Commercial Awareness with Watson’s Daily business and financial news: Recent Episodes
Peter Watson
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.
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...
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, Ralph and I talk about the potential death of the diamond industry and "the curse of 35"!
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...
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, 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, Ralph and I talk about hydrogen fuel cells, motor finance problems and the prospects for the UK's residential property market...
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…
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.
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…
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!
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…
In this episode, Ralph and I talk about AI and EVs and where they are in The Hype Cycle!
In this episode, Duncan and I talk about Ferrari’s continued success and why Parisians want to triple parking charges for SUV owners…
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)…
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…
In this episode, Duncan and I talk about the impact of proposed security law changes in Hong Kong and what needs to be done about council finances to stop them going bust!
In this episode, Duncan and I talk about why Flutter wants to switch its primary listing to New York and why bosses are getting so nosey…
This is a new branch of the podcast where I discuss current themes with my friend Liz, who will give a more legal perspective. Apologies for the sound in places on my side - I sound a bit like a robot, but we get there 👍 We recorded this about a week-and-a-half ago…
In this episode, Duncan and I talk about holiday trends and how X and Taylor Swift crossed paths this weekend…
In this edition, Ralph and I talk about the effect that the Houthi rebels are having on global inflation and the diverging fortunes of the luxury sector...
In this episode, Ralph and I talk about the themes I mention in this year's Watson's Yearly: populism/democracy, near-shoring, more deglobalisation, renewables, more targeted AI and the growth of the Middle East and India.
This is an episode that I recorded before Christmas with Ralph where we had an interesting discussion about how AI can change the insurance industry. Ralph is an expert in insurance, so you should definitely give this a watch/listen!
In this episode, Duncan and I talk about some good news for Trainline and potentially bad news for journalism…
In this episode, Duncan and I talk about wage growth’s slowing momentum as well as how AI might be changing the insurance industry…
In this episode, Duncan and I talk about businesses getting briefed by MI5 and how, on the one hand, you want Begbies Traynor to do well and why, on the other hand, you hope they don’t!
In this episode, Ralph and I talk about Spotify's massive headcount reduction and what the company could do to grow its business in the future...APOLOGIES - the sound is a bit weird at the beginning for some reason but it gets better pretty soon 👍
In today's episode, Ralph and I talk about positive uses for AI, what comes next for X after Elon Musk's outburst and how AI may affect the future of work (according to the government).
In this episode, Duncan and I talk about PwC’s new AI chatbot and the prospects for Robinhood launching in the UK…
In this episode, Duncan and I talk about the increasing popularity of secondhand marketplaces and why Barclays sacking clients isn’t all that shocking…
In this episode, Marta and I talk about India’s plans to increase coal mining activity and why the Bank of England has been so rubbish with its economic forecasts…
In this week's episode, Ralph and I talk about the Autumn Statement and the shenanigans at OpenAI. Apologies that the sound isn't top notch for this episode.
In this episode, Julia and I talk about what’s next for OpenAI and some thoughts on the Autumn Statement…
In this episode, Julia and I talk about the latest decision on employees/contractors at Deliveroo and Binance’s money laundering founder…
In this episode, Julia and I talk about the latest on OpenAI and Fisker looking a bit shaky…
In this episode, Duncan and I talk about Halfords rejecting an offer and the leadership shenanigans going on at OpenAI! I’ve never seen anything like this before!
In this episode, Ralph and I discuss the drama at OpenAI, Hotel Chocolat going to Mars and real estate portfolio rebalancing between the West End, City and Canary Wharf...
In this episode, Ralph and I talk about the difference between the way that the Russia-Ukraine war and the Israel-Hamas war are being perceived and the "normalisation" of Aldi and Lidl.
In this episode, Duncan and I talk about Hotel Chocolat going to Mars and the prospects for GM’s Cruise given its recent problems…
In this episode, Duncan and I talk about the government offering higher subsidies to new offshore windfarms and how Ocado’s new client could open a whole new revenue stream…
In this episode, Duncan and I talk about what’s next for The Body Shop and why emphasis seems to be shifting from the City to the West End…
In this episode, Duncan and I talk about Sunak’s Cabinet reshuffle and why Diageo wants us all to drink tequila!
In this episode, Ralph and I talk about how to choose the right career FOR YOU!
We have a wide-ranging talk about practical ways to get on the right career path. I hope you find this useful! You can find more in his book using the details below.
About me:
Before I started writing Watson's Daily, I've been a stockbroker, headhunter and careers consultant and tested out a number of career paths (but not necessarily gone down all of them!). In one of the selections I went through, I even had a gun pointed to my head (and no, that wasn't for investment banking 🤣) and the longest single interview session I've been subject to was a 12 hour one at a well-known American investment bank! I've learned a lot and thought that my experiences could help you!
For more info about Ralph, please scroll down.
If you want to read about this in more depth, please check out Ralph's book here:
Mark Hebwood. Happiness Rules. London 2018. Get it on: amazon (paperback, kindle), apple i-books
Interview with Mark Hebwood: https://www.clays.co.uk/case-study-mark-hebwood/
Amazon link:
https://www.amazon.co.uk/Happiness-Rules-Mark-Hebwood/dp/099565090X/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1698322360&sr=8-1
About Ralph: Ralph Hebgen, writing as Mark Hebwood, has worked as a research analyst in the City of London for almost 20 years. In his first book, “Happiness Rules”, he turns his analytical mind to an examination of how we can build meaningful lives for ourselves. Readers have said that his study is a uniquely analytical yet very human approach to the question of happiness, that it is like a conversation with a friend, like Buddhism without the spirituality. Ralph holds qualifications in the humanities, business studies and actuarial mathematics. He is married and lives in London.
In this episode, Dimitrios and I talk about Nintendo’s plans for films and the UK government’s intentions to regulate ESG ratings agencies…
In this episode, Dimitrios and I talk about whether Japanese automakers should just ditch China to concentrate on other markets and how Watches of Switzerland plans to double sales and profits within five years…
In this episode, Dimitrios and I talk about Ryanair’s optimism and how WeWork went from being worth $47bn to under $50m…
In this episode, Dimitrios and I talk about Sunak’s plans for the North Sea and the new breed of AI chatbots…
In this episode, Ralph and I talk about UK interest rates remaining unchanged, takeaways from the Bletchley Park AI summit and the potential end of the luxury boom...
In this episode, Duncan and I talk about Amazon’s failure with apparel stores and some takeaways from the Bletchley Park AI summit…
In this episode, Duncan and I talk about why Microsoft should just buy OpenAI and how amazing Next is to weather the storms (quite literally!) in retail, particularly compared to rivals!
In this episode, Duncan and I talk about Toyota’s hefty US investment and the rising number of insolvencies in the UK…
In this episode, Duncan and I talk about the FCA getting involved in buy now, pay later as well as Meta’s decision to charge for Facebook and Instagram access…
In this episode Duncan and I talk about the fall in graduate recruitment and how the rise of luxury seems to have peaked out…
In this episode, Duncan and I talk about Unilever’s direction and how Goldman Sachs’s new business is likely to be very lucrative!
In this episode, Duncan and I talk about how Meta surprised on the upside and who the new players are going to be on the AI battlefield…
In this episode, Duncan and I talk about potential trends going into Christmas and whether the lifting of the bankers’ bonus cap is good or bad…
In this episode, Jerene and I talk about why the US is recovering faster than Europe and why Nokia is having to make drastic cost cuts…
In this episode, Jerene and I talk about how consumers are buying secondhand goods and whether Amazon’s plans for drone deliveries are realistic…
In this episode, Jerene and I talk about consolidation among Chinese EV makers and why Goldman Sachs is suffering at the moment…
In this episode, Jerene and I talk about headcount reduction at LinkedIn and the Disneyfication of Netflix…
In this episode, Duncan and I talk about Sunak’s latest rhetoric about autonomous vehicles and the fall in billable hours for law firms…
In this episode, Ralph and I talk about the Israel-Gaza conflict and takeaways from the Labour party conference...
In this episode, Jack and I talk about the latest clampdown on vaping, how non-alcoholic beer’s popularity is rising and whether the two things are related…
In this episode, Jack and I talk about UK house prices and the difficulties of recycling EVs…
In this episode, Jack and I talk about China’s latest real estate problem child and PepsiCo’s worries about weight-loss drugs…
In this episode, Jack and I talk about Metro Bank’s rescue and what’s going on with pubs and restaurants at the moment…
In this episode, Ralph and I talk about Rishi Sunak's rather eventful Conservative Party conference and what his plans are re HS2, smoking and A-levels...
In this episode, Adam and I talk about the risks of EV procrastination and why VinFast sounds like an absolute disaster…
In this episode, Adam and I talk about Sunak’s new “reforms” as outlined in yesterday’s Conservative Party conference and what they mean in practical terms…
In this episode, Adam and I talk about Netflix moving into merch a la Disney and new powers to stop bosses spying on you…
In this episode, Adam and I talk about how manufacturing is shifting to central and Eastern Europe and the pros and cons of 35 year mortgages…
In this episode, Ralph and I talk about about Sunak's quotas, private valuations and space insurance!
In this episode, Kate and I talk about the reasons behind the current private equity deal drought and how some leading lights in tech are putting their heads together to come up with a game-changing AI product…
In this episode, Kate and I talk about the increasing need for insurance in space and how Lululemon and Peloton have put past rivalries aside to work together…
In this episode, Kate and I talked about difficulties faced by first-time buyers and why Meta has paid landlord British Land a whopping £149m to get out of its lease!
In this episode, Duncan and I talk about the rather eventful week that Sunak has had - and its implications…
In this episode, Duncan and I talk about WhatsApp launching payments in India and why I think BYD won’t be successful in Japan…
In this episode, Duncan and I talk about the way forward for Disney and Sunak’s dramatic turnaround on climate commitments…
In this episode, Duncan and I talk about how the jobs market could adapt in an AI world and the pros and cons of Tesla having a gigafactory in Saudi Arabia…
In this episode, Duncan and I talk about the delicate situation Apple is in with China and how the success of Arm’s IPO last week could unlock the IPO floodgates!
In this episode, Ralph and I talk about UK recession fears, China's slowdown and the impact on businesses affected by China's dominance...
In this episode, Ondine and I talk about the potential knock-on risks of Apple’s problem in France and how Arm’s flotation success could open the IPO floodgates…
In this episode, Ondine and I talk about how WFH has impacted the workforce and why the EU’s potential push-back against Chinese EV makers could backfire…
In this episode, Ondine and I talk about China’s economic confidence and Stonegate’s experiment with dynamic beer pricing…
In this episode, Ondine and I talk about how AI may be involved in air traffic control and I give an explanation of how an IPO works from the inside and specifically what is going on with Arm’s upcoming IPO…
In this episode, Dimitrios and I talk about the impact of incoming European legislation on Big Tech and what I think WH Smith needs to do for better future growth…
In this episode, Dimitrios and I talk about the latest developments for onshore UK windfarms and how ghost kitchens are adapting to weakening demand for takeaways…
In this episode, Dimitrios and I talk about China’s breakthrough in chips and why I think that we need to put much more effort into the development of hydrogen fuel cells and synthetic fuels…
In this episode, Dimitrios and I talk about China’s dominance in EVs and the prospects for M&S…
In this episode, Giorgia and I talk about Tapestry and the luxury sector slowdown as well as BAE Systems’ major deal to go into space…
In this episode, Giorgia and I talk about the latest developments for Jamie Oliver and plans for a global AI gathering…
In this episode, Giorgia and I talked about China’s efforts to come up with anti-obesity drugs and whether the “gym office” is a viable proposition…
In this episode, Giorgia and I talk about how Saudi Arabia and the UAE have put in huge orders for advanced AI chips as well as how hot the AI jobs market is at the moment…
In this episode, Jack and I talk about what’s going on with Saudi Arabia and sport in addition to current wage trends…
In this episode, Ria and I talk about India’s imminent data protection law and how AI is becoming the next Cold War…
In this episode, Ria and I talk about Amazon taking books off its site that were written by AI but published under the name of a real author as well as how Tui is preparing for the effects of global warming…
In this episode, Ria and I talk about possible reaction to Zoom’s decision to force its workers back to the office and how ESG is getting the blame for lack of investment in British defence companies…
In this episode, Ria and I talk about the potential effects of Chinese authorities telling economists not to be so gloomy and how Apple is looking at getting AI into your phone!
In this episode, Ralph and I talk about the latest on interest rates, China technology and the lawsuits testing weight-loss drugs...
In this episode, Duncan and I talk about Apple’s results and whether we’re seeing an end of an era for PE firms…
In this episode, Duncan and I talk about what’s going on on the UK high street and how TV watching habits are changing advertising…
In this episode, Duncan and I talk about Meta’s soon-to-be-launched “persona” chatbots and Panasonic’s decision to ditch LCD panels and concentrate on EV batteries…
In this episode, Duncan and I talk about how El Niño’s repercussions will affect us all and why Pearson’s new updates could actually be a good thing for education…
In this episode, Duncan and I talk about interesting developments in commercial property…
In this episode, Ralph and I talk about the grain drain and the coming together of giants in AI...
In this episode, Duncan and I talk about the latest company to threaten to leave Canary Wharf and our reactions to Europe investigating Microsoft, which is being accused of behaving anti-competitively with its bundling of Teams…
In this episode, Jack and I talk about X’s new foray into ads and how TikTok is trying to diversify its revenues…
In this episode, Ralph and I talk about how research analysts do what they do and whether their jobs are threatened by AI! Learn from one of the best analysts I've ever worked with in my career in the City. This episode will give you a rare look into the world of investment banking research that you won't get anywhere else!
Ralph was a member of the top ranked insurance sector team at a financial specialist broker in the City and has been a recipient of the FT's World's Top Analyst Award.
In this episode, Ondine and I talk about Netflix’s decent performance and how Temu is taking on the giant Shein…
In this episode, Ondine and I talk about how regulators are behaving towards Big Tech these days and what they are trying to achieve as well as talking about how writers are trying to get fairly compensated in the world of AI and chatbots scraping data from the internet…
In this much-shorter-than-usual episode, Ralph and I talk about Toyota, hydrogen fuel cells and broader battery developments...
