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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 a ...
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Commercial awareness news round-up for prospective and current UK-based corporate lawyers. (Cover art photo provided by Joel & Jasmin Førestbird)
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In this episode, Ralph and I talk about "good news" for the UK and prospects for the UK's IPO pipeline...
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In this episode, Duncan and I talk about the huge contrast between EV fortunes in Europe vs China and what a realistic future might look like for EVs…
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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…
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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…
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In this episode, Ralph and I talk about the potential death of the diamond industry and "the curse of 35"!
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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...
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Episode 877: AI risk assessment vs something that could transform investment banking…#WeAskWatson
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In this episode, Saaya and I talk about risk assessment in AI and the FCA considering a rule change that could transform investment banking…
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In this episode, Saaya and I talk about the North Sea drilling conundrum and the implications of China and Russia cosying up in the face of western sanctions…
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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…
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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…
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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…
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In this episode, Duncan and I talk about the commercial implications of the Baltimore Bridge crash and the FCA’s crackdown on “finfluencers”…
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In this episode, Duncan and I talk about a bottoming out of retail sales and why surge pricing isn’t a good idea for Merlin Entertainment! We had a few minor sound issues with this episode, but nothing disastrous! Just so you know, Duncan was not in a cave at the beginning of this recording 😂
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In this episode, Ralph and I talk about Reddit’s IPO and the “QuitTok” trend…
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In this episode, Megan and I talk about the potential impact of Hong Kong’s new, tighter security law and whether Unilever’s ditching of its ice cream business is a good idea…
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In this episode, Ralph and I talk about crypto developments and the potential fate of TikTok…
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In this week's episode, Ralph and I talk about alternative energy...
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In this episode, Christian and I talk about Nvidia’s strong performance and about the recent trend of consolidation in warehousing…
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In this episode, Christian and I talk about Barclays’ new plan and how industries are getting increasingly paranoid at being superseded by Chinese companies…
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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…
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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…
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In this episode, Ralph and I talk about hydrogen fuel cells, motor finance problems and the prospects for the UK's residential property market...
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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…
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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…
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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.
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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…
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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!
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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…
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In this episode, Ralph and I talk about AI and EVs and where they are in The Hype Cycle!
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In this episode, Duncan and I talk about Ferrari’s continued success and why Parisians want to triple parking charges for SUV owners…
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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)…
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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…
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In this episode, Duncan and I talk about the impact of proposed security law changes in Hong Kong and what needs to be done about council finances to stop them going bust!
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In this episode, Duncan and I talk about why Flutter wants to switch its primary listing to New York and why bosses are getting so nosey…
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Episode 849: Post Office woes, financial sector consolidation &Musk’s Swedish misadventure…#LegalLiz
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This is a new branch of the podcast where I discuss current themes with my friend Liz, who will give a more legal perspective. Apologies for the sound in places on my side - I sound a bit like a robot, but we get there 👍 We recorded this about a week-and-a-half ago…
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In this episode, Duncan and I talk about holiday trends and how X and Taylor Swift crossed paths this weekend…
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In this edition, Ralph and I talk about the effect that the Houthi rebels are having on global inflation and the diverging fortunes of the luxury sector...
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In this episode, Ralph and I talk about the themes I mention in this year's Watson's Yearly: populism/democracy, near-shoring, more deglobalisation, renewables, more targeted AI and the growth of the Middle East and India.
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This is an episode that I recorded before Christmas with Ralph where we had an interesting discussion about how AI can change the insurance industry. Ralph is an expert in insurance, so you should definitely give this a watch/listen!
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In this episode, Duncan and I talk about some good news for Trainline and potentially bad news for journalism…
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In this episode, Duncan and I talk about wage growth’s slowing momentum as well as how AI might be changing the insurance industry…
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In this episode, Duncan and I talk about businesses getting briefed by MI5 and how, on the one hand, you want Begbies Traynor to do well and why, on the other hand, you hope they don’t!
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In this episode, Ralph and I talk about Spotify's massive headcount reduction and what the company could do to grow its business in the future...APOLOGIES - the sound is a bit weird at the beginning for some reason but it gets better pretty soon 👍
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In today's episode, Ralph and I talk about positive uses for AI, what comes next for X after Elon Musk's outburst and how AI may affect the future of work (according to the government).
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In this episode, Duncan and I talk about PwC’s new AI chatbot and the prospects for Robinhood launching in the UK…
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In this episode, Duncan and I talk about the increasing popularity of secondhand marketplaces and why Barclays sacking clients isn’t all that shocking…
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Episode 837: Indian coal mining vs why the Bank of England’s forecasts are so rubbish…#WeAskWatson
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In this episode, Marta and I talk about India’s plans to increase coal mining activity and why the Bank of England has been so rubbish with its economic forecasts…
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In this week's episode, Ralph and I talk about the Autumn Statement and the shenanigans at OpenAI. Apologies that the sound isn't top notch for this episode.
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In this episode, Julia and I talk about what’s next for OpenAI and some thoughts on the Autumn Statement…
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In this episode, Julia and I talk about the latest decision on employees/contractors at Deliveroo and Binance’s money laundering founder…
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