Playing FTSE: Recent Episodes

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What do hedge fund managers think is going to cause a stock market crash? Find out on this week’s PlayingFTSE Show!

All change this week – Steve W creeps back towards being average as Steve D’s portfolio has an off week. But why’s it a bad week to be Welsh?

The stock market is definitely going to crash, the only questions are when and why? One candidate is a bursting AI bubble, which is what Steve D’s been looking at.

Steve W’s been looking at the latest data from Bank of America for ideas. Hedge funds are leaning towards inflation as the concern, but this was before Friday’s tariff news…

REITs are often popular with dividend investors and Steve W’s been looking at AEW – one we haven’t talked about before. It’s got a 7.5% yield, but that’s not what he’s interested in.

Unlike most REITs, the firm has a growth strategy based on short-term lease renewals. It’s been working, too, so is this one for the passive income buy list?

Steve D’s been looking at Grainger, the UK’s largest owner of private rental houses. For anyone that’s ever wanted to make money in buy-to-lets, this could be worth a look.

The firm is transitioning towards becoming a REIT. And the longer it takes consecutive governments to increase housebuilding, the more rental demand there should be.

FTSE 250 pub chain JD Wetherspoon has released its full-year results and the stock is down. But Steve W doesn’t think they were at all bad with growing sales and steady margins.

Steve D thinks some cracks are starting to show, though. So should the company really be paying a dividend and buying back shares while increasing its net debt during the year?

Only on this week’s PlayingFTSE Podcast!

► Get a free fractional share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.

Don't miss out! Sign up today and start your journey with us.

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

0:00 INTRO & OUR WEEKS

8:50 CRASH INCOMING

29:11 AEW UK REIT

44:17 GRAINGER

1:00:29 SPOONS

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

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What is Chinese tapas? Find out on this week’s PlayingFTSE Show!

Steve W’s had a below-average week, but Steve D is absolutely running away with it. Or at least, he would be if he hadn’t had such a big lunch…

A year has passed since Steve W thought he saw 30% upside in AG Barr shares, so it’s time to check in on that idea. And the results so far have been… mixed.

On the one hand, the company has done what it said it would and progress is actually ahead of schedule. On the other hand, however, the stock hasn’t responded as expected.

Shares in pharmaceutical companies are up across the board this week as Pfizer managed to strike a deal with the US government. And Steve D has the details.

Who were the winners and who were the losers? More importantly – what does it mean for investors looking for stocks to buy across the sector?

Greggs shares jumped on the firm’s Q3 trading update. But Steve W couldn’t see anything very good in the FTSE 250 company’s report.

Sales growth continues to be weak and it’s actually started going backwards after some signs of improvement. Steve D, however, has a slightly more positive view…

Axcelis shares fell this week on news the company plans to merge with Veeco – a similar business elsewhere in the semiconductor production process. Steve D owns this one.

There’s nothing unusual in a stock going down in an acquisition deal. But could the cross-selling opportunities and synergies unlocked by the merger make it a smart move?

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.

Don't miss out! Sign up today and start your journey with us.

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

0:00 INTRO & OUR WEEKS

07:23 GREGGS

22:40 PHARMA

41:04 AG BARR

56:51 SEMI MERGER

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

Who does Steve D want to open the England batting? Find out on this week’s PlayingFTSE Show!

It’s the end of Q3 and time to check in on the PlayingTSE portfolios. And the last week hasn’t been a particularly good one for either Steve.

Steve W has finally managed to buy a European stock for his portfolio. It’s LVMH, which has actually done quite well over the last three months or so.

Elsewhere, there are a couple of new UK additions, one from the FTSE 100 and one from the FTSE 250. But which stock is he thinking about selling in the next three months?

Steve D has graduated a couple of stocks up to his main portfolio from the capital incinerator. But he’s been reducing his stake in Walt Disney recently.

The big buy in the last quarter has been Bloomsbury. But there are also big additions to the likes of Ashtead Technology to bump up the UK exposure.

The Britbox has fared pretty badly over the last three months. And it’s the usual suspects letting the side down, with Greggs continuing to struggle and Diageo doing badly.

The Eurobox has had a reasonable three months, but nothing worth paying fees for. Steve W thinks it’s partly due to missing a big boost in defence spending.

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.

Don't miss out! Sign up today and start your journey with us.

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

0:00 INTRO & OUR WEEKS

07:26 SW PORTFOLIO

23:04 SD PORTFOLIO

44:13 BBOX EBOX

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

What has more rabbits than people? Find out on this week’s PlayingFTSE Show!

Steve D is back from holiday and his portfolio is firing on just about every cylinder available. Steve W hasn’t done badly, but it’s been a great week for the man from Hull…

Nearly nobody thinks the US stock market should be more like the UK. But President Trump has floated plans to shift US-listed firms to reporting twice a year.

The idea isn’t entirely without merit, but it doesn’t look like an obviously good move. Steve and Steve have some questions – and even the odd answer.

Shares in FTSE 250 telecoms company Gamma Communications just keep falling. But they had a big 11% jump after earnings, which reversed itself within half an hour.

The stock market can be a volatile place, but it’s not usually as choppy as this. Steve W has a theory about investors misinterpreting the firm’s H1 report.

A P/E ratio of 10, a 6.75% dividend yield, and an acyclical business. Is there anything not to like about Pets at Home?

Quite a lot actually and it’s pretty much all of the above, along with the firm not having a CEO. Steve D takes a closer look.

Judges Scientific is in both our portfolios and the Britbox. So Steve W’s been looking at what we think is one of the UK’s top growth stocks.

At least, that’s what it looks like. But with a huge revenue contribution from an extremely erratic business, is there any hope of trying to value this stock at the moment?

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.

Don't miss out! Sign up today and start your journey with us.

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

0:00 INTRO & OUR WEEKS

8:36 TRUMPS CHANGES

26:52 GAMMA COMMUNICATIONS

41:07 PETS AT HOME

57:43 JUDGES SCIENTIFIC

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.

Don't miss out! Sign up today and start your journey with us.

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

What’s Steve W worrying about at the end of the month? Find out on this week’s PlayingFTSE Show!

Both Steves are ahead of the market this week – or at least, they were when we recorded this week’s show! But one is more ahead than the other…

The big story this week is Alphabet’s antitrust case and there are two parts to it. The significance of being forced to share data with competitors is not to be underestimated.

The company can, however, keep spending its way to being the default search engine on the iPhone. But does that benefit Alphabet, or Apple?

M&G is a new stock for the show and Steve D has been taking a look at the company’s latest update. It’s one that dividend investors might want to have on their radars.

A mix of insurance and asset management is a familiar one. But risk comes from not knowing what you’re doing and is this something either Steve can process well enough?

Rising bond yields send Legal & General shares to a 9% dividend yield. That’s unusually high, so should investors seize the opportunity?

Maybe. But as Steve W outlines, this isn’t just a case where rising yields mean lower share prices – the bond selloff has meaningful consequences for the company’s dividend cover.

However we pronounce it, Zscaler is an impressive cybersecurity operation. It doesn’t really make much in the way of free cash flow (after stock-based comp) but who cares?

AI looks like a big threat that can drive demand for years to come, but Steve D has his eye on a lot of deferred revenue. Is this any different to Crowdstrike?

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.

Don't miss out! Sign up today and start your journey with us.

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

0:00 INTRO & OUR WEEKS

7:13 GOOGLE ANTITRUST

25:45 M&G

42:55 LEGAL & GENERAL

59:32 ZSCALER

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

What’s Steve D been doing with his plums? Find out on this week’s PlayingFTSE Show!

Matching results this week for the Steves. Both down, both in between the FTSE 100 and the S&P 500, but both the same – not a particularly noteworthy performance.

Nvidia’s remarkable growth story continues, but how remarkable actually is it? It’s twice Alphabet’s market cap for half the revenues and Steve W isn’t sure that’s a good deal.

On top of that, there’s the China issue to think about. That’s weighing on guidance at the moment, but could things come through better than expected in Q3?

Gamma Communications is a stock UK investors have been talking about for a while. But despite growing steadily, it’s down 33% over the last five years.

It turns out remote working isn’t as much of a thing as people thought, but the business is impressive. And at a P/E ratio below 15, is it now in value territory?

Steve D has a look at the latest earnings from Crowdstrike. Revenue growth is impressive and it’s fast-establishing itself as an indispensable part of business tech.

So far, though, it hasn’t generated any cash net of share buybacks. So is a market cap north of $100bn too much for a company that still requires investors to wait?

SSPG does not stand for Steve, Steve, and Paul. It’s a FTSE 250 travel retail company, with names like Upper Crust,and Caffe Ritazza, as well as some well-known franchises.

With WH Smith in the middle of an accounting scandal, is the stock worth checking out? UBS has a Sell rating on it, but does Steve W have a more positive view?

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.

Don't miss out! Sign up today and start your journey with us.

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

0:00 INTRO & OUR WEEKS

8:43 NVIDIA

26:40 GAMMA COMMUNICATIONS

40:56 CROWDSTRIKE

58:52 SSP

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

Who’s in Steve D’s Fantasy Football team? Find out on this week’s PlayingFTSE Show!

Both Steves seem to have solved the stock market this week, with portfolios going up on days where the S&P 500 has gone down. But only one has outperformed this week…

Shares in WH Smith crashed 42% on Thursday after the company issued a profit warning. But it bounced back 11% on Friday as investors took in the news.

Steve W is a shareholder. Accounting irregularities are never a welcome development, but is this a buying opportunity, or could there be more revelations on the way?

Steve D has a new stock for the show. Morgan Advanced Materials makes speciality products for industries like aerospace, semiconductors, and clean energy.

These are obviously cyclical and have been out of fashion recently. But is this the time to grab a bargain with the stock trading at some fairly modest multiples at the moment?

Brown & Brown is a stock we haven’t covered before. But it has a familiar business model – it aims to build scale through acquisitions in an important market.

The share price has faltered recently, with a softer insurance market weighing on profits for brokers. That, however, looks like a cyclical situation, so could this be an opportunity?

Adyen shares usually go up a lot or down a lot after the company’s earnings reports. They went down this time, but only for a short while before recovering fairly well.

The payment processing business increased revenues at its standard 20% and operating profits grew faster. And, of course, it’s time for our usual PayPal comparisons…

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.

Don't miss out! Sign up today and start your journey with us.

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

0:00 INTRO & OUR WEEKS

6:50 WH SMITH

22:17 MORGAN ADVANCED MATERIALS

42:35 BROWN & BROWN

55:47 ADYEN

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

Who’s gone from a partnership to a limited company? Find out on this week’s PlayingFTSE Show!

Steve W’s away on holiday this week, but before he went away he sat down with Jamie from Stocks and Savings to catch up. It’s been a while, so how are they getting on?

Jamie and Andreea have gone from being an Instagram operation to running a podcast of their own. And they’re storming up the Apple podcast charts…

Axon Enterprise is one of the stocks that we haven’t really talked about much on the show. And it’s hard to see why, since there’s a lot to like about the business.

Dominating a niche with software margins is very impressive. But is there any way around the fact the company pays out more in stock-based compensation than it makes in cash?

Last time we spoke, Jamie’s portfolio was behind the wider market, but that was a tough time for growth stocks. With things improving recently, has he managed to catch up?

Our guest has a pretty specific set of criteria for finding stocks to buy, inspired by a name that should be familiar to listeners. But he also thinks this is likely to change over time…

Rolls Royce? Diageo? Nvidia? Jamie from Stocks and Savings plays Steve W’s game ‘Stocks? Or Savings?’. But which of the shares on Steve’s list does he actually own?

In an unusual twist, Jamie’s also got a stock of his own for the team to consider. It’s MercadoLibre – which both Steves used to own – but don’t any longer…

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/SNSBONUS. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.

Don't miss out! Sign up today and start your journey with us.

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

0:00 STOCKS & SAVINGS INTERVIEW

11:39 AXON PITCH

41:32 JAMIES STOCK PICKING STYLE

56:41 QUICKFIRE ROUND & MELI

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

What is a “Broista”? Find out on this week’s PlayingFTSE Show!

Mixed fortunes for the Steves this week in the stock market. It’s a return to normality for Steve D, but Steve W has underperformed just about everything.

Diageo’s full-year results caused the stock to climb 10% – but Steve W owns the stock and didn’t see the results as terribly positive.

It’s not long ago that investors were told to expect 5% per year in organic growth at least. Never mind, at least Gen Z are actually drinking more than they say they are, right?

Toast continues to go from strength to strength. The business, that is – the stock is down almost 10% this week after Q2 earnings showed a lower take rate.

The firm is branching into bigger businesses and retailers, so the decline is natural. But is the stock starting to emerge from under investor radars and become more mainstream?

Steve W’s been looking at Airbnb, which fell this week after its Q2 results. The market didn’t take kindly to an announcement of a big investment in Experiences.

This has been tried before and didn’t work – but maybe this time it really is different. Steve D was on the edge of selling not long ago, but might he go the other way now?

Dutch Brothers – a Steve D favourite – is putting up impressive numbers. Like-for-like sales growth across the coffee chain’s outlets is above 6%, which is very strong.

Equally impressive is the fact the firm has achieved this without putting up prices. That’s key to the firm’s value proposition for customers… as is the amount of sugar in its drinks.

Only on this week’s PlayingFTSE Podcast!

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Past performance doesn’t guarantee future results.

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► Timestamps:

0:00 INTRO & OUR WEEKS

8:57 DIAGEO

21:00 TOAST

36:35 AIRBNB

50:46 DUTCH BROS

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

What happened with Rentokil this week? Find out on this week’s PlayingFTSE Show!

It’s not been a good week for either Steve – or the FTSE 100, or the S&P 500. Steve W’s in between the indexes and Steve D’s below them both.

Taylor Wimpey is the latest addition to Steve D’s portfolio. But the firm made a loss and lowered its dividend as a result of cladding provisions during the first half of the year.

That, however, should be a one-off thing. And Steve W has some macroeconomic data to support the idea that the construction industry could be about to pick up.

Amazon’s share price fell sharply after the firm’s Q2 earnings report. And not just because tariff news sent the stock market down more generally.

Steve W is putting it down to weak guidance for operating profits in Q3. So is the falling share price an opportunity to get back to buying the stock?

Transmedics has been having an outstanding year so far in 2025. The stock market has responded well to the company’s latest earnings report – and for good reason.

Revenues are profits growing strongly and the firm is working on the next iteration of its product lineup. All of that bodes well for Steve D’s investment.

We’ve had a request to talk about Croda International’s latest earnings report. The stock market didn’t like it at all, but Steve W thinks the picture is more mixed.

The dividend is up despite lower free cash flows and sales are growing, but not as quickly as they were. So what should Jamie from Stocks and Savings make of the report?

Only on this week’s PlayingFTSE Podcast!

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When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

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We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

10:38 TAYLOR WIMPEY EARNINGS DEEP DIVE

35:47 AMAZON

48:20 TRANSMEDICS

58:15 CRODA

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

What’s half the price of Nvidia and makes twice the revenues? Find out on this week’s PlayingFTSE Show!

Neither Steve has done as well as they were hoping this week. Steve W’s disappointed to find himself between the indexes and Steve D’s had some big fallers.

Reports of Google losing market share don’t seem to be hitting Alphabet’s revenues… yet. There’s strong growth across the board, especially in the Cloud division.

There’s also news of YouTube continuing to grab market share in US screen time. But what should investors think about the ongoing issues around monopolistic practices?

Steve D has a new stock – Manhattan Associates. It’s not an office REIT, it’s a tech company with some legitimate software credentials and a focus on supply chains.

In terms of market position, it has a closer focus than some of its competitors. And as it shifts over to subscriptions, could now be a good time to consider buying?

Shares in Judges Scientific fell 15% in a day after the firm’s H1 results. Sales and profits were up as a result of a coring expedition, but the firm cut its guidance for the full year.

The company’s long-term strengths are still intact despite a recovery taking longer than expected. As a result, Steve W has a growing list of stocks to buy in August…

It’s time for another check-in with Vakuumventile AG (VAT Group). Its results are interesting, with some strong sales despite slow order growth.

There are signs of a recovery coming from China, though, which could be good for a number of businesses. But what has Steve D noticed in the latest report?

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

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► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

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There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

9:06 ALPHABET EARNINGS

25:39 MANHATTAN ASSOCIATES

41:04 JUDGES SCIENTIFIC

52:13 VAT GROUP

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

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► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

What does Trading212’s AI think both Steves are missing from their portfolios? Find out on this week’s PlayingFTSE Show!

It’s been a volatile week in the stock market with a lot of big ups and downs. And the Steves have had differing results this time out.

Rachel Reeves delivered her Mansion House speech this week and it caught Steve W’s attention. In particular, the Leeds Reforms are looking to get the UK stock market moving.

Overall, more people considering Stocks and Shares ISAs would seem to be a win-win-win. But there’s a big question about what the education around this is going to look like…

Ashtead Technology shares have fallen sharply and it’s not hard to see why. A difficult market for subsea rental equipment has resulted in sales going backwards.

The bottom line, though, is holding up well and there’s a strong management team in place that’s been there since the start. Is that enough to put the stock on Steve’s buy list?

Wise’s latest trading update was a mixed bag, with revenues up 14% (adjusting for currency fluctuations). But the stock market didn’t love it and the shares fell as a result.

The growth was short of expectations and interest income grew faster than transaction revenues. But with where the company could be, the stock looks attractive to Steve W.

Shares in ASML fell this week after the company failed to confirm growth for 2026. But the overall results were more than reasonable.

A strong order book also indicates a good position for the medium term. Steve D owns the stock in his portfolio, but it’s already a large position – is there scope to buy more?

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

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► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

10:21 MANSION HOUSE SPEECH

28:50 ASHTEAD TECH

40:38 WISE

53:28 ASML

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

Who has to try and figure out what to do in the mornings? Find out on this week’s PlayingFTSE Show!

Another week, another outperformance for one Steve. And the other one hasn’t done bad, either…

Terry Smith – known to some as Britain’s Warren Buffett – has released his shareholder letter for the first half of 2025. And the Fundsmith Equity Fund has been losing money.

Chief among the detractors is Novo Nordisk, which has been sold to make way for EssilorLuxottica. But the stocks catching Steve W’s attention are Meta and Microsoft…

FTSE 250 housebuilder Vistry reported earnings this week and the numbers are… not great. But Steve D has some news that has put the stock firmly on Steve W’s list of stocks to buy.

The investigation from the CMA looks like it’s all but settled. And with the stock having gone nowhere ahead of a £39bn government package, is the opportunity too good to miss?

Investors might wonder why shares in Celebrus Technologies jumped 15% this week after earnings. Revenues are set to fall and earnings are going negative in 2026.

That, though, is almost entirely the result of a change in revenue recognition. Steve W thinks a closer look reveals a company that’s doing just fine – and a stock at a decent price.

Steve D has been reverting to type with a South American stock with a name that’s difficult to spell. But Tecnoglass is traded on the US exchanges and it looks very interesting.

With competitive strengths ranging from low costs (due to vertical integration) to a unique product (due to patents) it’s in a strong position. And of course, a balance sheet to match.

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

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► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

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There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

5:31 TERRY SMITH

21:01 VISTRY CHECK IN

38:15 CELEBRUS

51:34 TECNOGLASS

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

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► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

Which hole has Steve D been shoving money down? Find out on this week’s PlayingFTSE Show!

The Steves are on a roll right now – both are ahead of the FTSE 100 and the S&P 500. And there’s one stock in particular that’s been doing it for both of them over the last seven days…

Greggs shares have had another appalling week, this time due to the weather being too hot. But does that change anything about what the Steves are planning on doing with the Britbox?

The FTSE 250 stock had been on the list to buy before the latest decline. But there’s also another new name that’s joining the ranks from Steve D…

In terms of European shares to buy there’s one big name that stands out. It’s LVMH which – as of last week – both Steves have ownership stakes in.

Making way is spirits company Pernod Ricard and GLP-1 firm Novo Nordisk. But Steve D has an eye on another name from a different sector to add to the portfolio…

AstraZeneca is the latest name rumoured to be leaving the FTSE 100 for the US. But Steve W isn’t buying it – the stock or the story.

Healthcare has been the worst-performing S&P 500 sector over the last 12 months. And with RFK Jr. as Health Minister, is that really where a pharmaceuticals firm wants to be?

Anyone wanting a house, cars, or basically anything in the Baltic region realistically only has one place to look. It’s Baltic Classifieds – which is obviously a member of the FTSE 250.

The company has a nice business model and a very strong market position. And with the stock down almost 10% in day, could it be one to consider buying?

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

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► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:55 BRITBOX CHANGES

24:58 EUROBOX CHANGES

35:32 ASTRAZENECA TO LEAVE UK STOCK MARKET

49:51 BALTIC CLASSIFIEDS GROUP

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

Who’s been selling their Southern Copper shares? Find out on this week’s PlayingFTSE Show!

It’s the end of Q2, so it’s time to check back in on portfolios. That means Steve D, Steve W, the Britbox, and the Eurobox, but who’s been outperforming what?

Steve D was having a quiet time of things in Q2. But then that all changed later on in the piece.

With over £2,000 in cash, is Thermo Fisher Scientific on the buy list? Or are there better opportunities to add to his existing investments?

Steve W’s Q2 got off to a roaring start on the buying front as Liberation Day crashed the stock market. But most of his buying has been in one particular FTSE 100 stock.

It’s been a FTSE 250 name, though, that has been keeping his portfolio afloat for the last six months. And with share prices recovering, he’s got an eye on a sell…

The Britbox has had a mixed few months. And there have been a few high-profile fallers that have been putting pressure on the overall portfolio.

The big question is what to do about it, which gives the Steves a question. With a lot of ideas about stocks to buy, what should they sell to make way?

The Eurobox has made a roaring start to life. Strong performances from Dino Polska and Euronext have caused the overall portfolio to climb.

Steve W has a few names in mind for potential additions. But a handful of Swedish conglomerates are out of the question for an unusual reason…

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Fiscal.ai:

Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!

https://fiscal.ai/?via=steve

► Follow Us On Substack:

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► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

4:27 STEVE D’S PORTFOLIO

23:29 STEVE W PORTFOLIO

40:27 BRITBOX UPDATE

52:52 EUROBOX UPDATE

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

Who’s got wood? Find out on this week’s PlayingFTSE Show!

Both Steves are up ahead of the market again this week, extending an impressive run. But who were the real winners over the last seven days?

As FTSE 250 stocks go, XPS Pensions has been an outstanding performer over the last five years. And the future doesn’t look bad either.

A strong competitive position in an industry where shifting regulation should mean steady demand is a very good thing. And there’s a share buyback to consider, as well…

FTSE 100 events company Informa has caught Steve W’s eye. He’s not going to World of Concrete and doesn’t know anyone who is, but there might be money in running it.

Attractive economics and a resilient business are big plus points. On the other hand, an acquisition at over 20 times adjusted EBITDA means there’s some risk with the stock.

Ashtead is making its way from the UK to the US, but shares didn’t get the boost investors might have hoped for. Probably because it also came with a profit warning.

Despite a cyclical downturn, the stock seems like decent value. Steve D, however, thinks taking a closer look reveals a different picture of the relatively attractive multiple.

Renew is an uninteresting business in an uninteresting industry. Sometimes, though, these boring stocks can generate some impressive returns for investors.

Rail maintenance work has unironically been delayed and this is weighing on growth. But with maintenance work non-negotiable, it might just be a case of being patient.

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

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Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

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► Follow Us On Substack:

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► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:22 XPS Pensions

19:23 Informa

35:26 Ashtead Group

49:40 Renew Holdings

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

What is PSNFL? Find out on this week’s PlayingFTSE Show!

It’s been a storming week for both Steves. But who’s done well, who’s done better, and what’s been going on with Nintendo?

Rachel Reeves has issued the latest set of government spending plans. And there have been some obvious winners from the news.

Chief among these is Rolls-Royce. But the housebuilders have also been doing well and both Steves are actually relatively optimistic about the plans going forward.

On the face of it, Halma’s latest results appear to be outstanding and the stock is up as a result. Steve W has been having a look at the numbers.

Organic growth is impressive and the stock market clearly likes it. However, with a March 31st cutoff, could there be tariff volatility on the way?

Wise might be leaving the UK, but Steve and Steve aren’t willing to let this one go easily. Another outstanding year has seen the company go from strength to strength.

More people, more transaction volume, and lower charges are seeing the company pull away. So is it likely to attract a better multiple on the other side of the Atlantic?

Danaher is an S&P 500 stock that we haven’t talked about much before. But it’s the kind of business that both Steves like – strong growth and a good acquirer.

It has a very interesting backstory and a culture that gives it a big competitive advantage. So at a cyclical low, could it be a stock to buy right now?

Only on this week’s PlayingFTSE Podcast!

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This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

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► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

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We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

10:13 REEVES SPENDING REVIEW

24:21 HALMA

36:52 WISE

54:40 DANAHER

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

Check out James Fox!

Instagram: https://www.instagram.com/trade_pass/

YouTube: https://www.youtube.com/@Trade_pass

Is the doctor in or out when it comes to Greggs? Find out on this week’s PlayingFTSE Show!

This week, we’ve got something different on the show. It’s an interview with the UK’s leading independent stock picker!

Dr. James Fox writes at GuruFocus and Fool UK. And he’s here to talk with Steve W about stocks, shares, and investing.