In this episode, Adam and I take a look at BP’s latest renewables deal and how a war for social media content is breaking out…
In this episode, Adam and I talk about ongoing property nightmares and how AI chatbots could be in danger of regurgitating their own content…
In this episode, Adam and I talk about Toyota’s hydrogen fuel cells and how Amazon is trying to wriggle out of obligations laid down in the forthcoming Digital Services Act legislation…
In this episode, Adam and I talk about a slowdown for Disney’s theme parks and why Hunt’n Bailey are asking for us not to be so “greedy”…
In this episode, Adam and I talk about the money that Saudi Arabia is putting into sport and how Shein is stretching its wings…
In this episode, Ralph and I talk about why interest rates are taking so long to calm inflation, China's retaliation on chips that created such a stir and Toyota's ground-breaking discovery on solid-state EV batteries that could change the whole landscape...
In this episode, Karina and I talk about how AI in recruitment might be about to change and how Chancellor Hunt could be on the verge of making a massive post-Brexit change to a law that had a huge effect on investment banks and investors…
In this episode, Karina and I talk about Authors taking OpenAI to court and Twitter-killer Threads actually gets launched…
In this episode, Karina and I talk about China’s latest response to sanctions and how Threads could be a major threat to Twitter…
In this episode, Karina and I talk about what UK consumers are spending their money on (and what they’re NOT spending their money on) and how some crypto miners are switching to AI…
In this episode, Sarah and I talk about the latest AI company to attract massive investment - Inflection AI - and a $3bn lawsuit that could become AI’s ultimate party-pooper…
In this episode, Sarah and I talk about some amazing AI developments in gaming and the nightmare that is Thames Water…
In this episode, Sarah and I talk about the future direction for Boots and why Zalando is taking on Europe…
In this episode, Sarah and I talk about how Canary Wharf might have to usher in a new era and how Aston Martin’s new deal with Lucid could consolidate its future…
In this episode, Sarah and I talk about why more law firms are setting up shop in Saudi Arabia and how the clampdown on due diligence companies in China will ultimately limit the inflow of foreign investment…
In this episode, Ralph and I did a much shorter than usual chat because I had to go and pick my son up from his school trip! We spoke about bid speculation surrounding Amazon potentially buying Ocado.
In this episode, Christina and I talk about a potential return to economic orthodoxy for Turkey in a shocking turn of events…
In this episode, Christina and I talk about Amazon getting into yet more trouble and where Halfords’ real prospects lie…#WeAskWatson
In this episode, Christina and I talk about the reasoning behind Frasers Group’s latest acquisitions and the latest panic in mortgages…
In this episode, Christina and I talk about Airbus’s incredible plane order from IndiGo and why the government paying our mortgages isn’t quite as good an idea as it sounds…
In this episode, Ralph and I talk about companies investing in China, the increasing ridiculousness of AI and the ongoing evolution of ESG.
In this episode, Marta and I talk about how ESG classifications rank tobacco companies above Tesla and why I was so surprised to see Odey being broken up…
In this episode, Marta and I talk about new AI regulations that are being debated in Europe at the moment and what the implications may be of music publishers taking on Twitter…
In this episode, Marta and I talk about the Nikkei hitting historic levels and how AI craziness is reaching new heights…
In this episode, Marta and I talk about the latest developments with the Microsoft/Activision Blizzard acquisition and how management consultants are suffering at the moment…
In this episode, Marta and I talk about the difficulties in getting everyone to agree on global AI parameters and how those who are heading for remortgages in the next year or so could be in a lot of pain…
In this episode, Ralph and I talk about El Nino, the evolution of AI in the UK, US and EU and reaction to the Apple Vision Pro.
In this episode, Lacie and I talk about how Signet is suffering from poorer engagement ring sales and what might happen to the Odey Asset Management hedge fund given the allegations its founder is facing…
In this episode, Lacie and I talk about Inditex’s success vs its rivals and possible repercussions of a greenwashing clampdown…
In this episode, Lacie and I talk about what’s happening in the office property market and how the Saudis are now taking over another sport - golf…
In this episode, Lacie and I talk about the effect AI could have on Hollywood and the possibilities that Apple’s latest gadget presents…
In this episode, Lacie and I talk about mortgage payment periods getting longer and whether mental health apps are actually any good…
In this episode, Ralph and I talk about changing inflation, bitcoin (and why it might be going up) and how fusion could change the balance of the world!
APOLOGIES - this is the episode I meant to upload for last week!
In this episode, Ralph and I talk about GDP trends, semiconductors in China and the proposed mega-merger of Allen & Overy and Shearman & Sterling.
In this episode, Duncan and I talk about falling used EV prices and how AI is being used by VCs, PE firms and accountants to screen potential investments…
In this episode, Jack and I talk about Nvidia hitting $1tn market cap and the flight of China’s first domestically-made commercial jet (and what it might mean for Boeing and Airbus)…
In this episode, Jack and I talk about the slowdown in UK food price inflation and Erdogan winning another term as Turkey’s leader…
In this episode, Yvonne and I talk about AI regulation and whether the luxury goods sector is pausing for breath or taking a reality check…
In this episode, Yvonne and I talk about potential good news for EV batteries in the UK and how M&S seems to be turning things around…
In this episode, Yvonne and I talk about interesting new formats for hotels and SSP (the owner of Upper Crust and Caffe Ritazza) as a winner of rising numbers of commuters and travellers…
In this episode, Yvonne and I talk about the UK government selling down its stake in NatWest and how South Korea ignored Biden’s please not to help the Chinese if they banned Micron…
In this episode, Yvonne and I talk about the latest fine slapped on Meta Platforms and the historic merger between Allen & Overy…
In this episode, Giorgia and I talk about BT making big cuts and whether Geely’s just biding its time before making an approach to buy Aston Martin…
In this episode, Giorgia and I talk about JD Sport’s current state and what the implications may be of Montana just banning TikTok…
In this episode, Giorgia and I talk about Boohoo.com’s challenges and the need for AI to get regulated asap…
In this episode, Giorgia and I talk about Vice Media’s downfall and the implications of the Europeans approving the Microsoft/Activision Blizzard deal (despite the CMA rejecting it recently)…
In this episode, Giorgia and I talk about the implications of using AI for voice and music as well as the reasons behind alt-protein’s downfall…
In this episode, Ralph and I talk about very exciting developments in nuclear fusion, the comeback of the 100% mortgage and the ongoing problem of returns for apparel retailers...
In this episode, Lewis and I talk about what Adidas is doing about its stock of Yeezys as well as implications of the new European law on AI…
In this episode, Lewis and I talk about Uber becoming the go-to travel super-app vs Ryanair taking on the EU and winning…
In this episode, Lewis and I talk about Ryanair committing to buy $40bn-worth of planes and I rant about why I think John Lewis needs to get rid of its chairman…
In this episode, Lewis and I talk about the return of 100% mortgages after a 15 year gap and how Big Tech will probably get bigger thanks to AI!
In this episode, Ralph and I talk about the ongoing banking crisis (will it ever end?!?) and the steps being made towards regulating AI.
In this episode, Christabel and I talk about how Chinese marques are hitting the spot in the domestic car market and how Chinese companies are moving their HQs…
In this episode, Christabel and I talk about the FTC’s latest assault on Meta and how Apple is progressing in India…
In this episode, Christabel and I talk about the effect of using AI photos in journalism and how Hindenburg Research’s next target is going to squirm…
In this episode, Christabel and I talk about how some employers are noticing skills gaps among those affected most by lockdown and how Apple is causing fear among car makers…
In this episode, Duncan and I talk about Meta’s progress in AI and Eli Lilly’s potential new blockbuster drug!
In this episode, Duncan and I talk about more restrictions in online gambling and the implications of the CMA rejecting Microsoft’s proposed takeover of Activision Blizzard…
In this episode, Duncan and I talk about Primark’s success and how the automotive landscape is likely to change in the next few years.
In this episode, Duncan and I talk about how AI can be used to enhance our lives and how Adidas is trying to turn things around in China…
In this episode, Duncan and I talk about the FDA approving lab-grown chicken and ex-Bank of England chief economist Andy Haldane predicting a halving in inflation within six months…
In this episode, Ralph and I talk about how Apple is going one further than Twitter's aspirations to become "an everything app" - it is becoming "the everything COMPANY"!
In this episode, Ralph and I talk about AI regulation, Twitter's new direction and crypto developments
In this episode, Duncan and I talk about Biden’s plans for EVs and why SoftBank is selling off some key assets…
In this episode, Duncan and I talk about HSBC’s potential bargain and the building momentum of AI guidance…
In this episode, Duncan and I talk about Apple growing in India and the potential end of the SPAC era…
In this episode, Duncan and I talk about how Microsoft and Amazon’s cloud dominance has attracted attention and the emergence of Europe’s first defence ETF…
In this episode, Duncan and I talk about a new battery venture involving Stellantis, BMW and Panasonic and why L’Oreal bought Aesop…
In this episode, Duncan and I talk about the reasons behind OPEC cutting production and why education needs to change because of AI…
In this episode, Duncan and I talk about the ongoing repercussions of UBS/Credit Suisse as well as what could possibly be the beginning of the end for e-scooters
In this episode, Ralph and I talk about Britain's entry to the CPTPP, the 2035 petrol car deadline, latest thoughts on the "Meh"-taverse and AI.
In this episode, Ralph and I talk about banking dramas, bitcoin's stellar performance, Hindenburg's report on Block (used to be known as Square) and TikTok under pressure...
In this episode, Agata and I talk about more developments in the TikTok drama and Hindenburg Research’s latest target - Block (which used to be known as Square)…
In this episode, Agata and I talk about TikTok’s nightmares and new potential for Superdry in Asia…
In this episode, Agata and I talk about the bitcoin boom and why the EC is bending over backwards to accommodate Germany on e-fuels for cars…
In this episode, Agata and I talk about more house price rises despite everything and the latest in the whole banking drama…
In this episode, Agata and I chat about what needs to be done to control AI and UBS’s decision over the weekend to buy Credit Suisse…
In this episode, Ralph and I talk about the UK Budget, the banking nightmare and the latest developments and musings on AI...
In this episode, Gaby and I talk about Microsoft’s latest foray in AI and how the big US banks got together to save a smaller player…
In this episode, Gaby and I talk about the Budget and how Credit Suisse caused so much panic yesterday…
In this description, Gaby and I talk about a great step forward for Celadon and Binance’s latest nightmare…
In this episode, Gaby and I talk about the potentially huge court case involving aeroplane leasing companies and insurers in addition to Rivian potentially breaking free from its exclusive deal with Amazon…
In this episode, Gaby and I talk about what happened with SVB, what’s happening now and what the repercussions are…
In this episode, Ralph and I give advice to Joe Biden and chat about the monetisation of AI and the possible banning of TikTok.
In this episode, Agne and I talk about how Apple and Foxconn are progressing with plans to produce more in India and how Macao’s gambling scene is recovering…
In this episode, Agne and I talk about Germany refusing to play along with Europe and how VW is playing hardball with Europe on subsidies…
In this episode, Agne and I talk about whether the CMA is being particularly awkward and whether the strings attached to getting money from the Chips Act are too onerous…
In this episode, Duncan and I talk about more Tesla discounts and how lawyers could make a fortune with AI…
In this episode, Duncan and I talk about how to get John Lewis out of its current rut and whether US tech IPOs are overrated…
In this episode, Ralph and I talk about ESG shenanigans, a solution to Northern Ireland and hydrogen-powered BMWs
In this episode, Ines and I talk about new tech and how the “allies” are taking on Russia sanctions-busters!
In this episode, Ines and I talk about new mortgages for older people in China and the vulnerabilities of and resistance to ESG investing…
In this episode, Ines and I talk about M&S’s new customer offering and how Meta is managing to stage a recovery in advertising…
In this episode, Ines and I talk about the raging debate on green investment incentives in the US that are frustrating the EU and UK as well as what might be the beginning of the end for TikTok…
In this episode, Ines and I talk about robot lawyers helping with contracts and whether AI-generated artwork should be protected by patent…
In this episode, Ralph and I talk about the latest developments in Ukraine, the Great British Salad Shortage and thoughts on the metaverse...
In this episode, Lacie and I talk about China’s self-styled role as potential peacemaker in Ukraine and what WPP’s AI-powered success means…
In this episode, Lacie and I talk about the Japanese PM’s new plan on how to address the tricky problem of Japan’s falling birth rate…
In this episode, Lacie and I talk about why it’s important to keep pushing with hydrogen power and how Apple is beating Android…
In this episode, Lacie and I talk about Morrisons paltry discounts and why China is dividing tech…
In this episode, Lacie and I talk about what’s going on with ESG credentials and why no-one wants to buy property on the metaverse…
In this episode, Duncan and I talk about how AI is currently far from perfect and why we aren’t talking that much these days about the metaverse…
In this episode, Duncan and I talk about Elon Musk putting a time limit on his time as Twitter’s chief and how chatbots aren’t quite ready to take over the world (but they’re pretty good!)…
In this episode, Duncan and I talk about the EU’s new targets for EVs and how SoftBank has REALLY come to depend on Arm and the success of its much-anticipated IPO…
In this episode, Duncan and I talk about the FCA overseeing the BNPL sector and Andy Jassy’s decision to double-down on physical stores…
In this episode, Duncan and I talk about employers tracking your moves and how Meta might be better off concentrating on building the metaverse rather than the hardware that gives people access to it…
In this episode, Ralph and I talk about Google, AI and how it will change things like search and celebrity...
In this episode, Duncan and I talk about Adidas’ Yeezy problems and Hermes showing who’d boss in NFTs…
In this episode, Julia and I talk about the consequences of Google’s mistake and whether the NASDAQ will attract more Chinese tech companies again…
In this episode, Julia and I talk about the latest lawsuit between Lidl and Tesco and how BP is doubling down on oil and gas production and putting renewables on the back-burner for a bit…
In this episode, Duncan and I talk about Tyson Foods’ challenges and how AI could change search and digital advertising forever…
In this episode, Julia and I talk about the possibility of Britcoin and the longer-term prospects for UK house prices…
In this episode, Ralph and I talk about the big week we've had with interest rates, AI and podcasting...
