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Commercial Awareness with Watson’s Daily business and financial news

Commercial Awareness with Watson’s Daily business and financial news

Hosted by Peter Watson

Episodes

961

Latest episode

Oct 2026

Language

EN

About the show

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.

Listen to episodes

60 recent
October 8, 2026Episode 96041 min

Episode 960: How AI is affecting the defence industry

In this episode, I am joined by special guest Tom Sharpe OBE to talk about how AI is affecting the defence industry and changing war. We go on to talk about his time on The Wargame, which is a SkyOne series.In The Wargame, real politicians and real military experts (which is where Tom comes in!) are presented with highly realistic and very scary scenarios and have to react to them in real time.Given what's going on in the world right now, it makes for compelling watching and is very thought provoking. One thought I was left with was how little training top politicians seem to have versus their military advisers - but it's the politicians who are the ones who have to make the ultimate decisions!This episode is part of a small series on how AI is affecting different industries. I hope you enjoy it!

May 3, 2026Episode 95936 min

Episode 959: the impact of the UAE leaving OPEC...

In this episode, Ralph and I talk about what the UAE quitting OPEC means for OPEC and the Middle East...

April 12, 2026Episode 95846 min

Episode 958: Three potential scenarios...

Ralph and I talk about three potential scenarios for what we're seeing at the moment...

March 22, 2026Episode 95731 min

Episode 957: Bank of America's big boo-boo...

In this episode, Ralph and I talk about Bank of America's massive mistake this week...

February 23, 2026Episode 95537 min

Episode 955: What happens now with the tariffs??

In this episode, Ralph and I discuss what's next for Trump's tariffs after the Supreme Court decision late on Friday night...

February 15, 2026Episode 95429 min

Episode 954: how to play the AI bubble

In this episode, Ralph and I talk about the AI bubble that's freaking out investors at the moment and why the sell-off of ALL AI names isn't a good idea...

February 8, 2026Episode 95352 min

Episode 953: Gold and thoughts on AI and the massive SpaceX deal...

In this episode, Ralph and I talk about what could be behind the collapse in the gold price (and it's perhaps not what you think), the effect of AI on jobs and education and then the implications of SpaceX's acquisition of xAI.

October 29, 2025Episode 95223 min

Episode 952: Is AI just used as an excuse for job cuts?

In this episode, Emma Dulinkova and I talk about Amazon's decision to cut 14,000 jobs and whether companies are just using AI as an excuse to sack people they were going to cut anyway...

October 19, 2025Episode 95153 min

Episode 951: Weekly with Ralph - Superapps vs Driverless taxis in London...

In this episode, Ralph and I talk about the potential for superapps and whether driverless taxis will work in London (and what that might mean). The chat about superapps was prompted by a story this week about OpenAI's chief pursuing this with increasing functionality of ChatGPT and Elon Musk's previously-stated desire to make a superapp along the lines of WeChat in China. The chat about driverless taxis was prompted by Waymo coming to London. It'll be in competition with Wayve/Uber and, of course, black cabs among others...

October 12, 2025Episode 94949 min

Episode 950: Weekly with Ralph - Bubbles and the London market...

In this episode, Ralph and I talk about bubbles in gold, bitcoin and AI as well as the sad decline of the London stock market as a global financial force...

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