The Business of Watches [017] Oliver Müller, The Man Behind The Numbers For The Morgan Stanley Swiss Watcher Report
HODINKEE Podcasts
HODINKEE
4.7 • 960 Ratings
🗓️ 25 February 2026
⏱️ 68 minutes
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| 0:00.0 | Welcome to the business of watches, the Haudinky podcast where horology meets high finance, |
| 0:07.9 | and we go behind the scenes to find the financial drivers of the watch industry. |
| 0:14.2 | I'm your host, Andy Hoffman. |
| 0:17.3 | This week, the man behind an annual report that often sets the tone for the watch industry for the entire year. |
| 0:26.2 | Oliver Mueller is the founder and principal at Lux Consult, |
| 0:30.2 | a Swiss-based consultancy that provides the revenue and production estimates for the yearly Morgan Stanley Swiss Watcher report that |
| 0:39.1 | the whole industry pays attention to and gives detailed insights into what's working in the |
| 0:45.1 | watch business and what isn't. But first, I'm joined by a very special guest to talk about some |
| 0:52.0 | of the business news driving the headlines. Ben Clymer needs |
| 0:56.1 | no introduction, of course. He is the founder of Houdinke and certainly one of the key drivers |
| 1:02.5 | and reasons that the United States is now the biggest single country market for Swiss watch exports. |
| 1:15.3 | Music country market for Swiss watch exports. Ben, thank you for joining us. |
| 1:17.5 | It's a great pleasure, Andy. |
| 1:18.6 | This is my first time doing this with you. |
| 1:20.5 | I'm excited. |
| 1:21.2 | Indeed, welcome to the business of watches. |
| 1:23.5 | And how are things with you today? |
| 1:25.0 | What's happening? |
| 1:25.9 | Yeah, so I'm at my home office right now working on lots of stuff in the Houdicke realm, including magazine, including |
| 1:33.3 | Watches of Wonders, including some more strategic kind of larger conversations with the powers that be. |
| 1:38.7 | A very busy day. |
| 1:40.1 | But I would say the highlight of it is this conversation right here. |
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