Episode 465: Ralph and I talk about three themes from the week…#WatsonsWeeklyRoundup
In this episode, Ralph and I talk about the future of healthcare post-Covid, windfall taxes and “banter” lawsuits…
Episode 464: Peloton’s quandary vs an opportunity for Shopify…#WeAskWatson
In this episode, Apolloniya and I talk about Peloton’s future plans and a possible opening for Shopify while eBay and Etsy are sleeping…
Episode 463: “Banter” lawsuits vs Boohoo/Joules…#WeAskWatson
In this episode, Apolloniya and I talk about the increasing prevalence of “banter” lawsuits and who will win out of Boohoo and Joules, who have been through a rough patch recently…
Episode 462: BP/windfall taxes vs car-sharing…#WeAskWatson
In this episode, Apolloniya and I talk about potential windfall taxes for the oil and gas industry and whether car-sharing is still a “thing”…
Episode 461: Apple’s EU lawsuit vs supermarket/farmer wars…#WeAskWatson
In this episode, Apolloniya and I talk about EU vs Apple and the effect of the supermarket price war on farmers…
Episode 460: Ralph and I chat about some of the week’s big themes…#WatsonsWeeklyRoundup
In this episode, Ralph and I talk about the big week we’ve just had in tech, but we also talk about banks and supermarkets. This is our first episode that you can also SEE as we did this as a video as well 👍
Episode 459: Germany’s delicate situation vs Amazon’s slowing momentum…#WeAskWatson
In this episode, Duncan and I talk about how Germany and Austria are getting around sanctions to pay for Russian energy and whether Amazon will recover from a slowdown in momentum…
Episode 458: The waning of Spotify vs another boom for warehousing…#WeAskWatson
In this episode, Duncan and I talk about how Spotify is losing steam and what it could do to remedy this as well as why warehousing demand is likely to continue going into the end of the year (and beyond!)
Episode 457: Ford’s new electric pickup truck vs Maersk’s massive success…#WeAskWatson
In this episode, Duncan and I talk about Ford’s Great New Hope and why shipping container giant Maersk may be attracting unwanted attention…
Episode 456: unionisation in the US and UK vs Musk buying Twitter…#WeAskWatson
In this episode, Duncan and I talk about the reasons for increased unionisation and the implications of Elon Musk buying Twitter…
Episode 455: Weekly roundup of some of the big themes…#WatsonsWeeklyRoundup
In this episode, Ralph and I discuss some of the week’s big themes…
Episode 454: RMT strikes vs German nukes…#WeAskWatson
In this episode, Duncan and I talk about increased unionisation and why Germany just can’t switch on its old nuclear power stations to solve its energy problems…
Episode 453: Shein shenanigans vs Netflix’s nightmare…#WeAskWatson
In this episode, I’m flying solo (!) and talking about Shein’s naughtiness regarding Zara and the pickle that Netflix is now in as its latest subscriber numbers proved to be a real shocker!
Episode 452: gyms on the high street vs Twitter’s poison pill…#WeAskWatson
In this episode, Duncan and I talk about gyms eyeing up cheap rents on the UK high street and Twitter’s decision to defend itself against unsolicited takeover bids…
Episode 360: BTS pseudo-coin vs Gail’s Bakery taking on the high street…#WeAskWatson
In this episode, Hamsi and I talk about the crypto exchange problem in Singapore and how Gail’s might take on Pret in the battle of the pastries/sandwiches…
Episode 359: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Ralph and I talk a bit about inflation, the importance of the NSR as an alternative to the Suez Canal, developments in nuclear FUSION (not fission) and the latest attack on Big Tech…
Episode 358: Shell walks away from Cambo vs the UK’s new listing rules…#WeAskWatson
In this episode, Ines and I talk about the impact of Shell walking away from what could be a big project in the North Sea and what sort of impact the UK’s new listing rules might have.
