最高の Commercial Awareness ポッドキャスト (2024)

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Episode 886: Peter & Ralph's weekly chat (w/c June 10th 2024) 53:29

7h ago53:29

53:29

In this episode, Ralph and I react to the release of the prospectuses this week of the main parties and whether AI will kill creativity...

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Episode 885: Nike vs highly paid lawyers...#WeAskWatson 25:34

7h ago25:34

25:34

In this episode, Duncan and I talk about what Nike needs to do to get itself back on track and thoughts about high salaries of newly-qualified lawyers (in some law firms)!

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Episode 884: Peter & Ralph's weekly chat (w/c June 3rd 2024) 58:04

9d ago58:04

58:04

In this episode, Ralph and I discuss the upcoming election, AI in the world of finance and the positive prospects for IPOs...

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Episode 883: Peter & Ralph's Weekly Chat (week commencing May 7th 2024) 41:53

1M ago41:53

41:53

In this episode, Ralph and I talk about "good news" for the UK and prospects for the UK's IPO pipeline...

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Episode 881: EVs in Europe vs China…#WeAskWatson 20:52

1M ago20:52

20:52

In this episode, Duncan and I talk about the huge contrast between EV fortunes in Europe vs China and what a realistic future might look like for EVs…

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Episode 882: Arm’s prospects vs IPO prospects for the London market…#WeAskWatson 26:39

1M ago26:39

26:39

In this episode, Duncan and I talk about how Arm could benefit properly from AI and why the London IPO drought could be over soon…

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Episode 880: Lab space to save Canary Wharf vs Wayve’s exciting potential…#WeAskWatson 19:06

1M ago19:06

19:06

In this episode, Duncan and I talk about whether lab space is the answer to the Canary Wharf exodus and the exciting prospects for Wayve…

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Episode 879: Peter & Ralph's Weekly Chat (week commencing 22nd April 2024) 42:53

2M ago42:53

42:53

In this episode, Ralph and I talk about the potential death of the diamond industry and "the curse of 35"!

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Episode 878: Peter & Ralph's weekly chat (week commencing 15th April 2024) 42:04

2M ago42:04

42:04

In this episode, Ralph and I discuss Shell's threats to ditch its London listing and go stateside. We also chat about a more realistic future for EVs...

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Episode 877: AI risk assessment vs something that could transform investment banking…#WeAskWatson 27:28

2M ago27:28

27:28

In this episode, Saaya and I talk about risk assessment in AI and the FCA considering a rule change that could transform investment banking…

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Episode 876: North Sea drilling vs China and Russia cosying up…#WeAskWatson 19:11

2M ago19:11

19:11

In this episode, Saaya and I talk about the North Sea drilling conundrum and the implications of China and Russia cosying up in the face of western sanctions…

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Episode 875: Ted Baker closures vs the “guncotton” problem…#WeAskWatson 26:04

2M ago26:04

26:04

In this episode, Saaya and I talk about Ted Baker closing stores and how European defence companies are warning about China’s dominance in the supply of a key ingredient in making ammo…

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Episode 874: Bankers in France vs the potential failure of EVS…#WeAskWatson 25:11

2M ago25:11

25:11

In this episode, Saaya and I talk about why investment banks are reluctant to boost their headcount in France and why I think that EV hype is waaaaay overdone and could be heading for failure…

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Episode 873: affordable Easter eggs vs a rise in M&A activity…#WeAskWatson 22:55

3M ago22:55

22:55

In this episode, Duncan and I talk about how rampant chocolate prices are going to filter through and how M&A activity is definitely showing signs of life…

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Episode 872: the Baltimore bridge vs the “finfluencer” crackdown…#WeAskWatson 24:13

3M ago24:13

24:13

In this episode, Duncan and I talk about the commercial implications of the Baltimore Bridge crash and the FCA’s crackdown on “finfluencers”…

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Episode 871: Retail rebound vs surge pricing at Legoland…#WeAskWatson 21:38