In this episode, Apple has a tricky time while Peel Hunt gives retail investors a chance at the big time…
In this episode, Mary and I talk about Shell facing damages claims and how Shorts is taking on TikTok…
In this episode, Mary and I talk about job losses at Arrival and whether Tesla sparked an EV price war when it lowered its prices…
In this episode, Jordan and I talk about trends in luxury and booze as well as what BuzzFeed’s use of ChatGPT could mean for content creators…
In this episode, Jordan and I talk about the Greek scandal that’s coming to a head this week and whether Apple can dent Google’s supremacy!
In this episode, Jordan and I talk about challenges in the UK property market and whether Elliott Management has bitten off more than it can chew in Japan…
In this episode, Jordan and I talk about job cuts at Spotify and the immediate future for Japanese convenience stores…
In this episode, Yasmine and I talk about the impact of Tesla’s price cuts and whether Japan’s 40% wage hike will actually make a difference…
In this episode, Ralph and I talk about the potential for plastics litigation and the implications of ChatGPT and possible issues...
In this episode, Yasmine and I consider the implications of the tech layoffs and the future impact of AI…
In this episode, Yasmine and I talk about Didi’s new challenger and whether plastics litigation could be the next tobacco/opioid litigation…
In this episode, Yasmine and I talk about Goldman Sach’s woes and whether now is a good time to buy property…
In this episode, Yasmine and I talk about TikTok’s problems in the US and Microsoft’s big potential investment in ChatGPT…
In this episode, Ralph and I talk about the likelihood of China invading Taiwan in the short term, UK supermarkets' overall successful Christmas and the knock-on effects of a lack of dealflow on investment banking and other industries.
In this episode, Marianna and I talk about ASOS disappointment and what could be in store over the short term in UK retailing…
In this episode, Marianna and I talk about Barratt Developments and its cautious take on the property market as well as why JD Sports has done so well from Gen Z-ers…
In this episode, Marianna and I talk about Byron Burger’s latest attempt at survival and the implications of Goldman Sachs’s overhaul…
In this episode, Marianna and I talk about Lidl’s ongoing triumphs and why warehousing still has attractions…
In this episode, Marianna and I talk about Vanguard’s success and Apple’s expansion in India…
In this episode, Ralph and I talk about automation, energy, supply chains, Big Tech regulation and ESG as themes to watch out for in 2023.
In this episode, Hamsi and I talk about how she got to the final of the UK’s most prestigious commercial awareness competition and what YOU can do to improve YOUR understanding of business and financial markets news!
In this episode, Jordan and I talk about central banks’ interest rate hikes and the problems China is having with US sanctions…
In this episode, Jordan and I talk about rising insolvencies and whether the government could actually give public sector workers an inflation-linked pay rise (and what would happen if it did)…
In this episode, Jordan and I talk about the latest FTX/bitcoin drama and when EV demand is going to ACTUALLY pick up…
In this episode, Yasmine and I talk about the implications of Microsoft’s agreement with Nintendo and why Moonpig’s future might not be so bad
In this episode, Yasmine and I talk about the EU’s victory over Amazon and China as a rising power in electric vehicles and battery manufacturing…
In this episode, Yasmine and I talk about rising prices and whether TikTok will pull in the ad dollars…
In this episode, Yasmine and I talk about the EU response to tempting US subsidies and whether Big Bang 2.0 legislation will be all that impressive…
In this episode, Lacie and I talk about how white-collar workers are losing their jobs and how EVs won’t actually be cheaper to own than petrol-powered cars…
In this episode, Lacie and I talk about Starlink’s win over OneWeb and Chinese companies drifting over to Singapore to future-proof themselves…
In this episode, Lacie and I talk about the High Court decision regarding the tracing of stolen crypto assets and Twitter abandoning its misinformation policy….
In this episode, Lacie and I talk about the government’s windpower U-turn and whether the Musk/Apple tussle is just noise…
In this episode, Lacie and I talk about the imminent demise of free newspapers and what’s likely to happen in China following the weekend protests against draconian Covid lockdowns…
In this episode, Yasmine and I talk about the ongoing impact on Apple of Foxconn’s issues and what Binance is trying to do with its crypto recovery fund…
In this episode, Yasmine and I talk about online retailers losing momentum and whether Halfords and easyJet’s campaigns to employ older people is just a short term thing or the beginning of a longer term trend…
In this episode, Yasmine and I talk about current ESG shenanigans and whether the SocGen/AllianceBernstein combo is a good one…
In this episode, Yasmine and I talk about the future of Twitter and how British catering giant Compass might fare in the expected recession…
In this episode, Yasmine and I talk about what ad revenue falls mean and the possibility of a Sony-Honda car…
In this episode, Ralph and I reflect on the impact of the Autumn Statement and FTX's collapse...
In this episode, Agne and I talk about the good, the bad and the ugly in yesterday’s Autumn Statement…
In this episode, Agne and I talk about the issues facing British farmers and the effect that relaxing Covid restrictions in China would have on the global economy…
In this episode, Agne and I talk about an amazing development for Germany that will help enormously in the current energy crisis and we also try to solve the problem of how to ACTUALLY tax wealthy people who don’t appear to be affected by the cost-of-living crisis at the moment…
In this episode, Agne and I talk about the repercussions that the FTX collapse will have on fintechs like Klarna as well as the possibility that the vegan bubble has burst with gloomy outlooks from Oatly (and Beyond Meat)…
In this episode, Agne and I talk about the imminent Autumn Statement and whether Gieves and Hawkes is a good fit for Mike Ashley…
In this episode, Daphne and I talk about how Ralph Lauren is the latest luxury brand to do well and whether Gap being available on Amazon is a good thing or not…
In this episode, Daphne and I talk about TikTok’s caution and the potential failure of FTX as Binance walks away…#WeAskWatson
In this video, Daphne and I talk about how middle managers in America are facing uncertainty (something that I can see happening over here) and Binance buying rival FTX…
In this episode, Duncan and I talk about Ryanair’s solid performance and whether Foxconn buying more into Lordstown is a good idea…
In this episode, Daphne and I talk about tough times at Meta and questionable developments at Arrival…
In this episode, Duncan and I talk about the latest dramatic goings-on at Twitter and how Saudi Arabia’s Ceer could emerge as a proper EV player…
In this episode, Duncan and I talk about whether Shein copycats can prosper and when the global slowdown might end…
In this episode, Duncan and I talk about peak WFH and whether consumers will surprise everyone by spending more money going into the end of the year…
In this episode, Duncan and I talk about Britishvolt’s downfall and what may lie in store for Twitter…
In this episode, I’m flying solo as we had some technical difficulties! Anyway, I’m talking about why Meta is unlikely to change its course towards the meta verse despite investor pressure…
In this episode, Michael and I talk about TikTok’s plans to get into gaming and the prospects for Big Tech after this largely shocking week for the whole industry…
In this episode, Michael and I talk about Sunak’s decision revert to an anti-fracking stance and whether advertising spend has peaked…
In this episode, Michael and I talk about the prospects for tech and the long-term viability of having celeb endorsements…
In this episode, Michael and I talk about the FCA’s interest in Big Tech and their forays into fintech as well as the current state of corporate UK given the deluge of profit warnings we are seeing…
In this episode, Michael and I talk about the current state of consumer and corporate confidence as well as the logic behind Frasers Group buying into ASOS…
In this episode, Ralph and I talk about what happens now Truss is gone, windfall (and other) taxes and why the UK's EV industry looks like it's dying before it even got a chance...
In this episode, Kaushalya and I talk about Amazon’s latest move and Uber’s new initiative…
In this episode, Kaushalya and I talk about Foxconn’s automotive plans and why the CMA should shout about its win against Meta Platforms…
In this episode, Kaushalya and I talk about Germany’s nuclear decision and where Big Tech is going from here…
In this episode, Kaushalya and I talk about what just happened with the mini-Budget and the downfall of Britishvolt…
In this episode, Hamsi and I talk about the problems being faced by the wind generation industry and how increasingly desperate Britishvolt is looking…
In this episode, Hamsi and I talk about Netflix’s operations in the UK and whether rapid food delivery is dying…
In this episode, Hamsi and I talk about the investor exodus from property funds and whether the crypto winter is thawing…
In this episode, Ralph and I talk about early signs of inflation momentum slowing down and the spectacular U-turns that were made this week by Kwasi Kwarteng, Liz Truss and Elon Musk...
In this episode, Agne and I talk about BP’s latest push in renewables and how the current slowdown in chip momentum shouldn’t be too much of a problem…
In this episode, Agne and I talk about how OPEC+ has ignored US protestations about oil production and Musk’s pursuit of a ‘super app’
In this episode, Agne and I talk about the standardisation of chargers and why Greggs was able to succeed in a difficult market…
In this episode, Agne and I talk about Kim K’s fine for plugging crypto on her IG for money (although she didn’t ADMIT to doing so) and how the UK film industry might benefit from a weak pound…
In this episode, Agne and I talk about Kwarteng’s u-turn and how TikTok is introducing livestream selling in America…
In this roundup, Ralph and I talk about why the Bank of England intervened, whether Porsche's IPO was a success and what the UK government should do now, bearing in mind the carnage that the Truss-Kwarteng plan caused.
In this episode, Michael and I talk about the ongoing mortgage madness and why artists are cancelling live concerts more frequently…
In this episode, Michael and I talk about the current movements (or lack thereof) in M&A and IPOs and why I think FSRUs are so compelling…
In this episode, Michael and I talk about Zepeto’s ambitions in the metaverse and Nio’s potential to change conventional battery wisdom…
In this special edition, I talk with Jake Schogger of the Commercial Law Academy about commercial awareness, what it is and how to develop it as a skill that will help you throughout your career.
In this episode, Michael and I talk about Germany’s economic woes and the possibilities opening up for Apple in India…
In this episode, Michael and I talk about the current state of the property ladder and reaction to Friday’s mini-budget announcement…
In this episode, Daphne and I talk about which pandemic trends are likely to continue (or not continue) and why in the current economic climate…
In this episode, Daphne and I talk about BYD’s entry to the UK car market and how the Big Four should respond to the ongoing threat of Aldi and Lidl…
In this episode, Daphne and I talk about the implications of Deloitte’s hiring spree and the prospects of the BeReal social media app…
In this episode, Daphne and I talk about Brussels’ power-grab and why I don’t think the four-day week will work…
In this roundup, Ralph and I talk about India, the Queen, the potential demise of BNPL and removal of the bonus cap...
In this episode, Lacie and I talk about Shein’s US expansion plans and the potential death of Buy Now Pay Later as the US Consumer Financial Protection Bureau cracks down on this whole area…
In this episode, Lacie and I talk about how Zara’s owner announced strong results and the implications of a removal of the bankers’ bonus cap…
In this episode, Lacie and I talk about the latest goings-on with Amazon and unions as well as Aldi’s historic moment…
In this episode, Lacie and I talk about the future of Working From Home and how Instagram is falling way behind TikTok…
In this episode, Lacie and I talk about agricultural challenges and why it’s looking tricky for mass EV adoption…#WeAskWatson
This week, Ralph and I talk about Brussels pushing for more powers, VW's intentions to do a Porsche IPO, Liz Truss's energy plan and why JP Morgan's decision to locate more operations to the UK is interesting...
In this episode, Duncan and I talk about the new Rivian/Mercedes venture and whether a new drug is going to prompt the beginning of the end for Botox…
In this episode, Duncan and I talk about John Lewis’s new focus and whether Revolut’s actions will become more common…
In this episode, Duncan and I talk about real wage shrinkage and why EY is considering splitting its audit and advisory businesses - and I sing you a little song as well 🤣…
In this episode, Duncan and I talk about the forthcoming Porsche IPO and what PM Liz Truss needs to do…
In this episode, Duncan and I talk about how Germany is reacting to higher energy prices and why Klarna could be a juicy takeover target…
Ralph and I are back again to discuss some of the key developments in the week's business and financial markets news. In this episode, we talk about energy prices, emerging trends prompted by higher prices and the issues the incoming PM will be facing...
In this special edition of the podcast, Ralph and I talk about what we think will happen in the final quarter of 2022 in world politics, economics and energy policy. NB we'll be taking a break from podcasts for the next two weeks, returning on Tuesday 30th August. See you then!
In this episode, Duncan and I talk about Britishvolt’s challenges and the nightmare that could be facing GSK… THIS IS LIKELY TO BE OUR LAST PODCAST UNTIL AUGUST 30TH, WHEN WE WILL START AGAIN 👍 There’s a lot going on at Watson’s Daily behind the scenes (the fruits of which you will see soon!) and I also wanted to give my team a bit of a rest! See you again soon!
In this episode, Duncan and I talk about the impact of Musk selling another slug of Tesla shares and future prospects for the semiconductor industry…
In this episode, Duncan and I talk about the future of flying taxis and whether investment bankers will be in for a tricky final quarter…
In this episode, Duncan and I talk about whether Wagestream is a good idea or not and how bad harvests are probably going to lead to veggie shortages and price rises…
We're back again! Ralph had an op, I went away for a long weekend - but we've returned! This week we're talking about energy conservation and cost-cutting...
In this episode, Duncan and I talk about Next’s confidence going into the end of the year and WeWork’s bounce back to pre-pandemic occupancy levels…
In this episode, Duncan and I talk about Nationwide’s change of focus and how the US is making chip companies consider their relationships with China…
In this episode, Duncan and I talk about Purplebricks’ failure and prospects as well as what’s going to happen now that the DIY boom appears to have ended…
In this episode, Duncan and I talk about JD Sports’s future and that of Pearson, who is trying to transition from analogue to digital…
In this episode, Duncan and I talk about whether big lawyer salaries are sustainable and whether the increasing number of London escapees implies a property bubble…
In this episode, Apolloniya and I talk about why Jack Ma’s withdrawal from Ant Group could help get it closer to flotation and what Twitter could do to pick itself up once the Musk case ends…
In this episode, Apolloniya and I talk about some proposed changes to the law on Bitcoin and why Spotify managed to buck the Netflix trend…
In this episode, Apolloniya and I talk about where Alibaba went wrong in America and why rich people may get taxed more…
In this episode, Apolloniya and I talk about the imminent demise of British chip shops and how WH Smith is managing to make a splash in the US…
In this episode, Will and I talk about the impact of the ECB hike in interest rates as well as reaction to Amazon’s deepening involvement with healthcare…
In this episode, Will and I talk about some shocking facts about malls and why IG and TikTok should not be your primary news sources!