Episode 357: Creativity with department stores vs Selfridges’ biggest opportunity…#WeAskWatson
In this episode, Ines and I talk about the increasingly creative uses of town centre space vacated by department stores in addition to what may lie in store for Selfridges…
Episode 356: CMA toughness vs Inditex’s nepotism…#WeAskWatson
In this episode, Ines and I chat about the CMA’s decision on Giphy and Inditex’s surprise management reshuffle…
Episode 355: Plant-based “meat” blues vs Dorsey quitting Twitter…#WeAskWatson
In this episode, Ines and I talk about why plant-based alt-protein is having a bad time at the moment as well as whether Jack Dorsey stepping down as CEO of Twitter is a good thing or not…👍
Episode 354: Meta battles the CMA vs Peloton and gyms…#WeAskWatson
In this episode, Duncan and I talk about the CMA potentially scuppering Meta’s proposed acquisition of Giphy and how Peloton and gyms should perhaps get together.
Episode 353: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Ralph and I chat through some of the week’s key developments despite Ralph feeling “a bit weird” 😁
Episode 352: Beijing’s robotaxis vs new variants spooking the travel industry…#WeAskWatson
In this episode, Elif and I talk about the merits of robotaxis in Beijing and the nervousness caused by news of the new variant…
Episode 351: Mulberry’s UK production vs Lidl’s UK expansion plans…#WeAskWatson
In this episode, India and I talk about Mulberry’s plans to increase UK production and Lidl’s plans to expand in the UK over the next four years…
Episode 350: London SPAC vs Compass’ remote catering…#WeAskWatson
In this episode, India and I talk about London’s new SPAC and how Compass’s catering business is evolving…
Episode 349: Twitter/Walmart shopping vs Macy’s balloon NFTs…#WeAskWatson
In this episode, Apolloniya and I talk about Twitter’s experiment with Walmart and whether Macy’s doing NFTs is a good idea or not…
Episode 348: Shopping bots vs 40-year mortgages…#WeAskWatson
In this episode, Duncan and I talk about the joys of shopping bots and a new 40-year mortgage…
Episode 347: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Ralph and I chat about US/China nukes, conglomerate break-ups and HS2, among other things…
Episode 346: House of Fraser/Oxford Street vs Watson’s Daily/trading…#WeAskWatson
In this episode, Stewart and I talk about the implications of House of Fraser shutting down its Oxford Street flagship as well as millennials getting involved in trading and what’s really the story with Watson’s Daily…
Episode 345: Nvidia/Arm scrutiny vs Redefine Meat…#WeAskWatson
In this episode, Stewart and I talk about the Nvidia/Arm kerfuffle and how Israeli start-up Redefine Meat is redefining meat!
Episode 344: Bye-bye conglomerates vs incomplete Teslas…#WeAskWatson
In this episode, Stewart and I talk about the ongoing trend of conglomerates slimming down, Shell’s focus on London and whether Tesla delivering incomplete cars is a good thing or not…
Episode 343: Johnson & Johnson break-up vs bicycle shortages…#WeAskWatson
In this episode, Stewart and I talk about J&J being the latest conglomerate to break up and we look at why Halfords is pretty calm about bike supplies while high end companies aren’t…
Episode 342: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, ex-City research analyst Ralph Hebgen and I talk about some of the main stories hitting the headlines in the business and financial markets this week.
Episode 341: Netflix vs Beyond Meat…#WeAskWatson
In this episode, Apolloniya and I chat about what Netflix can do to grow in what looks like a mature market and what the future of Beyond Meat might hold…
Episode 340: YouTube’s Dislike policy vs M&S’s resurgence…#WeAskWatson
In this episode. Elif and I talk about whether YouTube’s new “Dislike” policy is any good and what M&S can do to continue to build on its current winning streak!
Episode 339: Jakob sets me straight on whether or not I should buy an EV…#WatsonsChats
In this episode, I’m joined by Jakob Bronebakk, who is an owner and fan of electric vehicles and now works within the automotive industry. He objected to my opinion on EVs in last week’s podcast, so I thought it would be great to have him on the podcast to go into more detail. Did he […]
Episode 338: Gymshark vs PwC’s expansion in China…#WeAskWatson
In this episode, Duncan and I discuss the future of Gymshark and whether PwC’s big China expansion plans will work out…
Episode 337: Musk’s tweet vs restaurant tech…#WeAskWatson
In this episode, Duncan and I talk about what might be behind Musk’s latest tweet and how restaurants have had to change over lockdown.
