Лучшие подкасты про Commercial Awareness (2025)

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Episode 907: DeepSeek reflections from an AI company founder... 24:27

2d ago24:27

24:27

In this episode, I ask the founder and CEO of AI company BotsForThat, Daniel Lawrence, what he makes of the DeepSeek news and what it means for AI now and in the future...

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Episode 906: DeepSeek deep thoughts 💭 24:36

3d ago24:36

24:36

In this episode, Gabby and I talk about DeepSeek - its story so far, the impact on AI, thoughts around it and what the future holds...

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Episode 905: Why private credit is a big deal! 26:07

4d ago26:07

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!

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Episode 904: The Weekly Chat with Ralph 38:56

5d ago38:56

38:56

In this episode, Ralph and I talk about crypto/memecoins and the latest dramatic developments for energy...

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Episode 903: Themes for 2025 (part two) 1:02:11

5h ago1:02:11

1:02:11

In this episode, Ralph and I look at three more themes to look out for in 2025...

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Episode 902: Themes for 2025 (part one) 38:16

10d ago38:16

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!

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Episode 901: Why companies are leaving London... 27:10

14d ago27:10

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 😁

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Episode 900: The prospects for bitcoin and gold for 2025 32:53

15d ago32:53

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 I have a chat about bitcoin and gold. Do YOU think that both or either of these assets is moon-bound this year?? Please note that…

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Episode 899: Peter & Ralph's Weekly Chat (Week commencing September 9th 2024) 1:06:29

5M ago1:06:29

1:06:29

In this episode, Ralph and I talk about the latest in the US presidential race, why crypto may be a "store of value" and whether Australia's move to ban teenagers from social media is a good idea...

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Episode 898: AI's effect on cybersecurity & industry consolidation...#WeAskWatson 53:36

6M ago53:36

53:36

In this episode, I talk to experts Richard Neale and Vlad Botic about AI's effect on cybersecurity and Thoma Bravo's acquisition of Darktrace... For more info on Richard go here: Richard Neale, CEH, ISO LI | LinkedInFor more info on Vlad go here: Vlad Botic | LinkedIn

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Episode 897: What's with CrowdStrike?? #WeAskWatson 23:55

6M ago23:55

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! You can find more out about Rich here: Richard Neale, CEH, ISO LI | LinkedIn

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Episode 896: Peter & Ralph's weekly chat (week commencing 15th July 2024) 45:33

6M ago45:33

45:33

In this episode, Ralph and I talk about the CrowdStrike disaster and the sunglasses love-triangle between EssilorLuxottica, Meta and Supreme...

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Episode 895: More luxury woes vs Adidas's rebound...#WeAskWatson 26:28

7M ago26:28

26:28

In this episode, Duncan and I talk about Richemont playing into the downbeat luxury trend and why Adidas is rebounding while Nike isn't...

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Episode 894: Hotel Chocolat vs EV hopes...#WeAskWatson 19:42

7M ago19:42

19:42

In this episode, Duncan and I look at what's next for Hotel Chocolat and hopes about EVs providing a boost for car sales...

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Episode 893: Peter & Ralph's weekly chat (week commencing July 15th 2024) 49:17

7M ago49:17

49:17

In this episode, Ralph and I talk about Trump getting shot, Macron's self-imposed disaster and what lies ahead for the new labour government.

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Episode 892: South China Sea vs VW buying into Rivian...#WeAskWatson 21:05

7M ago21:05

21:05

In this episode, Alina and I talk about some rather concerning developments in the South China Sea and why VW's deal with Rivian could help both sides...

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Episode 891: Shein's IPO vs Frasers/THG/BNPL...#WeAskWatson 20:28

7M ago20:28

20:28

In this episode, Alina and I talk about the pros and cons of Shein's proposed IPO and why Frasers and THG getting together is a very clever idea...

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Episode 890: More US tech restrictions vs Mission 2025...#WeAskWatson 23:52

7M ago23:52

23:52

In this episode, Alina and I talk about the US putting more tech restrictions on China and how the "Mission 2025" group is pushing back against the "greenlash"...