In this episode, Will and I talk about Netflix’s current weakness and Glassdoor’s fatal flaw.
In this episode, Will and I talk about more shocking interest rate rises and Europe’s major gas problems…
In this episode, Will and I talk about the future of satellites and Starlink as well as why Farnborough Airshow is a lot more special than it sounds!
In this episode, Ralph and I talk about the rise of populism in the UK and Europe, why the current cost-push inflation we are experiencing is so difficult to control and whether Peloton's desire to morph from a fitness equipment company to a subscription company is the way forward.
In this episode, Duncan and I talk about Panasonic’s new gigafactory and next-gen battery as well as a potential trend of consumers still spending on affordable treats…
In this episode, Duncan and I talk about the advance in nuclear fusion and how recruiters’ success at raking in the fees might result in a backlash from employers…
In this episode, Duncan and I talk about Heathrow wanting airlines to cut back on ticket sales and potentially the beginning of the end for SPACs…
In this episode, Duncan and I talk about plans for 5G from space and whether warehousing has more to give…
In this episode, Duncan and I talk about what’s really going on with Twitter at the moment and how the founder of Diesel is trying to make the Italian equivalent of LVMH or Kering…
This week, Ralph and I talk about why everyone keeps going on about London being so good at finance and Elon Musk's abandonment of the Twitter takeover.
In this episode, Alina and I talk about Evergrande’s first electric car and whether Amazon can crack live-streaming!
In this episode, Alina and I talk about Amazon’s deal with Grubhub and why Meta is persisting with its NFT plans. We also end with a bit about BoJo…
In this episode, Alina and I talk about price increase arguments between Tesco and Mars Petcare as well as TikTok leaving the door open for M&S on e-commerce…
In this episode, Alina and I talk about Gen Z finances and Starbucks’ latest actions to cut out unions…
In this episode, Alina and I talk about what's going on with Rolls-Royce's Small Modular Reactors (SMRs) and whether class action lawsuits will catch on in the UK. Apologies but a few seconds of sound was missing from the recording today - but please carry on listening!
In this episode (which is also on our YouTube channel if you prefer to watch us!), Ralph and I talk about imminent electricity rationing and the future of the Robinhood platform.
In this episode, Hamsi and I talk about why the UK's inflation might be higher for longer and the secret to Hello Kitty's success as her parent company, Sanrio, signs a deal with Alibaba in China...
In this episode, Hamsi and I talk about Snapchat's new subscription offer and Deliveroo's new advertising service that targets hungry customers!
In this episode, Hamsi and I talk about Sunak and windfall taxes as well as the latest developments in America that could hit Big Tech companies for making their platforms addictive...
In this episode, Duncan and I talk about the future of Eat Just and lab-grown meat in general as well as Robinhood as an acquisition target...
In this episode, Duncan and I talk about the decline in popularity of SPACs and why G7's idea for a Russian oil price cap sounds good but won't work...
In this video, Ralph and I talk about thoughts on the potential end of the Ukraine war, the cryptocrash and Toyota's ridiculous failure.
In this episode, Duncan and I talk about Toyota’s rather incredible recall and Matalan as a potential takeover target because of its debt situation…
In this episode, Duncan and I talk about Britishvolt and its potential with Tesla as well as whether we are now seeing the beginning of the end of vaping…
In this 500th episode, Duncan and I talk about the problems facing farmers at the moment (and potential solutions) as well as the thinking behind Kellogg breaking itself up…
Ralph and I recorded this on Saturday June 11th and we talk about the rouble and Apple moving into BNPL. Unfortunately, we had loads of technical problems so I could not do the usual edit. However, I think that some Ralph is better than no Ralph and so here's the shortened version of our podcast!
In this episode, Apolloniya and I talk about TopHat’s pre-fab housing in the UK and Primark’s online moves…
In this episode that reflects a "sign of the times", Ralph and I talk about the likelihood of energy rationing in Germany, Ferrari going quiet, Sainsbury's efforts to hang on to its customers and Asos going from hero to zero (and staying there?)...
In this episode, Apolloniya and I talk about crypto’s nightmare weekend and Germany regressing in its desperation to wean itself of Russian energy…
In this episode, Xenia and I talk about the impact of rising food prices and what’s gone wrong for apparel retailers like Asos…
In this episode, Xenia and I talk about H&M’s current challenges and the impact of BTS breaking up (sorry, I mean “going on hiatus”)…
In this episode, Xenia and I talk about the effect of the scrapping of EV incentives and whether current crypto-pessimism is just another dip…
In this episode, Duncan and I talk about the launch of the first solar-powered car and how enterprising English teachers in China are making money by selling steak…
In this episode, Xenia and I talk about the challenges supermarkets will have to face with unhealthy food and how biofuels are going to have to be on the back-burner for now…
In this episode, Ines and I talk about the ongoing effect of rising fertiliser prices as well as the shocking news on Apple’s new BNPL product…
In this episode, Ines and I talk about Zara’s success and John Lewis’s plans to be a landlord…
In this episode, Ines and I talk about the need for more regulation in crypto asset trading and the implications of Brussels’ decision on standardising chargers for your electronic gadgetry…
In this episode, Ines and I talk about why Big Tech is panicking at the moment regarding some key legislation and why the likes of Klarna should be very scared of Apple’s moves into Buy Now, Pay Later…
In this episode, Ines and I talk about the change in stance from the US regarding Venezuelan and Iranian oil as well as a potential new product launch tonight from Apple…
In this episode, Alina and I talk about the disappointing performance of B&M and how raspberry robots may herald a brighter future for the agricultural industry…
In this episode, Alina and I talk about the attractions of the student accommodation market following news of today’s massive deal and we also talk about what might happen to the car market in the light of the latest figures…
In this episode, Alina and I talk about Austria sticking its oar into BoJo’s nuclear plans and how house price growth appears to be slowing in the U.K…
In this episode, Ralph and I look at the implications of decisions made this week by Klarna and Gorillas on BNPL and rapid grocery delivery respectively…
In this episode, Apolloniya and I talk about the impact of Sunak’s windfall tax and changes in stock exchange listing rules…
In this episode, Apolloniya and I talk about the new Stellantis/Samsung JV and what’s next for VW…
In this episode, Apolloniya and I chat about the possibilities of partying in the metaverse!
In this episode, Apolloniya and I talk about the SEC’s crackdown on greenwashing and challenges facing Snap…
In this episode, Apolloniya and I talk about the two-tier commercial property market in the UK and whether M&S is going to disprove the doubters…
In this episode, Duncan and I talk about Mercedes’ decision to really focus on high-end and Amazon’s march to become the king of streaming…
In this episode, Duncan and I talk about Impossible Foods coming to the UK and why Elon Musk is so angry about Tesla being demoted from the S&P500’s ESG Index.
In this wide-ranging episode, Duncan and I talk about today’s big rise in inflation and the implications of Mastercard’s new “smile to pay” system…
In this episode, Duncan and I talk about Putin’s reaction to Finland and Sweden applying to join NATO and about Uber’s new idea for the UK…
In this episode, Duncan and I talk about how just-in-case is taking the place of just-in-time and how increasing importance put on the provenance of diamonds could make man-made diamonds even more attractive…
In this episode, Ralph and I talk about the path out of Covid, developments in Grindr’s imminent IPO, Elon Musk’s “hesitancy” with Twitter and potential dodginess with electric pickup truck maker Rivian…
In this example, Sam and I talk about the relative success of Disney+ vs Netflix’s recent disappointment and the changes and prospects for Airbnb
In this episode, Sam and I talk about EA and Fifa, the prospect of an “open” metaverse and the downfall of Peloton…
In this episode, Sam and I talk about the EV market’s present and future as well as the potential death of SPACs…
In this episode, Sam and I talk about pressure on household finances and increasing calls for Sunak to bail us out…
In this episode, Ralph and I talk about the future of healthcare post-Covid, windfall taxes and “banter” lawsuits…
In this episode, Apolloniya and I talk about Peloton’s future plans and a possible opening for Shopify while eBay and Etsy are sleeping…
In this episode, Apolloniya and I talk about the increasing prevalence of “banter” lawsuits and who will win out of Boohoo and Joules, who have been through a rough patch recently…
In this episode, Apolloniya and I talk about potential windfall taxes for the oil and gas industry and whether car-sharing is still a “thing”…
In this episode, Apolloniya and I talk about EU vs Apple and the effect of the supermarket price war on farmers…
In this episode, Ralph and I talk about the big week we’ve just had in tech, but we also talk about banks and supermarkets. This is our first episode that you can also SEE as we did this as a video as well 👍
In this episode, Duncan and I talk about how Germany and Austria are getting around sanctions to pay for Russian energy and whether Amazon will recover from a slowdown in momentum…
In this episode, Duncan and I talk about how Spotify is losing steam and what it could do to remedy this as well as why warehousing demand is likely to continue going into the end of the year (and beyond!)
In this episode, Duncan and I talk about Ford’s Great New Hope and why shipping container giant Maersk may be attracting unwanted attention…
In this episode, Duncan and I talk about the reasons for increased unionisation and the implications of Elon Musk buying Twitter…
In this episode, Duncan and I talk about Amazon opening up more to third party sellers and what Netflix is going to have to do in the future in order to survive…
In this episode, Duncan and I talk about increased unionisation and why Germany just can’t switch on its old nuclear power stations to solve its energy problems…
In this episode, I’m flying solo (!) and talking about Shein’s naughtiness regarding Zara and the pickle that Netflix is now in as its latest subscriber numbers proved to be a real shocker!
In this episode, Duncan and I talk about gyms eyeing up cheap rents on the UK high street and Twitter’s decision to defend itself against unsolicited takeover bids…
In this episode Marianna and I talk about the future of TikTok and why Starbucks’ “new” CEO is so hung up about unions…
In this episode, Maria Anna and I talk about unemployment reaching pre-pandemic levels and what wages are doing as well as what the future holds for Rolls-Royce regarding nuclear power generation…
In this episode, Marianna and I talk about the impact of M&S cutting prices and how Sony and Lego giving $2bn to Epic might affect the metaverse…
In this episode, Marianna and I talk about rising London property prices, why ASOS has done so badly and what could unfold from now…
In this episode, Agata and I talk about the effects of the current Shanghai lockdown and whether dealerships are right to be confident about their prospects for the rest of the year…
In this episode, Agata and I talk about GM and Honda’s joint mission to make EVs more affordable and Shein’s incredible valuation!
In this episode, Agata and I talk about the prospects for air travel in light of current staff shortages and what Elon Musk’s involvement in Twitter might mean for the future…
In this episode, Agata and I talk about the UK experiment with the four-day week and what’s going with Amazon employees unionising…
In this episode, Ralph and I discuss what could be the new world order and the blended future of renewable and fossil fuel-based energy.
In this episode, Ines and I talk about an exciting development for lithium in Australia and how yet another UK investment manager has been bought by a North American buyer…
In this episode, Ines and I talk about the Visa/Mastercard class action lawsuit against the leisure and hospitality industries as well as BoJo’s backtracking on onshore wind farms…
In this episode, Ines and I talk about imminent wage rises in the US as well as the big increase in UK credit card borrowing…
In this episode, Ines and I talk about the government’s desire to push solar power and the oil industry’s desire to drill for oil in the North Sea
In this episode, Ines and I talk about the problems that Amazon delivery drivers are facing and how the situation is changing pretty rapidly for P&O and how they sacked their staff…
In this episode, Duncan and I talk about how Shell is returning to the fold while P&O front out all the critics…
In this episode, Duncan and I chatted about why Americans are getting more interested in EVs these days and the reasons behind Sunak being more frugal in the Spring Statement than many would have hoped…
In this episode, Duncan and I talk about NatWest dipping its toes into Klarna territory and how weakening car loans may be pre-empting a loss in momentum for car sales…
In this episode, Duncan and I talk about Prologis’ interest in Blackstone’s warehouses and how chipmakers might face a shortage of chip making equipment for the next two years…
In this episode, Duncan and I talk about the joys of lab-grown meat and how pubs and other businesses in the leisure industry could go bust because they can’t pay their bills…
In this episode, Ralph and I talk about the effect another round of Covid is having on China, how globalisation might be reversed because of the current war in Ukraine and what the options are regarding the future of alternative energy…
In this episode, Duncan and I talk about P&O’s shocking mass-sacking and how Japan’s big earthquake yesterday could have thrown a spanner in the works for PM Kishida’s plans for nuclear power…
In this episode, Duncan and I talk about the ongoing turnaround of the UK high street and the effect of the the massive insurance claims that will no doubt ensue from Russia’s invasion of Ukraine….
In this episode, Duncan and I talk about Intel’s plans to expand semiconductor production in Europe and how governments are having to consider crossing environmental red lines…
In this episode, Duncan and I talk about increasing potato prices being yet another rising price to be added the growing list that is squeezing household budgets AND how Bayer’s sanctions against Russia could prolong higher food prices…
In this episode, Duncan and I talk about Early Learning Centre at M&S and the current slump in NFTs.
In this episode, Ralph and I talk about the consequences of current sanctions, how the free world might unentangle itself from Russia and what things could look like after the war is over…
In this episode, Apolloniya and I talk about food price inflation and why $10bn-worth of planes are stuck in Russia…
In this episode, Apolloniya and I talk about how ESG investment may change following developments in Russia/Ukraine and what the impact of Stagecoach’s new offer might be on the bus and coach industry
In this episode, Apolloniya and I talk about what might happen after the Russian exodus and what the **** is going on with nickel at the moment…
In this episode, Apolloniya and I talk about the impact of huge commodity price rises and whether most of us are getting priced out of buying EVs…
In this episode, Apolloniya and I talk about what might happen in the longer term regarding the exodus of law firms (and other professional services companies) and how TikTok’s shortcomings have been amplified by Russia’s invasion of Ukraine…
In this episode, Ralph and I talk about three MASSIVE topics that sound boring but have huge effect. They are the effect of cutting Russia off from Lloyds of London, the effect of companies pulling out of Russia and the effect of potentially cutting Russia out of indexes like MSCI and FTSE.