3M ago21:38

21:38

In this episode, Duncan and I talk about a bottoming out of retail sales and why surge pricing isn’t a good idea for Merlin Entertainment! We had a few minor sound issues with this episode, but nothing disastrous! Just so you know, Duncan was not in a cave at the beginning of this recording 😂

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Episode 870: Peter & Ralph’s weekly chat (week commencing 18th March 2024) 55:31

3M ago55:31

55:31

In this episode, Ralph and I talk about Reddit’s IPO and the “QuitTok” trend…

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Episode 869: Hong Kong’s new law vs Unilever ditching ice cream…#WeAskWatson 22:30

3M ago22:30

22:30

In this episode, Megan and I talk about the potential impact of Hong Kong’s new, tighter security law and whether Unilever’s ditching of its ice cream business is a good idea…

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Episode 868: Peter & Ralph’s weekly chat (week commencing 11th March 2024) 46:32

3M ago46:32

46:32

In this episode, Ralph and I talk about crypto developments and the potential fate of TikTok…

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Episode 867: Peter & Ralph's weekly chat (w/c 53:58

4M ago53:58

53:58

In this week's episode, Ralph and I talk about alternative energy...

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Episode 866: Nvidia’s triumph vs warehousing consolidation…#WeAskWatson 24:12

4M ago24:12

24:12

In this episode, Christian and I talk about Nvidia’s strong performance and about the recent trend of consolidation in warehousing…

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Episode 865: Barclays’ new plan vs resistance to the China influx…#WeAskWatson 27:32

4M ago27:32

27:32

In this episode, Christian and I talk about Barclays’ new plan and how industries are getting increasingly paranoid at being superseded by Chinese companies…

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Episode 864: mining job cuts vs motor financing dodginess…#WeAskWatson 23:31

4M ago23:31

23:31

In this episode, Christian and I talk about Anglo American’s big announcement and who is potentially most exposed to the outcome of the FCA’s latest investigation…

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Episode 863: Gaming slowdown vs potential pub shutdowns…#WeAskWatson 24:19

4M ago24:19

24:19

In this episode, Christian and I talk about a slowdown in gaming and increasing pressure on the government to cut VAT for the hospitality industry…

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Episode 862: Peter & Ralph's Weekly Chat (w/c 12th February 2024) 52:22

4M ago52:22

52:22

In this episode, Ralph and I talk about hydrogen fuel cells, motor finance problems and the prospects for the UK's residential property market...

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Episode 861: Temu’s bid for glory vs Hong Kong’s ongoing demise…#WeAskWatson 17:52

4M ago17:52

17:52

In this episode, Hrutika and I talk about Temu’s bid to catch up with Shein and how Latham & Watkins’s latest move confirms the shift in how global companies are doing business in Hong Kong these days…

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Episode 860: employment visas vs my theory on the M&A turnaround…#WeAskWatson 19:09

4M ago19:09

19:09

In this episode, Hrutika and I talk about the race for visas and why I think there are early signs of an M&A turnaround…

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Episode 859: Peter & Ralph's Weekly Chat (w/c 5th February 2024) 39:34

4M ago39:34

39:34

In this episode, Ralph and I talk about ExxonMobil and its fixation on ESG investors as well as how global supply chains are changing to take into account potential geopolitical risks.

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Episode 858: the TikTok fashion effect vs the danger of cheap EVs…#WeAskWatson 20:52

4M ago20:52

20:52

In this episode, Duncan and I talk about TikTok’s effect on apparel retailers and whether Ford’s plan to focus on smaller EVs is actually a good thing…

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Episode 857: Sports streaming vs Japanese convenience stores…#WeAskWatson 13:43

4M ago13:43

13:43

In this episode, Duncan and I talk about a major development in sports streaming and how Japanese convenience store operator Lawson is getting a new backer!