Episode 336: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Ralph (ex-City research analyst and ex-colleague of mine!) and I discuss some of the interesting stories from this week including reaction to COP26, the government’s oil dilemma, the Bank of England leaving interest rates unchanged, NFTs in BTS and how NFTs could develop in the future…
Episode 335: BTS NFTs vs Peloton slowing down…#WeAskWatson
In this episode, Yenli and I talk about new NFTs in K-pop kings BTS and the future of Peloton…
Episode 334: the renewables future vs BMW’s conservative EV forecasts…#WeAskWatson
In this episode, Yenli and I talk about an important new power storage initiative and BMW’s reticence on an EV future…
Episode 333: ByteDance/TikTok’s reorganisation vs Maersk basking in supply chain misery…#WeAskWatson
In this episode, Yenli and I talk about the benefits of ByteDance’s overhaul as well as the prospects for Maersk, which announced a record-breaking quarter with more to come…
Episode 332: What’s all the fuss about IPOs? #WeAskWatson
In this episode, Yenli and I chat a bit about IPOs, what they are, why companies do them etc. This is a very simplified version of what can be quite a complicated topic!
Episode 331: InPost vs UK second hand car prices…#WeAskWatson
In this episode, Yenli and I talk about InPost’s expansion of delivery lockers in the UK and how crazy second hand car prices could have a detrimental effect on the automotive industry as a whole…
Episode 330: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Ralph and I talk about some of the week’s notable happenings including the UK Budget, advertising as an leading economic indicator, consumer fears, what’s going on in the housing market and Facebook’s future.
Episode 329: Facebook/Meta vs Tesco/Gorillas…#WeAskWatson
In this episode, Duncan and I talk about the Meta-future and whether there really is demand out there for grocery deliveries within 10 minutes…
Episode 328: BP/Daimler’s deal with hydrogen trucks vs Hertz’s Uber deal on Tesla cars…#WeAskWatson
In this episode, Megan and I talk about the implications of BP’s deal with Daimler on hydrogen powered lorries and Herz’s deal with Uber to supply it with Tesla vehicles…
Episode 327: Facebook’s ad disappointment vs Zooplus and petcare potential…#WeAskWatson
In this episode, Megan and I talk about the ongoing effect of Apple’s privacy changes on ad revenues and the market potential for petcare as Zooplus gets a buyer.
Episode 326: London’s bigger ULEZ vs consumer spend in restaurants…#WeAskWatson
In this episode, Megan and I discuss the implications of a bigger ULEZ for London and whether restaurant chains should expand now as household budgets get tighter and tighter…
Episode 325: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, I talk about China’s slowing GDP growth rate, the Bank of England’s hint-dropping, Russia turning the screws on gas, new developments in crypto, metaverse aspirations, fat bonuses for investment bankers – and more besides!
Episode 324: Snap/Apple vs free Worldcoin…#WeAskWatson
In this episode, Apolloniya and I talk about how Snap has been affected by Apple’s recent change in privacy policy and how Worldcoin is getting people to look into its “orb”…
Episode 323: South Korea and China vs PayPal/Pinterest…#WeAskWatson
In this episode, Apolloniya and I talk about how South Korean companies are suffering from the crackdown in China and we also chat about PayPal’s interest in Pinterest…
Episode 322: Facebook’s new digital wallet vs vets under strain…#WeAskWatson
In this episode, Apolloniya and I talk about Facebook’s launch of a digital wallet and how the world of vets and pet care could be overdue for a massive change in the UK…
Episode 321: Foxconn’s first cars!…#WeAskWatson
In this episode, Apolloniya and I talk about Foxconn’s first ever cars! This episode is shorter than normal because we had timetable clashes!
Episode 320: Klarna’s future vs the beef between China and Brazil…#WeAskWatson
In this episode, Apolloniya and I talk about the possible impact of the latest developments for Klarna and Impossible Food’s imminent entry into the UK market…
Episode 319: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about a very eventful week where Felixstowe came to prominence, commodities are storming upwards and the consumer is being squeezed from all sides…
Episode 318: the secret to Boots’ success vs gym chain fatigue…#WeAskWatson
In this episode, Milena and I discuss Boot’s solid performance and whether PureGym should go ahead with an IPO…
Episode 317: housing shortages vs expensive chicken…#WeAskWatson
In this episode, Milena and I discuss the rebound in house prices and how inevitable food price rises will be yet another thing to put household budgets under even more pressure.