James tells us about taking control of his finances from an advisor at the age of 18 and reveals what the first stock he ever bought was. It’s not one you might guess.

He also shares a bit about what type of investor he sees himself as and what he does when he’s not investing. Anyone for a sumac-based soft drink?

Finding stocks to buy is one of the most important things for investors. So how does the best in the business go about it?

James talks Steve W through his process and the key metric he uses to screen for investment ideas. It’s not one we talk about much, but it has a good pedigree.

Building a diversified portfolio is the ambition of a lot of long-term investors. But it’s a bit different for someone who also owns their own drinks business.

James talks through the balance of his pension in terms of UK and US stocks. And he also shares his views on the attractiveness of bonds at the moment.

We don’t talk much about Pinterest on our show, but James thinks it’s a stock listeners should know about. And he’s here to give us a run-through on why.

It’s growing impressively and trades at a reasonable P/E multiple. But is a heavy skew towards the US in terms of revenues a risk or an opportunity?

We couldn’t have the UK’s leading independent stock picker on and not get his views on some stocks. And we’ve got quite the lineup to get through.

The big question, though, is what James thinks about Greggs. It’s one of his favourite stocks to write about, but why does he have such as strong view on it?

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Follow Us On Substack:

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

3:01 BACKGROUND

20:20 FINDING STOCKS

34:28 PORTFOLIO BREAKDOWN

48:52 PINTEREST

1:00:53 THE DOCTOR IS IN?

► Wanna get in contact?

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Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

What happens if you try to widen your cavities too much? Find out on this week’s PlayingFTSE Show!

A stellar week for Steve D in the stock market and an adequate one for Steve W. So spirits are high as we set up for recording, but how long will that last?

Macfarlane is a small cap UK packaging stock. It’s up against bigger competition when it comes to distribution, but its manufacturing business is impressive.

Steve W has been taking a look at this one after some recent weakness. But is this one for his portfolio, or one for the upcoming vacancy in the Britbox?

It’s been a long time since we looked at Forterra – our favourite UK brick company. But have things got better since the firm was running up debt while paying dividends?

The answer is yes – and no. Demand has started to pick up as the UK government looks to push things along, but the balance sheet still needs some work.

Diageo put up some strong growth numbers in its most recent earnings report. But not everything is what it seems with the FTSE 100 spirits company.

There’s a lot of demand pulled forward in advance of potential tariffs, but there’s also some signs of a plan emerging. Is that enough to make the stock a buy?

Nvidia stock is up following (yet) a(nother) strong report. The firm has managed to shrug off the US government restricting its sales to China in impressive style.

Steve D’s been having a look at the numbers and thinks there’s still some mighty sales priced in. But Steve W isn’t so sure (though he liked the stock better at $90)...

Only on this week’s PlayingFTSE Podcast!

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Follow Us On Substack:

https://playingftse.substack.com/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

4:32 MACFARLANE

19:37 FORTERRA

37:15 DIAGEO

50:47 NVIDIA

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What’s Steve W been waiting 17 years to do? Find out on this week’s PlayingFTSE Show!

Both Steves have underperformed the S&P 500 this week. But Steve D has made a move to correct this and Steve W has a very specific reason why.

Last week, Steve W said Greggs shares would go up. And they did, but they’re still well below where they were at the start of the year.

Management is taking credit for it, but is it actually just to do with the good weather we’ve been having lately? Or is there something more exciting going on?

There are exciting things going on at Alphabet. Google’s parent company isn’t just sitting around waiting for lawsuits – it’s getting on the case with AI.

Gemini’s becoming a PA, Astra can see down your camera, and our thumbnail software is getting a boost. And then there’s Waymo with an actual robotaxi network…

Diploma is a FTSE 100 stock that we’ve had an eye on for a long time. And it’s up after the most recent results, which are pretty good illustration of why.

Everything is up. Organic revenue growth is strong, profits are well up, and the latest acquisitions are integrating nicely – what else is there to want from an investment?

Bloomsbury is a recent addition to the FTSE 250. But it’s results for the 2024-25 year leave a bit to be desired and the stock is down as a result.

There’s no way a decline in profits is a positive thing, but with no Sarah J. Maas book this year, that might not be a problem. So is this a buying opportunity for Steve D?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

7:59 GREGGS

20:03 GOOGLE I/O

44:32 DIPLOMA

56:35 BLOOMSBURY

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s been buying a secret stock? Find out on this week’s PlayingFTSE Show!

Contrasting fortunes for the Steves this week. Steve W has underperformed both the FTSE 100 and the S&P 500, but Steve D has outperformed them both… put together!

Earlier this week, shares in 3i fell 7%. Then they recovered within about half an hour – how is anyone supposed to buy a dip like that?

Steve W has been paying attention to this one. And as Action – the private equity firm’s largest investment continues to do well, there might have been an opportunity…

United Health shares have had an awful year so far in 2025. CEOs have been departing and there’s now an investigation into Medicare fraud on the way.

The stock is unusually cheap, though. And Steve D thinks when the company makes it through to the other side of its problems, things could look very different.

Compass Group is a FTSE 100 stock that we’ve never looked at before. But Steve W thinks it’s time to change that – there’s a lot to like about the contract caterer.

The firm combines a lot of the business models that we like. The only trouble is, it doesn’t look like this is a big secret that the market is missing right now…

It’s time for another look at Cava – the fast-growing Greek restaurant chain. The stock has been up and down since its IPO and Steve D has been following closely.

At the moment, though, it’s dividing opinion. Unusually, Steve D can’t make the numbers add up on this one, but Steve W thinks it’s about right where it is…

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

8:20 3I

21:42 UNITED HEALTH

36:13 COMPASS GROUP

51:35 CAVA

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who did Steve W meet this week? Find out on this week’s PlayingFTSE Show!

In a shortened week as we record early, Steve W has outperformed the FTSE 100 and the S&P 500. And Steve D has outperformed Steve W.

Warren Buffett is handing over the leadership of Bekrshire Hathaway at the end of the year. But will having Greg Abel in charge make any difference?

Steve W thinks so. A more hands-on approach to the company’s subsidiaries could generate better operating results, but it might make it harder to use that big cash pile.

Disney shares have been rising after an impressive set of earnings. Subscribers in the streaming division are growing and there’s a new park on the way in an unusual location.

That’s a surprise given the way Snow White has gone at the box office and the state of the US economy. Steve D has the details.

UK retail has been terrible this year. But Steve W thinks there might be some signs of recovery on the way.

Same-store-sales at B&M have been deteriorating less quickly and JD Wetherspoon has recently posted some strong results. So could this be time to consider buying?

MercadoLibre has been growing impressively on all front. Its e-commerce division, payment platform and delivery network are all reaching new highs.

It’s the one that got away for both Steves, but we keep talking about it on the show to remind ourselves of what not to do. But who made a bigger mess of this?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

7:10 BERKSHIRE & BUFFETT

23:23 DISNEY

40:46 UK HIGH STREET UPDATE

55:02 MERCADO LIBRE

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who has more than one internet provider? Find out on this week’s PlayingFTSE Show!

Steve W has outperformed the indexes this week, but has Steve D? That’s a complicated question that depends on exactly when we’re talking about.

The Amazon share price is treading water on a day the S&P 500 is climbing. But was the slowing growth in AWS from the latest earnings report really much of a problem?

Free cash flow has been negative, but the company investing might be a good thing in the long term. But in the short term – what about tariffs and building inventories?

Apple shares have been falling after the company’s quarterly earnings. Services growth slowed and the company is moving its manufacturing to Vietnam and India.

That means the nonsense about a $3,500 iPhone isn’t – in all likelihood – ever going to be a reality. But in terms of innovation, investors are really looking for the next thing.

Duolingo is an odd business. But the stock has been a terrific investment and the share prices is up over 20% in a day after the firm’s most recent earnings report.

Steve W is confused by the business – impressed, but confused. Steve D, though, thinks that a move beyond languages into some other educational areas could be a big winner.

Senior is in the Britbox, but we’ve never really talked about it on the show. And It’s a firm that’s in transition at the moment as it divests one of its operating divisions.

That could boost profits and long-term performance. But Steve W said last week that it doesn’t seem like a great time to be doing divestitures right now…

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:11 AMAZON

26:35 APPLE

40:53 DUOLINGO

55:22 SENIOR

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s been dusting off their cricket spikes – and who hasn’t? Find out on this week’s PlayingFTSE Show!

Contrasting fortunes for the Steves this week. Steve D has outperformed and Steve W has missed out – but the game has a long way to run yet for both our investors.

Alphabet’s latest earnings report was incredibly impressive, but the stock market has largely shrugged it off. Why?

Could it be because the firm is losing antitrust cases and investors are worried about a potential breakup? Steve D has been looking for ancient wisdom to figure out what to do.

We don’t talk about Tesla often, but Steve W thinks things have got interesting recently. Thet latest earnings were terrible, but that’s not it.

It looks like Elon Musk might have managed to clear the way for regulatory approval for robotaxis. So could this be the key moment?

Intel has been outperforming expectations recently. But it’s been doing it with flat sales and negative earnings per share.

Can the new CEO turn things around and get the foundry business selling to a company not called Intel? That’s probably the big question… but also: what’s Pat Gelsinger up to?

Steve W has been into DCC shares recently. But it’s just sold its healthcare business for less than analysts had been hoping for it to.

The stock is down as a result, but is there a bigger lesson for investors? Admiral and WH Smith have also struggled to get good prices for divestitures recently…

Tariffs and falling oil prices have been making life difficult for Enphase recently. But could it be a good time to consider buying the stock?

The situation is dynamic and volatile and that makes things hard for the company. That, though, might mean things could start getting a lot better very quickly.

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:36 ALPHABET

19:46 TESLA

29:55 INTEL

39:44 DCC

49:17 ENPHASE

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

After a two-week break, we’re back! Did we miss anything? Find out on this week’s PlayingFTSE Show!

The new financial year is off to an uninspiring start for both Steves. In the last week, both have underperformed the FTSE 100 and the S&P 500.

It’s that time of the quarter when we talk about Netflix and how well it’s done. And it’s put up strong numbers on the top and bottom lines with a positive outlook to go with it.

Steve W, though, has been thinking about the company’s move to shift away from disclosing its subscriber numbers. And Steve D has some other risks in mind.

ASML shares took a bit of a hit this week after the latest earnings update. But while the short term is uncertain, investors would do well to look at the bigger picture.

Steve W is interested in potential competitors. So Steve D is taking the opportunity to remind us of this company’s moat and how difficult it is to displace.

Shares in Wise are now back to where they were when the stock first launched on the public markets in 2021. But the company makes a lot more money these days.

It’s got a much stronger competitive position, too. But what is Steve D’s big fear about the stock moving forward from an investment perspective?

Sartorius shares have been climbing steadily recently. Before that, though, they spent a good couple of years going the other way at quite a rate.

It’s been an interesting week for the company, though, with Eli Lilly launching a new anti-obesity treatment. So is this a smart way to invest around that theme?

Shares in FTSE 100 distributor Bunzl fell 25% in a day after the company’s first quarter update. Steve W thinks the report isn’t good, but the response is an overreaction.

Contracting margins and the loss of a key customer are never positive signs. But the guidance for the full year isn’t obviously 25% below where it was before.

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

4:37 NETFLIX

19:40 ASML

31:43 WISE

43:22 SARTORIUS

53:52 BUNZL

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s picked the wrong week to go on holiday from a podcasting perspective? Find out in this week’s PlayingFTSE Show!

This show was recorded on March 30th. Fortunately, not much happened in the last week or so…

It’s time to look back at what we’ve bought over the last three months and how our portfolios have fared. Steve D’s up first.

There are some obvious discounts in some of the REITs Steve owns and Amazon is looking like it’s come down a lot. So is the plan to go buying on the latest dip?

Steve W has been diving into AIM stocks in the last three months. So far, that hasn’t been a success, but it’s still early days for those particular investments.

New positions in Celebrus and Tristel stand out alongside some other less imaginative investments. But what’s the plan for the next three months?

Steve D has been busy on the selling side as well. Pfizer and Diageo have gone entirely and Progyny and Disney have been reduced after some well-timed buys.

It’s surprising how much some big and well-established firms have been struggling lately. But Rightmove has also made its way out of Steve D’s portfolio for a different reason.

Unimaginatively, Steve W has made three sales in the last three months. One was Citigroup (which looks brilliant) and another was Dowlais, which looks… ok.

The other one was Primary Health Properties and that looks like a mistake. The stock is about where it was when Steve sold it, but he’s made a bit of a mess of his calculations…

Around three months ago, we started a portfolio of UK stocks and a portfolio of European shares. And the European investments have made a decent start.

There have been some outstanding performances, especially from the likes of Carl Zeiss Meditec. But which of the Steves has been contributing more?

With the UK shares portfolio, there’s a familiar theme. Barclays, NatWest, and Admiral lead the way after a strong first quarter for financials stocks.

Bringing up the rear is Greggs – obviously – which has had a terrible 2025 to date. But what else has been faltering along with the FTSE 100 food chain?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

5:03 STEVE D BUYS

21:30 STEVE W BUYS

34:00 STEVE D SELLS

44:00 STEVE W SELLS

56:10 EUROBOX & BRITBOX UPDATES

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s been adjusting numbers this week? Find out in this week’s PlayingFTSE Show!

It’s been a short week between recordings. But there’s still plenty of time for the Steves to have been making portfolio moves and paying attention to stock market news.

The Spring Statement this week brought some interesting news. In the short term, growth is set to fall and inflation is set to rise, but is there anything positive to report?

Steve W finds the Chancellor sticking to her principles and looking to keep borrowing under control admirable. But it’s hard to be that positive about the UK at the moment.

It’s been a few weeks since Steve W talked about Associated British Foods. But we’ve had a request from a listener to take another look.

The company is driven by Primark, which has performed poorly recently. At the moment, though, it’s trading at a price that might well reflect this – so is it a buy?

Shares in Vistry fell sharply this week when the company’s latest trading update turned out to be… as bad as everyone expected. But they weren’t obviously any worse.

Steve D has the news and still has a positive view on the business. With the stock down, the ongoing share buybacks could be about to make a big impact on the stock…

Cohort is a military technology conglomerate that we haven’t talked about on the show before. But Steve W has been looking and thinks there’s a lot going for it.

With the UK government set to increase its defence spending, the company stands to benefit. The share price, though, is up over 100% over the last 12 months, so is it too late?

Shares in Ashtead Technology have been rising after the company’s latest trading update. Steve D has the news and it’s very impressive.

Revenues and profits are up and they’re up by a lot. So with the stock at a P/E ratio of 15, is Steve W about to let this one slip away?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

► Timestamps:

0:00 INTRO & OUR WEEKS

5:10 SPRING STATEMENT

18:20 ASSOCIATED BRITISH FOODS

29:40 VISTRY

38:55 COHORT

50:35 ASHTEAD TECH

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What’s a gravel bike made of? Find out in this week’s PlayingFTSE Show!

Contrasting fortunes for the Steves in the stock market this week. One has had a stellar week, but the other has had a more difficult time.

Beeks Financial Cloud is a new one for this show and we’ve had a request from a viewer to talk about it. But could low latency mean a big opportunity?

The company has a strong position in an interesting niche. And it’s signing up customers from all the big exchanges, meaning there could be a lot more growth to come.

JD Wetherspoon is the reason Steve W’s portfolio has underperformed this week. And the company’s latest report was something of a mixed bag.

Like-for-like sales came in higher than the industry average over the last few months. But the market is interested in costs right now – and they’re up for the FTSE 250 pub chain.

Bloomsbury has come a long way in the time we’ve been looking at it. And it’s reached the stage where the price-to-earnings (P/E) ratio has come back down to around 13.

Steve D’s been looking at the author roster and Steve W’s been paying attention to the academic side. Is there anything there to convince them to get buying again?

Steve W promised a REIT, so here’s Tritax Big Box. The stock comes with a 5.4% dividend yield company owns and leases warehouses and industrial distribution centres.

REITs can often find growth difficult, but net rental income is up 24% compared to the previous year. So why is Steve not so convinced by this one?

The stock market liked the latest results from Judges Scientific and so did Steve D. Steve W didn’t, though, a revenue drop is enough to leave him disappointed.

There’s a lot of scope for growth from this one and investors should think about whether they can look past a cyclical downturn. And it looks like they are, with the stock going up…

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingfts

► Timestamps:

0:00 INTRO & OUR WEEKS

5:18 BEEKS FINANCIAL

18:19 JD SPOONS

30:45 BLOOMSBURY

41:07 TRITAX BIG BOX

51:06 JUDGES SCIENTIFIC

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Which of Steve W’s stocks are up this week? Find out in this week’s PlayingFTSE Show!

The S&P 500 has officially entered correction territory this week and the Steves have both seen their portfolios falling. But what should investors do in this kind of situation?

Both Steves have plans for making it through a downturn. And they’re sharing some of the ideas they’ve developed over the last few years this time out.

Shares in Adobe have taken a big fall this week. As a result, they’re trading at a P/E ratio that they haven’t reached in the last five years and Steve D has been taking a look.

The company feels like it’s going to be relevant for a long time and it has some terrific economic properties. But is AI a threat or an opportunity for the business?

Steve W has a new small-cap UK stock to take a look at. It’s Tristel – a manufacturer of some high-powered hospital disinfectant products.

The company is planning its move into the US. And with the stock down 25% since the start of the year, it comes with a growing dividend that starts at an attractive 4.5%.

It’s been a while since we’ve looked at Docusign on the show. But the company has been moving forwards nicely in that time.

The firm has established a strong position in the digital signature business, but could it be anything more than this? Steve D has been checking this one out.

Steve W has been looking at a REIT in the care home sector. An 8.5% dividend yield in an industry where demand is set to stay strong for some time is an attractive proposition.

The trouble is, it’s now up 33% because it’s been acquired. This isn’t the first time this has happened in the last few weeks – so is UK real estate the place to look to find value?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:03 TIPS TO DEAL WITH CORRECTIONS AND CRASHES

24:05 ADOBE

34:41 TRISTEL

47:35 DOCUSIGN

59:47 CARE REIT

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What website is Steve W about to go on? Find out on this week’s PlayingFTSE Show!

It’s been a tough week in the stock market, especially in the US. And neither Steve D nor Steve W has been having a good time of things.

Crowdstrike shares have been falling recently. Could this be the result of last year’s outage coming back around to haunt the company?

The stock roughly back where it was before the big drop and Steve D has been taking a look. There’s still a very good business with some strong customer retention here…

FTSE 100 distribution company Bunzl has been catching Steve W’s eye. Revenues for 2024 are down, but this was known about and the share price has fallen on the latest news.

There’s around 7% of the market cap in free cash to deploy each year. And if it can’t be used for growth, it’s coming back as dividends and buybacks.

MongoDB is a stock the PlayingFTSE Show has been looking at for a while. And it took an almighty hit this week, with shares down over 30%.

The reason is a weak outlook for the next three months, but the company has been known to guide low and then work higher before. Steve D has been checking this one out.

Despite full year revenues being up 11%, shares in Greggs fell sharply this week. This doesn’t seem to make sense, but Steve W thinks he can see what’s going on.

The latest news is that trading conditions are tough right now. But with the company set to increase its store count by 5% this year, could it be a bargain at today’s prices?

Transmedics has been the subject of a short report recently and the stock is down further after its results for the last year. But the business is well ahead of the competition.

Steve D has been on this one for a while and is impressed by the company’s response to the allegations from Scorpion Capital. So could this be his moment to buy?

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

4:20 CROWDSTRIKE

16:42 BUNZL

27:26 MONGODB

43:36 GREGGS

57:27 TRANSMEDICS

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What has Steve D done this week? Find out on this week’s PlayingFTSE Show!

The FTSE 100 is up, the S&P 500 is down. But what have the Steves done?

Again it’s a mixture of new and old and some new shares for the watch list. And we’re really excited about some of the things we’ve been finding.

Nvidia put up another strong result, but the market seemed uninspired. The stock dropped significantly, despite impressive growth in sales and profits.

With the next Blackwell already on the way, the shares are now trading at a forward P/E of 21. Is that low enough for one of the Steves to take an interest?

Celebrus Technologies is a new stock for us. But Steve W has been looking at it and he very much likes what he sees.

It’s got good recurring revenues, a price tag that doesn’t look too bad – and even a dividend! But will being listed in the UK count against it with investors?

Who needs Amazon as a customer? Not Progyny – the reproductive assistance stock has shrugged off the loss of a big customer.

It’s a setback, but revenues are still growing and the outlook for the company is largely the same (just a year behind). The share price rose then fell – quickly – so is this time to buy?

Rolls-Royce is now well past Covid-19 recovery. But the company is still posting strong growth and it’s offering impressive guidance for the next few years.

The stock climbed 20% on the news, meaning there’s a lot priced in. But there are also lots of growth avenues…

Steve D has been looking at Lantheus - a promising healthcare company . It’s a stock that’s been working higher over the last few years but there could be more to come.

Pylarify is the thing investors are typing into Google. But there’s a lot more in the pipeline for them to be taking note of over the next few years.

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:36 NVIDIA EARNINGS

20:45 CELEBRUS

31:09 PROGYNY

42:18 ROLLS ROYCE

51:21 LANTHEUS

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

4:55 CASH ISA

13:32 TOAST

23:40 WALMART

31:18 SOLAREDGE

39:03 CHORD ENERGY

48:34 AXSOME THERAPEUTICS

1:00:37 DCC

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s been icing Digestives this week? Find out on this week’s PlayingFTSE Show!

A strong performance from one Steve and a disappointing result for the other in the stock market this week. But who’s been doing what?

And more importantly, which stocks have been going which way? There’s a lot to talk about on this week’s show…

It’s been a strong six months for Adyen and the share price has been responding accordingly. It doesn’t always, but it’s up significantly this week.

Steve D has been on this one for a while and the company hasn’t let him down. As it catches PayPal in size growing at several times the rate, is there still an opportunity?

Unilever shares are down this week after a modest Q4 update. But the big news is around the separation of its ice cream division – it’s on the way.

The new company will be listed in Amsterdam (as well as the UK and the US). And Steve W is still looking closely at it after having missed out on some previous spinoffs.

Airbnb’s latest result suggests the company is moving in the right direction. Most things are up around 12% – and so is the stock – as the business keeps working on its moat.

It’s a hugely cash-generative business and sticking close to its roots. And it seems as though the higher the stock goes, the more investors seem to like it.

It’s not been a great week for British American Tobacco. The company has had to put a lot aside to cover a potential lawsuit coming from Canada.

New products are growing well, though, and the decline in combustibles revenue isn’t really showing up yet. So could Steve W be tempted to buy this and get some quick cash?

FTSE 250 industrial Renishaw posted some results that were… ok. But the stock market decided to send it down sharply, which could be an opportunity.

Selling precision measuring equipment can be cyclical and over time these things tend to sort themselves out. So what’s Steve D thinking with this one right now?

Barclays is working its way through some medium-term capital return plans. And that’s driven the share price up 100% over the last 12 months.

There’s plenty more to come and with the bank improving its returns on tangible equity, things look very positive. Steve W is taking a closer look on our show.

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

4:48 ADYEN

15:50 UNILEVER

25:34 AIRBNB

36:56 BATS

44:45 RENISHAW

52:23 BARCLAYS

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What’s on Schindler’s latest list? Find out on this week’s PlayingFTSE Show!

It’s been a brutal week for Steve and Steve in the stock market this week. They’ve both underperformed the FTSE 100, the S&P 500, and cash.

But investing is a long-term game and there’s plenty to discuss from what’s been going on. We’ve got a good mix of UK and US stocks to talk about, both good and bad.

The Diageo share price has been falling recently and it’s continuing to do so after the company’s latest earnings report. Steve W has had a look – and it isn’t strong.

Steve D is concerned about the lack of a discernible plan and he’s sold his shares. But with the potential for tariffs to be temporary, could this be the time to consider buying it?

Paypal is shifting its focus from all-out growth to a focus on increasing profits. And the CEO thinks this could be a transition year before things start to pick up.

Steve D has been taking a look and isn’t entirely convinced. And Steve W is unsure about the recent strategy to focus on buying back shares over paying out dividends.

Palantir shares are up 42% this week after the company’s latest earnings. The growth is impressive across the board, but is the stock becoming a joke in value terms?

Steve W thinks it might be. He’s convinced by the company, but how long is it going to take for the business to be in a position to generate a return at today’s prices?

It’s been a strong week for Spotify shares. The company continues to go from strength to strength and while the stock is rising, innovation is still the name of the game.

Strong relationships with record labels and a move into music videos and video podcasts is breaking new ground. But is the stock too expensive to consider buying at today’s prices?

Amazon has been a firm favourite of both Steves for some time. And the latest report looks impressive – at least, until we get to the bit with the outlook for the next three months.

A big investment in AI infrastructure is set to weigh on operating profits and investors will have to wait. But this has always been a stock to be patient with, so is this a problem?

Analysts have been saying investors didn’t like Alphabet’s cloud growth. But it was the second best quarter in terms of growth in the last 10, so is this quite right?

The issue might be a big investment in AI infrastructure. However, the company has said it’s struggling to meet demand at the moment, so could there be more growth on the way?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

5:28 DIAGEO

18:39 PAYPAL

27:49 PALANTIR

37:30 SPOTIFY

48:55 AMAZON

1:00:13 GOOGLE

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What was Steve W called at University? Find out on this week’s PlayingFTSE Show!

