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...
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News & Politics
Commercial Awareness with Watson’s Daily business and financial news
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 e...
Episodes
20 of 960 episodesEpisode 958: Three potential scenarios...
Ralph and I talk about three potential scenarios for what we're seeing at the moment...
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...
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...
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...
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 effec...
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 t...
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 me...
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 fi...
Episode 949: Weekly with Ralph - TrumpRx and grief AI
In this episode, Ralph and I talk about Trump's new pharma-portal (is it actually as good as it sounds?) as well as the moral and practical...
Episode 948: Weekly with Ralph - US trade tariffs and insulting your boss
In this episode, Ralph and I talk about the latest goings-on with US trade tariffs and whether insulting your boss is a sackable offence......
Episode 947: Weekly with Ralph - Trump loading the bases and how to value OpenAI
In this episode, Ralph and I talk about Trump tightening his grip on the Fed and how stellar valuations are being justified for OpenAI...
Episode 946: Weekly with Ralph - Trump vs Powell and why VPNs are suddenly so popular...
In this episode, Ralph and I talk about Trump's latest assault on the Fed chief and why VPNs are suddenly so popular!
Episode 945: ONS failure vs Xiaomi's impressive new car
In this episode, Duncan and I look at the ONS's ongoing failure and Xiaomi's amazing new car launch...
Episode 944: Tricky booze vs Musk's super-app
In this episode, Duncan and I talk about Pernod Ricard's woes and Musk's desire for X to become a super-app...
Episode 943: Starbucks's China crisis vs whether AI really does make you stupid!
In this episode, Duncan and I talk about what Starbucks should do about its declining business in China and whether AI really does make you...
Episode 942: Crypto frenzy vs what's up with WhatsApp?
In this episode, Duncan and I talk about the latest crypto-related IPO and what's going on with WhatsApp and its decision to show ads...
Episode 941: Weekly with Ralph - businesses and WW3 vs the future of power
In this episode, Ralph and I talk about whether it's a good idea for businesses to prepare for WW3 in 2027 and what the future of electricit...
Episode 940: Weekly with Ralph - Trump's tariff troubles
In this episode, Ralph and I talk about the dramatic developments for Trump's tariffs this week and why they actually matter...
Episode 939: Weekly with Ralph - the Big Beautiful Bill and virtual research analysts...
In this episode, Ralph and I talk about Trump's centrepiece bill that passed by just one vote. We also talk about UBS using virtual analysts...