In this episode, Milena and I talk about the effect of the ongoing company exodus from Russia and whether an oil/gas embargo is actually possible as another sanction…
In this episode, Milena and I talk about oligarchs using crypto loopholes and why Netflix bought into gaming…
In this episode, Milena and I talk about UK supermarkets and how China might be the key to a resolution for Ukraine…
In this episode, Milena and I talk about the prospects for professional services firms’ Russian business going forward and how Russia’s actions may impact the ESG investment trend…
In this episode, Ralph and I talk about some of the week’s major developments. This episode was recorded late on Friday 25th February.
In this episode, Julia and I talk about the potential impact of sanctions on both Russia and Ukraine as well as what consumer trends may gain further traction this year…
In this episode, Julia and I discuss the invasion of Ukraine from a commercial and economic perspective.
In this episode, Julia and I talk about employers’ potential liabilities regarding the lifting of legal Covid restrictions tomorrow and the shocking revelation about Peloton.
In this episode, Julia and I discuss the implications of Klarna’s new rewards programme and why the proposed Big Bang legislation could have a big impact!
In this episode, Julia and I discuss the greater scrutiny of Big Tech and whether car dealerships should pay back the furlough they were paid under lockdown or put it in their own pockets in the form of dividends…
In this episode, Ralph and I talk about Russia/Ukraine/Europe/China, consumer trends and Rolls-Royce…
In this episode, Alina and I talk about lost GDP growth for the UK and EU as well as potential plans for the government to raise taxes when we’re all driving EVs…
In this episode, Alina and I talk about increasing focus on crypto oversight and why the negative of Ericsson’s bribery could be outweighed by the positive impact of 5G rollout…
In this episode, Alina and I talk about the SMMT pressing for more specific commitments on improving the current EV charging network as well as the fact that “real” wages ARE actually higher than they were pre-Covid (although it doesn’t feel like it)…
In this episode, Alina and I talk about the latest developments and potential impact of the Russia/Ukraine situation and how consumers are coming under even more pressure…
In this episode, Alina and I talk about even more pressures on businesses in terms of rising cybersecurity costs as well as the consequences of China’s stance on Lithuanian imports on Europe…
In this episode, Ralph and I talk about nuclear fusion, oil industry windfall taxes and luxury…
In this episode, Duncan and I talk about how EV owners could make money from the National Grid and how Britishvolt is attracting some high-profile customers…
In this episode, Duncan and I talk about Maersk surfing the wave of MASSIVE demand and how Bosch is putting its money where its mouth is regarding the reskilling of its workforce to transition expertise to EVs in the future…
In this episode, Duncan and I talk about Apple’s new functionality and whether Tui is getting a bit over-optimistic about its prospects for the second half…
In this episode, Lauren and I talk about meat, meat alternatives and rising prices across the board!
In this episode, Lauren and I talk about problems facing NFTs and how Peloton might benefit from being acquired by a big company after rumours emerged about Amazon and Nike being interested…
In this episode, Ralph and I talk about Spotify, PayPal’s nightmare, Facebook’s prospects and how to solve the cost of living crisis.
In this episode, Elif and I talk about the unique take Turkey’s president Erdogan has on how to combat inflation and the potential of Nintendo in light of recent gaming developments.
In this episode, Apolloniya and I talk about the implications of the National Security and Investment Act on business investment and Britishvolt’s plans to recycle Li-ion batteries from cars and consumer electronics…
In this episode, Elif and I talk about UK house price growth and why Tesco and other supermarkets are missing a trick…
In today’s episode, Elif and I talk about an impending problem with CO2 prices that will affect all sorts of household items in addition to what Spotify’s (in)actions say about its future direction…
In this episode, Elif and I talk about government plans to address rocketing utility bills and Spotify’s response to the Joe Rogan backlash…
In this episode, Ralph and I talk about Tesla, LG Energy Solution vs CATL, Facebook’s defeat in crypto, M&S’s launch of teleshopping AS WELL AS our favourite topics at the moment of Russia/Ukraine, BoJo’s furious partying and, of course, inflation 😁
In this episode, Ines and I react to M&S’s new live shopping launch and discuss the success of bling and changing Chinese consumer tastes…
In this episode, Ines and I talk about the latest developments in driverless cars and Facebook’s latest actions regarding the initiative that launched as Libra…
In this episode, Ines and I talk about the current difficulties with EV charging and LG Energy Solution’s aim to outdo China’s CATL…
In this episode, Ines and I talk about the impact of higher gas prices on households and businesses as well as Meta’s new AI supercomputer…
In this episode, Apolloniya and I talk about why Bitcoin has fallen and the practicalities of Russia banning crypto as well as what the future might hold for Netflix.
In this episode, Ralph and I discuss some of the week’s main stories - Ukraine/Russia/US/NATO, BoJo’s bid for survival and the cost of living etc.
In this episode, Will and I talk about the effect Twitter and Facebook might have on NFTs as well as Peloton’s nightmare…
In this episode, Will and I talk about what’s going on with crypto and the FCA at the moment as well as what Sony’s next moves might be following the Microsoft acquisition of Activision Blizzard.
In this episode, India and I talk about Microsoft’s massive acquisition and Meta’s latest moves…
In this episode, Will and I talk about Scottish windfarms and gambling in Macao (and the industry in general).
In this episode, Apolloniya and I talk about the prospects for business travel and why the Issa brothers might be better buyers for Asda than private equity…
In this episode, Ralph and I talk about inflation, NATO vs Russia and Boris Johnson’s partying.
In this episode, Duncan and I talk about the prospects for Beyond Meat, one of the most shorted stocks on the US stock market, and JD Sports’ sell-off yesterday…
In this episode, Duncan and I talk about a tricky product recall from Philips and the metaverse possibilities for Apple…
In this episode, Duncan and I talk about Lidl now throwing its hat into the ring on keeping grocery prices low as well as who will benefit most from the ongoing hiring frenzy…
In this special episode, I interview my wife, Vicki Watson, who is a chartered financial planner, on how to help YOU to sort out your finances. I thought that this might be particularly helpful to those of you who may have made related New Year’s Resolutions!
In this episode, Duncan and I discuss the growth of Fly Now Pay Later (“Klarna for your ‘olidays”) and how the rich are getting richer…
In this episode, Duncan and I talk about Ikea’s rules on unvaccinated staff and how to tackle the ongoing skills shortage among the workforce…
In this episode, Jaime interviews Jake Schogger and I about our respective backgrounds and the journeys we’ve taken so far with our start-ups. There have been highs and lows and we talk about why we do all this and how we started working together! For more detail on Jake’s experiences of setting up businesses - and how to avoid the mistakes he’s made - check out https://www.commerciallaw.academy/courses/launching-a-business
In this episode, I am joined by the Chief Investment Officer of ByteTree Asset Management Charlie Morris to talk about CRYPTOCURRENCY. If you want to be enlightened about crypto and its future have a listen to our conversation!
In this episode, Ralph and I cover a range of topics from the week including the effects of Omicron on the economy, the ongoing flow of M&A deals and, of course, inflation. If you’ve always wondered about inflation and don’t quite understand it, you need to listen to this podcast because Ralph does a very good explanation for you!
In this episode, Xenia and I talk about Just Eat’s new deal with Asda and the implications of yesterday’s interest rate rise…
In this episode, Xenia and I talk about the latest EV subsidy cut and whether January will actually be as bad as leisure industry bosses are predicting…
In this episode, Xenia and I talk about the BoE’s latest hazing of cryptocurrencies and the sheer amount of M&A going on at the moment.
In this episode, Xenia and I talk about the Klarna of car repairs and how ADF wants to take advantage of the boom in streamers making content in the U.K…
In this episode, Hamsi and I talk about the impact of Amazon’s fine from the Italian regulators and whether the unionisation of Starbucks employees is going to spread…
In this episode, Hamsi and I talk about why coffee prices have risen so much and their potential impact as well as Tesco’s move into advertising - powered by its Clubcard.
In this special episode, I talk to Jaime and Yifei who made it to the final of the Aspiring Solicitors’ Commercial Awareness Competition final. We talk about how they prepared for this as well as commercial awareness in general…
In today’s episode, Hamsi and I talk about Evergrande’s slide into what looks like a state-controlled bailout and an amazing victory for Harrods’ staff in terms of pay.
In this episode, Hamsi and I talk about why DoorDash is taking this unusual step for a gig company and what the ramifications of Tesco striking at Christmas might be…
In this episode, Hamsi and I talk about the crypto exchange problem in Singapore and how Gail’s might take on Pret in the battle of the pastries/sandwiches…
In this episode, Ralph and I talk a bit about inflation, the importance of the NSR as an alternative to the Suez Canal, developments in nuclear FUSION (not fission) and the latest attack on Big Tech…
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, Ines and I talk about the increasingly creative uses of town centre space vacated by department stores in addition to what may lie in store for Selfridges…
In this episode, Ines and I chat about the CMA’s decision on Giphy and Inditex’s surprise management reshuffle…
In this episode, Ines and I talk about why plant-based alt-protein is having a bad time at the moment as well as whether Jack Dorsey stepping down as CEO of Twitter is a good thing or not…👍
In this episode, Duncan and I talk about the CMA potentially scuppering Meta’s proposed acquisition of Giphy and how Peloton and gyms should perhaps get together.
In this episode, Ralph and I chat through some of the week’s key developments despite Ralph feeling “a bit weird” 😁
In this episode, Elif and I talk about the merits of robotaxis in Beijing and the nervousness caused by news of the new variant…
In this episode, India and I talk about Mulberry’s plans to increase UK production and Lidl’s plans to expand in the UK over the next four years…
In this episode, India and I talk about London’s new SPAC and how Compass’s catering business is evolving…
In this episode, Apolloniya and I talk about Twitter’s experiment with Walmart and whether Macy’s doing NFTs is a good idea or not…
In this episode, Duncan and I talk about the joys of shopping bots and a new 40-year mortgage…
In this episode, Ralph and I chat about US/China nukes, conglomerate break-ups and HS2, among other things…
In this episode, Stewart and I talk about the implications of House of Fraser shutting down its Oxford Street flagship as well as millennials getting involved in trading and what’s really the story with Watson’s Daily…
In this episode, Stewart and I talk about the Nvidia/Arm kerfuffle and how Israeli start-up Redefine Meat is redefining meat!
In this episode, Stewart and I talk about the ongoing trend of conglomerates slimming down, Shell’s focus on London and whether Tesla delivering incomplete cars is a good thing or not…
In this episode, Stewart and I talk about J&J being the latest conglomerate to break up and we look at why Halfords is pretty calm about bike supplies while high end companies aren’t…
In this episode, ex-City research analyst Ralph Hebgen and I talk about some of the main stories hitting the headlines in the business and financial markets this week.
In this episode, Apolloniya and I chat about what Netflix can do to grow in what looks like a mature market and what the future of Beyond Meat might hold…
In this episode. Elif and I talk about whether YouTube’s new “Dislike” policy is any good and what M&S can do to continue to build on its current winning streak!
In this episode, I’m joined by Jakob Bronebakk, who is an owner and fan of electric vehicles and now works within the automotive industry. He objected to my opinion on EVs in last week’s podcast, so I thought it would be great to have him on the podcast to go into more detail. Did he persuade me to get an EV next time I’m in the market for a car? You’ll have to listen to find out 😜
In this episode, Will and I talk about Niantic and the potential fusion of AR and IR worlds as well as what Rivian is going to be up against in the world of electric pick-up trucks…
In this episode, Duncan and I discuss the future of Gymshark and whether PwC’s big China expansion plans will work out…
In this episode, Duncan and I talk about what might be behind Musk’s latest tweet and how restaurants have had to change over lockdown.
In this episode, Ralph (ex-City research analyst and ex-colleague of mine!) and I discuss some of the interesting stories from this week including reaction to COP26, the government’s oil dilemma, the Bank of England leaving interest rates unchanged, NFTs in BTS and how NFTs could develop in the future…
In this episode, Yenli and I talk about new NFTs in K-pop kings BTS and the future of Peloton…
In this episode, Yenli and I talk about an important new power storage initiative and BMW’s reticence on an EV future…
In this episode, Yenli and I talk about the benefits of ByteDance’s overhaul as well as the prospects for Maersk, which announced a record-breaking quarter with more to come…
In this episode, Yenli and I chat a bit about IPOs, what they are, why companies do them etc. This is a very simplified version of what can be quite a complicated topic!
In this episode, Yenli and I talk about InPost’s expansion of delivery lockers in the UK and how crazy second hand car prices could have a detrimental effect on the automotive industry as a whole…
In this episode, Ralph and I talk about some of the week’s notable happenings including the UK Budget, advertising as an leading economic indicator, consumer fears, what’s going on in the housing market and Facebook’s future.
In this episode, Duncan and I talk about the Meta-future and whether there really is demand out there for grocery deliveries within 10 minutes…
In this episode, Megan and I talk about the implications of BP’s deal with Daimler on hydrogen powered lorries and Herz’s deal with Uber to supply it with Tesla vehicles…
In this episode, Megan and I talk about the ongoing effect of Apple’s privacy changes on ad revenues and the market potential for petcare as Zooplus gets a buyer.
In this episode, Megan and I discuss the implications of a bigger ULEZ for London and whether restaurant chains should expand now as household budgets get tighter and tighter…
In this episode, I talk about China’s slowing GDP growth rate, the Bank of England’s hint-dropping, Russia turning the screws on gas, new developments in crypto, metaverse aspirations, fat bonuses for investment bankers - and more besides!
In this episode, Apolloniya and I talk about how Snap has been affected by Apple’s recent change in privacy policy and how Worldcoin is getting people to look into its “orb”…
In this episode, Apolloniya and I talk about how South Korean companies are suffering from the crackdown in China and we also chat about PayPal’s interest in Pinterest…
In this episode, Apolloniya and I talk about Facebook’s launch of a digital wallet and how the world of vets and pet care could be overdue for a massive change in the UK…
In this episode, Apolloniya and I talk about Foxconn’s first ever cars! This episode is shorter than normal because we had timetable clashes!
In this episode, Apolloniya and I talk about the possible impact of the latest developments for Klarna and Impossible Food’s imminent entry into the UK market…
In this episode, Duncan and I talk about a very eventful week where Felixstowe came to prominence, commodities are storming upwards and the consumer is being squeezed from all sides…
In this episode, Milena and I discuss Boot’s solid performance and whether PureGym should go ahead with an IPO…
In this episode, Milena and I discuss the rebound in house prices and how inevitable food price rises will be yet another thing to put household budgets under even more pressure.