There’s been a lot to talk about in the stock market this week. But Steve and Steve have a lot more on their minds than just the latest news from DeepSeek.

Rentokil launched an unscheduled trading update this week. Things are going fine, but there’s a change in leadership in the US part of the business.

Investors reacted well to the news. But with organic revenues only growing in line with inflation, is Steve W as impressed as the rest of the market?

Alexandria Real Estate’s latest report showed decent growth for a REIT focused on pharmaceutical companies. But the stock fell as a result.

Steve D owns this one and is considering adding to it. The thing to keep an eye on is when the current rental contracts expire.

Tesla’s latest update was not good – in fact, it was the opposite of that. Despite the firm managing record deliveries, revenues fell due to heavy discounting.

Does it matter, though? With robotaxis set to launch in Austin in June (apparently) might it be the case that car sales just aren’t that important to the business?

A strong update from Meta has seen the share price climb. Revenues are climbing, profits are up, and the company continues to invest for future growth.

Somehow, the number of users on the company’s platforms keeps increasing as well. So should investors just ignore Reality Labs burning a hole in the profits?

A.G. Barr continues on its way. Widening margins mean that 5% revenue growth has translated into double digit growth in earnings per share.

Steve W has been watching this one with some interest over the last six months or so. With the stock still where it was when he first looked, is he about to buy?

Rachel Reeves has announced what she plans to do with the cash the government is raising (and borrowing). The plan is to invest, but there are some common themes.

One of these is collaboration with the private sector. But what do Steve and Steve think of using public money to help Manchester United expand Old Trafford?

Dowlais is another Steve W stock and his takeover thesis has come true – sort of. It’s the whole company that’s being acquired, not just one division.

That might be even better. But what does it say about the UK if businesses from the FTSE 250 are being acquired by smaller competitors from the US?

ASML has had quite the week. The stock fell after the DeepSeek news indicated that the latest chips might not be crucial when it comes to high performance LLMs.

A strong earnings report has proved to be just the job, though. Strong sales from Q4 and a more positive outlook compared to a flat year has investors feeling good again.

Two bits of news from WH Smith stood out to Steve W this week. The first is it’s planning on divesting its high street retail business – which is an ugly one.

The second is that the travel division is still growing reasonably well. So could there be hidden value in what looks like an unpromising FTSE 250 stock?

Shares in Steve D–owned LVMH fell this week after the company’s latest trading update. And Diageo investors might take note of weakness in the alcohol division.

Bernard Arnault has been doing what he does best, which is getting himself around. And the CEO is an experienced operator when it comes to these machinations…

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:48 RENTOKIL

10:28 ALEXANDRIA REAL ESTATE

17:31 TESLA

25:07 META

31:54 AG BARR

36:10 REEVES GROWTH SPEECH

49:30 DOWLAIS

58:25 ASML

1:07:13 WH SMITH

1:15:38 LVMH

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Finchat.io:Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:Who’s been playing FC25 in Bolton Wanderers mode? Find out on this week’s PlayingFTSE Show!

Monzo – the bank that Steve and Steve have owned for what seems like ages – has been making noises about going public. But will it list in London, or in the US?

A lot of UK companies have been listing in the States recently, but Steve D is hoping for a London IPO. Is this one for the AIM or the main market?

J.D. Wetherspoon’s has released its latest trading update and Steve W thinks it’s… fine. Like-for-like sales growth is decent enough, but only really in line with the industry.

The company has no realistic price competition from its rivals, but supermarkets are the big challenge. So how will the firm cope with higher tax and NI contributions?

From the AIM, Steve D’s investment in Ashtead Technology is starting to pay off. But nobody on our show is quite sure why.

Revenues are set to come in marginally ahead of expectations, with EBITA (no D) up. Surely that’s not enough to set the stock off, though… is it?

We haven’t talked about FTSE 250 dividend aristocrat Spectris on the show before – but that might have been a mistake. The stock has been bouncing back off its lows recently.

It’s in the precision measurement space and Steve D knows it from work. But Steve W has concerns over the impact of weak demand from China and its implications for profits.

Prologis is still the biggest publicly-listed real estate investment trust (REIT) – we checked. It’s heavily exposed to some promising trends that are emerging, but it’s cheap right now.

With a lower cost of capital than its rivals, the firm is well-positioned to make it through a period of normalising demand. So could it be one for either Steve to buy right now?

Steve W has been looking at the latest results from Associated British Foods. It’s underwhelming across the board, but especially when it comes to Primark.

Despite this, the stock looks cheap right now. And it might be that the retailer’s results – disappointing as they are – could justify the entire market cap by itself…

We’re always interested in Netflix on this show. And Steve D has been looking at a very impressive performance from the world’s leading streaming platform.

Revenue growth has been picking up and margins are widening, greeting great unit economics. And with its competitive position getting stronger, is it too late to buy the stock?

Only on this week’s PlayingFTSE Podcast!

► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show...► Timestamps:0:00 INTRO & OUR WEEKS7:05 MONZO IPO12:20 JD WETHERSPOONS17:32 ASHTEAD TECH23:00 SPECTRIS28:25 PROLOGIS35:39 PRIMARK AND FRIENDS48:33 NETFLIX► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s been doing the financial equivalent of untangling Christmas lights? Find out on this week’s PlayingFTSE Show!

Both the FTSE 100 and the S&P 500 have done well this week. But one of the Steves has one better than both – which one is it?

On the subject of investment returns Trading212 – our sponsor on this show – have changed the way their platform shows returns. It’s going to be money-weighted from this point on.

This matters for investors trying to work out whether or not they’ve beaten an index. And Steve D has a neat farming analogy to sort it all out for those who are wondering why…

Freetrade really ought to have been Steve D’s worst investment. It’s a private company so quotes aren’t available so often, but shares were valued at above £9 at one point.

Unfortunately, the firm has just been taken over at £1.19 per share. That’s a big decline and there’s no way back from here – so why isn’t Steve bothered by this?

Diploma’s latest update is out and Steve W’s been taking a look. It’s hard to see what the market thought of it, since it came out on the same days as some positive UK inflation data.

Organic revenue was up 7% in the most recent quarter and total sales are 12% higher. But with no change to guidance is this really a reason for the share price to go higher?

Vistry shares have been under pressure recently, with cost issues in its South Division. The stock rallied sharply this week, though, as the most recent report seemed reassuring.

Steve D has been taking a look and thinks things look encouraging. With the firm having impressive protection from the volatile UK housing market, is there a buying opportunity?

After its latest trading update, Games Workshop saw its share price fall this week. But the report was fairly strong, aside from some uncertainty around tariffs and inflation.

The stock had been rising before, though, and the latest drop brings it back to around 25 times earnings. With its capital return policy, Steve W thinks this looks reasonable.

Wise has been going from strength to strength, but the market hasn’t been buying it. But it’s our top pick for the Britbox, so Steve and Steve have both been taking a look.

The take rate was lower in the last three months, which is probably what investors don’t like. But is this the company taking a hit to its profits or extending its competitive advantage?

It’s earnings season again. As usual, Steve W has been on the case with the US banks and he’s been checking out investment banking, interest income, and loan loss reserves.

The news is positive across the board, which gives someone with Citigroup as his largest investment a bit of a dilemma. What’s a Steve to do?

TSMC has also been putting up some impressive results lately. And with huge margins (for a manufacturer) and impressive growth, is it showing that Warren Buffett made a mistake?

Steve D has a fun idea about what might happen between the company and Intel. But is there a case to be made for buying the stock right now?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:56 HOW MWRR WORKS

16:39 FEETRADE ACQUIRED

23:21 DIPLOMA

26:44 VISTRY

31:22 GAMES WORKSHOP

36:05 WISE

43:14 US BANKS

55:53 TSMC

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What does a soup made of Irn Bru and gammon taste like? Find out on this week’s PlayingFTSE Show!

It’s been a very mixed week in the stock market this week, with the FTSE 100 up but the S&P 500 down. But has which Steve has managed to stay ahead of both of them?

The UK government has announced an investigation into the LISA to kick off 2025. But it’s not yet clear what’s going to change – the withdrawal costs, the house limit, or everything.

Steve W has a LISA, Steve D does not. But what’s the point of them when there are SIPP opportunities for UK investors with cash to invest for the long term?

Greggs has reported earnings this week and Steve W is confused. He didn’t see this as a strong quarter with like-for-like sales weak from a company that’s supposed to be resilient.

Everyone else seems to think otherwise, though. But they don’t seem to be willing to buy the stock at the moment – so maybe it wasn’t such a good report after all.

Christmas is now in the books and it’s time to look at who did what on the retail front. Steve D’s been looking at Tesco, Aldi, and Asda to see where people have been shopping.

The truth is, it’s not really Asda. But Tesco looks like it continues to go from strength to strength, defending its market position well against the discounters.

B&M is another stock that fell sharply this week. But with a £151m special dividend and revenues continuing to grow, does a declining share price make any sense at all?

Steve W thinks it does. A dividend cut and declining store performance doesn’t paint a good picture, but the stock might be worth a look after losing another 11% of its market value.

Who wants to buy bonds? Quite a few people, actually, but not enough to stop UK borrowing costs hitting their highest levels in over two decades.

Investors might be tempted to take a look at a very low-risk investment. But Steve and Steve are more interested in the implications for UK stocks…

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:50 LISA BEING REVIEWED

13:41 GREGGS

20:07 WHO WON XMAS

33:27 B&M EUROPEAN VALUE

44:52 GILTS - THE ACTUAL STORY

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Which company did Steve W make money shorting in 2024? Find out on this week’s PlayingFTSE Show!

It’s that time of year again, where we look at our predictions from 2024 and make some new ones for 2025. Who’s been catching the eye of Steve and Steve – for the right (or wrong) reasons?

Steve D set out to do a bit less selling from his portfolio in 2024 and to try and max out his ISA. One’s in the bag and one is on track, but what’s he planning for 2025?

Steve W cruised home in his ambition to sort out his emergency fund. For 2025, he’s turning back to an investing-themed resolution that could be interesting for the show.

In 2024, Steve D was looking for Disney to outperform. It didn’t quite manage this – but with streaming turning profitable a quarter early, could it still be a good stock to buy?

Steve W elected to bet on J.D. Wetherspoon and against International Consolidated Airlines Group. While the pubs did well, the stock didn’t – and the airline was a top FTSE 100 performer.

As usual, Steve D predicted a weak year for the Tesla share price. And it nearly worked – until the US election suddenly triggered a burst of optimism, despite a decline in annual car sales.

For a US prediction, Steve W thought Goldman Sachs would do well – which was right. Unfortunately, he also doubted Nvidia, which has been the wrongest prediction of them all.

Steve D also thought equities would outperform, which they did handsomely. A 23% return from the S&P 500 was about double the average historic return.

Unfortunately for Steve W, his prediction about the UK cutting interest rates was too specific. Inflation got below 3% – but not below 2% – making his prediction incorrect for 2024.

After the election in the UK and the US, investors seem to be much more optimistic about the S&P 500 than the FTSE 100. But Steve D thinks this could be a mistake going into 2025.

Steve W has an eye on Diploma to outperform in 2025. The stock has lost some momentum recently, but can it get back to high growth and get things moving again?

REITs have been one of the weaker sectors in a generally strong year for S&P 500 stocks in 2024. Steve D is betting on this changing in 2025, though, as the index as a whole falters.

Palantir has been signing up US businesses all over the place and the stock has responded accordingly. Steve W, however, thinks it’s just getting started with a $170bn market cap.

In the UK, Wise has been going from strength to strength. And with its market cap just starting to creep above where it was at its IPO Steve D thinks it could be an acquisition target.

Steve W is going out on a limb with his acquisition prediction. McBride is a UK company that mostly does white-label cleaning products with a couple of brands – could anyone want it?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:49 NEW YEARS RESOLUTIONS

12:33 REVIEWING PREDICTIONS PT1

18:07 REVIEWING PREDICTIONS PT2

24:24 REVIEWING PREDICTIONS PT3

30:21 NEW PREDICTIONS PT1

39:56 NEW PREDICTIONS PT2

50:08 NEW PREDICTIONS PT3

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What value traps is Steve W hoping to avoid in 2025? Find out on this week’s PlayingFTSE Show!

It’s Christmas! (Nearly.) And we have our roundup of the year along with the most interesting things that have been happening this week.

Shares in Novo Nordisk have gone through the floor(-disk), but Darden Restaurants is doing well. This could be good news for US obesity – and Steve D has the details.

A growth stock with revenues going down has caught Steve W’s eye as well. It’s FTSE 100 distributor Bunzl – could a 7% drop in the stock be a buying opportunity?

It’s time for the PlayingFTSE 2024 Quiz. The score to beat is 8/13 and it’s about the S&P 500, but it isn’t as easy as it looks.

It’s about which segments have outperformed and which have faltered in 2024. With Nvidia and Palantir both in, surely tech has outperformed… right?

2024 has been an interesting year for Steve W. He’s underperformed the S&P 500 – but only just. Some solid stocks have been dragged by one or two losers.

At the end of the year, his portfolio has interesting tilt towards commodities, including (but not limited to) oil. But is now the time to be buying in there?

Steve D’s portfolio has underperformed this year, but there have been some great moves. And not just on the buy side – a sell of D.R. Horton now looks very smart.

As 2024 ends, his healthcare stocks have an interesting balance to them. But what’s going to be different about the plan for 2025?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

1:50 WE’RE HAVING A BREAK

6:06 NOVO LIGHTENS INVESTOR POCKETS

12:59 BUNZL

16:17 DARDEN RESTAURANTS

20:53 STEVES SECTOR QUIZ

27:23 STEVE W’s PORTFOLIO REVIEW

42:04 STEVE D’s PORTFOLIO REVIEW

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What links Sartorius, Novo Nordisk, and Svenska Handeslbanken? Find out on this week’s PlayingFTSE Show!

It’s a very unusual week this week on the podcast. Both the FTSE 100 and the S&P 500 are down BUT THE STEVES ARE NOT – THEY’VE BOTH OUTEPERFORMED.

Steve W has been looking at big tech for this week’s quick news roundup. Google has a quantum computing chip (good luck with that) and Amazon is getting into car sales (good luck with that, too.)

In Steve D’s news, Adobe beat earnings but the stock fell and Vanguard has announced some changes in its pricing structure. One is much more impressive than the other, but is Steve about to do anything?

The main bit of this week’s show, though, is our Eurobox. Following last week’s UK edition, we’re having a go at 30 stocks (15 each) from Europe (and Switzerland because otherwise it’s too hard for Steve W).

ASML, Adyen, and Dassault kick off Steve D’s contribution. Two of those will be very familiar to regular listeners, but the third is an impressive French software company we’ve not discussed before.

Differentiated consumer products have been a theme for Steve W this year. And he’s got his eye on Inditex (fashion), Adidas (apparel), and Essilorluxottica (sunglasses) as stocks to consider buying.

Steve D’s healthcare trio are Alcon, Argenx, and Lonzo. All have strong competitive positions and impressive growth prospects, but they cover different parts of the pharmaceutical industry.

One thing Europe does well is luxury goods and Steve W is on the case. Ferrari is one of the most recognisable brands in the world, but he’s also adding Porsche and Pernod Ricard to the mix.

A semiconductor equipment company, a consulting firm, and an infrastructure specialist make up Steve D’s industrials. They’re all based in Europe but each one has a global reach.

Steve W’s also on the industrials. He’s sticking to his preferred theme of aircraft building with Airbus and Safran, but there’s also a medical equipment company in there, in the form of Carl Zeiss Meditec.

When Steve D thinks of tech, he thinks of Spain. And joining Amadeus IT in this part of the Eurobox is Dutch stock exchange Euronext and private equity operation Groupe Bruxelles Lambert.

Companies with a cost advantage really get Steve W going from an investment perspective. And with Ryanair, Basic Fit, and Dino Polska, two out of three isn’t that bad…

Nemetschek, bioMérieux, and Redcare Pharmacy are stocks that almost nobody has heard of. But Steve D thinks a closer investigation explains why they’re worth their place in the group.

Steve W’s taken a look at Novo Nordisk, Sartorius, and Svenska Handelsbanken. Strong companies all three, but good luck finding a theme that ties them together.

And that’s the lot for the Eurobox. Steve D’s carefully selected his and Steve W named every stock he could think of – but neither of them listed LVMH!

All that’s left is to name our top two individual choices and a joint favourite for additional weight. These are Adyen, Dassault, Ryanair, and Svenska Handelsbanken, and the joint choice is Novo Nordisk.

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

06:38 GOOGLES QUANTUM LEAP

13:20 ADOBE EARNINGS

17:08 AMAZON CARS?

22:18 VANGUARD NEWS

27:14 EUROBOX INTRO

28:29 EUROBOX SET ONE!

35:22 EUROBOX SET TWO!

42:11 EUROBOX SET THREE!

48:31 EUROBOX SET FOUR!

56:03 EUROBOX SET FIVE!

1:02:59 BEST FIVE!

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

When is Steve D’s birthday? Find out in this week’s PlayingFTSE Show!

The show has a different feel this week. We’re finally giving the people what they want – a Trading212 pie with 30 of our favourite UK stocks.

Steve W has gone back to underperforming this week after beating the major indices for two weeks running. Fortunately, though, Steve D has been pushing things forward for the team by beating everything by an absolute mile.

The quick roundup this week features a bunch of companies with blue logis. Steve W has been looking at Intel and Five Below – two stocks enjoying sharply contrasting fortunes.

Steve D’s attention this week has been caught by Salesforce, which is starting to gain some AI credibility and Okta, which is performing well. But should investors buy either stock?

This week’s show is all about the Britbox – our top 30 UK stocks to go into a Trading212 pie. We’ve also got our top overall pick and two more of our individual favourites.

AB Dynamics, Ashtead Technology, and Judges Scientific are Steve D’s picks from the AIM. Two that we haven’t seen before on the show – but could there be some real potential here?

Steve W also has an unfamiliar name to the show – FTSE 250 components company Senior. Also on his list are filtration firm Porvair and deep value turnaround Dowlais.

Steve D’s UK fintechs include Wise, Mony Group, and XPS Pensions. The last of these might not be familiar to viewers of the show, but could the upcoming pensions change be a big catalyst?

Among Steve W’s favourite consumer-facing businesses are J.D. Wetherspoon, Games Workshop, and A.G. Barr. An idiosyncratic choice here – can the UK’s cheapest pub chain really raise prices?

Regular viewers might not be surprised to hear that Bloomsbury, Greggs, and Rightmove make Steve D’s list of stocks for the Britbox. But should he be more excited about reading Sarah J. Mass for the first time?.

Steve W’s three are acquisitive growth stocks. Bunzl (distributor of consumables), DCC (a new one for the show) and Diploma (industrial components) make his list for the pie.

Spirax Group has had a rough year. But it’s in Steve D’s list for the Britbox along with FTSE 250 industrial Renishaw and Vistry – a FTSE 100 housebuilder Steve W’s been talking about.

Rentokil, Experian, and Admiral are Steve W’s choices. The running theme is supposed to be things with strong moats and long-term growth prospects, but do these fit the bill?

FTSE 100 miner Glencore leads out Steve D’s final set of three for the Britbox. It’s joined by Barclays – the UK’s leading investment bank – and NatWest, which has done very well this year.

Steve W also has a miner and unsurprisingly it’s Anglo American. A long-term copper thesis is behind this one and the remaining places in Steve’s side are filled by Diageo and Croda International – obviously.

That only leaves to picks and the supporting cast still to be decided.

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

4:30 SHOW UPDATE

8:02 INTEL

13:00 SALESFORCE

15:36 FIVE BELOW

19:14 OKTA

21:14 BRITBOX INTRO

22:51 AIM / SMALL CAPS

30:01 FINTECHS / MID CAPS

37:20 FTSE 350 PART ONE

43:37 FTSE 350 PART TWO

50:44 FTSE 100

58:28 OUR FAVOURITES

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who (probably) played cricket against Rupert Grint? Find out on this week’s PlayingFTSE Show!

As the stock markets continue to climb, both Steves have seen their portfolios this week. Investing isn’t about what happens in any one week and higher prices make it harder to find stocks to buy, but there’s something nice about seeing a portfolio climbing.

There’s a lot to get through in this week’s quick news. Steve D has a surprise stat from the London Stock Exchange, some antitrust news from Microsoft, and Crowdstrike’s latest earnings update.

Steve W has been looking at an unscheduled investor letter from Warren Buffett and Anglo American doing addition by subtraction. But could there be even more to come with the takeover timer running down?

It’s been a while since we’ve talked about Dr. Martens on the show and the stock hasn’t done very well since then. But it snapped 30% higher over the last two trading days after an earnings update that was… not great.

Sales are down 18% and end markets in the US are still weak, but falling debt and lower costs have investors feeling good about the stock. With the stock still 20% off its January levels, is the turnaround on?

Steel Dynamics is a stock Steve D has wanted to talk about for ages, but the news has been getting in the way. Lower costs than competitors in an industrialised US appears to bode well for the steel and aluminium producer.

At 13 times earnings, the stock isn’t obviously expensive and the election result has been driving the stock higher. But is the share price still in Steve’s buying range?

Dowlais is a stock Steve W has wanted to talk about for ages, but the news has been getting in the way. It’s an unusual one for the show as it’s not the company’s long-term prospects Steve has been looking at.

The share price has been falling like a stone over the last 18 months and the stock is at less than a third of the company’s book value. With plans to spin off a division and start realising that difference, there could be an early payday in store…

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

5:22 QUICK MERGERS

10:39 BUFFS LETTER

14:40 MICROSOFT

18:11 ANGLO AMERICAN

21:29 CROWDSTRIKE

25:55 DR MARTENS

39:27 STEEL DYNAMICS

53:29 DOWLAIS

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s setting up their own Patreon? Find out in this week’s PlayingFTSE Show!

In a relatively quiet week for stock market news, a few big things stood out. And Steve and Steve have been looking at them quite closely.

For this week’s quick news, Steve W has two versions of the same story: FTSE 100 growth stock with double digit growth. But Halma went up and Diploma went down – why?

Steve D has been looking at Palo Alto and NanoX – a couple of blasts from the past. One has been off to the races while the other is hanging on, but could there be an opportunity?

The Department of Justice has asked that Google be instructed to sell off Chrome – and potentially Android as well. This time it’s not just a fine from the antitrust regulators.

Both Steves are taking this seriously, but how big of an issue will it turn out to be? Steve D owns the stock and he’s be thinking about how this might all end up.

3i isn’t a stock we’ve talked about before, but it’s the FTSE 100’s best performer of the last decade. Steve W has been taking a closer look and finding an interesting business.

It’s a private equity firm with a difference. And with a big stake in a fast-growing discount retailer, could it be something worth investing in?

Nvidia reported earnings that the market wasn’t thrilled by. But they were strong nonetheless, with plenty of growth across the board.

A slip in the share price brings the stock down to 55 times earnings. With this set to double again next year, could there still be time for investors to get in?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

5:46 PALO ALTO

10:25 HALMA

13:19 NANO-X

19:28 DIPLOMA

24:00 GOOGLE BREAKUP

38:19 3I STOCK

50:46 NVIDIA

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What’s been hiding behind Steve D’s closet? Find out on this week’s PlayingFTSE Show!

In a week where the Trump rally started to unwind and the indexes are down, Steve and Steve have had contrasting fortunes. Who’s been outperforming everything (for once)?

There’s a lot in this week’s quick news section. Steve W has been looking at a mixed report from B&M, a decent one from Tencent, and news of a change in the UK pension industry.

Steve D has news from Disney, Nubank, and The Trade Desk. Positive reports have stocks moving higher, but is now the time to be buying into any of them?

We’ve said before that Netflix is the last subscription that people seem to want to cut. But Spotify might have something to say about that.

The company’s latest earnings report looks strong, with plenty of scope for earnings growth as profits start to come through. Steve D sold this a lot lower – is it time to come back to it?

Croda International continues to fall with the news of RFK Jr.’s appointment as health minister. But trading at metrics not seen since 08/09, is it finally in buying range?

That’s the question Steve W has been considering. The latest earnings report was quite positive, but the market seems to have shrugged that off and the stock is back down again.

Shopify’s share price has been all over the shop, but its business is going well. Profits are increasing rapidly, but there’s revenue growth as well for investors to consider.