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Episode 889: Review of 2024's themes so far with Peter & Ralph... 1:04:39

7M ago1:04:39

1:04:39

In this episode, Ralph and I revisit the themes we talked about at the beginning of this year (populism, near-shoring/deglobalisation, renewables/nuclear, AI profitability and corporate migration to the Middle East/India) and review developments until now.

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Episode 888: the haves vs the have-nots...#WeAskWatson 19:40

8M ago19:40

19:40

In this episode, Duncan and I talk about why it doesn't feel like inflation is falling and how working at UK investment banks is getting VERY compelling (uncapped bonus, anyone??)...

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Episode 887: Nvidia vs Warehouse rooftop solar panels...#WeAskWatson 19:50

8M ago19:50

19:50

In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses!

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Episode 886: Peter & Ralph's weekly chat (w/c June 10th 2024) 53:29

8M ago53:29

53:29

In this episode, Ralph and I react to the release of the prospectuses this week of the main parties and whether AI will kill creativity...

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Episode 885: Nike vs highly paid lawyers...#WeAskWatson 25:34

8M ago25:34

25:34

In this episode, Duncan and I talk about what Nike needs to do to get itself back on track and thoughts about high salaries of newly-qualified lawyers (in some law firms)!

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Episode 884: Peter & Ralph's weekly chat (w/c June 3rd 2024) 58:04

8M ago58:04

58:04

In this episode, Ralph and I discuss the upcoming election, AI in the world of finance and the positive prospects for IPOs...

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Episode 883: Peter & Ralph's Weekly Chat (week commencing May 7th 2024) 41:53

9M ago41:53

41:53

In this episode, Ralph and I talk about "good news" for the UK and prospects for the UK's IPO pipeline...

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Episode 881: EVs in Europe vs China…#WeAskWatson 20:52

9M ago20:52

20:52

In this episode, Duncan and I talk about the huge contrast between EV fortunes in Europe vs China and what a realistic future might look like for EVs…

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Episode 882: Arm’s prospects vs IPO prospects for the London market…#WeAskWatson 26:39

9M ago26:39

26:39

In this episode, Duncan and I talk about how Arm could benefit properly from AI and why the London IPO drought could be over soon…

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Episode 880: Lab space to save Canary Wharf vs Wayve’s exciting potential…#WeAskWatson 19:06

9M ago19:06

19:06

In this episode, Duncan and I talk about whether lab space is the answer to the Canary Wharf exodus and the exciting prospects for Wayve…

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Episode 879: Peter & Ralph's Weekly Chat (week commencing 22nd April 2024) 42:53

9M ago42:53

42:53

In this episode, Ralph and I talk about the potential death of the diamond industry and "the curse of 35"!

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Episode 878: Peter & Ralph's weekly chat (week commencing 15th April 2024) 42:04

10M ago42:04

42:04

In this episode, Ralph and I discuss Shell's threats to ditch its London listing and go stateside. We also chat about a more realistic future for EVs...

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Episode 877: AI risk assessment vs something that could transform investment banking…#WeAskWatson 27:28

10M ago27:28

27:28

In this episode, Saaya and I talk about risk assessment in AI and the FCA considering a rule change that could transform investment banking…

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Episode 876: North Sea drilling vs China and Russia cosying up…#WeAskWatson 19:11

10M ago19:11

19:11

In this episode, Saaya and I talk about the North Sea drilling conundrum and the implications of China and Russia cosying up in the face of western sanctions…

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Episode 875: Ted Baker closures vs the “guncotton” problem…#WeAskWatson 26:04

10M ago26:04

26:04

In this episode, Saaya and I talk about Ted Baker closing stores and how European defence companies are warning about China’s dominance in the supply of a key ingredient in making ammo…

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Episode 874: Bankers in France vs the potential failure of EVS…#WeAskWatson 25:11

10M ago25:11

25:11

In this episode, Saaya and I talk about why investment banks are reluctant to boost their headcount in France and why I think that EV hype is waaaaay overdone and could be heading for failure…

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Episode 873: affordable Easter eggs vs a rise in M&A activity…#WeAskWatson 22:55

