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 a ...
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Commercial awareness news round-up for prospective and current UK-based corporate lawyers. (Cover art photo provided by Joel & Jasmin Førestbird)
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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 😁
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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…
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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...
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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 | LinkedInFor more info on Vlad go here: Vlad Botic | LinkedIn
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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
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In this episode, Ralph and I talk about the CrowdStrike disaster and the sunglasses love-triangle between EssilorLuxottica, Meta and Supreme...
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In this episode, Duncan and I talk about Richemont playing into the downbeat luxury trend and why Adidas is rebounding while Nike isn't...
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In this episode, Duncan and I look at what's next for Hotel Chocolat and hopes about EVs providing a boost for car sales...
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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.
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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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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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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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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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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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In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses!
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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...
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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)!
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In this episode, Ralph and I discuss the upcoming election, AI in the world of finance and the positive prospects for IPOs...
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In this episode, Ralph and I talk about "good news" for the UK and prospects for the UK's IPO pipeline...
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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…
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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…
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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…
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In this episode, Ralph and I talk about the potential death of the diamond industry and "the curse of 35"!
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In this episode, Ralph and I discuss Shell's threats to ditch its London listing and go stateside. We also chat about a more realistic future for EVs...
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Episode 877: AI risk assessment vs something that could transform investment banking…#WeAskWatson
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In this episode, Saaya and I talk about risk assessment in AI and the FCA considering a rule change that could transform investment banking…
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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…
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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…
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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…
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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…
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In this episode, Duncan and I talk about the commercial implications of the Baltimore Bridge crash and the FCA’s crackdown on “finfluencers”…
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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 😂
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In this episode, Ralph and I talk about Reddit’s IPO and the “QuitTok” trend…
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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…
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In this episode, Ralph and I talk about crypto developments and the potential fate of TikTok…
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In this week's episode, Ralph and I talk about alternative energy...
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In this episode, Christian and I talk about Nvidia’s strong performance and about the recent trend of consolidation in warehousing…
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In this episode, Christian and I talk about Barclays’ new plan and how industries are getting increasingly paranoid at being superseded by Chinese companies…
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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…
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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…
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In this episode, Ralph and I talk about hydrogen fuel cells, motor finance problems and the prospects for the UK's residential property market...
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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…
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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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In this episode, Ralph and I talk about ExxonMobil and its fixation on ESG investors as well as how global supply chains are changing to take into account potential geopolitical risks.
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In this episode, Duncan and I talk about TikTok’s effect on apparel retailers and whether Ford’s plan to focus on smaller EVs is actually a good thing…
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In this episode, Duncan and I talk about a major development in sports streaming and how Japanese convenience store operator Lawson is getting a new backer!
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In this episode, Duncan and I talk about the result of the vote on SUV parking charges in Paris (this COULD have big implications down the line!) and why Microsoft’s AI news idea SOUNDS good but may be tricky to pull off…
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In this episode, Ralph and I talk about AI and EVs and where they are in The Hype Cycle!
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In this episode, Duncan and I talk about Ferrari’s continued success and why Parisians want to triple parking charges for SUV owners…
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In this episode, LegalLiz and I talk about what it means when countries impose sanctions on a practical basis and the implications of Evergrande’s liquidation (and what it means when companies go bust)…
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In this episode, Duncan and I talk about Boohoo’s finance problems (and potentially whether it could become a target) as well as Temu trying to spend its way to beating Amazon in the US…
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