The stock might look expensive at first sight, but it’s a long way from where it was five years ago. Time for Steve or Steve to take a closer look?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

5:58 PENSIONS NEWS

9:26 QUICK NUBANK

12:10 QUICK TENCENT

17:24 QUICK THE TRADE DESK

21:52 QUICK B&M

26:06 QUICK DISNEY

30:40 SPOTIFY

40:48 CRODA

50:52 SHOPIFY

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

How did Steve W get on shorting Trump Media & Technology Group? Find out on this week’s PlayingFTSE Show!The big news from this week is the US election. But while that’s been moving markets, there have been some interesting moves from individual stocks doing their own thing as well. The FTSE 100 fell and the S&P 500 climbed. And – as usual – the Steves managed somewhere in between. There’s a lot to get through in quickfire news this week. Steve W has two FTSE 100 stocks that he’s starting to rethink his views on from the last month or so.Steve D has been looking at Dutch Brothers, Toast, and Adyen. All three are growing, but which does the stock market like the best?Alexander wept when we had no more worlds left to conquer. But Mastercard somehow still has some more – the company’s slogan used to be ‘accepted everywhere’ but it still isn’t. That’s a good thing, though, since it means there’s more to come in terms of growth. So will either Steve or Steve finally do the decent thing and buy the stock?Palantir is a stock that we’ve stoically avoided on the show. No longer – Steve W thinks the company has got to the point where it has become too interesting for him to ignore.The business has moved on from scoring government contracts and started on corporate America. But Steve D is still not quite sure what the business actually does…Wise isn’t in the FTSE 100 or the FTSE 250, but it’s one investors should have on their radars. The payment company is growing, making more money, and widening its moat. Despite this, the stock is still well down from where it was at IPO. So is Steve D – who owns it – looking to add to his position, or even double it?Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:33 QUICK DUTCH BROS

8:50 QUICK VISTRY

12:41 QUICK ADYEN

16:34 QUICK BP

21:25 QUICK TOAST

25:47 MASTERCARD

37:39 PALANTIR

50:23 WISE

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What does Steve D think Yorkshire Tea tastes like? Find out on this week’s PlayingFTSE Show!It’s been the kind of week where everything has been happening. And somehow the Steves are going to try and fit it into one show.In quickfire news, we’ve got Big Tech and fast food. There’s also PayPal, which is neither and has been seeing slowing revenue growth for the last few years. Steve D has the latest news from Meta and Four Corners Property Trust. And Steve W has been looking at Microsoft and McDonald’s – who are the winners and who are the losers?The Budget caused some interesting waves in the UK stock market. Entain shares soared as the chancellor held off increasing taxes on betting companies, but not everyone was so lucky.Raising £40bn in taxes was always going to be a challenge. But what does Steve D think will happen next and who does Steve W think came off worst from the announcement?Amazon is a stock that both Steves own and the latest earnings report is promising. Revenue growth of 11% masks bigger profitability gains as advertising and AWS came in strong. The stock climbed after the news, but it’s worth investors keeping a close eye on the free cash flow metrics. They’re impressive, but are they everything that they seem?Apple shares fell after the Q3 earnings report – but not by much. Steve W has been looking at this one and thinks it was relatively encouraging, with strong growth in the services division.Sales in China are still struggling and a $10bn tax bill is hardly insignificant. But is the return to growth for iPhone sales a sign that things will be positive in the final quarter of 2024?Google’s parent company Alphabet has been trailing the rest of the Magnificent Seven – from a share price perspective at least. But the stock moved higher after this week’s earnings. It’s easy to see why as well. Strong growth in the cloud was accompanied by an impressive valuation metric for Waymo, but what caught Steve D’s eye?All of the big oil companies reported earnings this week, but the one that stands out from a valuation perspective is BP. And profits hit their lowest levels since 2024.A 6% dividend, combined with a new focus on core competencies appeals to Steve W. But is it enough to get the stock onto his buying list?Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:11 QUICK NEWS START META

8:48 QUICK MICROSOFT

10:18 QUICK FOUR CORNERS PROP

13:35 QUICK MCDONALDS

16:49 QUICK PAYPAL

20:29 UK BUDGET

37:52 AMAZON

47:26 APPLE

54:29 GOOGLE

1:02:55 BP

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What did Steve W buy this week? Find out on this week’s PlayingFTSE Show!Lots to talk about in the last week before the UK Budget. It’s a busy show with five bits of quickfire news and four longer pieces to get stuck into. This week’s quick stocks are a real mixed bag. Steve D has Barclays, Starbucks, and Renishaw – one up, one down, and one not really anywhere, but is any of them worth a closer look?Steve W has been looking at shares in Unilever and Union Pacific. The second one fell after earnings, but he’s got his eye on a special situation coming down the tracks with the first.The Tesla share price climbed a staggering 22% after its latest earnings update. Steve W wants to know why and has been looking into the report. As always, there are two bits – what the company has done and what it’s going to do. And there’s one thing in particular that Steve thinks the business deserves a lot of credit for…Bloomsbury stock seems to keep going from strength to strength. And the latest trading update was no exception, with strong growth way ahead of expectations. There could well be more to come from this one with accolades coming in from all sides and another six Sarah J. Mass titles in the pipeline. No wonder Steve D’s feeling good about things.It’s been a very mixed week for the Lloyds share price. Things looked ok in midweek as the company’s earnings report came in ok (though less spectacular than Barclays or NatWest). Since then, though, there’s real pressure on as a ruling against Close Brothers has raised questions about car loan sales. But is the stock falling 8% in a day a buying opportunity?Enphase shares have had a difficult week after a tough earnings report. At one point, the stock fell 15% as the market took badly to its latest update. The company has a strong position in an industry that looks important, though. And with lower interest rates and a potentially cold winter on the way, is it just a matter of time?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....

► Timestamps:

0:00 Intro & Our Weeks

6:05 Quickfire News Start Barclays

8:34 Quick Unilever

11:46 Quick Renishaw

13:46 Quick Union Pacific

16:46 Quick Starbucks

20:02 Tesla

35:22 Bloomsbury

48:16 Lloyds Bank

59:08 Enphase

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who has Steve W been meeting this week? Find out on this week’s PlayingFTSE Show!Earnings season is in full swing, but it’s not just the US that the Steves have been looking at. There’s news from the UK and Europe as well to pay attention to.In quickfire news, Steve D has updates from Prologis and Money Supermarket. One is a big REIT getting the job done and the other is just waiting to come to life. Still.Steve W’s contributions this week are CSX and Primary Health Properties. The former is falling after earnings and the other is going nowhere slowly after a capital markets day.Shares in ASML fell significantly after the latest earnings update. The main cause for concern is a decline in the number of net bookings, but Steve D is a buyer of the weakness in the stock.The business has been seeing a little bit of a drop off during a more cautious period for its customers. But reports of the death of AI seem to be greatly exaggerated for this company.Netflix stock jumped 10% after its latest earnings update. And while margins are encouraging, Steve W thinks it’s to do with strong revenue growth after a steady decline since 2019.On top of this, the sales growth is encouraging at a time when consumer spending is weakening elsewhere. So could Netflix be something people trade down – rather than up – to?The latest update from LVMH has been relatively disappointing. The company had been fairly resilient against lower consumer spending, but that’s come apart lately.Steve D has the latest news – and Diageo shareholders might also want to take note. But a family business with a strong track record could be a good choice for the long term.After a profits warning last month, Rentokil’s Q3 trading update surprised investors by not being terrible. The non-US part of the business has actually been growing quite well.The company is focusing on its integration plans for Q4 to get the US division functioning. So is the wait finally over for shareholders who have been looking for results since 2022?Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show.

► Timestamps:

0:00 Intro & Our Weeks

5:41 Quickfire News Prologis

8:20 Quick CSX

10:52 Quick Money Supermarket

13:16 Quick Primary Health

17:07 ASML Update

33:36 Netflix

44:40 LVMH

56:08 Rentokil

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s on whose side in the Pfizer activist bid? Find out on this week’s PlayingFTSE Show!It’s been a bumpy week for the FTSE 100’s miners, but the S&P 500’s big tech firms have done relatively well. And Steve and Steve have all the latest news. There’s a lot to get through in quickfire news. Steve W has been looking at Endeavour Mining’s struggles in Burkina Faso and Vistry, which has fallen 35% in a day after a costing error. Steve D has been looking at everything from the sublime to the ridiculous. Monzo’s latest valuation, AMD’s latest chip, and Aston Martin’s latest cash burn have all been on his radar.Like most FTSE 100 miners, Rio Tinto has seen its shares fall this week on disappointing news about China’s stimulus. But a smart acquisition has caught Steve W’s attention.The company is buying Arcadium Lithium – seizing the moment to snag the company while its stock is down. But Steve D has some issues for investors to consider about the takeover.The US is considering ordering Alphabet to break up. Steve D owns the stock and he has a lot of questions: Why? When? And would it be a benefit to shareholders?Alphabet shares trade at a lower P/E multiple than the rest of the Magnificent Seven. But who does Steve W think would benefit from a breakup of Google’s monopoly on search?Anglo American is attempting to shift its focus from consumer-driven commodities to renewable energy metals. And it’s doing this by divesting its unfashionable operations. Steve W thinks there could be a margin of safety in the resulting copper and iron ore divisions. But Steve D knows mining better than most people, so does this catch his attention?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

6:03 Monzo Share Sale

11:27 Endeavour Mining

14:44 Aston Martin

17:37 Vistry -33%

24:16 AMD AI Chip

28:55 Rio Tinto Update

42:30 Google Breakup

58:42 Anglo American

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s got a mention on A.J. Bell’s podcast? Find out on this week’s PlayingFTSE Show!It’s the end of Q3 and Steve and Steve are getting ready to run through their portfolio changes. There’s lots to talk about along with some news from a UK growth stock.In quickfire news, Steve W has been looking at a pair of US stocks that have both been falling. Nike is getting ready for a new CEO and Tesla is getting ready for the robotaxi launch.Steve D has been investigating Humana, which fell over 20% on news its policies have been downgraded. And he’d also like you to know you can update your will for free this month…The last three months have been eventful for Steve W. He’s been selling Apple out of his ISA, but he insists that it isn’t just to be like Warren Buffett. In another move that in no way resembles Berkshire Hathaway, he’s also bought some US railroads. But has he figured out what to do with Southern Copper yet?Steve D has sold some stocks and bought others over the last quarter. D.R. Horton makes way and so does Kering. But the interesting question is what to do with £4,000 in cash.One possibility is Disney, which is just outside the top 4 in Steve’s portfolio at the moment. But could a better opportunity be just around the corner?Greggs shares are down this week and it’s hard to see why at first sight. The company reported solid increases, but the growth rate is slowing. Steve W’s been having a look at the company’s ambitions for an increased store count and what happens when it reaches maturity. Meanwhile, Steve D is eyeing US expansion…Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

7:21 Quick Tesla

28:40 Steve W Portfolio

40:53 Steve D Portfolio

57:47 Greggs

Free Wills: https://freewillsmonth.org.uk/

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Was Diageo’s trading update this week really that good? Find out on this week’s PlayingFTSE Podcast!It’s a busy busy show this week. There’s a lot to get through before the end of Q3 and Steve and Steve are ready to go. In quickfire news this week, we’ve got three stocks and some information on UK banks. Halma and Diageo both issued trading updates this week, but was either any good?Meanwhile, iPhone 16 sales seem to be set to come in lower than the previous model. But at least there’s some good news – banks now have to refund fraud more quickly!There’s been some sobering news from the UK pension scene recently. People aren’t saving enough, and they’re drawing down their savings early.It’s not easy putting money aside with the cost of living going up. But Steve D has some ideas that people might think about if they’re looking over their pensions this weekend.Card Factory is a new one for the show, though friend of the show JKR likes it. Steve W’s been taking a look as the stock fell 21% this week. Inflation has been cutting into profits. But should investors be surprised after the guidance in the annual report just a few months ago? Micron was a very popular stock a few years ago. Superinvestors were crawling all over the memory chip company, but things have gone quieter later. Steve D’s been taking a look after the stock popped 14% this week. But is now the time to buy it – and if not, then when?Steve W liked the look of A.G. Barr back in July. The stock climbed after that, but it’s fallen back to below where it was before. Given this, is it a second chance at a stock that got away? Or is the new CEO a sign that things are going in a different direction to the one that Steve was expecting?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Pensions: https://ifs.org.uk/articles/are-people-saving-enough-their-pensions

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

5:16 Bank Fraud News

9:07 iPhone Sales Slump

13:17 Drinks on Diageo!

17:36 Check Your Pension

24:47 Card Factory

42:50 Micron

53:53 AG Barr

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► 10% Off Merch One Day Only Sunday 22nd

Use code TENOFF for ten percent discount on everything!

https://playingftse.teemill.com/

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who stole a life-sized cardboard cutout of Victoria Beckham? Find out on this week’s PlayingFTSE Show!It’s been a week of D&V in both the Steves’ households. But the stock market has been much more positive. We’ve got a UK theme this week, with a look at some of the stocks that don’t usually make the headlines. But we haven’t forgotten the Fed’s big news on interest rates from the US.Lots to get through in rapid news this week. Steve W has been looking at a 50-point rate cut from the US central bank and wondering whether a new CEO can get Nike back on track.Steve D has been paying attention to some potential tax changes close to home and watching a big fall on Progyny shares. And he’s also got a bit of stop-press surprise news for Steve W…Games Workshop announced its end-of-year results this week. And Steve W thinks they were strong, with decent growth in an environment that has been challenging for some.The big news, though, is that 27% of shareholders voted against the CEO’s pay package. Are they just being ungrateful, or is there more to the story here?Steve D has been looking at the AIM market. With companies like Ashtead Technology and Fevertree, it’s one that we’ve talked about before, but without really getting into the details. The new UK government is reported to be setting its sights on some of the benefits of being AIM-listed. But would this be a good idea, or a big mistake?W.H. Smith is a company we haven’t talked about before on the show. Mostly because it’s a boring FTSE 250 brick-and-mortar retailer that’s priced like a growth stock – or so it seems...Steve W thinks there’s more going on here. Around 75% of the company’s earnings come from a much more interesting area and a P/E multiple of 29 isn’t necessarily what it seems…Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

https://www.fidelity.co.uk/markets-insights/personal-finance/personal-finance/autumn-budget-how-labour-might-change-isas-and-the-dividend-tax/

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

5:45 Quick Rightmove

8:40 Quick FED

12:19 Quick ISA Raid

18:04 Quick Nike

20:25 Quick Progyny

24:45 Games Workshop

36:47 Inheritance Tax

47:15 WH Smith

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

►Episode Notes:

Who’s been giving their money to the stock market? Find out on this week’s PlayingFTSE Show!It’s been a positive week in the stock market and the Steves are both up in their portfolios. But one of them has knocked the cover off things over the last 7 days. In quickfire news we’re looking both sides of the Atlantic. US railroad Norfolk Southern has fired its CEO while UK industrial Renishaw has issued a good trading update.There’s also been a positive earnings report from Adobe, as inflation starts to approach the FED’s target in the US. But how important is this?The Rentokil share price fell 20% this week after a profits warning. And we’ve had a question from a viewer about whether Steve W still wants to buy this one. It’s not been a good peak season for the firm and the integration of its big acquisition is taking time. But at around 18 times this year’s earnings, it might be too cheap to ignore…Steve D has been looking at Inditex – a really interesting fashion company that trades on the Madrid stock exchange. The industry has been tough lately, but this looks different.There are signs of a genuine moat around this business that offers some protection from shifting trends. And not being exposed to the US consumer right now also helps…Starbucks has been through a lot lately – both as a stock and as a business. Steve W has been taking a look at the situation and the job facing the new CEO.The company looks like it’s in a difficult spot. But can Steve D see a way through the clouds to a brighter outlook for investors?Only on this week’s PlayingFTSE Podcast!

► Extra Items:

Enjoy My Mug:

https://playingftse.teemill.com/product/if-in-doubt-do-nowt-mug/

Renishaw:

https://open.spotify.com/episode/3J1tC4n2OXhu5892910abr?si=axKm5i4LTSqTjNJjbPoKpQ

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

4:55 Cricket

9:10 Quick Inflation

11:45 Quick Adobe

16:26 Quick Norfolk Southern

19:47 Renishaw Earnings

23:19 Rentokil News

39:52 Inditex

54:07 Starbucks News

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What is spodumene? Find out on this week’s PlayingFTSE Show!It feels like the end of the summer in the UK. Steve D is getting ready for a special someone’s birthday while Steve W is celebrating with some peanut brittle.This show was recorded on September 5th. The markets hadn’t been kind in the run-up to this episode, but it was before things got even tighter on Friday…In quickfire news we’re looking at news from the UK and the US. At home, the British ISA is now officially a non-starter and there’s a chance Rightmove might be selling up.In the US, some weak PMI data and a subpoena caused Nvidia shares to sell off, while Zscaler had a small dip after some decent earnings. Time to buy, or cause for concern?Steve W’s fascination with US freight trains continues. After a discussion of CSX, he’s been taking a closer look at their main competitor. Norfolk Southern has had a turbulent few years. But has the PlayingFTSE Show’s value investor been a bit too quick to dismiss a former Warren Buffett favourite?Steve D has been looking at a new stock that was mentioned on the Trading212 Forum. Ashtead Technology is an underwater equipment lessor that looks very interesting.The company looks like it can benefit from both traditional and renewable energy. The stock doesn’t look expensive and there’s a lot to like about the management team, too.Albemarle’s share price has had a difficult time since 2022. The cost of lithium falling as electric vehicles fail to take market share has caused the stock to drop a long way.Steve W thinks now might be the time to have a look at the company, though. With some of the best assets in the world, what are the risks investors need to worry about?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Norfolk Southern Article: https://yale.app.box.com/s/d009mv14ictfpeokpixqy6znllq4ay8m

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro

1:18 Announcement

2:04 Our Weeks

4:04 BISA Gone

7:38 Nvidia Rocked

10:36 Zscaler Results

13:45 Rightmove For Sale

17:26 Norfolk Southern

29:32 Ashtead Technology

45:24 Albemarle

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Why is this not Steve W’s favourite time of the year? Find out on this week’s PlayingFTSE Show!Steve W is back from holiday and ready to dive into what’s been going on in the stock market. There’s plenty to talk about and Steve D is ready to go…In our rapid review of this week, we’ve got four companies to talk about. Bunzl reported strong growth and Crowdstrike seems to be holding up ok after its big outage. Elsewhere, Salesforce looks to be reaching its final form in terms of growth. And Ryanair sent several stocks higher – including its own – with an announcement about winter travel.A few months ago, Steve D asked whether there might be anything from Europe that Steve W wanted to buy. Well there is and it’s time to talk about it.Svenska Handelsbanken is a Swedish bank that does things a bit differently to the rest of its peers. It also seems to hold up well in a crisis, so why isn’t Steve W buying it yet?Nvidia’s latest earnings report indicates yet more strong growth. The market didn’t love it, sending the stock down afterwards, but the company’s scale is staggering.As well as the hyperscalers, entire governments are throwing cash at Jensen Huang’s company. So is the latest setback a buying opportunity at this point for either Steve?Warren Buffett loves the US railroads and Steve W has been looking at one in particular. CSX operates across the Eastern US and produces some steady results.The stock also looks reasonably cheap at the moment. And with better operating margins than Apple or Alphabet, could this be an opportunity that’s hiding in plain sight?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

4:48 Quickfire Bunzl

7:54 Quickfire Crowdstrike

12:01 Quickfire Ryanair

16:01 Quickfire Salesforce

21:30 Handelsbanken

32:37 Nvidia

47:58 CSX

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What’s a Montessori bed? Find out on this week’s PlayingFTSE Show!Steve W’s been on holiday this week, so this show was recorded on August 16th. Don’t worry, though, there’s still been plenty to talk about. We’re sticking to the globetrotting theme for our quickfire round. Latin American StoneCo is on the list – Steve W made a mess of buying and selling it a few years ago, but how’s it doing now?After that, we’re off to the Swiss Alps to talk about On Running, the US for an update on Deere, and Uruguay to find out about dLocal. But which, if any, have the Steves been buying recently?Tencent is one of those stocks that people either love or hate, mostly depending on how they feel about investing in Chinese equities. But Steve D has been seeing promising signs from the company. The latest update features decent growth and a widening moat. So the big question for investors is when the value equation becomes attractive enough to offset the obvious risk of the VIE structure.Five Below is a stock that probably isn’t on the radar of most UK investors. But Steve W thinks it looks interesting after a big fall since the start of the year.Things have started to look up just recently for the stock, though, so is it too late to buy? With the company exposed to under-pressure consumers in the US, the moment to strike might have passed.As always, we’re interested in what’s been going on with Monday.com. And as always, it’s probably better and more interesting than the attention it gets. It’s easy to see why Steve D likes it – the company is growing like a weed and the stock is close to its IPO price. Could that mean there’s an opportunity here with investors looking the other way?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

5:47 Quick On

10:35 Quick Deere

15:01 Quick dLocal

18:37 Quick StoneCo

22:24 Tencent Earnings

33:51 Five Below

47:01 Monday.com

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who do both Steves have in their Fantasy Football teams? Find out on this week’s PlayingFTSE Show!After a promising week for share prices, Steve and Steve are looking back on what’s been happening. Not inflation, though – that might have been positive, but nobody cares. In our quickfire round this week, we’re looking at some old favourites that we haven’t thought about recently and some new ideas. We’re off to Brazil, Singapore, the US, and the UK.Synthomer is very much in wait-and-see mode, while Warren Buffett’s favourite Brazilian fintech Nubank is surging ahead. Walmart is a bit more ponderous and Sea Limited has hit the buffers.We’re not just about stocks on the PlayingFTSE Show and Steve D’s seen an interesting opportunity to get 10% on cash. There isn’t really much of a catch, either, £250 per month and 10% per year.Steve W is quite taken with the product and is about to sign up. But don’t miss a really excellent analysis of why this works for all parties from Steve D along the way.Adyen – Steve D’s favourite fintech – has had ‘one of those 20% weeks’. It does that sometimes, but this one makes a lot of sense after some impressive numbers as the company is firing on all cylinders.Steve W’s particularly impressed at the context around those numbers – with everyone else reporting caution, higher volumes means market share gains. But how much of an opportunity is India going forward?Admiral – one of Steve W’s favourite insurers – has seen its share price jump 9%. The UK’s underwriting champion of the world has reported higher volumes and widening margins. That’ll work in any environment and it translates to higher dividends for investors. With the stock up 9%, though, could it still be a bargain for investors to consider?Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

5:35 Quick Synthomer

9:24 Quick Nubank

13:22 Quick Walmart

16:19 Quick Sea

20:54 10% Savings Account

27:02 Adyen

40:48 Admiral

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who accidentally bought a Cherry Pepsi Max this week? Find out on this week’s PlayingFTSE Show!After a massive stock market selloff on Monday, things have largely made their way back to normal. But both the Steves are down plenty enough in their portfolios. That’s ok, though, there’s plenty to talk about. We’ve got earnings from the travel sector, a cybersecurity tech business, and a fertility company to talk about.Following the success of our quick-fire round last time, we’ve got some more. Realty Income’s stock hit a 52-week high and Berkshire Hathaway has been selling Apple – Steve W’s on the case.Steve D has been looking at Vulcan Materials, Eli Lilly, and Reddit. Something of a mixed bag here, but there are some interesting moves going on. Shares in Airbnb fell 15% after the company’s earnings report this week. Steve W thinks the market might be barking up the wrong tree again, though. A slowdown due to weakening travel demand is probably no surprise. But with interest rates about to fall, what effect will that have on the firm’s bottom line?Steve D has been looking at Fortinet – and has made a decision based on the latest update. The stock took a huge jump, so is there more to come, or is it time to get out?A closer look reveals some interesting developments after acquisitions. The stock is at a normal-ish forward multiple, though, so how much margin of safety is there?Disney’s report was one of two halves – according to Steve W anyway. The streaming division is showing signs of strength, turning a profit a quarter sooner than it was supposed to.The parks division is going less well, though, battling inflation and that weak travel demand we talk so much about. The stock is down again, but is this a buying opportunity?Progyny’s shares have been falling and Steve D has been looking at why. There’s some pressure from the macroeconomy, but US big tech has more to do with it than it might seem.Is the stock a buy as it falls further? The long-term demand fundamentals are probably still as good as they were, so is the investment thesis from before still intact?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

7:33 Quickfire Round

30:34 Airbnb

44:22 Fortinet

53:29 Disney

1:05:07 Progyny

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s had an accident with the black treacle? Find out on this week’s PlayingFTSE Show!Some weeks, it’s hard to know what to talk about on the show because the stock market has been quiet. This isn’t one of those weeks.There have been earnings reports coming from all corners and stocks making big moves in either direction. Steve and Steve have a lot on their minds, so here we go. There’s a lot that we couldn’t look at as closely as we might have, just because there’s so much going on elsewhere. But we’ve made a list and decided to blaze over it all quickly with a headline and a key point.Meta, Intel, Pfizer, Nintendo, and Croda all came out with updates this week. Some were good, some were bad, and one was downright ugly – spoiler: the ugly one was Intel…Amazon’s earnings didn’t go over well with the market and the stock is falling as a result. Revenues were down due to consumer switching, but the business is showing growth in all the right places.Beneath that, there’s an awful lot going on that Steve D has been paying attention to. With a close look at the details of what the company is working on, could this be a buying opportunity for either Steve?Steve W has been looking at Apple. The report wasn’t hugely surprising as services revenue grew and iPhone sales fell mostly due to a weak performance in China.These are all themes we’ve seen before and the stock market seemed ok with the news. But is an iPhone supercycle on the way with the latest AI features ready to be unleashed?Diageo shares went down, then up, then down again after the latest earnings release. Weak performances in the US, Latin America & the Caribbean, and Africa led to a decline in sales.Was this such a big surprise, though? Steve W doesn’t think so and Steve D has been taking a closer look at the new CEO’s plans to reinvigorate growth across the product range. Shares in Rolls-Royce jumped 10% after the latest trading update. We could talk about LTSAs, flying hours, and small modular reactors – but who cares, the company’s paying a dividend.At least, it is from 2025. Steve W has been looking at what this might amount to for shareholders and whether it’s worth getting dividend investors excited about future passive income.Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