In this episode, Milena and I talk about the current reversal of the city exodus and what could be done to solve the pile-ups at the Port of Felixstowe
In this episode, Milena and I talk about how higher prices are hitting consumer confidence and whether shrinkflation is the right way to go for producers…
In today’s episode, Milena and I talk about Netflix getting back on track with content and how companies may decide to CUT advertising budgets because of supply chain issues…
In this episode, Duncan and I talk about a big week of big events where we rising prices and interest rates, ongoing employee shortages across the board, cratering UK car sales, Facebook’s outage, Evergrande’s ongoing problems and Morrisons’ new direction among other things.
In this episdoe, India and I talk about the UK housing market and how South Korea’s reliance on imports to make rechargeable batteries could cause problems…
In this episode, India and I talk about the fragile recovery of the travel industry and Tui’s decision to raise money as well how Tesco sees Christmas shaping up…
In this episode, India and I talk about Amazon’s new shop in Bluewater and the moral dilemmas brought up by the latest revelations on Facebook.
In this episode, India and I talk about Volvo’s upcoming IPO and whether or not there are going to be any major long-lasting effects on Facebook after yesterday’s outage…
In this episode, India and I talk about what lies in store for UK utilities as well as the prospects for Morrisons under new ownership…
In this episode, Duncan and I talk about the new German leader, fuel nightmares, Evergrande’s slide and Mastercard doing Buy Now Pay Later etc.
In this episode, Julia and I talk about Deliveroo’s new rapid grocery delivery service and what lies ahead now that Zoom’s big acquisition has fallen flat…
In this episode Julia and I talk about Amazon’s new creepy robot and Rolls-Royce’s first every battery-powered car!
In this episode, Julia and I talk about Lego’s success so far and what it prospects might be as well as the potential impact of Mastercard wading into the world of Buy Now Pay Later (BNPL).
In this episode, Julia and I talk about the government’s decision to issue temporary visas for some overseas workers as well as how Facebook might be able to proceed with its Instagram Kids project…
In this episode, Julia and I talk about Facebook’s VR ambitions, a little bit about the German election result and then chat about the lead-up to and consequences of the petrol “shortage” we’re experiencing at the moment…
In this “me, myself and I” edition 😁 I shall be flying solo and taking you through some of the week’s key developments in macro, gas, crypto, China clampdown targets and supply chain issues.
In this episode, India and I talk about the upcoming German election this weekend and Tortilla’s IPO plans…
In this episode, Duncan and I talk about whether Roald Dahl’s works will be to Netflix what Marvel was to Disney and how Amazon may potentially change the department store experience…
In this episode, Tom and I talk about the IEA taking the unusual step of pleading with Russia. We also talk about Zoom potentially dodging a bullet thanks to regulatory concerns…
In this episode, Tom and I talk about the panic caused by Evergrande’s tricky status and how the net is closing in on Bitcoin as Coinbase loses against the SEC…
In this episode, Tom and I talk about the commercial and individual impact of higher gas prices as well as how to potentially rein in US Big Tech…
In this episode, Gaby and I talk about South Korea’s clampdown on crypto, China’s clampdown on real estate (and a whole lot besides), consumers facing higher utility bills and Amazon’s eventful week.
In this episode, Sonia and I talk about rising gas prices and the potential impact on household budgets as well as what industries and companies can still be attractive to investors in China…
In this episode, Gaby and I talk about how well Inditex has done to rebound from the pandemic and how it may have to address some issues in order to avoid pitfalls in the future…
In this episode, Will and I talk about China’s Evergrande and what might happen in the highly-indebted property sector as well as Peel Hunt’s ambitions as it prepares to do an IPO.
In today’s edition, Sonia and I talk about why Shein is doing so well and what the implications are of China’s crackdown on Alipay…
In this episode, Sonia and I discuss the government’s decision NOT to go ahead with Covid passports for crowded venues as well as the Post Office signing a deal with Amazon…
In this episode, Xenia and I talk about the latest goings-on in NFTs and whether Facebook/Ray-Ban’s new glasses will be a hit or just freak people out!
In this episode Xenia talks very sensibly about PayPal’s acquisition of Japan’s Buy Now Pay Later (BNPL) specialist Paidy and I have a bit of a rant about M&S’s “new” brand and what the future of department stores COULD look like 👍
In this episode, Xenia and I talk about Toyota’s electric battery plans and what John Lewis REALLY needs to do in order to turn things around…
In this episode, Xenia and I talk about the FCA’s concerns about crypto-influencers and whether the success of Shang-Chi and the Legend of the Ten Rings will shift the momentum towards cinemas…
In today’s episode, Xenia and I talk about the increasing pressure on ministers to grant temporary working visas to ease supply chain issues as well as BrewDog’s Japan move and Brazil’s potential beef problems…
In this episode, Duncan and I talk about slowing manufacturing activity in China, record Aluminium prices, second-hand car prices going bananas in the UK, Alibaba trying to get into the government’s good books, new rules on in-app games purchases and a whole load of other things!
In this episode, Lauren and I talk about the dangers of Buy Now Pay Later and what could be done to stop things getting out of hand. Then I have a bit of a rant about the Japanese PM resigning, potentially opening the door to another era of political instability after Shinzo Abe’s time in power 😁
In this episode, Lauren and I talk about the disaster of Wetherspoons running low on stock of some beer brands as well as what’s happened to Chinese pork stocks and what, if any, the impact of alt-protein has had…
In this episode, Lauren and I talk about Boots’ new makeover and how Shell’s plans to increase the number of EV chargers might help EV sales…
In this episode, Lauren and I talk about the impact of a potential South Korean move to thwart in-app purchase commissions on the App and Play stores as well as our thoughts on China’s decision to restrict under-18 gamers to 3 hours a week…
In this episode, Duncan and I reflect on another eventful week where we’ve seen another US stimulus, HS2 wobbles, continued supply chain problems, new initiatives and an OnlyFans drama amongst other things!
In this episode, Jaime and I talk about the prospects for an IPO-fuelled PureGym overseas expansion as well as what lies in store for Soho House and how it might grow…
In this episode, Jaime and I talk about what’s going on with Klarna and what the future might hold as well as the prospects for OnlyFans now that it’s done a u-turn on its decision to ban explicit content…
In this episode, Jaime and I chat about JP Morgan dropping defence and petrol stocks as well as what’s next for OnlyFans as they are having to cut the type of content that they have become (in)famous for!
In this episode, Jaime and I discuss the Sainsbury’s bid rumours and compare it to Morrisons. We also chat about how Xiaomi is making major strides now in developed markets in addition to developing markets.
In this episode, Jaime and I talk about how cinemas are pinning their recovery hopes on the imminent release of blockbusters and we also discuss the merits or not of PayPal introducing Bitcoin trading this week…
In this episode, Leanne and I talk about how Hammerson is looking at changing the use of its spaces as well as the long-term damage that semiconductor shortages might do to car sales.
In this episode, Leanne and I talk about the upcoming German elections and how Tesla’s fire highlights the need for battery tech to stay ahead of rising demand…
In this episode, Leanne and I talk about the potential impact of restrictions being mooted in New York on food delivery companies and what might be China’s latest crackdown - this time on gaming companies.
In this episode, Leanne and I chat about how EVs/batteries/battery storage facilities are not quite what they’re cracked up to be environmentally speaking and the potential impact of JetBlue launching a new - and cheaper - New York-London route on existing carriers…
In this episode, Duncan and I talk about business confidence wobbles in Germany, Bitcoin getting an Amazon boost, China’s crackdown shocker and a potential turnaround in the UK residential property market…
In this episode, Alisa and I talk about Biden’s bid to encourage more people to get vaccinated and Didi’s potential solution to its current disaster…
In today’s episode, Alisa and I talk about the effect of rising freight rates on goods prices and the prospect of increased EV battery recycling…
In this episode, Alisa and I talk about the dramatic change in spending trends over the last 30 years and how consumer behaviour “post”-pandemic is causing headaches for lockdown winners…
In this episode, Alisa and I talk about the potential impact on both society and investors of China’s decision to crackdown on education tech.
In this episode, Alisa and I talk about the prospects of an “official” Chinese cryptocurrency and the implications of the sale of Selfridges…
In this episode, Duncan and I talk about markets, vaccine passports, natural disasters, EVs and what’s going on with the consumer at the moment.
In this episode, we talk about what Netflix needs to do to stem the slowdown in subscriber numbers and how long-duration batteries might solve a lot of problems…
In this episode, Will and I talk about how EV running costs are now lower than those of conventional cars. We also talk about the increasing costs of insuring natural disasters…
In this episode, Will and I talk about the prospects for gym IPOs and just how much upside there is for Google and Jio’s smartphone in India…
In this episode, Olly and I talk about Robinhood’s flotation plans and the implications of vaccine passports…
In this episode, I am joined by Richard Neale, co-founder of the RANt Group, to talk about cyber security. In our chat, we cover what’s going on in China, what issues companies are facing as more data goes onto the cloud and what the dark web is all about. Please join us for an interesting discussion!
In this episode, Olly and I talk about the importance of power storage, Merkel’s reaction to the catastrophic floods and the ridiculous nature of commercial space travel.
In this episode, Duncan and I talk through some of the week’s key events in the business and financial markets news. We look at more inflation pressure on both sides of the Atlantic, the ongoing Great Tech Clampdown of China, the consumer’s psyche and a busy week for US banks.
In this episode, Duncan and I talk about TSMC’s positive spin on the semiconductor situation and Norton’s “offer” for AVG (well, sort of)
In this episode, Duncan and I talk about Apple’s plans for Buy Now Pay Later and how China’s tech clampdown will help domestic cyber security companies…
In this episode, Duncan and I talk about the implications of Google’s fine by French regulators and the kerfuffle caused by the latest government guidelines about the return to the office.
In this episode, Duncan and I talk about Asos’s latest move and why the UK needs to bring its supply chains nearer to home!
In this episode, Duncan and I talk about what’s going on behind the current Chinese clampdown on domestic tech companies listing overseas. We also talk about how the world’s biggest landlord is shifting its property portfolio.
In this episode, George and I discuss Deliveroo’s future and how Harry Kane’s performance might cause bookies a lot of pain (maybe this could be called Entain’s Kane Pain?!?).
In this episode, Ines and I talk about potential price rises in your daily cup of coffee as supply constraints hit - and we also talk how the travel industry is recovering from a horrible year…
In this episode, Duncan and I talk about the Pentagon’s change of heart on its JEDI project and problems facing businesses post-Covid re getting insurance cover
In this episode, Duncan and I talk about the rise and (now) fall of malls as well as what the future holds for Ben Francis, co-founder and now CEO of Gymshark!
In this episode, Duncan and I talk about how to get John Lewis out of its current rut as well as what the future could hold for Morrisons under Fortress…
In this episode, Duncan and I discuss the global minimum corporation tax agreement, delve into the mind of the consumer and the latest developments in cars!
In this episode, Julia and I talk about Primark’s bounce-back since lockdown restrictions relaxed as well as AO World’s turnaround and its plans for the future…
In this episode, Julia and I talk about the ongoing effects of the semiconductor shortage and what might happen now that Robinhood got its wrist slapped for causing “widespread and significant” harm to its customers.
In this episode, Julia and I talk about SpaceX’s plans for satellite internet and how hospitality’s recovery is being hampered by track and trace…
In this episode, Julia and I talk about Tesla’s current difficulties in China as competition hots up as well as the disparity between charging networks across Europe…
In this episode, Leanne and I talk about Microsoft’s imminent assault on Zoom’s territory and why US banks are getting so excited about share buybacks and paying out dividends…
In this episode, Leanne and I discuss the upcoming IPO of Krispy Kreme and what the opening of a new mega-casino in Las Vegas is going to do for the local economy…
In this episode, Leanne and I talk about who could benefit if more people return to the office than anticipated and how Revolut’s expansion could power a bright future for the challenger bank
In this episode, Leanne and I talk about the labour shortages in the UK made worse by Brexit and the current trend of US law firms paying newly qualified lawyers $200k to attract talent…
In this episode, Duncan and I talk about what has been a very eventful week in the world of business and financial markets news! We cover the increasing US and UK inflation fears, the latest on Bitcoin, employment trends both sides of The Pond and what’s going on in the world of automotive…
In this episode, Duncan and I talk about how OnlyFans wants to use IPO money to go more mainstream as well as how Halford’s has managed to be in all the right places at all the right times under lockdown!
In this episode, Duncan and I talk about whether UK gigafactories are all that good for the environment and what the implications might be of the continuing trend of big media players buying up podcasts…
In this episode, Duncan and I talk about the impact of the new trade deal between Australia and the UK as well as whether or not the boom that Chanel is experiencing will continue…
In this episode, Duncan and I talk about the effects of the shortage of UK construction workers and how Lordstown’s admissions sound like a repeat of what happened with Nikola last year…
In this episode, Duncan and I talk about Shein’s problems with IP and Meatless Farm’s ambitions!
In this episode, Jerry and I talk about a very eventful week for crypto, minimum corporate taxes, employment in the UK and the potential for a summer chock full of IPOs!
In this episode, Lauren and I talk about Goldman’s office re-entry requirements and whether the influx of office workers is going to be greater than everyone’s expecting...
In this episode, Lauren and I discuss what’s gone wrong with Gap and the potential consequences of meme stocks...
In this episode, Lauren and I talk about potential battery trends and whether mini-EVs that are both cheap AND cheerful will be The Next Big Thing!
In this episode, Lauren and I talk about the prospects for De Beers as well as what FaceTime’s availability on Android is going to do to the videocall/conferencing space. Is it going to be more Apple Watch than Apple TV??
In this episode, Lauren and I talk about Ted Baker’s ongoing nightmares and how recruitment difficulties in the hospitality sector is now spreading to retail...
In this episode, Duncan and I discuss some of the key developments of the week including the global minimum corporation tax, inflation chat and post-coronatrends.
In this episode, Olly and I talk about the future of hybrid working and the anomaly of United ordering supersonic planes...
In today’s episode, we talk about the longer term problems of staff shortages for restaurants and why AMC just went moonbound in trading yesterday...