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Episode 856: the Parisian SUV vote vs Microsoft doing more AI…#WeAskWatson 23:54

4M ago23:54

23:54

In this episode, Duncan and I talk about the result of the vote on SUV parking charges in Paris (this COULD have big implications down the line!) and why Microsoft’s AI news idea SOUNDS good but may be tricky to pull off…

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Episode 855: Peter & Ralph's Weekly Chat - AI and EVs in The Hype Cycle 38:50

4M ago38:50

38:50

In this episode, Ralph and I talk about AI and EVs and where they are in The Hype Cycle!

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Episode 854: Ferrari roars vs the Parisian SUV vote…#WeAskWatson 21:37

5M ago21:37

21:37

In this episode, Duncan and I talk about Ferrari’s continued success and why Parisians want to triple parking charges for SUV owners…

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Episode 852: Red Sea sanctions and Evergrande’s nightmares…#LegalLiz 30:16

5M ago30:16

30:16

In this episode, LegalLiz and I talk about what it means when countries impose sanctions on a practical basis and the implications of Evergrande’s liquidation (and what it means when companies go bust)…

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Episode 853: Boohoo’s nightmares vs Temu taking on Amazon…#WeAskWatson 21:30

5M ago21:30

21:30

In this episode, Duncan and I talk about Boohoo’s finance problems (and potentially whether it could become a target) as well as Temu trying to spend its way to beating Amazon in the US…

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Episode 851: Hong Kong law changes vs council finances…#WeAskWatson 22:19

5M ago22:19

22:19

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!

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Episode 850: Flutter’s emigration vs nosey bosses…#WeAskWatson 25:20

5M ago25:20

25:20

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…

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Episode 849: Post Office woes, financial sector consolidation &Musk’s Swedish misadventure…#LegalLiz 39:15

5M ago39:15

39:15

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…

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Episode 848: Cooler holidays vs AI naughtiness…#WeAskWatson 23:03

5M ago23:03

23:03

In this episode, Duncan and I talk about holiday trends and how X and Taylor Swift crossed paths this weekend…

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Episode 847: Peter & Ralph's Weekly Chat (w/c 22nd January 2024) 39:05

5M ago39:05

39:05

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...

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Episode 846: Peter & Ralph's THEMES FOR 2024 52:39

5M ago52:39

52:39

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.

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Episode 845: Why Ralph is a genius and how AI could change the insurance industry! 42:12

5M ago42:12

42:12

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!

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Episode 844: Trainline’s good news vs AI replacing journalism…#WeAskWatson 23:45

6M ago23:45

23:45

In this episode, Duncan and I talk about some good news for Trainline and potentially bad news for journalism…

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Episode 843: wage growth easing vs AI potentially taking insurance jobs… 21:57

6M ago21:57

21:57

In this episode, Duncan and I talk about wage growth’s slowing momentum as well as how AI might be changing the insurance industry…

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Episode 842: MI5 briefs business vs the Begbies Traynor dilemma…#WeAskWatson 18:29

6M ago18:29

18:29

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!

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Episode 841: Peter & Ralph's Weekly Chat (w/c 4th December 2023) 38:10

6M ago38:10

38:10

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 👍

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Episode 840: Peter & Ralph's Weekly Chat (w/c 27th November 2023) 51:14

7M ago51:14

51:14

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).

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Episode 839: PwC’s new AI chatbot vs Robinhood in the UK…#WeAskWatson 22:17

7M ago22:17

22:17

In this episode, Duncan and I talk about PwC’s new AI chatbot and the prospects for Robinhood launching in the UK…

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Episode 838: Secondhand marketplaces vs Barclays sacking clients…#WeAskWatson 23:18

7M ago23:18

23:18

In this episode, Duncan and I talk about the increasing popularity of secondhand marketplaces and why Barclays sacking clients isn’t all that shocking…

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Episode 837: Indian coal mining vs why the Bank of England’s forecasts are so rubbish…#WeAskWatson 19:03

7M ago19:03

19:03

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…

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