6:41 Quickfire

24:10 Amazon

43:28 Apple

54:34 Diageo

1:10:18 Rolls Royce

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Which stock did Steve D sell this week? Find out on this week’s PlayingFTSE Show!As the Hundred gets started and the One-Day Cup kicks into action, Steve and Steve are in to talk about about… stocks. Don’t worry, there’s plenty going on there, too.US tech took a bit of a downturn this week as the latest results from Alphabet came out. The report looked ok, but the stock fell 5% and the rest of the stock market had a bit of a tumble with it.Steve D’s been looking at the numbers and thinks things look pretty good in the Cloud division. Steve W’s eye, however, has been drawn to another part of the organisation.Ryanair shares fell 20% this week as the company announced Q2 profits almost halving from the previous year. But Steve W thinks this might – weirdly – not be a bad thing.If the airline industry is going to come under pressure, it might well be a case of survival of the fittest. And Ryanair looks like it’s built to last in ways its rivals might not be.The Kering share price hit a 7-year low this week. And with Gucci – its flagship brand – going through a tough time, Steve D has been rethinking his investment in the company.Is it a case of thesis busted? Or is this a cyclical downturn that will blow over with a chance to double down on the stock at a bargain price?Unilever is a stock we’ve talked about a few times this year, mostly in the context of how Steve W screwed this one up. And the latest reports indicate things are still going well.The company is reporting revenue growth in geographies others are struggling with. But with the stock up 7% on the latest report, surely it’s too late to buy now..?Luxury conglomerate LVMH is a company that both Steves have been admirers of for some time. But the stock is down 8% since the start of the year. A diversified operation run by one of the best operators in the business is a proposition to take seriously. But what happens after Bernard Arnault?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

5:57 Google

22:04 Ryanair

35:50 Kering

49:12 Unilever

1:03:17 LVMH

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s had a worse week than Steve D? Find out on this week’s PlayingFTSE Show!It’s been an exciting week in the stock market, with news all over the place. The Steves are in to discuss some of the earnings highlights, but there’s a lot more making things interesting right now.Shares in ASML have taken a bit of a hit recently. The company reported solid earnings and a decent outlook, though, so could there be a buying opportunity here?International relations – especially with China – are a constant question over semiconductor stocks. So has Steve D been thinking about the implications of a Trump presidency for the business?It’s that time of the quarter where we talk about what we’ve been looking at on Netflix. And also how the company has been developing in terms of members, revenues, and profits. Earnings look reasonable and the stock is slightly higher despite a modest guide. But what’s the bigger story here – consolidation, or growth in the ad-supported offering?VAT Group is a near-monopoly in the semiconductor space. And it has a P/E ratio to match – but the company has some optimistic predictions for the next couple of years. This is one that Steve D has been looking at and the stock has been falling on the back of the latest report. So is there a buying opportunity here?We’ve not talked about Domino’s on the show before, but Steve W has been taking a look. The stock is down after the latest earnings report offered weak guidance.The company has an interesting franchise model, making it smaller than it might seem. But is a temporary delay to the number of outlets enough to draw in show’s value investor in?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps

0:00 INTRO & OUR WEEKS6:35 ASML28:27 NETFLIX43:22 VAT GROUP1:02:05 DOMINOS

Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

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Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

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Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

How far is Cumbernauld from Hull City Centre? Find out on this week’s PlayingFTSE Show!There’s lots to talk about on this week’s show. Steve and Steve have had a good week in the markets and are dying to talk about it.It’s no secret that the London Stock Exchange has been struggling to attract listings lately with the likes of Arm, TUI, and Flutter looking elsewhere. But the FCA has some ideas for how to change this. A raft of measures have been announced including removing market cap restrictions and relaxing profitability requirements, but will any of them work? Steve and Steve have some ideas. Earnings season in the US has kicked off and – as usual – Steve W has been looking at the banking sector. Wells Fargo, Citigroup, and J.P. Morgan have all reported earnings with more to come.Despite beats almost across the board, the stocks are all down. But is a rise in investment banking revenue something for shareholders to get excited about over the next few months and years?Terry Smith has been catching investors up on the progress of Fundsmith’s results. The UK’s Warren Buffett has been underperforming the S&P 500 – but he has a good reason.Not owning Nvidia has led a lot of investors to miss out on some spectacular returns. But Steve D is doubtful that this is the only reason for the fund’s underperformance over the last year. A.J. Barr is a stock we haven’t spoken about on the podcast before – at least, not in any depth. But Steve W thinks it might be an interesting opportunity at the moment.As the company embarks on its ‘margin rebuild’ programme after a 2022 acquisition, earnings are set to rise. Could that – plus some multiple expansion – generate a 30% return by the end of 2026?Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 INTRO & OUR WEEKS

10:25 FCA CHANGES

23:48 US BANKS

38:01 TERRY SMITH UNDERPERFORMS

50:36 AG BARR

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!https://www.trading212.com/Jdsfj/FTSE► Get 15% OFF Finchat.io:Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:Who didn’t get what they voted for in this week’s election? Find out on this week’s PlayingFTSE Show!It’s been a really good week for UK shares. The election going as the market expected has helped prices in the FTSE 100 and the FTSE 250. Steve and Steve are in to talk about the election, but not just the election. There’s a lot to talk about in terms of stocks to consider buying. We’ve talked about the election quite a lot over the last few weeks, so feels right to have a debrief now that it’s all done. Labour won in a landslide and there were big gains for Reform and the Greens.What lessons should investors – and UK citizens more generally take from this one? Steve and Steve have their ideas, but from now, it’s mostly about looking forward.Monzo has been boosting its security recently. The bank that brought in a notification to say they’re not calling you now has some interesting new features. There’s now the ability to set locations for transferring large amounts, so if your phone goes missing there’s a bit more protection. Would Steve and Steve be willing to sign up for it?Labour’s plan to build 1.5m new houses over the next three years is ambitious. But it could be a big boost for Forterra – the show’s favourite brick manufacturer. The stock is climbing after the election result on the promise of strong demand. Steve W is wondering whether this is time to buy, sell, or hold, though.We haven’t discussed McDonald’s on the PlayingFTSE Show before. Most people – certainly us – know what it does, but there’s more going on than meets the eye.Widening margins and a declining share count aren’t what we might expect from a stock at a 52-week low. So is there a buying opportunity here for either of the Steves?Only on this week’s PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Intro & How’s Your Week Been?9:38 Election Debrief21:01 Monzo33:26 Forterra49:58 Mcdonalds► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!https://www.trading212.com/Jdsfj/FTSE► Get 15% OFF Finchat.io:Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:Are the Labour party taxing condoms? Find out on this week’s PlayingFTSE Show!It’s the last show before the UK election and the end of the first half of 2024. That means it’s a good time for Steve and Steve to have a look forward in politics and back in the stock market.Steve D has managed to keep his churn relatively low. A run through his portfolio indicates there have only been a few big sells, with Deckers and Cava among them.So what has Steve been buying? There’s a UK stock in the mix and could there possibly be a return to his portfolio for an old favourite?Steve W has also sold one big position and one smaller one. But with the start of the new financial year, he’s been taking the opportunity to get started on his Stocks and Shares ISA.It’s been a UK-heavy quarter for Steve W. But which of his stocks has Steve D also been buying since the end of March?The Green Party have an ambitious manifesto that is focused on investing heavily. And they’re not scared to borrow money to do it.Predictably, they have a lot on their minds to do with renewable energy and the climate. But what else is part of the Green Party’s plan for Britain if they – somehow – win the election?Top of Reform’s priorities is – unsurprisingly – immigration. The party has plans to spend heavily on the local and national services, cutting the foreign aid budget to fund it.The odds of Reform winning the election are very long indeed. But should investors pay attention to a quiet part of society that might make itself known when voting time comes?Only on this week’s PlayingFTSE Podcast!► UBI Link:https://jacobin.com/2016/05/richard-nixon-ubi-basic-income-welfare/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Intro & How’s Your Week Been?6:24 Steve D Review24:56 Steve W Review44:06 Green Party1:03:16 Reform Review► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!https://www.trading212.com/Jdsfj/FTSE► Get 15% OFF Finchat.io:Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:Who’s birthday is it this week? Find out on this week’s PlayingFTSE Show!Steve and Steve have been mad busy this week. One of them has been staring at a pile of exam papers on Aesthetics, the other has been stuck doing his civic duty.Both are in to talk about the latest news, though. It’s been quite a week for the UK and we wouldn’t miss it for the world.The Labour Party’s manifesto is an interesting document. There’s lots to think about, but one question is how much of it they’re actually in a position to deliver on.Steve W has some strong views on a potential windfall tax on oil and gas companies, and Steve D is interested in housing. What else is on the cards if there’s a change of government on the way?Inflation in the UK hit 2% this week, but there’s plenty below the surface for investors to keep an eye on. Core inflation is still high and prices are still up a long way from where they were in 2020.Interest rates aren’t coming down yet. But that isn’t stopping the housing market, which is back to all time highs, despite prices going up below the rate of core inflation…The Liberal Democrats have a manifesto for this election and there’s a lot to like in it. It’s not just a watered-down version of Labour’s policy document, there’s plenty that makes a lot of sense.Does any of it matter, though? With the party trailing badly in the polls, is there any reason to vote for them given that their intentions do look strikingly similar to those of another party with better odds?It’s time for another look at B&M European Value. The FTSE 100 retailer is down 25% since Steve W thought it looked like decent value at the start of the year.The business is performing well, though. So could a rising dividend yield be an opportunity for a company with some of the lowest costs in the industry?Only on this week’s PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Intro & How’s Your Week Been?9:16 Labour Manifesto30:19 Macro update43:40 Lib Dem Update1:03:43 B&M Bargains (Bargain Shop Bargain Price)► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What’s Steve D doing this week? Don’t find out on this wek’s PlayingFTSE Show!

It’s been a bruising week in the markets for both Steve and Steve, with UK stocks struggling as interest rate cuts are delayed. But they’re here to talk about itwith everyone.

With the election on the horizon, Steve D has been taking a look at some manifestoes. We’re starting this week with the Conservative Party and what they’re planning.

There are plans for National Insurance, defence, education, and energy. A lot have been trailed in advance, but do any of them resonate with Steve and Steve?

Halma is one of Steve W’s favourite UK stocks and it reported its full-year results this week. The stock is up 12% as earnings look positive, but is a P/E ratio of 40 too much to pay?

High-performing conglomerates can be great investments, but they tend to slow down over time. So is Halma anywhere near that point, or is the company’s growth just speeding up?

Wise is a stock that has confused the Steves before. Last time it provided an update, the stock went down but it wasn’t entirely clear why – and it’s doing it again…

Interest income is high with interest rates up. But with the stock now at 75% of its IPO price, at what point does it become a bargain that’s too good to pass up?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & How’s Your Week Been?

9:48 Tory Manifesto

33:12 Halma

47:21 Wise

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!https://www.trading212.com/Jdsfj/FTSE► Get 15% OFF Finchat.io:Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:Did Steve D buy those Diageo shares from last week? Find out on this week’s PlayingFTSE Show!Steve and Steve are talking stocks to consider buying this week. There’s some news left over from last time and three more to add to the watchlists.We’ve had a request from a viewer on Spotify to talk about Games Workshop. Steve W has been looking at this one and there’s a lot to like about the company.Strong intellectual property makes for some attractive economics. But why does Steve think it will upset both value investors and dividend investors?Steve D has been hunting for bargains and the place he’s been looking is Ollie’s Bargain Outlet. Discount retail is in at the moment and this is a stock we’ve looked at before.Strong growth from new stores as well as some more affluent customers refusing to trade back up as inflation subsides is pushing things along. Is the stock (or Five Below) a buy?Rentokil Initial isn’t a stock we’ve talked about on the show before, but it’s catching Steve W’s attention. Pest control is about as acyclical as it gets, but the stock is down big.A potentially transformative acquisition is the reason, but could the damage to the balance sheet be temporary? And after a 7% rally, is it too late for UK investors to get buying?MongoDG is a database software business that’s on the move higher. Stock-based compensation is growing swiftly, but so is the overall business.A big drop might be an opening for the Steves to start taking an interest. With the industry in a cyclical downtrend, could it be time to make a move with others on the sidelines?Only on this week’s PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Intro & How’s Your Week Been?7:38 Games Workshop25:44 Ollies Bargain Outlet44:41 Rentokil58:51 Mongodb► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!https://www.trading212.com/Jdsfj/FTSE► Get 15% OFF Finchat.io:Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:What’s Steve D been thinking about in bed this week? Find out on this week’s PlayingFTSE Show!There’s been a lot going on in the world and Steve and Steve are on deck to talk about some of the highlights. They’re talking bank accounts, earnings, and a stock for investors to consider buying.Marcus have been pulling in their interest rates – and both Steves have noticed it. Holding cash in the Goldman savings account isn’t as attractive as it might once have been.There’s now clear daylight between its rate and the rate on the Trading212 account. But Steve W is wondering whether this might be a sign of things to come.If rates are about to come down, dividend yields are likely to follow. So could time be running out to invest in the stock market with prices at bargain levels?The latest earnings report from Salesforce is also out. The market didn’t much like it, with margins coming down, but Steve D thinks there’s a lot to like about it.Stock-based compensation is relatively high, at 8% of revenues. But is this something investors should be ok with given the company’s performance across the board?Growth has been strong across the board and Salesforce is in a position where nobody wants to compete with them. With the stock down, Steve D is having a closer look.Steve W has been looking at Diageo. With the FTSE 100 up solidly over the last year, the stock has been going the other way. A strong brand portfolio and a huge distribution network give it a big advantage over its competitors. So why has the stock been going backwards?A premium portfolio in a world of high interest rates hasn’t been a winning combination. But with Guinness holding up well, Steve W thinks things might be about to turn around.► What We Consumed This Week:► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Intro & How’s Your Week Been?7:47 Savings Rates Are Being Cut20:55 Salesforce43:58 Diageo► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/Jdsfj/FTSE► Get 15% OFF Finchat.io:Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:Whose town has been taken over by a bunch of Karens? Find out on this week’s PlayingFTSE Show!We’re getting straight into the action this week – there’s a General Election on the way. And Steve and Steve have plenty to think about here. It comes on the back of an impressive inflation reading that the FTSE 100 didn’t like very much. But what should investors be looking for next from the UK?Nvidia reported earnings this week and the numbers came in impressive. With AI spending still going, the company annoucned 600% revenue growth.The question for investors is what the supply and demand balance looks like. Steve W is more concerned about supply and Steve D thinks the real question is around demand.Rolls-Royce has had an impressive couple of years. It’s not been going full Nvidia, but a recovery in engine flying hours has been driving things forward. The company announced this week that it’s on track to its £3.1bn free cash flow target in 2027. But the stock didn’t move, so Steve W is taking a closer look at a potential bargain.Bloomsbury has been a terrific stock for Steve D. Led by the output of Sarah J. Mass, the company has been growing impressively and put up some strong numbers.What does it look like if the publication cadence slows down, though? Steve D has the answer, but in the meantime, there’s a 25% dividend increase for investors to enjoy.Experian share trade at a price-to-earnings (P/E) ratio of 40. And with company growing at 6% per year, it looks like it’s grossly overpriced. Steve W thinks there’s more going on with the stock, though. But is a cyclical recovery in the US and a strong presence in Latin America enough to get the company growing enough to justify its price tag?Deckers is a stock that has had Steve D doing victory laps for some time. And the company announced a strong set of earnings this week. The growth looks steady, rather than spectacular.Steve is rethinking his investment as a result. But what’s the ideal timeline for him to make a sell with the pound holding up well against the dollar in the face of the latest election news?► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Intro & How’s Your Week Been?6:25 UK Election19:54 Nvidia38:03  Rolls Royce50:20 Bloomsbury1:06:23 Experian1:19:49 Deckers► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!https://www.trading212.com/Jdsfj/FTSE► Get 15% OFF Finchat.io:Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:What do Steve and Steve not talk about? Find out on this week’s PlayingFTSE Show!It’s been a busy week in the financial markets and Steve and Steve have been watching what’s going on. There’s 13F news and earnings reports from around the (developed) world to get stuck into.Warren Buffett has been buying a secret new stock over the last 9 months. Well, the secret is out – and the stock is Chubb.It’s not a UK security and fire safety company, it’s a Swiss insurer. Steve W has been looking at the stock and the underlying business. Chubb is a better-than-average stock at a below-average price. With Buffett’s experience in insurance, it’s easy to see why he’s been buying – but is either Steve interested?Euronext released a trading update this week and it looks strong. Revenues are growing nicely and the company has been expanding its clearing division. Steve and Steve compare the largest EU exchange to LSEG – which runs Refinitiv and the London Stock Exchange. Long story short, things are much more straightforward across the channel.Steve D owns this one, is Steve W about to join in? And could LSEG finally be in the clear to start optimising for profits and cash flows?Diploma is one of Steve W’s favourite stocks. The share price has been going higher again this week after the latest earnings release.It’s a story of a lot of little things adding up to a big one. With revenues growing, margins widening, and cash conversion improving, there’s plenty for shareholders to be pleased about.The stock isn’t cheap, but it hasn’t been cheap for ages. And if the growth is set to continue, there’s going to be plenty good returns for investors before the company gets too big to expand.Monday.com has been a big winner for Steve D. The stock rocketed higher this week as a strong set of earnings revealed a business doing an impressive job in a crowded industry.The stock has a P/E ratio north of 500, but that’s set to come down significantly. And with growth showing good momentum, the multiple could get a lot lower in a short space of time. There’s also a takeover angle to ► What We Consumed This Week:► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:01 Intro & How’s  Your Week Been?8:11 Berkshire Buys Chegg23:58 Euronext40:23 Diploma53:32 Monday.com► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!⁠⁠http://www.trading212.com/promocodes/FTSE⁠► Get 15% OFF Finchat.io:Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:Who placed their first out-of-hours trade this week? Find out on this week’s PlayingFTSE Show!Steve and Steve have a mixed bag to discuss this week. There are earnings, stocks, and new products to discuss!Jim Simons – the best in the business to do it – died this week. Steve and Steve reflect on someone who generated better returns in a bad year than either of them does in a good year..Then it’s on to Disney. The stock didn’t take hugely well to the company’s earnings – but the report wasn’t all that bad and a lot of the negative news was already known about. The upcoming release list from Disney looks solid, rather than spectacular, with a number of familiar names getting another go around. Is this a sign or strong intangibles, or underinvestment in growth and innovation?Steve W has been looking at Greggs – a favourite of Steve D. With a plausible growth progression to 3,000 UK stores, it looks like there’s still more to come. A P/E ratio of 20 makes things look a little expensive, though. But could this be a stock that Paul would have gone for if he hadn’t been around. Progyny has had a tougher week, falling sharply after its latest earnings report. But has Steve D been taking advantage of a potential buying opportunity?With the cost of living high at the moment, there’s been a little bit of a falling off in terms of demand, as people put off starting families. But Steve W thinks this won’t last forever.We haven’t talked about Porvair much on the show. Steve W thinks this is a mistake and wants to take a closer look at the UK small cap filtration company.With a strong moat and a dominant position in some niche markets, there’s enough to like. But is the enormous focus on ESG in its investor communications a red flag?AirBnB comes with some highly attractive characteristics. And while the underlying business looks very strong, Steve and Steve have different ideas for the company’s take rate.There’s a lot of negative sentiment around the stock and the company. But is this an opportunity?Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:1:11 JIM SIMONS3:33 HOW’S YOUR WEEK BEEN9:19 CASH ISA16:20 DISNEY30:09 GREGGS43:51 PROGYNY55:36 PORVAIR1:06:23 AIRBNB► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!⁠⁠http://www.trading212.com/promocodes/FTSE⁠► Get 15% OFF Finchat.io:Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. Steve and I highly recommend this platform for business analytics and summarising earnings calls!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:Who’s been indulging in some 4am Bluey? Find out on this week’s PlayingFTSE Show!Steve and Steve are talking about earnings this week. But before we do that, we have a link from our latest friends at Finchat.io. Steve W burned through all of his free questions doing research this week, so a discount on a subscription might be handy. If you’d like one, too, check out our link!Shares in Apple have gone racing higher this week as the company announced its latest earnings report. It was bad, but the main theme for investors is the news it wasn’t worse.Services revenue reached record highs and this propped up margins after product sales fell. But this can’t go on forever – so what’s on the cards for the company?Amazon stock got a bit of a boost after its earnings this week. Higher revenue was turbocharged by wider margins to send earnings per share soaring.The business is firing on most cylinders, but is the stock a buy? Steve and Steve give their views on the subject.We don’t talk about MasterCard often on the PlayingFTSE podcast, but we probably should. It’s a terrific business with a huge moat and massive returns on invested capital.Steve D’s been looking into the latest earnings. Is this the one that got away for both Steves, or could there still be an opportunity even at today’s prices?MercadoLibre shares jumped 8% after earnings this week. A weak performance in Argentina was more than offset by strong growth in Brazil and Mexico. The stock looks like a bargain at around 15 times free cash flow. But Steve W thinks this is a highly misleading statistic…Starbucks has been struggling with getting people through the door, especially in China. There’s nothing unusual about that, but the stock still fell sharply.Is a triple-shot-double-pump strategy the right way to go? Or is it the most ridiculous thing we’ve ever discussed?Only on the PlayingFTSE Podcast!► What We Consumed This Week:HIGNFY: https://www.bbc.co.uk/iplayer/episodes/b006mkw3/have-i-got-news-for-you FIRST KEYNOTE: https://www.youtube.com/watch?v=VQKMoT-6XSg ► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 SHOW NEWS!9:56 APPLE23:24 AMAZON34:03 MASTERCARD46:33 MELI1:01:26 STARBUCKS► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!⁠⁠http://www.trading212.com/promocodes/FTSE⁠► Episode Notes:Who’s accidentally thrown their emergency fund at the stock market? Find out on this week’s PlayingFTSE Show!After a few false starts, Steve and Steve are finally in to talk about the big stories from this week… and Google paying a dividend. We’re talking stocks we like and there’s been a lot going on.The New York Stock Exchange is considering the possibility of allowing 24-hour trading. Would this be a welcome move?Steve D is concerned about thinning liquidity by stretching trades out throughout the day. Steve W mostly just wants a lunch break like they have in China.Shares in Meta Platforms fell sharply as the company announced what looked like a decent set of earnings. Revenues, margins, and profits were all higher – except for the metaverse.The stock had been doing well since the start of the year, so is this just things correcting? Or are there concerns for investors looking ahead to Q2 with the company’s guidance?Alphabet shares jumped after the company’s latest earnings announcement. But it’s not just because the firm announced it is going to start paying a dividend… is it?There was plenty more for investors to be pleased about, with strong growth in advertising and Google cloud. And a 10% jump brings the stock in line with Meta since the start of the year…Payment processor Adyen has had an up-and-down journey over the last few quarters. This one was a down – the stock fell as news of a declining take rate caused investors concern.Steve D thinks the market is getting this one wrong, though. Pulling in margins to boost revenues is nothing new, so is there a buying opportunity as investors send the share price lower?Unilever’s transition continues and its latest trading update caught Steve W’s attention. The business is showing growth in all the right places and the stock reflected this with a 5% jump.The company hasn’t yet spun off its ice cream brands, so there’s a question of what investors should hope for there. But impressive revenue growth from its beauty division is surely an encouraging sign…Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:0:00 Introduction & Portfolios! 8:38  Consumption17:21 24 Hour Trading24:29 META34:57 ALPHABET 48:47 ADYEN1:02:06 UNILEVERBloomstran: https://www.youtube.com/watch?v=Ak4on5uTaTgFinchat.io: https://finchat.io/pricing/?referralCode=4vfIndN0xYcpLhwICrLt5l9cjtI2Frontman Energy: https://youtu.be/G4ZMxNYjuJI?si=mweResXDHtfYF_Lx ► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!⁠⁠http://www.trading212.com/promocodes/FTSE⁠► Episode Notes:Who’s been watching episodes of Bluey this week? Find out on this week’s PlayingFTSE Show!Steve and Steve are back to talk about things that have been happening this week. They’ve been looking at stocks from the UK, the EU, and the US – not many have been doing well. Steve D has been listening to Patrick Boyle this week. There’s a huge straight line city being built in Saudi Arabia – is that a good idea?Steve W has been reading The Wolf of Harcourt Street’s write-up of MercadoLibre. Having talked about the stock a couple of weeks ago, did he learn anything interesting?It’s earnings season in the US and – as usual – things have been kicking off with the banks. Steve W has the general overview. With investment banking up, loans flat, and charge-offs almost doubling, the outlook for the US is interesting. But which banks would the Steves buy at today’s prices.Since it emerged on the public markets, Dr. Martens has been flinging profit warnings around like they’re sponsored. And they’ve launched another one lately. The stock is down 30% as a result, following a boost on takeover optimism. But do Steve and Steve think things are actually going wrong for the company, or is this an overreaction?Shares in UK payment processor Wise have been falling lately as well. That’s despite higher revenues, profits and solid customer growth over the last few months. Is Steve D concerned? Not really. Should he be? That’s another question…ASML shares have also subsided as demand starts to normalise for its fancy semiconductor machines. The company still has a huge order backlog, though, for the next few years. Is this a buying opportunity in a company with a monopoly on an important growing industry? Or is there something else going on here?Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:Line: https://www.youtube.com/watch?v=Ak4on5uTaTgWolf: https://www.thewolfofharcourtstreet.com/p/mercadolibre-2024-financial-model ► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Introduction & Our Weeks!6:32  Consumption13:05 US Banks28:38 ASML Report42:00 Doc Martens 53:03 Wise Trading Update► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!⁠⁠http://www.trading212.com/promocodes/FTSE► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!⁠⁠http://www.trading212.com/promocodes/FTSE⁠► Episode Notes:What is Steve D doing with his Southern Copper investment? Find out on this week’s PlayingFTSE Show!Paradoxically, it’s the start of a new year and the year is three months in. So it’s time for the Steves to take a look at their portfolios and reflect on what they’ve been buying and selling.After three months, we’re looking at someone else’s first quarter. Earnings might not be out yet, but Tesla has reported its vehicle deliveries from the first three months of the year. On the face of it, the numbers aren’t terribly impressive. Despite cutting prices, the company still produced significantly more cars than it sold between January and March.This shouldn’t be a huge surprise, but it isn’t good news. But with the stock having fallen sharply since the start of the year, is it in buying territory for Steve W yet?Steve D has had an interesting first quarter. His portfolio has done a solid job, but he’s also been buying and selling as he reshuffles his investments when opportunities present themselves.If you thought the Playing FTSE Show’s growth enthusiast only buys growth stocks, you’d be dead wrong. He’s got an update on a FTSE 100 company in his portfolio and Pfizer.Looking ahead, Steve is focusing on houses. D.R. Horton to build them, Mid America Apartment Communities to lease them, and Enphase to stick solar panels on top of them. In some ways, Steve W has been busy and in others he’s been sitting tight. The PlayingFTSE Show’s valuation advocate has only sold two stocks – but one of them was his biggest investment.Last week, Steve teased a new stock for his portfolio that he’s been buying – that stock is… Endeavour Mining. The FTSE 250 miner has been catching his attention as the gold price rises.In terms of what he’s buying next, well, Steve doesn’t have much in mind. There’s lots he likes, not much he loves, and he’s got an eye on a couple of growth stocks for the new ISA season.Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:Streetwise: ⁠https://open.spotify.com/episode/2gYrcNwCaHwtY5cA37CSIL?si=2c20ef5c6e2448fa⁠ Motley Fool Fool: ⁠https://open.spotify.com/episode/0aUXfgNWlK8XEhZ0PXILtw⁠  ► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Introduction & Our Weeks!9:55 Consumption17:55 Is Tesla REALLY Going Bust? 34:27 Steve D Portfolio45:19 Steve W Portfolio  ► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

What does Steve D associate with Argentina? Find out on this week’s PlayingFTSE Show!

