895 episodes
Commercial Awareness with Watson’s Daily business and financial news Peter Watson
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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 also does the occasional podcast on career-related matters an ex-headhunter.
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Episode 892: South China Sea vs VW buying into Rivian...#WeAskWatson
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...
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Episode 891: Shein's IPO vs Frasers/THG/BNPL...#WeAskWatson
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...
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Episode 890: More US tech restrictions vs Mission 2025...#WeAskWatson
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"...
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Episode 889: Review of 2024's themes so far with Peter & Ralph...
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.
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Episode 888: the haves vs the have-nots...#WeAskWatson
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??)...
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Episode 887: Nvidia vs Warehouse rooftop solar panels...#WeAskWatson
In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses!