Claim OwnershipCommercial Awareness with Watson’s Daily business and financial news
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© Peter Watson
Description
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.
902 Episodes
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In this episode, Ines and I talk about the impact of Shell walking away from what could be a big project in the North Sea and what sort of impact the UK’s new listing rules might have.
In this episode, Duncan and I talk about the huge contrast between EV fortunes in Europe vs China and what a realistic future might look like for EVs…
In this episode, Duncan and I talk about how Arm could benefit properly from AI and why the London IPO drought could be over soon…
In this episode, Duncan and I talk about whether lab space is the answer to the Canary Wharf exodus and the exciting prospects for Wayve…
In this episode, Saaya and I talk about risk assessment in AI and the FCA considering a rule change that could transform investment banking…
In this episode, Saaya and I talk about the North Sea drilling conundrum and the implications of China and Russia cosying up in the face of western sanctions…
In this episode, Saaya and I talk about Ted Baker closing stores and how European defence companies are warning about China’s dominance in the supply of a key ingredient in making ammo…
In this episode, Saaya and I talk about why investment banks are reluctant to boost their headcount in France and why I think that EV hype is waaaaay overdone and could be heading for failure…
In this episode, Duncan and I talk about how rampant chocolate prices are going to filter through and how M&A activity is definitely showing signs of life…
In this episode, Duncan and I talk about the commercial implications of the Baltimore Bridge crash and the FCA’s crackdown on “finfluencers”…
In this episode, Duncan and I talk about a bottoming out of retail sales and why surge pricing isn’t a good idea for Merlin Entertainment! We had a few minor sound issues with this episode, but nothing disastrous! Just so you know, Duncan was not in a cave at the beginning of this recording 😂
In this episode, Ralph and I talk about Reddit’s IPO and the “QuitTok” trend…
In this episode, Megan and I talk about the potential impact of Hong Kong’s new, tighter security law and whether Unilever’s ditching of its ice cream business is a good idea…
In this episode, Ralph and I talk about crypto developments and the potential fate of TikTok…
In this episode, Christian and I talk about Nvidia’s strong performance and about the recent trend of consolidation in warehousing…
In this episode, Christian and I talk about Barclays’ new plan and how industries are getting increasingly paranoid at being superseded by Chinese companies…
In this episode, Christian and I talk about Anglo American’s big announcement and who is potentially most exposed to the outcome of the FCA’s latest investigation…
In this episode, Christian and I talk about a slowdown in gaming and increasing pressure on the government to cut VAT for the hospitality industry…
In this episode, Hrutika and I talk about Temu’s bid to catch up with Shein and how Latham & Watkins’s latest move confirms the shift in how global companies are doing business in Hong Kong these days…
In this episode, Hrutika and I talk about the race for visas and why I think there are early signs of an M&A turnaround…
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so what would be the solutions? not increasing pay of lower end workers to avoid interest rates to increase affecting the mortgages of people who make enough money to buy properties or else?