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Explorez tous les épisodes du podcast Commercial Awareness with Watson’s Daily business and financial news
Plongez dans la liste complète des épisodes de Commercial Awareness with Watson’s Daily business and financial news. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.
| Titre | Date | Durée | |
|---|---|---|---|
| Episode 898: AI's effect on cybersecurity & industry consolidation...#WeAskWatson | 22 Jul 2024 | 00:53:36 | |
In this episode, I talk to experts Richard Neale and Vlad Botic about AI's effect on cybersecurity and Thoma Bravo's acquisition of Darktrace... For more info on Richard go here: Richard Neale, CEH, ISO LI | LinkedIn For more info on Vlad go here: Vlad Botic | LinkedIn | |||
| Episode 897: What's with CrowdStrike?? #WeAskWatson | 22 Jul 2024 | 00:23:55 | |
In this episode, I talk to Richard Neale, a cybersecurity expert, about what the deal is with CrowdStrike. There's a log of hysteria going on at the moment (understandably) so it's good to get an expert's perspective! You can find more out about Rich here: Richard Neale, CEH, ISO LI | LinkedIn | |||
| Episode 888: the haves vs the have-nots...#WeAskWatson | 20 Jun 2024 | 00:19:40 | |
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??)... | |||
| Episode 798: Netflix in merch vs stopping nosey bosses…#WeAskWatson | 03 Oct 2023 | 00:21:56 | |
In this episode, Adam and I talk about Netflix moving into merch a la Disney and new powers to stop bosses spying on you…
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| Episode 797: the shift from China vs 35 year mortgages…#WeAskWatson | 02 Oct 2023 | 00:17:38 | |
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…
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| Episode 796: Peter & Ralph's Weekly Chat (w/c 25th September 2023) | 01 Oct 2023 | 00:51:17 | |
In this episode, Ralph and I talk about about Sunak's quotas, private valuations and space insurance! | |||
| Episode 795: Peter & Ralph's Weekly Chat (w/c 18th September 2023) | 01 Oct 2023 | 00:33:29 | |
In this episode, Ralph and I talk about Rishi Sunak's rather eventful week... | |||
| Episode 794: private equity deal drought vs Sam/Jony & Masa’s search for an AI game-changer…#WeAskWa | 29 Sep 2023 | 00:22:18 | |
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…
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| Episode 793: The need for insurance in space vs Lululemon/Peloton playing nice…#WeAskWatson | 28 Sep 2023 | 00:19:27 | |
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…
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| Episode 792: First-time buyer nightmares vs Meta abandoning its London office…#WeAskWatson | 27 Sep 2023 | 00:22:52 | |
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!
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| Episode 791: HS2 issues vs Aldi’s progress…#WeAskWatson | 26 Sep 2023 | 00:23:09 | |
In this episode, Kate and I talk about HS2 problems and how far Aldi can go…
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| Episode 790: All about Rishi Sunak’s week…#WeAskWatson | 22 Sep 2023 | 00:26:39 | |
In this episode, Duncan and I talk about the rather eventful week that Sunak has had - and its implications…
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| Episode 789: WhatsApp Pay in India vs BYD in Japan…#WeAskWatson | 21 Sep 2023 | 00:21:23 | |
In this episode, Duncan and I talk about WhatsApp launching payments in India and why I think BYD won’t be successful in Japan…
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| Episode 887: Nvidia vs Warehouse rooftop solar panels...#WeAskWatson | 19 Jun 2024 | 00:19:50 | |
In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses! | |||
| Episode 788: Disney’s plans vs Sunak’s environmental back-pedalling…#WeAskWatson | 20 Sep 2023 | 00:33:18 | |
In this episode, Duncan and I talk about the way forward for Disney and Sunak’s dramatic turnaround on climate commitments…
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| Episode 787: AI taking jobs vs Tesla potentially having a gigafactory in Saudi Arabia…#WeAskWatson | 19 Sep 2023 | 00:22:36 | |
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…
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| Episode 786: Apple obstacles in China vs the implications of Arm’s IPO…#WeAskWatson | 18 Sep 2023 | 00:21:56 | |
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!
