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 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!
Feb 6, 2024 • 24min
Episode 856: the Parisian SUV vote vs Microsoft doing more AI…#WeAskWatson
In this episode, Duncan and I talk about the result of the vote on SUV parking charges in Paris (this COULD have big implications down the line!) and why Microsoft’s AI news idea SOUNDS good but may be tricky to pull off…
Feb 4, 2024 • 39min
Episode 855: Peter & Ralph's Weekly Chat - AI and EVs in The Hype Cycle
In this episode, Ralph and I talk about AI and EVs and where they are in The Hype Cycle!
Feb 2, 2024 • 22min
Episode 854: Ferrari roars vs the Parisian SUV vote…#WeAskWatson
In this episode, Duncan and I talk about Ferrari’s continued success and why Parisians want to triple parking charges for SUV owners…
Feb 1, 2024 • 30min
Episode 852: Red Sea sanctions and Evergrande’s nightmares…#LegalLiz
In this episode, LegalLiz and I talk about what it means when countries impose sanctions on a practical basis and the implications of Evergrande’s liquidation (and what it means when companies go bust)…
Feb 1, 2024 • 22min
Episode 853: Boohoo’s nightmares vs Temu taking on Amazon…#WeAskWatson
In this episode, Duncan and I talk about Boohoo’s finance problems (and potentially whether it could become a target) as well as Temu trying to spend its way to beating Amazon in the US…
