Peter Watson
Commercial Awareness with Watson’s Daily business and financial news
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.
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Episodes
Episode 433: a MASSIVE potential warehouse deal vs more chip shortages…#WeAskWatson 22.03.2022 17:07
In this episode, Duncan and I talk about Prologis’ interest in Blackstone’s warehouses and how chipmakers might face a shortage of chip making equipment for the next two years…
Episode 432: lab-grown meat vs pubs being defeated by leccie bills…#WeAskWatson 21.03.2022 22:17
In this episode, Duncan and I talk about the joys of lab-grown meat and how pubs and other businesses in the leisure industry could go bust because they can’t pay their bills…
Episode 431: China’s Covid woes, death of globalisation & alternative energy…#WatsonsWeeklyRoundup 20.03.2022 41:42
In this episode, Ralph and I talk about the effect another round of Covid is having on China, how globalisation might be reversed because of the current war in Ukraine and what the options are regarding the future of alternative energy…
Episode 430: P&O nightmare vs Japanese earthquake scuppering nuclear power plans…#WeAskWatson 18.03.2022 21:05
In this episode, Duncan and I talk about P&O’s shocking mass-sacking and how Japan’s big earthquake yesterday could have thrown a spanner in the works for PM Kishida’s plans for nuclear power…
Episode 429: high street turnaround vs massive insurance claims…#WeAskWatson 17.03.2022 18:28
In this episode, Duncan and I talk about the ongoing turnaround of the UK high street and the effect of the the massive insurance claims that will no doubt ensue from Russia’s invasion of Ukraine….
Episode 428: Intel’s European plans vs governments crossing red lines…#WeAskWatson 16.03.2022 20:03
In this episode, Duncan and I talk about Intel’s plans to expand semiconductor production in Europe and how governments are having to consider crossing environmental red lines…
Episode 427: Expensive potatoes vs Bayer’s sanctions…#WeAskWatson 15.03.2022 23:39
In this episode, Duncan and I talk about increasing potato prices being yet another rising price to be added the growing list that is squeezing household budgets AND how Bayer’s sanctions against Russia could prolong higher food prices…
Episode 426: M&S’s new partnership vs the NFT slump…#WeAskWatson 14.03.2022 19:25
In this episode, Duncan and I talk about Early Learning Centre at M&S and the current slump in NFTs.
Episode 425: Sanction consequences and a possible post-war future…#WatsonsWeeklyRoundup 11.03.2022 50:20
In this episode, Ralph and I talk about the consequences of current sanctions, how the free world might unentangle itself from Russia and what things could look like after the war is over…
Episode 424: Food price inflation vs $10bn of missing planes…#WeAskWatson 11.03.2022 19:30
In this episode, Apolloniya and I talk about food price inflation and why $10bn-worth of planes are stuck in Russia…
Episode 423: ESG challenges vs Stagecoach’s new offer…#WeAskWatson 10.03.2022 23:15
In this episode, Apolloniya and I talk about how ESG investment may change following developments in Russia/Ukraine and what the impact of Stagecoach’s new offer might be on the bus and coach industry
Episode 422: the ongoing exodus vs the nickel nightmare…#WeAskWatson 09.03.2022 21:23
In this episode, Apolloniya and I talk about what might happen after the Russian exodus and what the **** is going on with nickel at the moment…
Episode 421: commodity price rises vs EVs pricing out potential buyers…#WeAskWatson 08.03.2022 15:39
In this episode, Apolloniya and I talk about the impact of huge commodity price rises and whether most of us are getting priced out of buying EVs…
Episode 420: Law firms’ exodus vs TikTok role as a platform…#WeAskWatson 07.03.2022 20:32
In this episode, Apolloniya and I talk about what might happen in the longer term regarding the exodus of law firms (and other professional services companies) and how TikTok’s shortcomings have been amplified by Russia’s invasion of Ukraine…
Episode 419: Ralph and I discuss some of the week’s big topics in #WatsonsWeeklyRoundup 06.03.2022 34:10
In this episode, Ralph and I talk about three MASSIVE topics that sound boring but have huge effect. They are the effect of cutting Russia off from Lloyds of London, the effect of companies pulling out of Russia and the effect of potentially cutting Russia out of indexes like MSCI and FTSE.
Episode 418: Russian exodus vs oil/gas embargo…#WeAskWatson 04.03.2022 15:59
In this episode, Milena and I talk about the effect of the ongoing company exodus from Russia and whether an oil/gas embargo is actually possible as another sanction…
Episode 417: crypto loopholes vs Netflix in gaming…#WeAskWatson 03.03.2022 24:11
In this episode, Milena and I talk about oligarchs using crypto loopholes and why Netflix bought into gaming…
Episode 416: Lidl’s triumph and China’s potential role in peace…#WeAskWatson 02.03.2022 21:54
In this episode, Milena and I talk about UK supermarkets and how China might be the key to a resolution for Ukraine…
Episode 415: Professional service firms’ Russian business vs ESG problems re sin stocks…#WeAskWatson 01.03.2022 17:02
In this episode, Milena and I talk about the prospects for professional services firms’ Russian business going forward and how Russia’s actions may impact the ESG investment trend…
Episode 414: What the sanctions mean.#WeAskWatson 28.02.2022 19:38
In this episode, Milena and I talk about what the current sanctions mean…
Episode 413: Here’s our roundup of some of the week’s big stories…#WatsonsWeeklyRoundup 27.02.2022 1:01:49
In this episode, Ralph and I talk about some of the week’s major developments. This episode was recorded late on Friday 25th February.
Episode 412: Sanctions impact vs consumers spending on experiences…#WeAskWatson 25.02.2022 16:11
In this episode, Julia and I talk about the potential impact of sanctions on both Russia and Ukraine as well as what consumer trends may gain further traction this year…
Episode 411: Ukraine/Russia…#WeAskWatson 24.02.2022 22:13
In this episode, Julia and I discuss the invasion of Ukraine from a commercial and economic perspective.
Episode 410: Employers’ legal worries vs the Peloton scandal…#WeAskWatson 23.02.2022 18:06
In this episode, Julia and I talk about employers’ potential liabilities regarding the lifting of legal Covid restrictions tomorrow and the shocking revelation about Peloton.
Episode 409: Klarna rewards vs Big Bang regulation…WeAskWatson 22.02.2022 18:01
In this episode, Julia and I discuss the implications of Klarna’s new rewards programme and why the proposed Big Bang legislation could have a big impact!
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