatson
In this episode, Christian and I talk about Nvidia’s strong performance and about the recent trend of consolidation in warehousing…
Feb 21, 2024 • 28min
Episode 865: Barclays’ new plan vs resistance to the China influx…#WeAskWatson
In this episode, Christian and I talk about Barclays’ new plan and how industries are getting increasingly paranoid at being superseded by Chinese companies…
Feb 20, 2024 • 24min
Episode 864: mining job cuts vs motor financing dodginess…#WeAskWatson
In this episode, Christian and I talk about Anglo American’s big announcement and who is potentially most exposed to the outcome of the FCA’s latest investigation…
Feb 19, 2024 • 24min
Episode 863: Gaming slowdown vs potential pub shutdowns…#WeAskWatson
In this episode, Christian and I talk about a slowdown in gaming and increasing pressure on the government to cut VAT for the hospitality industry…
Feb 18, 2024 • 52min
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...
Feb 14, 2024 • 18min
Episode 861: Temu’s bid for glory vs Hong Kong’s ongoing demise…#WeAskWatson
In this episode, Hrutika and I talk about Temu’s bid to catch up with Shein and how Latham & Watkins’s latest move confirms the shift in how global companies are doing business in Hong Kong these days…
Feb 12, 2024 • 19min
Episode 860: employment visas vs my theory on the M&A turnaround…#WeAskWatson
In this episode, Hrutika and I talk about the race for visas and why I think there are early signs of an M&A turnaround…
Feb 12, 2024 • 40min
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.
Feb 8, 2024 • 21min
Episode 858: the TikTok fashion effect vs the danger of cheap EVs…#WeAskWatson
In this episode, Duncan and I talk about TikTok’s effect on apparel retailers and whether Ford’s plan to focus on smaller EVs is actually a good thing…
Feb 7, 2024 • 14min
Episode 857: Sports streaming vs Japanese convenience stores…#WeAskWatson
In this episode, Duncan and I talk about a major development in sports streaming and how Japanese convenience store operator Lawson is getting a new backer!
