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Commercial Awareness with Watson’s Daily business and financial news cover
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Commercial Awareness with Watson’s Daily business and financial news

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 e...

Episodes

20 of 962 episodes

Episode 961: The weaponisation of communication with Peter & Ralph

In this episode, Ralph and I talk about the weaponisation of communication - specifically the events surrounding Starlink and Starshield thi...

00:36:51Oct 25, 2026

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...

00:41:15Oct 8, 2026

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...

00:36:13May 3, 2026

Episode 958: Three potential scenarios...

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

00:46:10Apr 12, 2026

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...

00:31:51Mar 22, 2026

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...

00:37:08Feb 23, 2026

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...

00:29:49Feb 15, 2026

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...

00:52:43Feb 8, 2026

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...

00:23:08Oct 29, 2025

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...

00:53:14Oct 19, 2025

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...

00:49:35Oct 12, 2025

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...

00:40:29Oct 9, 2025

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......

00:21:37Oct 9, 2025

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...

00:47:04Aug 10, 2025

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!

00:45:53Aug 3, 2025

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...

00:22:25Jun 29, 2025

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...

00:23:47Jun 22, 2025

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...

00:24:29Jun 18, 2025

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...

00:27:55Jun 17, 2025

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...

00:41:33Jun 6, 2025