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 261: EVs vs insuring natural disasters…#WeAskWatson 22.07.2021 13:10
In this episode, Will and I talk about how EV running costs are now lower than those of conventional cars. We also talk about the increasing costs of insuring natural disasters…
Episode 260: Gym IPOs vs smartphones in India…#WeAskWatson 21.07.2021 17:25
In this episode, Will and I talk about the prospects for gym IPOs and just how much upside there is for Google and Jio’s smartphone in India…
Episode 259: Robinhood’s IPO vs vaccine passports…#WeAskWatson 20.07.2021 22:02
In this episode, Olly and I talk about Robinhood’s flotation plans and the implications of vaccine passports…
Episode 258: WHAT is going on in cyber security at the moment?? A special edition…#WatsonsChats 19.07.2021 42:41
In this episode, I am joined by Richard Neale, co-founder of the RANt Group, to talk about cyber security. In our chat, we cover what’s going on in China, what issues companies are facing as more data goes onto the cloud and what the dark web is all about. Please join us for an interesting discussion!
Episode 257: Power storage vs Merkel vs the space race…#WeAskWatson 19.07.2021 21:31
In this episode, Olly and I talk about the importance of power storage, Merkel’s reaction to the catastrophic floods and the ridiculous nature of commercial space travel.
Episode 256: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup 18.07.2021 39:15
In this episode, Duncan and I talk through some of the week’s key events in the business and financial markets news. We look at more inflation pressure on both sides of the Atlantic, the ongoing Great Tech Clampdown of China, the consumer’s psyche and a busy week for US banks.
Episode 255: semiconductor turnaround vs cyber security…#WeAskWatson 16.07.2021 17:09
In this episode, Duncan and I talk about TSMC’s positive spin on the semiconductor situation and Norton’s “offer” for AVG (well, sort of)
Episode 254: Apple’s Klarna-killer vs China cyber security opportunities…#WeAskWatson 15.07.2021 18:25
In this episode, Duncan and I talk about Apple’s plans for Buy Now Pay Later and how China’s tech clampdown will help domestic cyber security companies…
Episode 253: Google’s fine vs returning to the office…#WeAskWatson 14.07.2021 19:27
In this episode, Duncan and I talk about the implications of Google’s fine by French regulators and the kerfuffle caused by the latest government guidelines about the return to the office.
Episode 252: Nordstrom/Asos vs the EV future…#WeAskWatson 13.07.2021 19:20
In this episode, Duncan and I talk about Asos’s latest move and why the UK needs to bring its supply chains nearer to home!
Episode 251: the ongoing Chinese tech clampdown vs landlord trends…#WeAskWatson 12.07.2021 20:04
In this episode, Duncan and I talk about what’s going on behind the current Chinese clampdown on domestic tech companies listing overseas. We also talk about how the world’s biggest landlord is shifting its property portfolio.
THE 250TH EPISODE!!! Deliveroo vs Harry Kane/Entain…#WeAskWatson 12.07.2021 18:46
In this episode, George and I discuss Deliveroo’s future and how Harry Kane’s performance might cause bookies a lot of pain (maybe this could be called Entain’s Kane Pain?!?).
Episode 249: coffee prices vs recovery in the travel industry 08.07.2021 19:19
In this episode, Ines and I talk about potential price rises in your daily cup of coffee as supply constraints hit - and we also talk how the travel industry is recovering from a horrible year…
Episode 248: death of the JEDI vs Covid-induced insurance problems…#WeAskWatson 07.07.2021 21:19
In this episode, Duncan and I talk about the Pentagon’s change of heart on its JEDI project and problems facing businesses post-Covid re getting insurance cover
Episode 247: The future of shopping malls vs the latest at Gymshark…#WeAskWatson 06.07.2021 19:38
In this episode, Duncan and I talk about the rise and (now) fall of malls as well as what the future holds for Ben Francis, co-founder and now CEO of Gymshark!
Episode 246: Just WHAT is John Lewis doing vs Fortress’ offer for Morrisons…#WeAskWatson 05.07.2021 23:33
In this episode, Duncan and I talk about how to get John Lewis out of its current rut as well as what the future could hold for Morrisons under Fortress…
Episode 245: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup 02.07.2021 33:20
In this episode, Duncan and I discuss the global minimum corporation tax agreement, delve into the mind of the consumer and the latest developments in cars!
Episode 244: Primark’s success vs AO World’s turnaround…#WeAskWatson 02.07.2021 20:46
In this episode, Julia and I talk about Primark’s bounce-back since lockdown restrictions relaxed as well as AO World’s turnaround and its plans for the future…
Episode 243: Chip shortage effects vs Robinhood’s $70m fine…#WeAskWatson 01.07.2021 20:37
In this episode, Julia and I talk about the ongoing effects of the semiconductor shortage and what might happen now that Robinhood got its wrist slapped for causing “widespread and significant” harm to its customers.
Episode 242: SpaceX’s internet plans vs the latest hurdle to hospitality’s recovery…#WeAskWatson 30.06.2021 14:01
In this episode, Julia and I talk about SpaceX’s plans for satellite internet and how hospitality’s recovery is being hampered by track and trace…
Episode 241: Tesla’s China problems vs Europe’s charging problems…#WeAskWatson 29.06.2021 15:46
In this episode, Julia and I talk about Tesla’s current difficulties in China as competition hots up as well as the disparity between charging networks across Europe…
Episode 240: Microsoft/Zoom vs US banks…#WeAskWatson 25.06.2021 23:32
In this episode, Leanne and I talk about Microsoft’s imminent assault on Zoom’s territory and why US banks are getting so excited about share buybacks and paying out dividends…
Episode 239: Doughnuts 🍩 vs gambling 🎰…#WeAskWatson 23.06.2021 15:33
In this episode, Leanne and I discuss the upcoming IPO of Krispy Kreme and what the opening of a new mega-casino in Las Vegas is going to do for the local economy…
Episode 238: dilution of WFH vs Revolut’s prospects 22.06.2021 19:06
In this episode, Leanne and I talk about who could benefit if more people return to the office than anticipated and how Revolut’s expansion could power a bright future for the challenger bank
Episode 237: post-Brexit labour shortages vs newly qual’d lawyers on $200k…#WeAskWatson 21.06.2021 23:33
In this episode, Leanne and I talk about the labour shortages in the UK made worse by Brexit and the current trend of US law firms paying newly qualified lawyers $200k to attract talent…
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