It’s Easter! But more importantly, it’s the end of Q1 and the new financial year is approaching – so there's lots for Steve and Steve to talk about on this week’s show!

This week, in consumption news, Steve D has been listening to the Wall Street Journal’s piece on Cava. Steve W has been finding out about the situation at Boeing from Wall Street Millennial.

Diploma is a stock that Steve W has been owned before and we have a viewer question on the stock. A recent acquisition has caused the share price to jump 10%.

There’s a lot to like about the business, but the stock comes with a heavy price tag. That’s different from the valuations at which it acquires businesses, though.

Forterra is a stock that both Steves do own and the company has released earnings this week. Steve W thought it was bad at first sight, but what does the show’s building expert think?

Net debt is up a lot, but the business is still paying a dividend. With brick dispatches down 30%, can things get any worse, or is this the start of a recovery?

It’s been a long time since 2020 and we haven’t talked about MercadoLibre much during that time. Steve W thinks the stock is due another look, though.

The stock is still where it was, but the underlying business has made good progress. So has the value equation shifted for investors?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Wall St Milennial:

https://youtu.be/ETqNTNkbxrk?si=z-wshHriYWNfiNic

Wall St Journal:

https://www.youtube.com/watch?v=-9Mbls9xiAk

Patrick Boyle Millei:

https://www.youtube.com/watch?v=0SXC1qtDp-U

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Introduction & Portfolio Updates!

13:25 Consumption

22:14 Diploma

35:28 Forterra

53:29 MercadoLibre

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

Who hasn’t been in a Wetherspoon’s in 15 years? Find out on this week’s PlayingFTSE Show!

It’s all stocks this week, as Steve and Steve look at the news from the UK and the US. Don’t worry about Apple or inflation, there’s plenty else to talk about…

The big story from this week is Reddit’s IPO. The stock jumped out to a good start after it first appeared on the public markets, but Steve and Steve are looking under the hood.

Is the best angle for investors an advertising platform, or a company with some valuable AI data? And is the underlying business ever going to make any money after nearly two decades without a profit?

Unilever has announced plans to spin its ice cream division off. The unit has five of the top 10 brands by sales, so the move might be a little surprising.

Steve W’s been taking a closer look, though. And the real question on his mind isn’t whether ditching Ben & Jerry’s is a good idea, but what the company plans to do with the cash…

The market does not like Nike’s earnings report very much. Slowing sales in China are really weighing on the share price and catching the attention of both Steves.

Could this be an opportunity in a company that has a strong track record and almost never trades at a discount? Or is that rainbow England flag just too much to bear?

Shares in J.D. Wetherspoon fell 8% after the company’s most recent trading update. And with earnings per share down around 50%, that seems to make sense.

Steve W thinks there’s more to the company than this, though. But is a free cash outflow over the last six months more of a problem?

The Lululemon share price has been falling sharply after a disappointing earnings report. Neither of the Steves are big fans of the brand, but the stock might be another question.

How should we think about the value of this type of brand? And is this a dip that’s worth buying for either Steve?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Introduction & Portfolio Updates!

8:00 Reddit IPO

26:33 Unilever

41:58 Nike Earnings

53:35 Spoons

1:06:08 Lululemon Earnings

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

Who’s been reading up on technical analysis? Find out on this week’s PlayingFTSE Show!

Steve and Steve have some interesting things to talk about this week – most notably from our friends at Trading212! What’s in the works and what’s on the launchpad?

Steve D has been listening to an interesting new podcast. It’s Rory Stewart’s book, which you might not expect from Hull’s most prominent investor…

Steve W has been listening to the Business Breakdowns episode on D.R. Horton. With some interesting insights into US housebuilding, is there anything that UK investors can take from it?

One of our regular contributors has been asking about our retirement plans. There’s a natural tendency to shift towards defensives, utilities, and bonds when the time comes to stop work.

Neither of the Steves feel like this is the natural approach for them. So what are they planning on doing instead?

Trading212 have been busy lately and at the top of the list is a SIPP coming later this (calendar) year. This is one for both Steve D and Steve W to be keeping an eye on.

A couple of big questions are still to be answered, including what it might cost. But it’s firmly on the radar, so watch this space!

Steve W uses the Trading212 web app quite a lot – and it’s had a big overhaul lately. Some features from the original version are back, blended with the layout of the most recent instantiation.

At first, Steve wasn’t positive on it at all (he doesn’t like change very much). But which parts of the product have been winning him round and how is he setting his screen up to take advantage?

Adobe is a tech company that both Steves have had their eye on for some time. And the company looks like a natural AI winner.

The stock has taken a hit after its latest earnings report, though. A $1bn breakup fee for the aborted Figma deal isn’t helping, but does the future look any brighter?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Business Breakdowns: https://open.spotify.com/episode/5752FlcESj7eztG1qY3oLP?si=8164c771495548ad

Politics On The Edge:

https://open.spotify.com/show/2h9J5OjAslJ5dc7pREMlOF?si=1085fd548bc249d1

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Introduction & Portfolio Updates!

04:24 Consumption

10:07 US Housebuilders

16:38 Retirement Question

33:36 212 SIPP

40:12 212 Web App

46:48 Adobe Earnings

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

Why has this Friday been a significant one for both Steves? Find out on this week’s PlayingFTSE Show!

The big story from this week was the UK Budget, but that’s not the main thing that’s been moving the portfolio numbers for Steve and Steve this week. What is?

So what was in the Chancellor’s latest fiscal event and whole are the likely stock market winners? Steve W’s starting us off with the NI cut and a stock outside the consumer discretionary sector.

Steve D’s also been looking at reforms to the way child benefit is processed. The move has been a welcome one almost across the board, but our Hull expert hasn’t said anything positive about the government yet…

The most exciting news for UK investors was the announcement of a new British ISA for buying UK shares in. Both Steves think there are some good UK stocks around so Steve W’s going over how it might work.

Steve D, on the other hand, is worried the idea might not see the light of day. There’s a way to go yet in terms of the details and with a potential change of government on the way, could it be over before it starts?

Apple shares have been hitting a rough patch lately, with China sales down and a fine from the EU over its anticompetitive practices. But Steve W thinks there might be something here.

After shuttering its car project, the company is focusing on artificial intelligence. And with its size and resource power, could it be a stock to watch in the AI revolution?

Fast casual dining is in right now and Steve D’s been looking at the latest entrant into the scene. Cava’s Greek food is off to a good start with US consumers, but could it be the next Chipotle?

Growth looks good, the balance sheet looks strong, and the company is doing impressive things. In a sector that can be unpredictable, though, is the high price tag worth the potential reward?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Standard Deviations Podcast:

https://open.spotify.com/show/1uQPuBpfpomaUNkwY7SkcH

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Introduction & Portfolio Updates!

08:23 Budget

33:24 British ISA

54:02 AI Apple

1:05:48 Cava

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

Who’s been for a round of jabs this week? Find out on this week’s PlayingFTSE Show!

Steve and Steve are talking this week about house prices, share prices, and bank accounts. There’s a lot to get through!

Starting off, though, it’s been a good week for Steve D, who’s up ahead of the S&P 500. Not such a good week for Steve W – but what went wrong after such a positive start?

Warren Buffett wrote his first shareholder letter without Charlie Munger. And while a lot of the focus is on the role that Berkshire’s builder played in the firm’s development, Steve W is looking elsewhere…

Steve D has been looking – or listening – in a different direction. If becoming an ISA millionaire sounds attractive, then what better way to figure out how to do it than by listening to some that have done it before?

Both Steves currently bank with Chase. There’s a lot to like about it, but is the new cashback programme part of that list?

With cashback now set at 1% on a £1,500 qualifying deposit, the incentives seem to be getting worse and worse. But where else could they store their excess cash?

Rightmove announced earnings at the end of this week. The stock initially fell 4% before launching a recovery to end the day ahead of where it started.

The earnings look reasonable enough, but the big question is what to make of a challenge from a big US competitor. Steve D has an answer – and he’s not convinced…

Over in the US, cybersecurity firm Okta has exploded higher after its recent earnings. The firm has turned profitable and growth looks like it’s going to be strong for a while to come.

Steve D owns this one and Steve W doesn’t. But with a sense of cash flows coming in, could the show’s value-driven investor be tempted to something here?

Croda International has had a difficult 2023 with inventory levels much too high for falling demand in the end markets it supplies. So it’s no surprise profits were down sharply.

There’s clearly a cyclical slump going on, but the question is when will it end? Steve W doesn’t know the answer, but more worryingly, neither does Croda’s management…

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Introduction & Portfolio Updates!

09:36 Consumption

24:53 Chase Changes Cashback

32:52 5.2% Interest

36:14 Rightmove

52:11 Okta

1:05:04 Croda

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

Who’s been looking at trees in foreign countries? Find out on this week’s PlayingFTSE Show!

Steve and Steve have a UK theme to their show this week. But there’s always room for Nvidia, which keeps blowing the lid off things with its earnings…

In consumption news, Steve W’s been getting cross at someone who doesn’t know what the word ‘subjective’ means. And Steve D’s been googling the S&P 500’s top-performing stocks since January.

Lloyds Banking Group reported earnings this week and they were… fine. Profits were up for the year, but down in the fourth quarter – a sign of things to come?

It’s clearly been a good 2023 for Lloyds, but the question is what are they going to do with the cash? Share buybacks and a dividend boost are on the horizon, but is there a catch?

Somehow, Barclays managed to post a net loss in the fourth quarter of 2023. But that’s because there’s a huge non-cash charge for a restructuring programme they’re embarking on.

The company is looking at bringing down its head count by 20%. And those savings mean there are big shareholder returns being promised over the next few years.

NatWest posted weaker margins than either Lloyds or Barclays in 2023. But the stock is cheap and it might be getting cheaper later this year.

Jeremy Hunt is planning on selling off the 35% stake in the company that the UK government still owns. Steve W is confused, though, about whether the shares will be going cheap or not…

Rolls-Royce has been blazing ahead over the last year or so and leading the FTSE 100 higher. The company’s earnings report on Thursday offered investors a chance to check in.

Steve W has been looking at the stock and thought it had further to run. On the grounds that the business might be heading for £3bn in annual free cash flow, he thought it might be a buy…

Steve D’s been looking at Nvidia’s earnings. Analysts were pessimistic going in and at a massive P/E ratio, that was looking like a problem.

No need to worry, though – the business blazed through expectations and continued on the move. And CEO Jensen Huang thinks this is the inflection point for AI, which means there could be more to come.

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

https://www.slickcharts.com/sp500/performance

https://open.spotify.com/episode/73ebW7pBua0cCVoGN0iOQD

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Introduction & Portfolio Updates!

09:00 Consumption

21:00 Lloyds Bank

37:07 Barclays Bank

51:06 Natwest

1:02:56 Rolls Royce

1:13:29 Nvidia

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

What’s the score in Hull vs. Hull? Find out on this week’s PlayingFTSE Show!

This week, Steve and Steve have a varied lineup of stuff to talk about. Starting with what they’ve been listening to – and there are some very familiar themes.

Steve D has been back in Morgna Housel mode and Steve W has been listening to Warren Buffett. Is cash king, trash, or both of the above?

We’ve also got news from Trading 212 – they’re a step closer to becoming a bank. Whether or not that’s the long-term plan, there’s a card in the offing and it’s got some nice cashback associated with it…

Steve D’s already on the wait list, so how long will he be sitting around for? And is now the right time for Steve W, or is he still concentrating on rounding up his NatWest account by buying Dairy Milks from Sainsbury’s?

It’s official: the UK is in a recession – or at least, it was at the end of 2023. But should Steve and Steve be worried about this as investors with stocks exposed to the country’s economy?

The drop in GDP is pretty shallow, but it’s not entirely clear that it won’t get worse. Steve D has an eye on the construction industry, though, so what’s he been seeing?

Another week, another round of victory laps for Steve D. Publishing company Bloomsbury has been updating its update and things are going better than expected.

The company has a lot of top sellers, but which one has Steve W been buying? And are investors in danger of focusing on what the company doesn’t own and missing the value in what it does?

Kraft Heinz reported earnings for Q4 and the full year of 2023. The short story is that things have faltered towards the end of an otherwise impressive year.

With a buyback on the way, Steve W sees the investment thesis he’s been looking at for some time playing out nicely. But the stock is going the wrong way, so what’s going on here?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Introduction & Portfolio Updates!

11:00 What Have We Consumed This Week

19:21 Trading 212 Card & ISA Transfers

26:11 The UK Economy

42:45 Bloomsbury

53:49 Kraft Heinz

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

Why is Steve D doing victory laps? Find out on this week’s PlayingFTSE Show!

Steve and Steve have a lot to get through this week. One of them has had a quiet week in the markets, but the other one has been tearing things up.

Staying invested is important – miss the best days and you miss most of the returns. Steve D has been absolutely smashing the ball out of the park recently, so what’s been winning for him?

In the long term, the stock market is a weighing machine, in the short term, it’s a voting machine. But how long do investors have to wait before the voting gives way to the weighing?

We’ve also got everyone’s favourite topic – money market funds. What are they, why are some different from others, and why might investors like us want to put our cash in them?

One of our users has asked how we think about our finances now that we’re both parents. So why does Steve W refuse to rely on the government for child benefit?

Disney shares are roaring higher as the company gets its streaming costs under control. But is the new sports investment a huge win, or snatching defeat from the jaws of victory?

Adyen is back – did it ever really go away? Rumours of the company’s death have been greatly exaggerated, and Steve D is here to explain why…

With UK share prices where they are, there’s a chance of M&A activity. But Steve W has been looking at two companies looking to expand together with some internal UK acquisition.

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Adyen

https://www.thewolfofharcourtstreet.com/p/adyen-volume-acceleration-validates

FINAiUS

https://youtu.be/us5PoN3jN4o?si=CoXE8vpaOATDMV3s

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Introduction

3:31 Portfolio Updates

9:37 Fearmongering

14:58 Consumption

22:27 TRADING 212 5%

32:30 How Much Do Kids Cost

45:24 Disney

52:18 Adyen

1:00:27 Barratt’s Buys Redrow

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Get a free share!This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too!http://www.trading212.com/promocodes/FTSE► Lewis's Book ListThe Psychology of MoneyTrillion Dollar TriageChip WarGenius MakersInvestment ChecklistSoul In The GameMoney MenDead In The WaterPoor Charlie's AlmanackBad BloodThe FundSide EffectsTrailblazerThinking Fast & SlowGritQuitThinking In BetsThe Most Important ThingThe World For Sale100 BaggersThe Signs Were ThereHumankindJust Keep BuyingSmarter Investing► Episode Notes:Why can't Steve W think of any stocks that aren't tech stocks? Find out on this week's PlayingFTSE Show!It's been a mighty week in the stock market, with a lot of the world's biggest companies reporting earnings. But we've got a much more exciting announcement to kick things off...After that, it's time to get into the business of discussing stocks. Apple shares slipped after earnings this week, but should investors be worried about weak revenues from China, or positive on a rapidly-growing services business?Amazon's earnings report was much more enthusiastically received. The company announced decent growth in both its AWS segment and its online advertising, so is the company still one to keep on the buying radar?The stock market didn't like Alphabet's report quite so much. But is that just because the company hasn't announced a dividend, or were its numbers really that much worse than those put out my Amazon, Meta, and Microsoft.Lastly, we're looking at Deckers -- who cares if it's a difficult time for consumer cyclicals, it's a tech stock like everything else. The new CEO will surely want to strike while the iron is hot and the share price is high and Steve and Steve have just the thing as an idea...Only on this week's PlayingFTSE Podcast!► What We Consumed This Week:Goldman Sachs Pod:https://www.goldmansachs.com/intelligence/podcasts/episodes/can-tech-continue-to-dominate-the-markets.htmlASML Ad:https://youtu.be/OPnCbbLYPV4?si=Hk5CaWJ-oGmI_p6K► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Introduction (& Show News!)2:39 Book Recommendations4:21 Our Portfolio This Week 10:43 What We’ve Consumed21:33 Apple Earnings 32:41 Amazon Numbers39:19 Amazon Call52:00 Alphabet Earnings (+Meta and Microsoft)01:06:15 Deckers► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:What do Vietnamese bridges have to do with semiconductors? Find out on this week’s PlayingFTSE Show!It’s been an interesting week in the stock market. Both Steves have been rallying well, with a boost from a surprising UK stock that we’ve been quietly buying, but  haven’t mentioned on the show before.Steve W isn’t trusting this market rally, though. Could stronger earnings really be a bad thing for share prices with the central banks looking at a possible recession and interest rate cuts?LVMH reported earnings this week and the stock is going strong. As Steve W looks at the price of a new watch, Steve D has the details around the company’s structure, brands, and growth prospects.Netflix continues to power on adding subscribers to its base. Steve D’s been looking at a chart that indicates there’s some way to go and Steve W has been considering the WWE licensing deal. Dutch chip manufacturer ASML continues to go from strength to strength. It’s going to be a long time before the company gets to the end of its current order book, but should investors worry about the China situation?It’s hard to say that things are going well at Tesla at the moment. Great news for Steve D’s start-of-year prediction, but Steve W thinks investors have been getting the news wrong lately…Only on this week’s PlayingFTSE Podcast!► Chip War Book: https://amzn.to/497oaPX► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Timestamps:0:00 Introduction12:32 LVMH33:13 NETFLIX51:05 ASML1:06:59 TESLA► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:What’s been happening to the price of butter? Find out on this week’s PlayingFTSE Show!It’s been a tough week for the stock market, especially on the UK side. Inflation has been weighing on both the FTSE 100 and the FTSE 250. There’s also an interesting set of developments for oil and commodities, but where does this mean we should be looking for stocks to buy? Steve and Steve have the same sector in mind?Steve and Steve are fielding questions about the winners and losers from their stock portfolios. There’s also a rant about antifragility, what it is and what it isn’t that you probably don’t want to miss!Steve W’s top loser is a dividend stock that might be a surprise. But there’s no surprise about Steve D’s biggest winner – anyone that’s been watching the show will know which one it is by now…Normally we talk about things we’ve been reading/listening to/engaging with. This week, Steve D has a full-blown Blinkist summary of ‘The Fund’ – it just keeps on giving. With Boeing shares down, Steve W has been revising his notes on the Business Breakdown podcast covering the stock. But is this his opportunity or Someone else’s?Warren Buffett has been looking for an acquisition opportunity for ages. Steve D thinks the Berkshire Hathaway CEO ought to just get on with the business of buying Boeing outright. The Berkshire Hathaway CEO has a huge cash pile. But Steve W has some hesitations with the idea of buying something of Boeing’s size and scale. Steve D is on a 2-3 part series on stocks he’s looking at. Part 1 was on Progyny and the next part is right here – it’s on Clearwater Analytics.The stock is growing quickly and strongly and it looks like the margins are going to come through. There’s a bit of a question mark over the company’s market cap, though. Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction0:54 Personal & Portfolio Updates Plus Why Antifragile Portfolios Are Dumb.05:38 Inflation, Oil and Commodities20:02 Our Best & Worst Performing Stocks37:27 Great Book Recommendation!45:05 Should Buffett Buy Boeing+53:28 Clearwater Analytics► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s underperformed Steve D, Steve W, and the S&P 500? Find out on this week’s PlayingFTSE Show!

With earnings coming through from the US banks, Steve and Steve are thinking about the next few weeks and months. Both are sharing their thoughts on stocks and investing this week.

Steve D has been thinking about scandals, Ponzi schemes and central banking in Lebanon. There’s a great 25 minute podcast (not ours) for someone else to listen to this week.

Steve W has been taking a look at Terry Smith’s annual letter to investors. There’s a lot in it, in terms of an outlook on AI, a view on investment fees, and some insights on buying stocks at high P/E ratios.

Are covered call ETFs something that either Steve would consider investing in? Probably not, but Steve W has an overview of the concept and Steve D has some reasons for sticking to equities, rather than moving into options via an ETF.

Progyny is a stock that both Steves have looked at before. But Steve D thinks things have been coming along over the last few years and the stock looks like a viable investment – is there anything to dislike about the company, or is this one of the opportunities of the year?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Terry Smith: https://www.fundsmith.co.uk/media/31plodnq/2023-fef-annual-letter-to-shareholders.pdf

Behind The Money: https://www.ft.com/content/e23a27fb-67f8-4558-b1ff-445ca87f03d3

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!

https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 Introduction

6:42 Lebanon’s Central Bank

15:30 Terry Smith Fundsmith Letter

30:32 Covered Call ETF’s

47:30 Progyny

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow

Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s been doing well and who’s been doing badly? Find out on this week’s PlayingFTSE Show!

It’s our first show of the New Year and we’ve got an update for how we’re going to release episodes going forward. Don’t worry – we’ll still have a mix of short- and long form videos for you guys to enjoy!

In this week’s consumption news, Steve W has been looking at a website that he reckons has good data and helps with stock research. Steve D is looking at our psychological limitations.

After that it’s on to Rolls-Royce. Steve W has been looking at the FTSE 100’s top-performing stock from 2023 – after a huge rally could it still be undervalued?

Next up, Steve D has been looking for stocks from different sectors.He’s got the analyst consensus on which industries people are bullish on for 2024 – but do our podcasters agree?

We’ve also been tackling a listener question on Wickes. It’s popular with a certain kind of social media value investor, but has Steve W seen something in the metrics that they haven’t?

And we’re finishing with some questions about Forex. What is it, how does it work, and should UK investors hope for the pound to go up or down against the dollar?

Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:Market Screener: https://uk.marketscreener.com/Morgan Housel Podcast: https://open.spotify.com/episode/04W84A2QLMRPVwi7ueGmtK?si=a769475d0d434f73 ► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction0:52 Housekeeping / Show Changes2:25 Portfolio Updates6:46 What We Consumed13:52 Rolls Royce24:57 Where To Invest In 202442:43 Wickes55:37 FX Question► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Why will Steve W be buying Wispa bars in 2024? Find out on this week's PlayingFTSE Show!

It's the end of 2023, which means it's time to review our predictions for the year and make some new ones for 2024. How did we do and what will happen?

All of us thought house prices were going to come down. We were wrong about how much, though, so what happened to stop the freefall?

Paul did annoyingly well with his predictions. Thankfully, he isn't here to tell us about this, so Steve W reviews the surge in big tech and Disney's dividend from the year gone by…

Steve D did less well by backing against Tesla, but had more joy calling positively against a recession. He wouldn't do that again, though… would be?

The lack of a recession hit Steve W’s predictions and Coinbase went the opposite way to where he forecasted it. Surely he wouldn't go for that again, though?

In 2024 predictions, we're bullish on low-cost businesses and doubtful on expensive consumer discretionaries. And we've got our resolutions for the New Year to go through.