Episode 316: residential rents vs the Felixstowe solution…#WeAskWatson
In this episode, Milena and I talk about the current reversal of the city exodus and what could be done to solve the pile-ups at the Port of Felixstowe…
Episode 315: higher prices dent confidence vs shrinkflation…#WeAskWatson
In this episode, Milena and I talk about how higher prices are hitting consumer confidence and whether shrinkflation is the right way to go for producers…
Episode 314: Netflix vs Kevin the Carrot…#WeAskWatson
In today’s episode, Milena and I talk about Netflix getting back on track with content and how companies may decide to CUT advertising budgets because of supply chain issues…
Episode 313: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about a big week of big events where we rising prices and interest rates, ongoing employee shortages across the board, cratering UK car sales, Facebook’s outage, Evergrande’s ongoing problems and Morrisons’ new direction among other things.
Episode 312: House prices/inflation vs South Korea’s battery supremacy…#WeAskWatson
In this episdoe, India and I talk about the UK housing market and how South Korea’s reliance on imports to make rechargeable batteries could cause problems… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 311: Recovery in the travel industry vs Tesco’s cheap and cheerful Christmas…#WeAskWatson
In this episode, India and I talk about the fragile recovery of the travel industry and Tui’s decision to raise money as well how Tesco sees Christmas shaping up… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 310: Amazon’s new 4-star shop vs Facebook’s indiscretions…#WeAskWatson
In this episode, India and I talk about Volvo’s upcoming IPO and whether or not there are going to be any major long-lasting effects on Facebook after yesterday’s outage… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 309: Volvo’s IPO vs Facebook outage…#WeAskWatson
In this episode, India and I talk about Volvo’s upcoming IPO and whether or not there are going to be any major long-lasting effects on Facebook after yesterday’s outage… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 308: Utility consolidation vs prospects for Morrisons…#WeAskWatson
In this episode, India and I talk about what lies in store for UK utilities as well as the prospects for Morrisons under new ownership… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 307: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this episode, Duncan and I talk about the new German leader, fuel nightmares, Evergrande’s slide and Mastercard doing Buy Now Pay Later etc. Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 306: Deliveroo “Hop” vs Zoom’s Five9 failure…#WeAskWatson
In this episode, Julia and I talk about Deliveroo’s new rapid grocery delivery service and what lies ahead now that Zoom’s big acquisition has fallen flat… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 305: Amazon’s new robot vs the Rolls-Royce Spectre…#WeAskWatson
In this episode Julia and I talk about Amazon’s new creepy robot and Rolls-Royce’s first every battery-powered car! Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 304: Lego’s success vs Mastercard offering BNPL…#WeAskWatson
In this episode, Julia and I talk about Lego’s success so far and what it prospects might be as well as the potential impact of Mastercard wading into the world of Buy Now Pay Later (BNPL). Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 303: Temp visas vs Instagram Kids…#WeAskWatson
In this episode, Julia and I talk about the government’s decision to issue temporary visas for some overseas workers as well as how Facebook might be able to proceed with its Instagram Kids project… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 302: Facebook/Apple vs petrol pump drama…#WeAskWatson
In this episode, Julia and I talk about Facebook’s VR ambitions, a little bit about the German election result and then chat about the lead-up to and consequences of the petrol “shortage” we’re experiencing at the moment… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 301: Here’s our weekly roundup where we reflect on the week’s events…#WatsonsWeeklyRoundup
In this “me, myself and I” edition 😁 I shall be flying solo and taking you through some of the week’s key developments in macro, gas, crypto, China clampdown targets and supply chain issues. Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 300!!! THE GERMAN ELECTION EDITION (plus we talk about Tortilla’s IPO plans as well)…
In this episode, India and I talk about the upcoming German election this weekend and Tortilla’s IPO plans… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Episode 299: Netflix/Roald Dahl vs Amazon’s department stores…#WeAskWatson
In this episode, Duncan and I talk about whether Roald Dahl’s works will be to Netflix what Marvel was to Disney and how Amazon may potentially change the department store experience… Listen on Apple Podcasts HERE. Listen on Spotify HERE. Listen on Anchor HERE.
Watson’s Daily Podcast 🎧 07/12/20
I chat with Duncan B about Trump’s future and Burger King in India 👇