In this episode, Olly and I talk about BP’s latest foray into solar and how much impact it has as well as what the good news from M&C Saatchi and ITV means for the economy...
In this episode, Olly and I discuss China’s new 3-child policy and the impact of fragile supply chains on the bicycle industry...
In this episode, Jerry and I discuss some of the week’s major business and financial markets events including the commodity price wobble, Biden’s global corporation tax deal, Amazon’s purchase of MGM and much more besides!
In this episode, Laura and I talk about how WFH has changed domestic dynamics and powered demand for PCs and pets!
In today’s edition, Laura and I talk about the vaccine patent debate and how a Nissan car battery gigafactory in Sunderland might pan out...
In this episode, Laura and I talk about the continued momentum on the high street and what might happen in the short and longer term with Huawei’s new operating system, Harmony.
In this episode, Duncan and I talk about whether the new development in the charger network will tip people into buying an EV. We also discuss how cinemas might be able to benefit from the amazing (and imminent!) movie pipeline...
In this episode, Duncan and I talk about the effect of rising secondhand car prices and why investors (and companies) are going lukewarm on SPACs.
In this episode, Duncan and I talk about some of the week’s major events including China’s slowdown, the inflation debate raging on both sides of the Atlantic, Bitcoin’s eventful week, travel and M&A.
In this episode, Emily and I talk about WeWork’s massive loss and what may lie in future for them as well as the prospects for UK house prices this year.
In this episode, Emily and I talk about the future of battery and car production in the UK as well as what the Next/Reiss combination might bring...
In this episode, Emily and I talk about the merits of the mooted Amazon/MGM deal as well as what went on with Bitcoin today - is this a blip or a sign of things to come?
In this episode, Emily and I talk about Godiva’s relative success since making dramatic changes to its strategy and how GlaxoSmithKline might be able to make up for lost time on the vaccine front...
In this episode, Emily and I discuss the future of office life and what may become of Clubhouse after it is (finally!) made available on Android!
In this episode, Jerry and I discuss some of the major macro developments this week, drama in crypto and EV tech.
In this episode, Tash and I talk about what the Currys rebrand means and how rising wages in some sectors could impact inflation.
In this episode, Tash and I talk about the impact of the decision that the High Court came to regarding a dispute between Virgin Active and landlords over rent arrears. We also talk about Tesla’s about-turn on accepting Bitcoin as payment for its cars.
In this episode, Tash and I talk about the prospect of a European SPAC boom and why Deliveroo’s IPO may not have been as much of a disaster as everyone is saying...
In this episode, Tash and I talk about the implications of the new deal struck between The Hut Group (THG) and Japan’s SoftBank. We then go on to talk about Pret’s new deal with Tesco and the trend of having more brands under one roof.
In this episode, Tash and I talk about the merits (or not) of Nio relying on battery-swapping technology as well as a potential new breakthrough for peanut allergy sufferers.
In this episode, Duncan and I chat about what has been an incredibly eventful week, what with both Janet Yellen and Joe Biden giving a fright to world markets and the pharmaceutical industry respectively, cryptocurrency going bananas and Tesla’s vulnerability, among other things.
In this episode, Gaby and I talk about how Paula Nickolds can take what she learned at John Lewis (and what went wrong) and apply it to Sainsbury’s as well as why I think Trainline could actually do better than everyone might think...
In this episode, Gaby and I talk about Biden’s decision to back a proposed suspension of vaccine patents and why Tesla’s profits are going to be on EVEN SHAKIER ground than we had previously thought...
In this episode, Gaby and I talk about what happened when Janet Yellen commented on the US interest rate and why synthetic diamonds could be to “traditional diamonds” what pea protein is to meat!
In this episode, Gaby and I talk about the rise of Ethereum and what Uber and British EV start-up Arrival are cooking up!
In this episode, Jerry and I look back on a week chock-full of incident! Big Tech showed just how successful it was, banks triumphed and the resurgence of the consumer in the US and UK continues to gather momentum...
In this episode, Duncan and I talk about why the copper price is so strong at the moment (and the implications) and whether Huawei’s “short term” pain could morph into America’s long term pain in a few years’ time...
In this special edition, I ask three headhunters from investment banking, law and accountancy to talk about past and future career trends in their respective areas. #WatsonsCareers
In this episode, Duncan and I talk about Mischon de Reya’s plans to float and how Dixons and WH Smith’s approach differ towards their travel-related businesses...
In this episode, Duncan and I talk about the effect of falling London rents and the challenges facing Tesla under the surface of a strong set of Q1 results
In this episode, I talk a bit more in depth about Tesla’s successful Q1 and its tricky patch with China as well as the success of OnlyFans
In this episode, IT’S JUST ME TALKING about the effects of permanently less business travel and whether Gousto is being overly-optimistic about its prospects.
In this episode, Duncan and I look back on a very bizarre week that involved environmental promises, tough times for Tesla, more positivity for the UK and a massive drama in football...
In this episode, Duncan and I talk about why HBO Max managed to beat Netflix in Q1 for new subscribers as well as the increasingly bright prospects for US airlines (and potentially not so bright prospects for European ones) this summer.
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 12th, so don’t worry! I just thought these ones would also be useful for you 👍
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 could be of further regulation. If you would like to know more about Paul’s organisation, please visit https://volteface.me/ . This is a new theme-focused format for Watson’s Daily, so please tell us what you think! Many thanks! This will be in addition to the existing format that you have already become accustomed to!
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...
In this episode, Will and I talk about US airlines seeing an uptick in passengers and whether the same will happen soon in Europe as well as VW’s serious commitment to electrifying...
In this episode, competition winner Will Lowe and I have a chat about how Motor Fuel Group’s plans for more chargers will affect EV sales and whether Disney+’s stellar performance really can help it overtake Netflix...
In this episode, I thought I’d give you an update on the story so far with the Watson’s Daily podcast and a heads-up on a few extra developments that will be coming up. Thank you for your ongoing support!
In this episode, Jerry and I chat about some of the key event of this week including Biden’s bid to save America, the latest on IPOs and SPACs and some interesting developments for Marks & Spencer
In this episode, Gaby and I take on the fascinating subject of tobacco companies and cannabis and what the future holds PLUS we chat about hopes for the City post-Brexit and the subsequent trade drain...
In this episode, we talk about Roblox’s bumper debut and the plethora of ways that companies raise money as well as Next buying a chunk of Reiss and how that might go (plus a few thoughts on M&S’s recent moves for good measure!)
In this episode, Amy and I discuss whether Domino’s is right to expand right now and what’s next for Disney as lockdown lifts...
In this episode, Gaby and I talk about WFH and whether IWG is getting ahead of itself or not following the announcement of its big new client. We also discuss M&S’s digital expansion abroad and whether the company is turning a corner.
In this episode, Gaby and I chat about the implications of Biden’s $1.9tn stimulus package and what the future holds for Aston Martin...
In this episode, Emily and I reflect on what has been a very eventful week! Sunak announced the budget, Biden got his stimulus through (it got through the Senate just AFTER this episode was recorded) while Trustpilot and Deliveroo announced London IPOs...
In this episode, Duncan and I talk about Tesla’s nickel supply deal and whether Deliveroo will be at - or near - peak valuation in its upcoming IPO.
In this episode, Duncan and I talk about the relative merits of Amazon’s new shop (and whether this is more about the tech than the shop) and how buying into the Venetian is a big bet on a massive gambling recovery...
In this episode, Duncan and I discuss the evolution of Volvo and whether CVS/Walgreens’ usage of data is more than a bit naughty...
In this episode, Duncan and I talk about the frustration of European countries regarding vaccine distribution and what the City might be hoping for in tomorrow’s budget...
In this episode, Duncan and I discuss what may be in store for SPACs in London and the latest news on AstraZeneca
In this episode, Emily and I chat about some of the key developments in the financial markets and business news including Biden’s stimulus package, BoJo’s path to freedom, Facebook’s U-turn and Uber’s nightmare week among other things...
In this episode of #WeAskWatson, Imogen, Duncan and I talk about India’s crackdown on social media and what that could mean from the giants, the potential fragility of Klarna’s success and the major deal signed by Beyond Meat...
In this episode, Imogen, Duncan and I talk about the impact of Hyundai’s massive EV recall, Ikea’s transition to a new format and whether we’ll all be going on a virtual holiday!
In today’s episode, we chat about whether the forthcoming Lucid Motors IPO is more about form than substance and the tricky business of deciding on how to level the playing field between offline and online retailers...
In today’s episode, Jerry and I talk about the potential effects of BoJo’s path to freedom and the implications of Facebook’s decision to relent on Australia...
In this episode, Duncan and I talk about the evolution of the UK high street and the potential EV future for the UK.
In this episode, Jerry and I chat about some of the key business and financial markets developments of the week just gone.
In this episode Mhairi and I discuss Elon Musk’s latest actions with dogecoin and how to stop another WallStreetBets/ Robinhood from happening...
In today’s episode, Mhairi and I talk about the implications of Google’s decision to pay News Corp (and Facebook’s decision NOT to pay) as well as the reasons behind Ford committing to going electric by 2030.
In this episode, Mhairi and I discuss whether London could be the next trading hub for medicinal cannabis companies as well as Twitter’s censorship issues in India and the wider implications...
In this episode, Mhairi and I talk about Jaguar’s decision to go 100% electric and why a Coventry Airport gigafactory might kill two birds with one stone...
In this episode, Mhairi and I talk about what might be discussed at the G7 meeting this week and how private equity money may power UK markets over 2021
In this episode, Emily and I talk about oil recovery and prospects for 2021, dating apps, whether following recommendations of certain individuals is a good thing or not and prospects for the high street.
In today’s episode, Duncan and I talk about what’s going on in Australia regarding Big Tech and newspapers and then go on to discuss Clubhouse and how it might develop
In this episode, Duncan and I talk about Wallstreetbets’ latest target (weed) and whether investors should be getting involved in railway station/airport plays like SSP or whether they’ll get more bang for their buck more quickly by putting their money into the high street...
In this episode, Duncan and I talk about Match Group’s expansion into more platonic areas and Mattel’s hopes that rising toy sales are here to stay.
In this episode, Keira and I talk about potential changes to the high street and the effect that Elon Musk had on Bitcoin (and other things)
In this episode, Jerry and I talk about some of the week’s key events like Ant’s second chance, Daimler splitting itself up and Bezos stepping back among other things!
In this episode, Duncan and I talk about the potential pub shopping spree and whether Shell is being too cautious...
In this episode, Duncan and I talk about how chipmakers will benefit from ongoing demand and why Daimler decided to split
In today’s episode, Duncan and I discuss the crackdown on Buy Now Pay Later (BNPL) companies, Alibaba’s amazing performance and Jeff Bezos stepping back from Amazon...
In this podcast, Duncan and I talk about how more young people are taking an interest in their money and doing things with it as well as the prospects for consumer spending when lockdown lifts
In this episode, Duncan and I talk about the effect of UK betting on sport, the revenues generated by the ongoing private equity bonanza and the impact that the Asos/Topshop deal will have on the UK high street...
In this episode, Emily and I chat about some of the week’s key events including The Great Vaccine Row, amateur vs hedge fund investors, interesting deals and the depressing trend for retail
In this episode, Imogen and I look at why WeWork might be having a second go at doing an IPO and whether the regulators should get involved in the Reddit trader frenzy...
In this episode, Imogen and I talk about the impact of retail investors ganging up on the pro’s and how things are now getting nasty between the EU, the UK and AstraZeneca...
In this episode, Steph and I talk about the implications of Grindr’s fine on Big Tech and data privacy in general as well as discussing what Beyond Meat and PepsiCo will be getting out of their new venture.
In this episode, Steph and I talk about what Shell’s acquisition of Ubitricity means for EV take-up and how Ikea is aiming to become a “circular business”
In this episode, Stephanie and I talk about Boohoo/Debenhams, Asos/Topshop and what the resulting gaps in our high streets might turn into...
In this episode (sorry for the late publication - we actually recorded this on Friday!) Jerry and I talk about the latest in vaccines, cars and batteries and financials...
In this episode, Julia and I talk about the wider implications of Hungary’s approval of the Sputnik V vaccine and potential issues for Tesla in 2021...
In this episode, Julia and I chat about Netflix’s current triumph and the future of streaming as well as vaccine problems in the EU and how the repercussions could get quite serious...
In this episode, Julia and I talk about the ongoing migration of offline to online banking in addition to some potentially exciting developments in EV battery technology. I think that if they sort out batteries, range anxiety and pouring loads of money into expensive charging networks will consigned to history. What do you think?
In this episode, Julia and I talk about how the Russian and Chinese vaccines could really help their respective makers crack the non-domestic market. We also look at the legality of employers forcing you to have the jab and opportunities for the black market!
In this episode, Jerry and I look back at the Trump fallout, more Bitcoin frenzy (with a dash of regulator/ECB scepticism), Tesla’s good and bad news and coronavirus developments
In this episode, Duncan and I talk about Johnson & Johnson’s single-shot vaccine that looks like it’s nearing approval and what’s going on with vaccine passports.
In this episode, Duncan and I talk about the possibility of a major Tesla recall and a small British company that is turning vaccines into pills!
In this episode, Duncan and I talk about how German car makers are overtaking (!) Tesla and how last week’s events in America could hasten the Big Tech debate as pressure grows from both Republicans and Democrats...
In this episode, Jerry and I reflect on some of the rather dramatic events that happened this week!
In this episode, Duncan and I discuss the prospects for Bitcoin and the potential impact of China’s pursuit of all things Jack Ma at the moment...
In this episode, Duncan and I discuss the real reasons behind yesterday’s Capitol debacle and how the conduct of Twitter and Facebook gives more ammo to critics of Big Tech...
In this episode, Duncan and I talk about how Foxconn (famous for assembling iPhones) has its eye on The Next Big Thing. We also talk about Twitter and why Big Tech companies are continuing to make more moves in podcasting.
In this FIRST episode of 2021, Duncan and I talk about the differences in the office and residential property markets as well as why Quibi’s content might be good for Roku
In this episode, Ralph and I do a SWOT analysis (!) on SWOT, Porter’s 5 Forces and PESTLE. We also come up with an acronym of our own to help you in interviews!