Thanks to everyone that's been with us over the last 12 months. Here's wishing everyone a happy, healthy, and prosperous New Year.

Only on this week's PlayingFTSE Podcast!► What We Consumed This Week:► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction & Updates9:23 Reviewing Last Years Predictions48:08 Making New Predictions1:12:38 New Years Resolutions► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s outperformed and who’s underperformed in 2023? Find out on this week’s PlayingFTSE Show!

It’s been a remarkable year in the stock market. Somehow, everyone’s managed to come out ok as big tech has carried the S&P 500 higher.

We’re starting with Steve W, who made a commitment this year to sell less. Has he succeeded and has it paid off?

Steve D has been much more active, especially with his selling. In general, though, he’s done more good than bad, has it been enough to take him past his benchmarks?

Then we’re on to a set of viewer questions – we’ve had a few of those lately and we absolutely love them. The first is about how we got started in investing (and the answer might surprise you even if you’ve heard it before).

The second is about our investing education – where did we learn the nebulous things that we know? We started at very different times, but there’s a common thread to be found.

And the third is a really good question – why do we try and pick stocks rather than buy index-tracking funds? A timely question as we review the year’s over/underperformance.

Only on this week’s PlayingFTSE Podcast – and Merry Christmas to you and yours from us and ours.

► What We Consumed This Week:A Chainsaw to The Economy: https://www.youtube.com/watch?v=0SXC1qtDp-UWall Street Journal: https://www.youtube.com/@wsj/featuredCreativity, Inc. (Book recommendation) https://amzn.to/3RQgLPm ► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction & Updates3:58 What Have We Consumed this Week?14:18 Steve W Portfolio Review & Performance20:11 Steve D Portfolio Review & Performance37:06 How Did We Get Into Investing?46:49 Our Investing Education57:48 Why Stock Pick► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

How long is it safe to keep prepared formula in the fridge for? Don’t find out the answer on this week’s PlayingFTSE Show!

Steve and Steve are back, after a couple of weeks of pre-recorded stuff! They’re talking about the latest news from central banks, accounts for children, and their own portfolios.

After a fortnight away, the Steves have plenty to catch up with in their portfolios. Who’s been outperforming as optimism about interest rates starts to set in?

Then it’s on to what we’ve been consuming. Steve D has been using his paternity leave to do some reading and Steve W has been saying farewell to an investing legend.

The real reason stock prices have been surging lately is news from the Federal Reserve and the Bank of England. One is forecasting a cut in rates and the other isn’t, but are the Steves buying it?

And we’re ending this week with another viewer question. Now that Steve D is a dad, what’s he planning on doing to manage money for his daughter (as if he isn’t already doing it…)?

Only in this week’s PlayingFTSE Podcast!► What We Consumed This Week:Kyla: https://kyla.substack.com/p/its-more-than-just-vibesCharlie piece: https://www.youtube.com/watch?v=bx5ThG6HyZk► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction & Updates4:57 Portfolio Updates18:20 What We Consumed This Week? 28:54 FED, GDP, ECB & BOE Updates47:32 Viewer Question - Accounts For Kids► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

What have YOU – the PlayingFTSE audience – been wanting to know? Find out on this week’s PlayingFTSE Show!

This week, Steve and Steve are tackling the questions that our listeners have been sending in. We’ve got views on stocks, stocks, and more stocks.

First, though, it’s consumption. Both Steves have been looking to try and expand their horizons with some podcasts they disagree with, but what have they been learning from Scott Galloway and Steven Bartlett?

Next up is Reckitt Benckiser – another company that once had something or other loosely to do with Hull. But is that enough to cause either Steve to want to buy the stock at today’s prices?

After that, Steve W has the latest from Kraft Heinz. The company has been finding out the limits of how far it can push prices to fend off inflation, but how concerned should investors be about anti-obesity drugs in the pipeline?

Pets at Home is a UK stock that we haven’t looked at before. But we’re glad to have it on our radar, because it looks like a really interesting company in a strongly defensive sector.

Last is NatWest. As the UK government prepares to dump its stake in the business, should either Steve be interested in the bank that’s been making Nigel Farage grumpy this year?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:Prof G: https://open.spotify.com/show/5Ob5psTjoUtIGYxKUp2QVyDOAC: https://open.spotify.com/episode/6JoRHviqsaRyWhxmASmJ6r► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction1:21 This Weeks Consumption14:39 Reckitt Benckiser28:26 Kraft-Heinz43:48 Pets at Home56:34 Natwest► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who would write the PlayingFTSE newsletter (if we had one)? Find out in this week’s PlayingFTSE Show!

For those that don’t know, Steve D became a Dad this week! So we’ve got a very special episode to market the occasion – an interview with the guys at Chit Chat Money!

Brett and Ryan are joining the Steves to talk about their experiences as podcasters and finance YouTubers, as well as talking about some stocks we all know. You don’t want to miss this one!

We’re talking about all kinds of things to do with investing and stock picking, but one of the real highlights to look out for is what makes a competent manager. These guys have some interesting thoughts!

Management competence and alignment with shareholders isn’t something that appears on a balance sheet. But it’s crucial for investors, so how can we figure out when a company’s management has shareholder interests at heart?

We’ve also got some thoughts on stocks as well. Adyen and Nintendo are ones that Steve D has had an eye on for a while and talked about on the show before, but what can our guests add to the thesis with these companies?

Lastly, we’re kicking off the 2024 predictions early. We’re asking our guests for what they think is going to happen next year – write it down and save it for later!

Only on this week’s PlayingFTSE Podcast!► Chit Chat Links:Substack: https://chitchatmoney.substack.com/Twitter: https://twitter.com/chitchatmoneyBrett: https://twitter.com/CCM_BrettRyan: https://twitter.com/CCM_RyanSpotify: https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r?si=F3hr-ZjwT7-Vb4SeOUfqoA&nd=1► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction to Chit Chat Money4:48 Fave Guests?08:57 How Did You Meet? 15:29 Chit Chat Money Newsletter 19:02 Not So Deep Dive?23:42 Note & Show Insight32:38 What Do You Look For In A Company?35:35 What Makes A Competent Manager?44:44 Adyen54:15 Nintendo 1:06:58 Predictions For Next Year1:12:37 Where To Find Chit Chat Money ► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:► What We Consumed This Week:Slicenomics: https://youtu.be/mH_Lfc7wbnU?si=gxUrU6jmUmWUZTB- AJ Bell Autumn Statement https://open.spotify.com/episode/5R7rVcGLhZOyiuB1JO340L► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction7:15 Christmas10:02 What We Consumed This Week20:20 ISA Changes28:23 Autumn Statement41:15 Nvidia► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s been buying smart plugs – and who’s been getting them for free?! Find out on this week’s PlayingFTSE Show!

Steve and Steve are talking investing this week. Steve W has a REIT and a macroeconomic update and Steve D is looking at two companies that reported earnings recently.

In consumption news this week, both Steves have been looking at understanding well-known businesses a bit better. Steve D has been looking at a write-up of Dsney and Steve W has been listening to a podcast about Coca-Cola, but why have these been catching their attention this week?

Next, it’s a macroeconomics update – we’ve got inflation news, GDP data, and consumer strength. But why are the Steves nervous about the future despite the news that the UK seems set to avoid a recession this year and the US is headed for a soft landing?

We’re following that with Wise – a cross-border payment processor that we’ve talked about on the show a few times. With impressive growth and more to come, is now the time to buy or should investors wait for the tough comps to move out of the way?

Next is a REIT. Steve W’s been talking about a few specialist operators recently, so here’s one that owns basically everything that’s left in the UK.

And we’re finishing with Tencent. The big just keep getting bigger with a massive domestic market to play in, but the thing really catching the eye at the moment is they seem to have access to chips that their rivals Alibaba don’t…

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:Business Breakdowns: https://open.spotify.com/episode/0iisxRW9EOT6gFh9vh1zfr?si=fZTTo64ETGO8KJQMyRSujgThe Science of Hitting: https://thescienceofhitting.com/p/disney-the-turning-point ► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction10:41 This Weeks Consumption21:56 Macroeconomic Update35:36 Wise55:27 Alternative Income REIT01:07:37 Tencent► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Where’s Steve D taking his window cleaner? Find out on this week’s PlayingFTSE Show!

Steve and Steve are talking this week about some of their favourite things. But first, it’s consumption time!

Steve W has been listening to the Barron’s Streetwise Podcast again – with a UK stock recommendation to boot! Steve D is taking a slightly different theme this week, but he’s still got plenty to think about.

After that, we’re talking stocks. Steve D is doing a victory lap as Adyen shares have jumped following an impressive update. But with the stock still 30% lower than it was at the start of the year, should investors be confident or concerned?

Steve W has been paying attention to Berkshire Hathaway’s earnings. The company posted a net loss, with some of its operating units down significantly, but is there more to this than meets the eye?

Then it’s on to Disney – a stock both Steves like. The company seems to be concentrating hard on its bottom line at the moment, so is Bob Iger turning the ship around?

Last, Steve W’s looking at yet another REIT. This one is a UK stock trading at a discount to NAV and focused on… supermarkets…

Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:

► Reverse DCF:

https://docs.google.com/spreadsheets/d/19wU7cc9w7HK3mhmgUjU9F7113ZmlDZn45vrWOysb7Is/edit?usp=drive_link► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction6:28 This Weeks Consumption16:36 Adyen Investor Day34:17 Berkshire Hathaway47:50 Disney58:06 SUPR► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

What’s been going on in Steve D’s bedroom this week? Find out on this week’s PlayingFTSE Podcast!

The Steves are here to talk about Apple’s growth, PayPal’s future, and the earnings from a REIT that Steve D owns. They were also here to talk about Kraft Heinz’s margins and a REIT Steve W likes, but those will have to wait until next week.

In consumption news, Steve D has been listening to someone he disagrees with – Cathie Wood – but has the ARK innovator made any progress on him? Steve W has been listening to Goldman Sachs on the subject of US outperformance, but can that continue going forward from there?

Then it’s on to stocks, starting with Apple. Warren Buffett loves the stock and Steve W owns it in his portfolio, but is a stock trading at a 29 P/E while predicting flat revenue growth for the next quarter really justifiable?

Next, it’s PayPal, with a new CEO who has a lot of ideas for boosting revenues and margins. This should be promising for shareholders, but why does Steve D think that it’s good news for rival Adyen?

After that, it’s Four Corners Property Trust – a REIT that owns restaurants mostly inhabited by Olive Garden and Longhorn Steakhouse outlets. We’ve been looking at a few REITs on the show this year with interest rates on the move, but why does Steve D think this one is particularly interesting?

Only on this week’s PlayingFTSE Podcast.► What We Consumed This Week:

https://youtu.be/IcE5JfOGago?si=WdQQxYnDPS_lXX-m► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Introduction10:36 This Weeks Consumption31:45 Apple45:02 Paypal58:52 Four Corners► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

What does Steve D think of Rory Stewart? Find out on this week’s PlayingFTSE Show!

Steve and Steve are in to talk about a big week in the US stock market. With Alphabet, Amazon, and Meta all reporting earnings, there’s a lot to get through!

In this week’s consumption news, Steve D has been learning about politics with a former Labour politician and a former Conservative MP. Steve W, meanwhile, has been thinking about fancy watches and how ESG might look if it wasn’t such a chaotic mess.

After that it’s on to stocks. The market didn’t much like Alphabet’s slowing cloud growth, but does either Steve think it’s such a small part of the business that Google’s parent company ought not to worry?

Amazon also put up relatively low cloud growth, but a strong showing in advertising services has investors feeling good about life. But would either Steve buy the stock at today’s prices?

Meta Platforms has been showing what happens when revenues grow and costs fall at the same time. Digital advertising is strong, but should investors still be worried about Zuckerberg’s infatuation with the metaverse?

And we’re finishing with Enphase – a growth stock that is doing the opposite of growing. Wall Street wasn’t impressed, but is a huge decline in the company’s share price an opportunity for an investor with a long-term mindset?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

The Rest Is Politics: https://open.spotify.com/episode/3mISe3e2xzblY6PMV18cs5?si=Z6Vbj5mESXWmDNsljUR-MQRolex: https://open.spotify.com/episode/2SHOJwxV9Qr24cko57sCsh?si=YDAq51ktTpi5Ga2M-28rgg► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Intro4:45 What We Consumed This Week?14:57 Alphabet 27:27 Amazon42:15 META52:42 Enphase► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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Who’s spent the whole week sitting on planes? Find out on this week’s PlayingFTSE Show!

Paul, Steve, and Steve are in this week talking about earnings! We’re looking at Croda from the UK, ASML from the Netherlands, and Tesla from the US.

First, though, it’s the Piper Sandler Teen Survey. Steve D’s been looking at what the 13-18 year olds in the States are spending their money on, but which trends are sticky and which are transitory?

After that, Steve W is making good on his promise to look at Croda International – the worst-performing FTSE 100 stock of the last 12 months. Is it just because they’ve left Hull, or is there something more?

Meanwhile, ASML has been posting some interesting numbers. This one’s been catching Steve D’s eye, but is flat revenue guidance next year ok for a stock trading at 30 times earnings?

And lastly, it’s Tesla. None of our three likes the stock, but Paul is keen to have a go anyway – is there anything to be said for the company after some awful earnings?

Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:

Morgan Housel - Same As Ever

Behind The Money - https://www.ft.com/content/6a31a5c8-0802-4d83-a091-5cfe61d7e6fe

Modern Wisdom Podcast - https://chriswillx.com/podcast/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Intro5:29 What We Consumed This Week?15:54 Piper Sandler Teen Survey 31:50 Croda43:46 ASML55:36 Tesla► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

What parenting rite of passage has Steve W been through this week? Find out on this week’s PlayingFTSE Show!

This week, Steve and Steve are in to talk about the news. There’s also a stock for Paul even though, in one of the smaller surprises for the week, there’s no Paul.

We’re starting off with what we’ve been consuming. Steve D has been doing the decent thing and listening to people who disagree with him, whereas Steve W’s been taking the easy road and having his own views confirmed.

Then it’s on to the most controversial issue of this week that we dare to talk about – fractional shares. With HMRC asking questions, do either of the Steves have a coherent view to offer on the legitimacy of fractionals in ISAs?

After that, we’re in more familiar territory – Steve W promised a B&M piece last week and he’s finally delivering. Steve D seems impressed, but is it just because they’re headquartered in Hull?

Last, it’s Forterra – the brick manufacturer that both Steves own. Things aren’t going well for the company at the moment, with more factories closing, but is the long-term thesis still intact?

Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:Jeremy Grantham: https://open.spotify.com/episode/0EYRzt0Wu1DELTN2wGh1fFStreetwise: https://open.spotify.com/episode/0E8yDDHIFyLcx9AabqgZSD► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Intro8:47 What We Consumed This Week?26:27 Fractional Shares 42:53 B&M55:02 Forterra Update► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

What does Steve W not wear during sex? Find out on this week’s PlayingFTSE Podcast!

Paul is back this week and there’s a lot to catch up on. He’s got a new tattoo – where is it and what is it of?

It turns out, this week, that all of the PlayingFTSE team have been listening to the same podcast. It’s The Memo, with Howard Marks – but what’s the latest episode about?

After what we’ve been consuming, it’s on to the US consumers. Paul thinks they’re not in good shape, but Steve D has other ideas.

That’s followed by an unscheduled detour into NextEra Energy. Both Steves sold this a while ago and they’re feeling good about themselves right now, but what would cause them to get back in?

And Steve W’s finishing up with a stock for Paul – a UK REIT specialising in houses. The PRS REIT has been buying houses near Steve D, but is a 6% dividend yield enough to tempt Paul out of his bunker?

Only on this week’s PlayingFTSE Show!

► What We Consumed This Week:Lex Fridman Podcast: https://youtu.be/MVYrJJNdrEg?si=jzH0V0To5wfDkFo1Behind The Memo: https://open.spotify.com/episode/6SM9yXtXJR9MjbHMLBCl1U?si=42a9b366c5bd4c9eJohn Rotonti: https://open.spotify.com/episode/3xNg1H5KHM0g0q6qCH0OfB?si=62c24befc9004d39Rational Reminder: https://open.spotify.com/episode/1aAJFnthqJqGO4S9qlNUQq?si=3a0873966d1742e0Book I couldn’t name at the time: https://www.rethinkx.com/humanity► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Intro9:41 What Have You Consumed This Week29:49 State of the US Consumer 42:59 Nextera48:25 PRS REIT► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Whose digestive system went on strike this week? Find out on this week’s PlayingFTSE Show!

It’s the start of Q4 and Steve D and Steve W are in to look at how the year’s been going and what might be in store for the rest of 2023. Plus, they’ve got Nike’s earnings and the answers to some of your questions.

First of all, it’s time for a portfolio review. Steve W has had a quiet three months compared to Steve D, but what have we been buying and selling since July?

Then it’s on to Nike, where things have been tough since pandemic-induced tailwinds have abated. But there’s some optimism around the stock, after a decent earnings report, so is this the opportunity the Steves have been waiting for?

After that, it’s on to Realty Income, which is down 21% since the start of the year. Steve W reviews the case for and against, with a dividend yield approaching 5% and prospects for growth in Europe.

Lastly, there’s a mystery s to look into – how is it possible for a company to be profitable before tax, but not after? The Steves have their thoughts, but they’re still on the lookout for such an elusive business…

Only on this week’s PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Intro14:11 Reviewing our portfolios26:36 Nike 46:38 Realty Income57:03 Listener Question► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Get Free SharesWebull: https://www.webull-uk.com/s/9sLukBcojI7B3Pl3GITrading 212: https://www.trading212.com/invite/FfWDllxM► Episode Notes:

Where has Steve D been finishing lately? Find out on this week’s PlayingFTSE Show!

This week, the Steves are talking about investing platforms, bank accounts, acquisitions, and FTSE 100 stocks. There’s a lot to talk about.

First up, though, it’s consumption time. Both Steves have been on the podcast trail this week, so what have they been learning about in their spare time?

After that, it’s on to Webull – the latest source of free shares. Is it a serious contender for Trading212, or is it just a short-term thing for both of the Steves?

Then we’re talking about Nationwide and its 8% interest rate. What does Steve W think this shows about the banking sector and is Steve D about to switch his current account?

Following that, we’re finally getting to some stocks. Growth has been slowing at Halma, according to its latest trading update, but is the sell-off in the stock a buying opportunity for Steve W?

One company that has been getting ready to do some buying is Cisco. The network company is getting ready to buy Splunk – what do the Steves think of the deal and is this the start of a new wave of M&A?

And we’re finishing with Taylor Wimpey. Steve W thinks their dividend policy is interesting and attractive, but Steve D is our construction expert and he’s not so sure…

Only on this week’s PlayingFTSE Podcast!► What We Consumed This Week:FT Behind The Money - https://www.ft.com/behind-the-moneyRich & Anonymous - https://open.spotify.com/episode/5ZGvKpnazrEQ1dFNBmkTWd?si=52ad3a08be3c43ffGS Exchanges - https://www.goldmansachs.com/intelligence/series/goldman-sachs-exchanges/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s been impressing the Steves with “proper cricket shots”? Find out on this week’s PlayingFTSE Podcast!

It’s been an interesting week in the financial world and Steve and Steve are here to talk about the things that have been catching their eye. Things like Arm’s IPO, Adobe’s earnings, and Monzo’s new investment products.

But we’re starting with things we’ve been consuming. Steve W has been diving into the world of banking with an email service he thinks is really helpful and Steve D has been exploring the ethically questionable world of Russian banking… and Chamath.

With that out of the way, we’re looking at Arm’s IPO. It went well, with the stock now up at around $61 and Steve W’s been looking at the chip space, Arm’s prospects, and Softbank’s success.

After that, it’s on to a private investment the Steves both own – Monzo. The challenger bank has launched some investment products and Steve D has the details of which funds are available to customers looking to put some money away for the long term.

And we’re finishing with Adobe. After some strong earnings, the stock seemed to go down, but how much money has Steve D made with this stock… and how much has he left behind?

Only on this week’s PlayingFTSE show!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Intro & Cricket16:42 This Weeks Recommendations 26:04 Monzo Investments42:24 ARM IPO58:43 Adobe► What We Consumed This Week:Industry Dive - https://www.industrydive.com/ Adyen Thesis - https://www.thewolfofharcourtstreet.com/p/adyen-nv-investment-thesis?s=09FT Behind The Money - https://www.ft.com/behind-the-money► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s wrong so often they should change their name to ‘Steve?’ Find out on this week’s PlayingFTSE Podcast!

Steve and Steve are talking stocks and sports again this week. England might have faded away horribly in the cricket, but our show is still pushing on regardless.

Synthomer was Steve W’s pick for JKR’s competition at the mid-point of the year and it’s been a disaster. But with a rights issue helping to sort the balance sheet, might the company finally be through the worst?

Next it’s UIPath – Romania’s contribution to the S&P 500, which was requested by some of our subscribers. Steve D’s been looking at this and thinks there might be some sneaky upside here to the business with the possibility of an acquisition…

Sticking with the S&P 500, AirBnB is about to become the newest addition to the index. The stock is running up a little bit on the news, but Steve W thinks it might be worth keeping an eye open for a buying opportunity when the stock gets added.

And we’re finishing this week with DocuSign. It’s more than copy and pasting signatures, but is one of Cathie Wood’s favourite stocks down enough to attract either of the Steves?

Only on this week’s PlayingFTSE Show!

► Recommendations:https://amzn.to/3EvFQHN - Nick Magguili Book

https://rationalreminder.ca/podcast/267 - Pessimism

https://youtu.be/w3EYKuFGJ5c?si=Lk8VzeZ1DshdMaCL - James Jani

https://youtu.be/gq1pqsSCT9o?si=E-mecSrB2nn6FdT4 - Wall St Millenial

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

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► Timestamps:0:00 Intro & Cricket08:50 This Weeks Recommendations 20:52 Synthomer Blunder 34:10 UIPATH $PATH43:56 AirBNB $ABNB54:33 Docusign $DOCU

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

It’s promotion and relegation time! Only on this week’s PlayingFTSE Show!

With the cricket season coming to an end, Steve W’s club are in battles at either ends of various divisions. But who are the winners and losers from the latest FTSE reshuffle?

Brian Feroldi has a list of investing lessons that he’s learned the hard way. But what do the Steves think of them?

Lastly, Steve D has been paying attention to the latest earnings from MongoDB. The database software business is bigger than it seems, but is its price tag also too large?

Find out on this week’s PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:

0:00 Intro

11:03 FTSE Reshuffle

28:35 38 Investing Lessons

1:03:23 MongoDB► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s been buying houses lately? Find out on this week’s PlayingFTSE Podcast!

Steve and Steve are talking about tech this week – there’s an IPO and three lots of earnings to go over. In general, it’s been a good week in the stock market for both of them.

First up it’s Arm holdings. This is a company that isn’t about to be a FTSE 100 stock and the Steves find it hard to blame them, but is the upcoming IPO something that’s on their radar?

Then it’s on to Autodesk – a Steve D stock. Steve W thinks this one might be sneakily cheaper than it looks at a quick first sight, so with Steve D knowing the company’s products well, could there be an opportunity?

Next it’s Nvidia (of course it is, look at their earnings) which jumped on Wednesday and settled down towards the end of the week. The share price is up but there’s some impressive underlying growth – enough to tempt either Steve into action?

Lastly, it’s Splunk (with an ‘L’) – one of the leading cybersecurity firms in the US. Unlike the company, the CEO has a strong name and the stock has a had a good week, so what have investors been seeing in it lately?

Only on this week’s PlayingFTSE Show!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:0:00 Intro11:06 The Cricket13:57 ARM IPO29:04 Autodesk40:41 Nvidia54:56 SPLUNK

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Why did Steve D have to pull over this week? Find out on this week’s PlayingFTSE Show!

There’s been a lot going on this week – Steve D’s been buying cheese and Steve W’s been watching cricket. But we’ve also got the latest news from the UK, as well as earnings from Adyen, Admiral, and Tencent.

We’re starting off with the latest macroeconomic news from the UK. Inflation has been coming down as wages have been going up – but why is Steve D cross about basically everything?

Then it’s on to some earnings, starting with Adyen. The stock has taken a big 40% hit this week, but the business is growing – so is this a buying opportunity for either Steve?

After that, we’re looking at Admiral, which Steve W thinks is better than most investors are thinking. Inflation is weighing on the company’s bottom line, so why did the stock rise by 5% this week?

And we’re finishing with Tencent – a stock that we haven’t looked at recently. It’s quietly grown into an impressive business, with a lot of different operations but one in particular has caught Steve D’s eye.

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 Intro 13:42 UK Economy 28:27 Adyen 42:30 Admiral 55:12 Tencent

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Which stock is the one that got away from Steve D and Steve W? Find out on this week’s PlayingFTSE Show!

It’s back to business as usual on this week’s PlayingFTSE show. We’re looking at stocks and earnings from the last seven days and we’ve got five companies on our radar.

First is AirBnB. At $130 stock had a dip after its earnings call last week, but which Steve is keen to buy and which one is holding back at this point?

Next, we’re on to Amazon – a stock that both Steves own and one that has been doing well lately. But why does Steve W’s investment thesis keep changing with this company?

After that, we’re looking at Fortinet, which is a new stock for our channel. Steve D has been loading up after a dive following the recent earnings performance, but why is the stock down?