10M ago22:55

22:55

In this episode, Duncan and I talk about how rampant chocolate prices are going to filter through and how M&A activity is definitely showing signs of life…

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Episode 872: the Baltimore bridge vs the “finfluencer” crackdown…#WeAskWatson 24:13

10M ago24:13

24:13

In this episode, Duncan and I talk about the commercial implications of the Baltimore Bridge crash and the FCA’s crackdown on “finfluencers”…

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Episode 871: Retail rebound vs surge pricing at Legoland…#WeAskWatson 21:38

10M ago21:38

21:38

In this episode, Duncan and I talk about a bottoming out of retail sales and why surge pricing isn’t a good idea for Merlin Entertainment! We had a few minor sound issues with this episode, but nothing disastrous! Just so you know, Duncan was not in a cave at the beginning of this recording 😂

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Episode 870: Peter & Ralph’s weekly chat (week commencing 18th March 2024) 55:31

10M ago55:31

55:31

In this episode, Ralph and I talk about Reddit’s IPO and the “QuitTok” trend…

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Episode 869: Hong Kong’s new law vs Unilever ditching ice cream…#WeAskWatson 22:30

11M ago22:30

22:30

In this episode, Megan and I talk about the potential impact of Hong Kong’s new, tighter security law and whether Unilever’s ditching of its ice cream business is a good idea…

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Episode 868: Peter & Ralph’s weekly chat (week commencing 11th March 2024) 46:32

11M ago46:32

46:32

In this episode, Ralph and I talk about crypto developments and the potential fate of TikTok…

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Episode 867: Peter & Ralph's weekly chat (w/c 53:58

11M ago53:58

53:58

In this week's episode, Ralph and I talk about alternative energy...

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Episode 866: Nvidia’s triumph vs warehousing consolidation…#WeAskWatson 24:12

11M ago24:12

24:12

In this episode, Christian and I talk about Nvidia’s strong performance and about the recent trend of consolidation in warehousing…

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Episode 865: Barclays’ new plan vs resistance to the China influx…#WeAskWatson 27:32

12M ago27:32

27:32

In this episode, Christian and I talk about Barclays’ new plan and how industries are getting increasingly paranoid at being superseded by Chinese companies…

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Episode 864: mining job cuts vs motor financing dodginess…#WeAskWatson 23:31

12M ago23:31

23:31

In this episode, Christian and I talk about Anglo American’s big announcement and who is potentially most exposed to the outcome of the FCA’s latest investigation…

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Episode 863: Gaming slowdown vs potential pub shutdowns…#WeAskWatson 24:19

12M ago24:19

24:19

In this episode, Christian and I talk about a slowdown in gaming and increasing pressure on the government to cut VAT for the hospitality industry…

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Episode 862: Peter & Ralph's Weekly Chat (w/c 12th February 2024) 52:22

12M ago52:22

52:22

In this episode, Ralph and I talk about hydrogen fuel cells, motor finance problems and the prospects for the UK's residential property market...

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Episode 861: Temu’s bid for glory vs Hong Kong’s ongoing demise…#WeAskWatson 17:52

12M ago17:52

17:52

In this episode, Hrutika and I talk about Temu’s bid to catch up with Shein and how Latham & Watkins’s latest move confirms the shift in how global companies are doing business in Hong Kong these days…

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Episode 860: employment visas vs my theory on the M&A turnaround…#WeAskWatson 19:09

12M ago19:09

19:09

In this episode, Hrutika and I talk about the race for visas and why I think there are early signs of an M&A turnaround…

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Episode 859: Peter & Ralph's Weekly Chat (w/c 5th February 2024) 39:34

12M ago39:34

39:34

In this episode, Ralph and I talk about ExxonMobil and its fixation on ESG investors as well as how global supply chains are changing to take into account potential geopolitical risks.

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Episode 858: the TikTok fashion effect vs the danger of cheap EVs…#WeAskWatson 20:52

12M ago20:52

20:52

In this episode, Duncan and I talk about TikTok’s effect on apparel retailers and whether Ford’s plan to focus on smaller EVs is actually a good thing…

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