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HODINKEE Podcasts

The Business of Watches [017] Oliver Müller, The Man Behind The Numbers For The Morgan Stanley Swiss Watcher Report

HODINKEE Podcasts

HODINKEE

Watches, Paul Newman, Talking Watches, Hodinkee Radio, Leisure, Podcast, Omega, Radio, Society & Culture, Ben Clymer, Wrist Watch, John Mayer, Arts, Horology, Hodinkee, Rolex, Daytona

4.7960 Ratings

🗓️ 25 February 2026

⏱️ 68 minutes

🧾️ Download transcript

Summary

How the key Morgan Stanley report gets made, plus Ben Clymer drops in to talk watch industry news and trends.

Transcript

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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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