Commercial Awareness with Watson’s Daily business and financial news

In this episode, Jamie and I talk about the near-term future for Netflix and why Primark insists on NOT selling online!

In this episode, Duncan and I talk about the CMA’s focus on Nvidia and what could happen if it isn’t allowed to buy Arm Holdings as well as Chinese carmaker efforts to bridge the gap with Tesla.

In this episode, Jamie and I talk about the COMMERCIAL implications of The Super League and why staff shortages in hospitality could signal big issues with the industry

In this episode, Jerry and I chat about what has proved to be a very eventful week in the world of markets, vaccines and business

In this episode, Duncan and I chat about AO World’s venture with Tesco, how supermarkets have seemed to had their adventures over the years and ended up focusing on the domestic market.

In this episode, Duncan and I chat about British Land (and how it seems to be doing noticeably better than Landsec) as well as LVMH’s success and whether the luxury momentum will just continue...

In this episode, Duncan and I chat about Jaguar Land Rover’s latest disappointment and how that might affect their future as well as today’s IPO of America’s biggest cryptocurrency exchange, Coinbase...

In this episode, Duncan and I talk about the potential effects of increasing privacy concerns regarding contact tracing and the possible trend of increasing vaccine prices...

In this episode, Duncan and I talk about the implications of Alibaba’s massive fine, what the logic (?) behind the Next/Homebase tie-up and Shell’s announcement on charging stations.

In this episode, I am joined by Ralph Hebgen once more, this time to discuss how to “be yourself” in the workplace. This is a follow on from yesterday’s podcast on “How to survive in a competitive working environment”. I will revert to the usual format of podcast on Monday April 12th, but I hope that you will find this useful in the meantime 👍

I’m “off” this week, so have decided to publish a short series of careers-related podcasts that will give you advice you probably won’t get from other “official” sources! I’m joined in this podcast by Ralph Hebgen (ex MD level research analyst at three investment banks) and Richard Hoskin (Founding partner of Elbrus Partners, a City Headhunting firm). My “normal” podcasts will be back from April 1...

In this episode, Amy and I talk about Apple supporting a potential disrupter in the music industry and Deliveroo’s less-than-stellar performance on its first day of trading on the LSE...

In this episode, Amy and I talk about Spotify’s purchase of Locker Room as part of its wider content strategy and whether Foxconn’s diversification into automotive platform assembly will actually work...

In this episode, Amy and I talk about the effect that influencers have in China and whether that will come over here in addition to the reasoning behind Cazoo heading over to the US for an IPO.

In this episode, Amy and I talk about how sudden takeaway drop-off could be avoided as lockdown lifts and we also discuss the future possibilities for what3words.

In this episode, Alisa and I chat about what’s behind the H&M/Nike backlash in China and why Legal & General said that it won’t be taking part in next week’s Deliveroo IPO.

In this episode, Alisa and I talk about John Lewis’ latest decision and whether it is turning into M&S in addition to considering the implications of the current Chinese authority crackdown on Ant Group.

In this episode, Watson’s Daily ambassador Gaby Kaza and I chat with Paul North, Director at Volteface, a drugs-focused think-tank. We exchange views on what the current situation is on legalisation in the UK and what would need to happen for the UK to emulate the US and Canada in terms of the availability of products containing CBD. We also speculate on what commercial and economic implications c...

In this episode, Alisa and I discuss the proliferation of NFTs as well as what the implications might be for Goldman Sachs following the recent “leaked” report from disgruntled analysts.

In this episode, Alisa and I talk about when Audi reckons it’ll be able to get EV and conventional car margins on a par and why travel shares are sliding...

In this episode, Alisa (along with Georgie!) and I talk about what’s going on re Europe and the vaccine as well as the potential thinking behind Sunak’s delay on implementing a digital services tax...

In this episode, Duncan and I talk about hopes following the Biden boost, the state of the consumer in the US and UK, the latest EV developments and some impressive individual bits of company news...

In this episode, Will and I discuss what’s going on in the alt-protein world and the impact of the government’s sudden cut of EV subsidies...

In this episode, Will and I talk about the ongoing implications of the Uber ruling in the Supreme Court and comment on the continued rise and rise of SPACs

In this episode, Will and I chat about the potential effects of American and British consumers suddenly spending their money as well as what lies ahead for Greggs after what has been a tough year...