In this final wrap of the year, I talk with Jerry about Brexit, Bitcoin, coronavirus developments, M&A and IPO action, UK property trends and regulatory tightening in Big Tech...(recorded on Friday 18th Dec)
In this episode - the LAST ONE OF THIS SERIES IN 2020 - Lauren and I talked about Mike Ashley walking away from Mulberry and how the decimated businesses of SSP (which owns Upper Crust and Ritazza) and WH Smith might benefit when people return to the office in decent numbers...
In today’s episode, Lauren and I talk about the impact of the government’s new guidelines on content and whether Reddit/Dubsmash is a good combination...
In this episode, Lauren and I talk about Sky’s new deal with Amazon Prime Video and Electronics Arts gatecrashing deal with Codemasters...
In this episode, Jerry and I take a look back at a VERY eventful week in business and finance!
In this episode, Duncan and I talk about Airbnb’s prospects in light of its incredible market debut as well as Disney’s plans for the future...
In this episode, Duncan and I talk about what DoorDash’s stellar debut means for Airbnb’s IPO later today and what the future might hold. We then talk about the implication of Just Eat’s decision to offer some of its employees hourly rates
In this episode, Duncan and I talk about the future of department stores and high streets as well as Felixstowe problems highlighting supply chain challenges
In this episode, Duncan and I talk about the implications of Goldman Sach’s decision to take complete control of its China operations and what the effects might be of the UK government’s decision to do an overhaul of gambling rules that haven’t been updated for 15 years!
In this episode, Duncan and I chat about Trump’s designs on the 2024 presidency and how Burger King and Wendy’s are creating a frenzy in a country that doesn’t eat much of/any pork and/or beef!
In this episode I give you a quick rundown of some of the week’s major developments in the business world and financial markets. I’m all by myself on this episode 😩 but we should be back to normal again next week 👍
In this episode, Bianca and I talk about what could happen with Chinese companies trading on US markets and how the coronavirus vaccine will be distributed
In this episode, Bianca and I talk about the Salesforce/Slack combo (plus how it could be EVEN BETTER if Zoom could get involved!) as well as what’s going on on the high street and what needs to be done to ensure its survival. We then briefly talk about chicken-themed pop-up business opportunities...
In this episode, Bianca and I talk about the disaster at Debenhams, GM’s retreat from its proposed venture with Nikola and - most shocking of all - the results of an audit of the contents of a tin of Quality Street!
In this episode, Bianca and I talk about whether the momentum in esports will be sustainable and how the UK’s more stringent ban on Huawei will affect 5G rollout
In this episode, Jerry and I talk about how a Salesforce/Slack combo might give Microsoft a run for its money and what the implications are of Rishi Sunak’s latest measures...
In this episode, Jerry and I talk about how businesses are going to have to change in a post-Covid environment and what the possible consequences could be of continued China-India needle...
In this episode, Jerry and I talk about how vaccines could be rolled out and whether Amazon really is going to kill pharmacies...
Episode 84: In this episode, Jakub and I talk about why Frasers Group is so keen on Mulberry and the direction it might go if it buys the whole thing...
In today’s episode, Jakub and I talk about SPACs, Arrival’s decision to list on the NASDAQ - and not the London Stock Exchange - as well as how IPOs actually work (I explain how it works from the inside!)
In this episode, Jakub and I talk about what’s going on with Walmart right now in both domestic and international markets. We then move on to discuss Bitcoin reaching new highs and what could happen from here
In this episode, Jakub and I chat about the impact of Moderna’s news and why Airbnb could be on a winning streak for some time to come...
In this episode, Emily and I round up the news from the week where Trump pouted, a strong coronavirus vaccine candidate was announced and China clamped down on tech. This week also heralded yet another record for sales on China’s massive shopping event - Singles Day!
In this episode, Emily and I talk about why Roblox might succeed and how Disney’s expertise could give it more room for future growth...
In this episode, Emily and I talk about the reasoning behind TikTok dragging things out in the US as well as the hurdles that Pfizer faces with bringing out a vaccine...
In this episode, Emily and I talk about China getting feisty on its tech industry and BoJo getting all protective of British industry....who knew regulation could be so exciting?!?
In this episode, Emily and I talk about the implications of Pfizer’s vaccine news as well as what could lie in store for Ant Group
In this episode, Emily and I talk about some of the week’s key economic, political and financial markets developments.
In this episode, Jerry and I talk about the implications of an unclear presidential victory and where the gig economy is going from here following the California vote on employee vs contractor status.
In this episode, Jerry and I talk about the implications of Ant Group’s abrupt IPO cancellation and why Deloitte is expanding its legal practice...
In today’s episode, Jerry and I talk about near-term prospects for Ocado, how the coronavirus outbreak is likely to accelerate the adoption of automation in many industries and how this could impact jobs in the future
In this episode, Jerry and I talk about BoJo’s latest pronouncement and the broader macroeconomic implications of Lockdown 2.0
In this episode, Katherine and I talk about how consumers are seeking out familiarity in these tough times and how immensely powerful Facebook is in advertising...
In this episode, Emily and I talk about some of the main developments in this week’s business and financial markets news.
In this episode, Katherine and I talk about the possible future for department stores as well as whether Christmas is going to be a boom or a bust...
In this episode, Katherine and I take a different approach and talk about the current statistics on rising youth unemployment. We then discuss practical actions that you can make to pull yourself out of this rut and move forward.
In this episode, Katherine and I argue about the future of game streaming and consoles 😁 as well as Ant Group’s massive upcoming IPO and possible implications
In this episode, Emily and I talk about new options for working from home (but not at home), why the copper price is so strong at the moment and why it matters
In this episode, Emily and I talk about developments this week in macroeconomics, tech, 5G, shale oil and some of this week’s more surprising news!
In this episode, Tash and I talk about what’s gone wrong at Gap, what the future holds and why it has similar problems to M&S...
In this episode, Tash and I talk about Quibi’s spectacular failure and how Tesla’s fifth consecutive quarter of profits isn’t what it seems...
In this episode, Tash and I talk about how Snapchat could be to Generation Z-ers what Facebook is to “older” people (like me 😄) and Google’s imminent tussle with the DoJ
In this episode, Tash and I talk about possible Ant Group inspiration for Big Tech and the reasoning behind Landsec’s future focus...
In this episode, Tash and I talk about how Big Tech is likely to face a tough few years whoever wins the US presidential election as well as the European decision due this week on whether words like “burger” and “sausage” can be used to describe meat-free alternatives...
In this episode I chat with Emily about some of the key business and financial markets news of the week.
In this episode, Emily and I talk about Deloitte’s potential impact on the EG Group’s proposed purchase of Asda and what Ford’s recent actions on carbon credits says about vehicle emissions. We also get an unwelcome interruption...
In this episode, Emily and I talk about WeWork reducing rents, whether WFH will be permanent and just how much Big Hit Entertainment relies on K-pop superstars BTS
In this episode, Rob and I talk about Amazon’s ongoing expansion and what that could mean as well as what lies in store for cinemas...
In this episode, Rob and I talk about that warm fuzzy feeling when you get a new phone AND how India’s small stimulus could give foreign companies an opportunity to get a better foothold in a market with huge potential
In this episode, Emily and I talk about the future of apparel retailing and whether the EU really can stand up to Big Tech
In this episode, Elif and I talk about the survival of UK railways and the impact of coronavirus uncertainty in Spain...
In today’s episode, Elif and I talk about the relative merits of antibody-based coronavirus treatments and how a new invention could completely change the whisky industry...#WeAskWatson
In this episode, Elif and I discuss what’s going on with Facebook in Turkey and what the implications might be...
In this episode, Elif and I talk about the backlash that Google is feeling in India at the moment and Indonesia’s rushed labour reforms...
In this episode, Elif and I talk about how more WFH is going to impact working practices in future and what’s going on with China’s new coronavirus vaccine...
In this episode, Stephanie and I discuss the impact of Trump testing positive for the coronavirus on the potential result of the upcoming US election as well as what M&S needs to do to appeal to its customers...
In this episode, Stephanie and I talk about how the economy might be stifled by Britons deciding to save more than they spend...
In this episode, Stephanie and I talk about the likely approval of Google’s purchase of Fitbit and the rise of the fashion bots...
In this episode, Stephanie and I talk about why Caesars is interested in buying William Hill and whether Pizza Hut has a future...
In today’s episode, Stephanie and I talk about the prospects for UK house prices and how meat alternatives continue to grow...
In this episode, Becca and I talk about the growing resistance to Apple’s App Store practices as well as how much Amazon is encroaching on your life and what it might do with the data...
In this episode, Emily and I discuss the impact of office workers going back to WFH on related businesses as well as Apple’s expansion in India and whether it should put more effort into India than China...
In this episode, Emily and I agree (for once!) on our favourite story - which was the FCA’s decision on home and car insurers. Rising yearly premiums may be a thing of the past - but will we all just be paying with higher premiums anyway?
In this episode, Emily and I talk about the momentous change for UK railways and how Microsoft’s acquisition of Bethesda could herald more of a move in content ahead of the upcoming console wars...
In this episode, Emily and I talk about TikTok moving forward and Trump getting trumped on his proposed ban of WeChat...
In this episode, Amy and I talk about the merits of Amazon’s investment in mobile phone battery recycling tech and how the Oracle/Walmart/TikTok might get done to satisfy all parties...
In today’s episode, Amy and I talk about the reasoning behind the FCA’s investigation of Klarna and the potentially ground-breaking British company with what could be an astounding invention
In this episode, Amy and I talk about the big High Court decision that will affect insurers and claimants alike and a new direction for Spotify
In this episode, Amy and I talk about the scandal surrounding electric truck maker Nikola and the future for Arm
In this episode, Amy and I talk about Oracle “winning” in the fight for TikTok and Apple’s reveal without the new iPhone
In this episode George and I talk about what we think are the most impactful stories in today’s Watson’s Daily. India vs China tech or who could be the next Tesla?
In today’s edition, George and I talk about an escalation in the Apple vs Epic Games, Tencent’s investment in Voodoo and the relative lack of IPOs in the London market #WeAskWatson
In this episode, George and I talk about the potential impact of private equity firms getting access to government loans and whether Epic Games’ move against Apple could signal something bigger...
In this week’s roundup, I talk about some tech skirmishes, EV developments and real estate trends
In this episode, George and I talk about office property trends and the impact of working from home in industries including transport and construction. We also talk about the impact this can have on younger employees.
In this episode, George and I are in agreement for once about the BP story in today’s Watson’s Daily. We discuss what’s going on for BP but also what the wider implications are for offices around the world
Today, George and I discuss the merits of Amazon potentially turning malls into distribution centres and why traditional banks still seem to hold all the cards...
This episode covers Trump and tech, TikTok, more gloom on the UK high street and some of the latest coronatrends #Watson’sWeekly
In this episode, George and I discuss our favourite stories from today’s Watson’s Daily.
In this episode I talk with George about advances in the TikTok story and continued nightmares in the travel sector
Big Tech got a telling off this week by Congress, Trump got shirty about TikTok, BoJo announced fast food ad bans and working from home continues to affect out daily lives and outlook.
George and I pick out what we think are the most impactful stories of the day. Who wins today? Apologies for my sound quality - we’ll get it right soon 😀
Today, George and I are sparring about our favourite stories. Are predictions of the death of European tourism overdone vs record highs for the gold price. Who wins today??
This is a first attempt at a DAILY podcast! In the #WeAskWatson series, I am asked/challenged about my favourite story of the day. Slightly rough, but it’s a start 😜 Today, I’m talking about the significance of the sudden travel restrictions and George is talking about the fast food ad ban
This week was pretty dramatic for Europe, Tesla qualifies for the S&P500, TikTok faces uncertainty and the “coronatrends” continue...
In this episode, we see the EU cutting GDP growth forecasts, India vs China and Sunak’s stimulus. We also look at consumer and retail trends, a clampdown on Big Tech and the impact of WFH.
In this edition, I talk about China vs Hong Kong, Putin’s triumph and the UK’s pent-up spending power. I also look at Main Street and High Street retail performance and some big tech dramas.
This was a week of slow turnarounds, cautious lockdown easing and Wirecard nightmares...
In this episode, I give you the latest on what’s going on in the US, China and Europe and some interesting developments in tech, pharmaceuticals and financials - among other things.
Here is my overview of some of the week’s key business and financial news stories. We look at what’s going on in the US, Europe and oil, how the US and UK consumers are feeling, how planes and cars are faring and other exciting developments for Airbnb, Ocado and food delivery consolidation.
This was a week of US protests that spread around the world, Europe continued with bailout efforts, car sales were on the rise (but for how long?) and the NYSE and NASDAQ signalled listing changes that could have MAJOR repercussions...
Trump gets feisty with China on trade, Europe emerges further from coronavirus hibernation, we see some “winners” but anything to do with airlines looks like a disaster.
In this episode, I give you some lockdown updates, tech industry developments, airline industry nightmares and food industry challenges.
Markets are heartened by a potential and cautious reopening of the US, the EU continues to argue about bailout terms for the bloc, US banks have a big week, Facebook makes changes to Libra, Verizon moves into videoconferencing and Airbnb gets even more money
In this episode, I take a look at lockdown changes around the world, which industries and companies are pressing for funding, who is benefitting - and who isn’t - from the outbreak and what’s going on at law firms and accountancies regarding pay and survival...
This is my roundup of the latest developments in anti-coronavirus efforts as well as a look at which industries and companies are benefiting from the current situation as well as those who are being put in danger.
In this week’s episode, I take a look around the world at what various governments are doing to combat the outbreak and take time to consider some of the POSITIVE developments...
This episode catches up with the latest moves by central banks and governments on the outbreak and takes a look at which industries and companies are winning or losing out so far.
This week, I am talking about market carnage, who is suffering and which companies might benefit from the coronavirus as well as why Saudi Arabia appears to want to shoot itself in the foot with oil production.
This week I talk about the ongoing effects of the coronavirus, how China is trying to get back to normality, why oil prices are painful and some notable developments for electric cars and batteries. I also look at the prospect for rising food prices because of the recent storms and Impossible Foods cutting wholesale prices.
In this podcast, I take a look back at the business and financial news for the week commencing Feb 24th 2020. I talk about the latest on the Coronavirus and its effects on various economies and industries.