Episode 938: Chinese EV tech vs Virtual analysts...

Episode 938: Chinese EV tech vs Virtual analysts...

Author: Peter Watson May 21, 2025 Duration: 34:13

In this episode, Duncan and I talk about why Chinese EV tech is winning over customers and whether virtual analysts at UBS are a sign of the future in both finance and other professions...


Each week, Peter Watson sits down to turn the noise of the business world into clear, actionable insight. This is Commercial Awareness with Watson’s Daily business and financial news, a companion to his popular newsletter. Drawing on thirteen years as a stockbroker in London and Tokyo, where he advised major financial institutions on European and Japanese markets, Peter doesn't just report the headlines. He unpacks them, revealing the underlying mechanisms and consequences that often go unnoticed. You'll hear a seasoned professional's take on market shifts, corporate strategies, and economic indicators, all explained without jargon. The aim is straightforward: to build your understanding of how capital, companies, and global events interconnect, making you more informed whether you're managing investments, leading a team, or simply curious about the forces shaping your work. It’s the context behind the news, delivered in a conversational format that feels like a discussion with a well-connected friend. Tune into this podcast for a regular dose of clarity, pulling from a deep well of experience to highlight what truly matters in business and finance each week.
Author: Language: English Episodes: 100

Commercial Awareness with Watson’s Daily business and financial news
Podcast Episodes
Episode 905: Why private credit is a big deal! [not-audio_url] [/not-audio_url]

Duration: 26:07
In this episode, I discuss with Legal Liz why private credit is such a big deal and why it really matters to the financial industry!
Episode 904: The Weekly Chat with Ralph [not-audio_url] [/not-audio_url]

Duration: 38:56
In this episode, Ralph and I talk about crypto/memecoins and the latest dramatic developments for energy...
Episode 902: Themes for 2025 (part one) [not-audio_url] [/not-audio_url]

Duration: 38:16
In this episode, Ralph and I look at the themes we identified last year and whether they worked out as we predicted. We also talk about two themes for this year as well! Part two comes tomorrow!
Episode 901: Why companies are leaving London... [not-audio_url] [/not-audio_url]

Duration: 27:10
In this episode, Legal Liz and I talk about why companies are leaving London for New York (or Frankfurt)...Legal Liz is a legal expert at a mystery investment bank 😁
Episode 900: The prospects for bitcoin and gold for 2025 [not-audio_url] [/not-audio_url]

Duration: 32:53
Here's the first podcast of 2025! 2024 was a tricky year for me for various reasons, but the podcast is back again! Apologies for the absence. Anyway, in this episode, Charlie Morris, CIO of ByteTree Asset Management and…
Episode 897: What's with CrowdStrike?? #WeAskWatson [not-audio_url] [/not-audio_url]

Duration: 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! Yo…