Commercial Awareness with Watson’s Daily business and financial news

Epizódy

• Episode 959: the impact of the UAE leaving OPEC... 03.05.2026 36min

  In this episode, Ralph and I talk about what the UAE quitting OPEC means for OPEC and the Middle East...
• Episode 958: Three potential scenarios... 12.04.2026 46min

  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... 22.03.2026 31min

  In this episode, Ralph and I talk about Bank of America's massive mistake this week...
• Episode 955: What happens now with the tariffs?? 23.02.2026 37min

  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 15.02.2026 29min

  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...
• Episode 953: Gold and thoughts on AI and the massive SpaceX deal... 08.02.2026 52min

  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.
• Episode 952: Is AI just used as an excuse for job cuts? 29.10.2025 23min

  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...
• Episode 951: Weekly with Ralph - Superapps vs Driverless taxis in London... 19.10.2025 53min

  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...
• Episode 950: Weekly with Ralph - Bubbles and the London market... 12.10.2025 49min

  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...
• Episode 949: Weekly with Ralph - TrumpRx and grief AI 09.10.2025 40min

  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 implications of AI in grief tech...This episode was recorded on Sunday 5th October 2025
• Episode 948: Weekly with Ralph - US trade tariffs and insulting your boss 09.10.2025 21min

  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...This episode was recorded on Friday 5th September 2025
• Episode 947: Weekly with Ralph - Trump loading the bases and how to value OpenAI 10.08.2025 47min

  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... 03.08.2025 45min

  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 29.06.2025 22min

  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 22.06.2025 23min

  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! 18.06.2025 24min

  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 stupid (an MIT study says it does!)...
• Episode 942: Crypto frenzy vs what's up with WhatsApp? 17.06.2025 27min

  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 06.06.2025 41min

  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 electricity looks like...just your usual light-hearted chat on a Friday afternoon 😁
• Episode 940: Weekly with Ralph - Trump's tariff troubles 01.06.2025 39min

  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... 25.05.2025 1h 4min

  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 and what that means not just for the equity research profession - but for other professions as well!