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| Episode 785: Peter & Ralph's Weekly Chat (w/c 11th September 2023) | 17 Sep 2023 | 00:40:32 | |
In this episode, Ralph and I talk about UK recession fears, China's slowdown and the impact on businesses affected by China's dominance... | |||
| Episode 784: Apple’s French risk vs the potential flood of IPOs…#WeAskWatson | 15 Sep 2023 | 00:22:43 | |
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…
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| Episode 783: the impact of WFH vs the EU push-back on Chinese EVs…#WeAskWatson | 14 Sep 2023 | 00:22:53 | |
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…
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| Episode 782: China’s economic confidence vs dynamic beer pricing…#WeAskWatson | 13 Sep 2023 | 00:23:22 | |
In this episode, Ondine and I talk about China’s economic confidence and Stonegate’s experiment with dynamic beer pricing…
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| Episode 781: AI in air traffic control vs the latest on Arm’s IPO…#WeAskWatson | 12 Sep 2023 | 00:26:28 | |
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…
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| Episode 780: European Big Tech legislation vs what I think WH Smith should do…#WeAskWatson | 07 Sep 2023 | 00:24:00 | |
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…
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| Episode 779: Onshore wind farms in the UK vs tough times for ghost kitchens…#WeAskWatson | 07 Sep 2023 | 00:23:41 | |
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…
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| Episode 886: Peter & Ralph's weekly chat (w/c June 10th 2024) | 18 Jun 2024 | 00:53:29 | |
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... | |||
| Episode 778: China’s chip breakthrough vs my unpopular opinion on EVs…#WeAskWatson | 05 Sep 2023 | 00:22:52 | |
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…
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| Episode 777: China’s EV and battery dominance vs what’s in store for M&S…#WeAskWatson | 04 Sep 2023 | 00:25:05 | |
In this episode, Dimitrios and I talk about China’s dominance in EVs and the prospects for M&S…
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| Episode 776: Tapestry’s slowing momentum vs BAE System’s big deal…#WeAskWatson | 18 Aug 2023 | 00:17:32 | |
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…
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| Episode 775: Jamie Oliver’s new place vs the global AI gathering at Bletchley…#WeAskWatson | 17 Aug 2023 | 00:19:06 | |
In this episode, Giorgia and I talk about the latest developments for Jamie Oliver and plans for a global AI gathering…
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| Episode 774: China’s anti-obesity drug efforts vs the “gym office” trend | 16 Aug 2023 | 00:25:51 | |
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…
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| Episode 773: Gulf states race for chips vs the $900,000 AI jobs…#WeAskWatson | 15 Aug 2023 | 00:19:18 | |
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…
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| Episode 772: Saudi Arabia in sports vs current wage increases…#WeAskWatson | 14 Aug 2023 | 00:30:09 | |
In this episode, Jack and I talk about what’s going on with Saudi Arabia and sport in addition to current wage trends…
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| Episode 771: India’s new “GDPR” vs AI as the next Cold War frontier…#WeAskWatson | 11 Aug 2023 | 00:13:49 | |
In this episode, Ria and I talk about India’s imminent data protection law and how AI is becoming the next Cold War…
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| Episode 770: Amazon boots off books written by AI vs Tui’s plans for global warming…#WeAskWatson | 10 Aug 2023 | 00:17:03 | |
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…
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| Episode 769: Zoom limits WFH vs ESG harming defence investment…#WeAskWatson | 08 Aug 2023 | 00:20:12 | |
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…
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| Episode 885: Nike vs highly paid lawyers...#WeAskWatson | 18 Jun 2024 | 00:25:34 | |
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)! | |||
| Episode 768: China’s “pepping up” of economists vs Apple dabbling in AI…#WeAskWatson | 07 Aug 2023 | 00:17:12 | |
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!
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| Episode 767: Peter & Ralph's Weekly Chat (w/c 31st July 2023) | 06 Aug 2023 | 00:44:42 | |
In this episode, Ralph and I talk about the latest on interest rates, China technology and the lawsuits testing weight-loss drugs... | |||
| Episode 766: Apple’s success vs the end of an era for PE firms…#WeAskWatson | 04 Aug 2023 | 00:20:25 | |
In this episode, Duncan and I talk about Apple’s results and whether we’re seeing an end of an era for PE firms…
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| Episode 765: high street (in)activity vs changes in our telly-watching habits…#WeAskWatson | 03 Aug 2023 | 00:22:05 | |
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…
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| Episode 764: Meta’s “persona” chatbots vs Panasonic’s dramatic move…#WeAskWatson | 02 Aug 2023 | 00:17:03 | |
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…
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| Episode 763: El Niño repercussions vs AI as a GOOD thing for education…#WeAskWatson | 01 Aug 2023 | 00:19:58 | |
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…
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| Episode 762: Funky goings-on in commercial property…#WeAskWatson | 31 Jul 2023 | 00:23:20 | |
In this episode, Duncan and I talk about interesting developments in commercial property…
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| Episode 761: Peter & Ralph's Weekly Chat (w/c 24th July 2023) | 30 Jul 2023 | 00:34:35 | |
In this episode, Ralph and I talk about the grain drain and the coming together of giants in AI... | |||
| Episode 760: the Canary Wharf “exodus” vs Europe investigating Microsoft Teams…#WeAskWatson | 28 Jul 2023 | 00:19:41 | |
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…
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| Episode 759: X’s ad push vs TikTok selling in the US…#WeAskWatson | 26 Jul 2023 | 00:22:45 | |
In this episode, Jack and I talk about X’s new foray into ads and how TikTok is trying to diversify its revenues…
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| Episode 884: Peter & Ralph's weekly chat (w/c June 3rd 2024) | 09 Jun 2024 | 00:58:04 | |
In this episode, Ralph and I discuss the upcoming election, AI in the world of finance and the positive prospects for IPOs... | |||
| SPECIAL EPISODE - What research analysts do at investment banks...#willaitakeourjobs | 21 Jul 2023 | 00:42:15 | |
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. | |||
| Episode 757: Netflix changes vs the battle between Temu and Shein…#WeAskWatson | 20 Jul 2023 | 00:23:26 | |
In this episode, Ondine and I talk about Netflix’s decent performance and how Temu is taking on the giant Shein…
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| Episode 756: Regulators keep fighting vs writers push back against AI…#WeAskWatson | 19 Jul 2023 | 00:26:22 | |
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… | |||
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