Commercial Awareness with Watson’s Daily business and financial news

In this episode, I ask the founder and CEO of AI company BotsForThat, Daniel Lawrence, what he makes of the DeepSeek news and what it means for AI now and in the future...

In this episode, Gabby and I talk about DeepSeek - its story so far, the impact on AI, thoughts around it and what the future holds...

In this episode, I discuss with Legal Liz why private credit is such a big deal and why it really matters to the financial industry!

In this episode, Ralph and I talk about crypto/memecoins and the latest dramatic developments for energy...

In this episode, Ralph and I look at three more themes to look out for in 2025...

In this episode, Ralph and I look at the themes we identified last year and whether they worked out as we predicted. We also talk about two themes for this year as well! Part two comes tomorrow!

In this episode, Legal Liz and I talk about why companies are leaving London for New York (or Frankfurt)...Legal Liz is a legal expert at a mystery investment bank 😁

Here's the first podcast of 2025! 2024 was a tricky year for me for various reasons, but the podcast is back again! Apologies for the absence. Anyway, in this episode, Charlie Morris, CIO of ByteTree Asset Management and I have a chat about bitcoin and gold. Do YOU think that both or either of these assets is moon-bound this year?? Please note that none of the content here constitutes advice!...

In this episode, Ralph and I talk about the latest in the US presidential race, why crypto may be a "store of value" and whether Australia's move to ban teenagers from social media is a good idea...

In this episode, I talk to experts Richard Neale and Vlad Botic about AI's effect on cybersecurity and Thoma Bravo's acquisition of Darktrace... For more info on Richard go here: Richard Neale, CEH, ISO LI | LinkedIn For more info on Vlad go here: Vlad Botic | LinkedIn

In this episode, I talk to Richard Neale, a cybersecurity expert, about what the deal is with CrowdStrike. There's a log of hysteria going on at the moment (understandably) so it's good to get an expert's perspective! You can find more out about Rich here: Richard Neale, CEH, ISO LI | LinkedIn

In this episode, Ralph and I talk about the CrowdStrike disaster and the sunglasses love-triangle between EssilorLuxottica, Meta and Supreme...

In this episode, Duncan and I talk about Richemont playing into the downbeat luxury trend and why Adidas is rebounding while Nike isn't...

In this episode, Duncan and I look at what's next for Hotel Chocolat and hopes about EVs providing a boost for car sales...

In this episode, Ralph and I talk about Trump getting shot, Macron's self-imposed disaster and what lies ahead for the new labour government.

In this episode, Alina and I talk about some rather concerning developments in the South China Sea and why VW's deal with Rivian could help both sides...

In this episode, Alina and I talk about the pros and cons of Shein's proposed IPO and why Frasers and THG getting together is a very clever idea...

In this episode, Alina and I talk about the US putting more tech restrictions on China and how the "Mission 2025" group is pushing back against the "greenlash"...

In this episode, Ralph and I revisit the themes we talked about at the beginning of this year (populism, near-shoring/deglobalisation, renewables/nuclear, AI profitability and corporate migration to the Middle East/India) and review developments until now.

In this episode, Duncan and I talk about why it doesn't feel like inflation is falling and how working at UK investment banks is getting VERY compelling (uncapped bonus, anyone??)...

In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses!

In this episode, Ralph and I react to the release of the prospectuses this week of the main parties and whether AI will kill creativity...

In this episode, Duncan and I talk about what Nike needs to do to get itself back on track and thoughts about high salaries of newly-qualified lawyers (in some law firms)!

In this episode, Ralph and I discuss the upcoming election, AI in the world of finance and the positive prospects for IPOs...

In this episode, Ralph and I talk about "good news" for the UK and prospects for the UK's IPO pipeline...