Then it’s on to Disney, which is a complicated old mess at the moment. With a new gambling initiative, slowing D+ subscribers, and a shift to profitability, are the Steves buying?

Last, we’re talking about MercadoLibre. Both Steves used to own it and they don’t any more, but with the company going from strength to strength, is that a decision they now regret?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 Intro

04:38 Airbnb

20:51 Amazon

33:27 Fortinet

42:43 Disney

56:55 MercadoLibre

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

With Steve W away in Cornwall this week, we're taking a break from the usual earnings roundups and the Bank of England's latest interest rate increases. Instead, we've got something a little bit different.

We sat down to chat with Jamie from Stocks and Savings about some unfamiliar topics -- investing, personal finance, and cricket! As a former equity research analyst and a current chartered accountant, Jamie has a lot to bring to the table.

Find out why Jamie decided to go full time on Stocks and Savings, why he and his partner Andreea prefer Instagram over YouTube, and which stock is on his investing radar right now. Our chat involves some familiar themes: investing, cricket, and food delivery boxes!

Honestly, Jamie fitted in so well and we had such a great time chatting with him. If his name was Steve, we'd probably have asked him to stay!

Please enjoy this week's PlayingFTSE Show!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

This week, our show is a pretty straightforward one. We’re looking at earnings from the big digital advertising players in the US and answering some questions from our viewers about UK stocks.

But first, we’re having a list of our wins and losses from the last few weeks. Highlights include the FED’s interest rate decision, the fourth Ashes Test, and Forterra’s dividend announcement.

After that, it’s on to Alphabet, which put up some earnings numbers that the market liked. But what do the Steves make of the decision to add to Ruth Porat’s already busy schedule?

Then it’s the obvious successor – Meta Platforms. The worst appears to be well and truly behind this stock after another good report, but Steve W thinks there’s an elephant in the room.

One of our viewers asked whether we’re buying BMY any more (after a range of merchandise, you’d think we might). Well, Steve D is, but not in the way you might be thinking…

Lastly, Steve W’s been looking at Primary Health Properties, after one of our viewers asked for our thoughts. The market doesn’t like this business, but what exactly is the problem?

Only on this week’s PlayingFTSE Show!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 Intro & Updates 17:21 Google Earnings 30:27 Meta Earnings 42:55 BMY 56:05 Primary Health Properties

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who does Steve D look up to? Find out on this week’s PlayingFTSE Podcast!

Steve and Steve are in this week to talk about UK inflation and US corporate earnings. But first, there are a couple of things to get out of the way.

We’ve had some questions from HullInvestor, about who the Steves look up to and what they see as their best and worst investments have been. The answers might surprise you!

After that, it’s on to the UK macro situation. Falling inflation and a weakening pound has been pushing share prices up, so why is Steve W concerned?

Then it’s on to ASML, which is down after its earnings this week. Steve D thought they looked pretty go, though, so what’s bothering the market?

Next, we’re looking at Tesla. With the earnings report reflecting weakness in the EV market and discounting prices, why does the stock keep going up?

Lastly, we’re finishing with Netflix. Strong growth in users hasn’t been matched by an increase in revenues, so what is Steve D doing about it?

Only on this week’s PlayingFTSE Show!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:0:00 Intro08:23 Cricket17:36 Questions from you32:06 UK Inflation38:17 ASML50:34 Tesla1:01:48 Netflix

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

What does Steve W do when he can’t sleep? Find out on this week’s PlayingFTSE Show!

It’s the start of earnings season again, so Steve D and Steve W are here to talk about it. On our show today, we’ve got two UK stocks and four US financials.

First up, it’s DS Smith – the FTSE 100’s premier box-making organisation. With a P/E of 8 and a dividend yield above 7, is this a boring box maker, or a cutting-edge packaging outfit?

Next, it’s Spirax-Sarco. The conglomerate has some impressive credentials for an industrials stock, but is there enough growth still there to support the big price tag?

And we’re finishing off with a look at some of the earnings from the US banks. JP Morgan’s shareholders will be pleased, but what about Wells Fargo, Citigroup, and Blackrock?

Find out on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 Intro & Housekeeping 07:09 Cricket 10:22 DS Smith 27:52 Spirax-Sarco 45:42 US Big Banks 01:02:26 Quick View on REITs

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Which number is bigger: 7 or 4? Find out on this week’s PlayingFTSE Show!

Steve D and Steve W are in this week to talk about the Ashes, the whereabouts of Paul, and the stock market this week. Why has the FTSE 100 been going down every day this week?

We’re starting with a question for Paul (who we thought might be here) With dividends yielding 4% and bank accounts returning 7%, why is anyone a dividend investor right now?

Then it’s on to a stock that both Steves quite like –Wise (formerly Transferwise). They’ve got a clever mechanism for moving money across borders and they’re winning as interest rates go up, so is it a buy?

After that, it’s on to US news. Goldman Sachs has been having a horrible time with its Apple credit card deal, so why does American Express suddenly have an interest in this? Steve W has an idea…

And lastly, we’re looking at Accenture – a stock we’ve not talked about on the show before. Steve W thinks it’s a great stock and Steve D has the info from the latest earnings. Is there an opportunity here?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:0:00 Intro07:34 The Cricket12:29 Dividend Investing29:59 WISE 44:52 Goldman Sachs53:30 Accenture

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Which obvious joke has Steve W been making this week? Find out on this week’s Playing FTSE Show!

We’re at the halfway point for the year and Steve and Steve are in to talk about how things have been going. Stand by for our winners and losers, UK winners and losers and some prediction updates.

First up, it’s portfolio review time. Steve D’s been on operation slim down and Steve W’s been banking on banks – how are they going in an environment where the winning trend has been big tech?

After that, it’s on to the UK. Rolls-Royce is leading the FTSE 100 and Aston Martin Lagonda the 250, but with materials stocks bringing up the rear, are there opportunities to be had?

And we’re rounding things off this week with a look back at our predictions from the start of the year. Steve D probably has the best and the worst of them, but how has Paul been faring?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 Intro

04:16 The Cricket

08:41 Reviewing Our Portfolios

27:51 Top Winners & Losers

50:43 How Are Predictions Are Going

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s had a birthday this week? Find out in this week’s PlayingFTSE Show!

It’s a very UK-centric episode this week, with Steve and Steve ready to talk about the latest news around interest rates. There’s good news for savers, bad news for debtors, and confusing news for ISA investors.

With interest rates up to 5%, there are some nice opportunities to earn a return on cash, either in an instant acces account or in a fixed bond. Steve W’s been looking in all the usual places, but which Brexiteering bank has Steve D seen?

The news for people with big mortgages is bad, though. The average rate on a 2-year fixed mortgage is 6% and Steve W has some ideas on whether investors should stick or twist for their next move.

The big stock news from this week concerns Ocado. With rumours of US tech giant Amazon looking interested, the stock is up 30% this week, but do the Steves think there’s any reason to buy the unprofitable robotics outfit?

Lastly, when is a share not a share? When it’s a derivative – and that’s bad news for anyone wanting to hold fractional shares in an ISA. But this is surely just a technicality, right? I mean, there’s nothing to see here, is there?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 Intro 08:46 Savings Rates 19:30 Mortgages 39:20 Ocado & Amazon 45:37 Tesla 51:37 Fedex 57:31 Fractional Shares

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

The indices are up this week, but whose portfolio is down? Find out on this week’s PlayingFTSE Podcast!

Paul, Steve, and Steve are in the house for this week’s show. But blink and you might miss them, because Paul is a busy fella these days!

Steve and Steve are starting off with the latest from Vodafone. The FTSE 100 laggard has agreed to merge its UK operations with Three, which has Steve W thinking about whether the stock should be on his watch list.

Next it’s Adobe – the US tech giant released earnings this week and it’s just quietly doing its thing. As the company moves forward, innovates, and grows, does it have a place in Steve D’s portfolio?

Sticking with tech, it’s on to AI. Goldman Sachs insist there’s no bubble here, but Steve has other ideas… but he also has a stock that might be worth a look for investors wanting to profit from the rise of the machines.

And we’re finishing with the UK fintech space. Revolut, Freetrade, and Trading212 all have news to share, but is there anything positive for any of them?

All on this week’s PlayingFTSE Show!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 Intro 05:36 Vodafone 20:14 Adobe 32:47 AI 49:17 UK Fintech

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Episode Notes: Who’s mowing their lawn at 9:30 on a Saturday morning?! Find out on this week’s PlayingFTSE Show!

With no Paul for the 9,000,000th time, Steve D and Steve W are talking about lawnmowers, consumer products, and stocks for Paul.

First of all, an actual research company has done some research and discovered that consumers buy things… in shops! Not the most scintillating insight, but Steve W has been thinking about what it might mean for FTSE 100 retailer Tesco?

After that, it’s on to Diageo – a top UK consumer products company with shares trading at a 52-week low. Steve and Steve have thought the stock was expensive before, but is it any closer to being a buy yet for either of them?

The rest of the show is about stocks we’d like to get Paul’s view on. Steve D has a US homebuilder that’s expanding by acquisition and becoming a real manufacturing force, but with no dividend is it even a starter for Paul?

Steve W is looking at a big copper miner – Glencore. With all the hype around AI, he thinks investor attention has gone away from the drive to renewables and sees an opportunity, but can the company steer clear of shady dealings?

Only on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 This Week In Markets

11:20 Supermarket Spending

25:13 Diageo

42:38 Cavco

54:46 Glencore

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Which stock has Paul sold lately? Find out on this week’s PlayingFTSE Podcast!

This week, Paul, Steve, and Steve are looking at the ins and outs from the FTSE 100 and the latest from the world of big tech. It’s been an exciting week and they’re set to get started.

First up is UK news. The FTSE 100 and FTSE 250 were recalibrated earlier this week, but which REIT is going down a tier and did Ocado manage to survive relegation?

Next it’s Broadcom, a stock that’s been riding high on an AI wave. Paul has the details, Steve D sees a glass half full and Steve W sees nothing but risks – what do you think you see?

Then it’s onto Salesforce, a business that’s just turning the corner to profitability. A recession would seem like a bad thing, but Steve W thinks it might actually help this company.

After that, it’s Guidewire, where the analysts all raised their price targets and the stock went down. With no GAAP earnings, what’s it doing share buybacks with..!?

And we finish with a run through some of the smaller stories from the tech world. Looking at Crowdstrike, SentinelOne, Zscaler, Okta, and MongoDB

Only on this week’s PlayingFTSE Show!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FfWDllxM

► Timestamps:0:00 This Week In Markets08:17 FTSE Changes 20:26 Broadcom35:43 Salesforce 46:37 Guidewire55:13 ZScaler, Crowdstrike & Sentinelone1:06:03 Okta & MongoDB

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

View Details

► Episode Notes:

What’s too hard for Steve W? Find out on this week’s PlayingFTSE Podcast!

This week, there’s really only one story – Steve D is expecting a baby! Due in December, not much else really matters when there’s news like this around.

There’s also news of another arrival, as Paul is back for a guest appearance! Blink and you’ll miss him, though – he’s a busy man these days.

First up is the Berkshire 13F. Warren Buffett has been buying and selling, as usual, but why is Steve D doing victory laps?

We’ve also got some other portfolio updates from big investors. Josh Tarasoff for Steve D and Terry Smith for Paul have been doing things that the Steves are interested in.

After that, it’s time for the news from Nvidia – the stock blew the doors off its earnings report, specifically on guidance this week. Nothing bad to say about the company, but is this just AI noise?

Lastly we’re looking at Deckers – a Steve D stock from a while ago. Never mind the Ugg brand, it’s the running shoes that have been racing up lately. Is the stock a buy for either Steve?

Only on this week’s PlayingFTSE Show!

► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FfWDIIxM► Timestamps:0:00 This Week In Markets09:42 Berkshire 13F22:01 Josh Tarasoff 13F30:57 Terry Smith 13F36:44 Nvidia Earnings & Ark Failings52:41 Deckers Earnings► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:When is a UK stock not a UK stock? Find out on this week’s PlayingFTSE Show!On this week’s show, we’ve got a load of earnings… and some chatter about the weather. And we’ve got some macro news and views, too.We’re starting things off with a discussion around the stock market. With the S&P 500 up over 9% this year, Steve W’s been looking at what’s been doing well and why.Then it’s on to Experian – our first UK stock that isn’t a UK stock because most of its business comes from the USA. With a huge moat and growth persisting through the downturn, could this be a buy?Next is Airtel Africa – another UK stock that does most of its business elsewhere. Steve D likes this one, but is a combination of Verizon and Paypal something investors should be interested in?After that, it’s firmly back in the UK with Forterra. Both Steves own this, but is a decline in revenue as inventories at homebuilders go high something to be concerned about?And we’re finishing up this week with TakeTwo. The GTA business is working through an acquisition, so the numbers are a mess, but is this a good place to invest at the moment?Only on this week’s PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 This Week In Markets22:50 Experian33:46 Airtel Africa47:40 Forterra56:47 Take-Two Interactive► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

What are the Steves using to attract people to mate with? Find out in this week’s PlayingFTSE Show!

It was Paul’s birthday this week, but we’re kicking off with some other old people – Warren Buffett and Charlie Munger. The Berkshire Hathaway Annual Shareholder Meeting happened last week, but what does Steve D think Berkshire has in common with Manchester United?

Then it’s on to Airbnb. The company reported earnings midweek and finished 17% down the week, but why does Steve W think the competition’s adverts show how far behind they are?

Next it’s Disney – a shift away from Disney+ reduced losses, but is that the right move for the company at this point in time? Steve W thinks it’s the new Meta, Steve D has other ideas.

And we’re finishing this week with Nintendo. Steve D owns this one and he’s been doing some interesting digging into what’s been carrying the company lately, with a Mario movie and some new Pokemon releases top of the pile.

All on this week’s PlayingFTSE Podcast!

► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 This Week In Peacocks9:20 Berkshire Hathaway29:56 Airbnb45:26 Disney1:01:28 Nintendo► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who can’t sell Steve D”s pants? Find out on this week’s PlayingFTSE Show!

This week, Steve and Steve are talking about earnings and macroeconomics. They’ve got the backs of their envelopes ready – so let’s dive in!

Steve W has been listening to Jerome Powell and Jamie Dimon this week. But he thinks other people haven’t, so he’s interested in what the future looks like for rate hikes and bank crises.

Steve D has been paying attention to the actual data. So he’s got some ideas about the job numbers, interest rates, and inflation from the US, but also the UK and Europe.

After that, it’s back to the stocks, starting with BP. The stock is down this week but both Steves are bullish… so why is neither of them buying?

MercadoLibre also reported earnings this week and they look good. Both Steves like this company, but the market wasn’t impressed with what it saw – any chance of a buy here?

Next is Apple –Steve W owns it and Steve D doesn’t. With a $90bn buyback on the way, will Steve be chucking his investment into the pot for being retired?

Last it’s on to Shopify. Twitter users want to know when this company is going to make any money – find out whether either Steve has the answer…

Only on this week’s PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Intro03:49 Big Macro 18:33 BP & The Super Cycle32:42 Mercado Libre45:40 Apple54:41 Shopify► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s been getting a haircut this week? Find out on this week’s PlayingFTSE Podcast!

Steve and Steve are in to talk about earnings. This week, it’s the turn of the hyperscalers, with Alphabet, Meta, and Amazon on deck, so expect plenty about the cloud, AI, and advertising.

First, though, it’s Tesla – we didn’t get round to this one last week, so Steve and Steve are kicking the show off with everyone’s favourite not-a-car company. Revenues are up and margins are down as Elon Musk pushes for volume at hte cost of margins, but is that the right strategy for the business at the moment?

Then it’s on to Alphabet, a stock that both Steves own. Advertising revenue kept creeping forwards despite macroeconomic headwinds, but is ChatGPT about to eat the company’s lunch?

Meta is next – a stock that’s much more in fashion with investors at the moment than fellow advertising machine Google. The company’s revenue is growing again, its costs are coming down, but should investors be concerned that it’s continuing to throw money into a metaverse project?

After that, in a change from the hyperscaler run down, it’s time for Spotify – the company with the worst ad-supported platform in the world, according to Steve W. But nobody else agrees – monthly active users were up on the ad tier and the growth stock is doing very growthy things, meaning it could be one to keep an eye on for enterprising investors or people looking for good AI usage.

Lastly, it’s Amazon – the business that does it all, or at least tries to. A slowdown in growth at AWS has investors concerned, but the Steves think there’s enough going on with e-commerce, advertising, and the rest of its operations to keep things interesting for the time being.

Only on this week’s PlayingFTSE Show!

► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:0:00 Intro06:24 Tesla 16:37 Google (Alphabet)38:59 Meta49:37 Spotify57:58 Amazon► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who used to sell fish before getting into the electronics business? Find out on this week’s PlayingFTSE Podcast!

Steve and Steve have a lot to get through this week – it’s all been going on in the earnings division! We’ve got stocks from the UK, stocks from the US, and stocks going up, down and everywhere.

First up it’s Entain – a Steve D holding that has it all. We’re talking acquisitions, regulation, growth, and more.

When is a bank not a bank? Answer: when it’s Charles Schwab, which we’re on to next, with Steve W thinking he might join his co-pilot in the stock.

After that, it’s Goldman, rounding out the US bank earnings for this quarter. Both Steves want to buy the investment bank, so why is neither of them thinking of doing it?

Then it’s Netflix time. Lots to look at with this one – one that Steve D was right about, one that Steve W was right about, and the huge news that the company is winding down part of its business..!

Next, we’re looking at Intuitive Surgical. This is another stock that the Steves admire and the business is surpassing expectations, but why does Steve W think that the robotic surgery company should be counted as a defensive stock?

ASML follows – one of Steve D’s best investments. The stock has been down this week, but since the company has enough backlog to see it through all but the longest recessions, is that an overreaction to slowing orders?

And we’re finishing the show with LAM research. A P/E of 14 is about to become a P/E of 20, but why do the Steves think it’s a good idea to buy this stock when it’s trading at higher multiple?

Find out on this week’s PlayingFTSE Show!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!https://www.trading212.com/invite/FMh1Cuvp► Timestamps:

0:00 Intro

07:56 Entain

26:18 Schwab

31:55 Goldman Sachs

38:42 Netflix

46:15 Intuitive Surgical

52:24 ASML

58:21 LAM Research► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who looks like they’e swallowed a Forterra brick? Find out on this week’s PlayingFTSE Podcast!

Steve and Steve have a lot to get through this week. They’re talking about Buffett, Banks, and the Piper Sandler survey of what US teens like buying.

But first of all, Steve W has some out-of-date news about Kellogg’s. The most exciting and dynamic company in the world has a suitably exciting and dynamic name for its new business – what is it?

After that, it’s time for some news about Amazon.com. Andy Jassy has written his second ever annual newsletter to shareholders and the Steves are talking about logistics, AI, chips, and more.

Next up is Warren Buffett, who’s been talking to CNBC lately. Steve W was entertained in what he’s done with his new Amazon shares and Steve D’s interested in what he’s up to in Japan.

After that, it’s on to the US banks. Buffett might not trust their earnings but Steve W thinks they’re interesting. Which of the big US banks didn’t get a pop after earnings?

Lastly, we’re finishing with a survey of what US teens are buying – often an indication of the future. But what does either Steve know about being a teenage girl in the US?

Only on this week’s PlayingFTSE Show!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! Best of all Kacper (our editor) gets one too!https://www.trading212.com/invite/FffeVAn3► Timestamps:0:00 Intro & What We’ve Been Buying11:15 Amazon Annual Letter30:52 Wazza On Squawk Box40:08 JP Morgan Results (And Others!)53:38 Piper Sandler Teen Survey01:05:30 Update► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

How will Yorkshire fare in this season’s County Championship? Find out on this week’s PlayingFTSE Podcast…

Steve and Steve are looking at the start of a new ISA season (not just the start of the County Championship). They’re talking investing principles, stocks on their radars, and whether or not to lump it in.

First off, the Steves have been looking forward to this point for a while now. Steve W has his eye on bricks, banks, and buildings and Steve D has been buying all that and much more.

After that it’s time for some other podcasts. To start with, Morgan Housel has a new book and accompanying show – Steve D’s been taking a look and a listen.

And Steve W (prompted by Steve D) has been checking out the Howard Marks podcast. Both Steves think this is a really terrific one for investors wanting to think about markets, stocks, and investing.

Lastly, TUI shares are up 10% on the day of recording (and the market hasn’t been open since). With debt faling and demand strong, could it be time to take a look at the maligned tour operator?

Find out on this week’s PlayingFTSE Show!

► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! Best of all Kacper (our editor) gets one too!https://www.trading212.com/invite/FffeVAn3► Timestamps:0:00 Intro4:39 Banks, Bricks and Buildings23:32 Morgan Housel Podcast27:22 The Memo - Howard Marks40:27 TUI► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

How many pizzas can a robot make in an hour? Find out on this week’s PlayingFTSE Show!

Steve and Steve are in to see out the first quarter of 2023. We’re looking forward to the new ISA season and have some stocks on our radar.

But first, there’s been some news. No, really, there actually has – it feels like not much has happened this week (apart from more bank turbulence) but the Steves have stuff to discuss.

First: the recession in the UK is cancelled. Again. I know we said this before, but we mean it this time. Steve W’s been looking at the latest revised data from the Office for National Statistics and wondering about its significance for two of the FTSE 100’s worst-performing stocks over the last year – Persimmon and SEGRO.

Second: Morgan Stanley has released its top picks for investors focused on quality. The top three all come from unpromising sectors – a trucking company is #3 and a bank is #2. Top of the list, though, is one of Steve D’s very own stocks. What is it and why does it look like a winner?

After that, it’s the bit that everyone loves. It’s new ISA season in the UK coming soon and we’ve got stocks to look at. Steve D has found a company called Middleby. They’re an impressive-looking restaurant equipment stock. A very nice business model that looks a bit like Intuitive Surgical with a P/E ratio under 20.

Steve W is also looking at the catering space, but at a company involved in much more disposable products. He’s got his eye on Bunzl, a FTSE 100 distributor of recyclable grocery packaging, disposable cutlery, road cones and more. The company resembles Diploma – a FTSE 250 stock Steve likes – and it also curiously resembles Middleby…

All on this week’s PlayingFTSE Podcast!

► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! Best of all Kacper (our editor) gets one too!https://www.trading212.com/invite/FffeVAn3► Timestamps:0:00 Intro

12:50 UK Recession Is Cancelled

23:25 Morgan Stanley’s Top 30 for 2025

33:06 Middleby

48:08 Bunzl► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Join Monzo: Get A Free £5!https://join.monzo.com/c/px6b2ry► Episode Notes:Who’s home wifi is Steve W using? Find out in this week’s PlayingFTSE Show!There’s been a lot going on this week and Steve and Steve are here to talk about it. We’re talking UK banks, US banks, Wetherspoons and REITs.Kicking off is a look at the UK banking sector. Monzo (a company both Steves own shares in) has come up with a new feature to help people plan their emergency funds – is it something either Steve will be using?With interest rates rising, Steve D has been moving his money to take advantage. Where has he been looking and what’s the best rate a UK investor can hope to find in today’s environment?Steve W’s been looking at the latest earnings from J D Wetherspoon, which he mentioned a couple of weeks ago (and doesn’t own). The stock is 13.5% after its report, but what’s the catch behind that big cash flow number?After that, we’re going across the pond to the US. Steve D’s been following the latest from Jerome Powell and his views on interest rates following the banking issues. Anything exciting here?Lastly, dividend growth favourite Realty Income has been busy lately. They’ve agreed a $1.5bn sale and leaseback arrangement for some convenience stores, but what does Steve W (who owns this stock) think?Only on this week’s PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! Best of all Kacper (our editor) gets one too!https://www.trading212.com/invite/FffeVAn3► Timestamps:0:00 Intro08:01 Monzo’s New Feature 14:49 New Savings Rates 26:13 Wetherspoons Earnings33:34 JPOW Statement46:44 Realty Incomes Petrol Stations► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:

Who’s come up with a hot new SAAS company? Find out on this week’s PlayingFTSE Podcast!

Steve and Steve are in this week to talk about the Budget, the Banks and some earnings from Adobe. But first, Steve W has made a blunder…

Last week, when we talked about Freetrade, the Oxford arm of the PlayingFTSE team got something very badly wrong. He’s here to put it right, but what did Steve W miss last week when we were looking at UK brokerages?

Just to keep things balanced, we’ve also got news from Trading212. The UK brokerage that both Steves have their ISAs with has come out with an offer that’s left them a bit disappointed – what’s been going on?

Meanwhile, there’s been a budget announcement in the UK. What does it mean for Steve and Steve? Not a lot, but that doesn’t stop them having some views on the subject that might surprise you…

After that, we can’t avoid the situation with the banks any more. SVB is a goner, but with other banks in the US and the UK falling too could this be a golden opportunity or are the risks just too great?

It’s not all about the US and the UK on this show, though. Where there’s a banking problem, there’s usually Credit Suisse – the perennial problem child of the investment banking sector – and this time’s no exception. But what’s Steve D seen here?

Lastly, we’ve got the earnings from Adobe to think about. Steve D thinks these were impressive, but the big question for us is always: is this stock a buy?

Only on this week’s PlayingFTSE Show!

► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! Best of all Kacper (our highlights editor) gets one too!https://www.trading212.com/invite/FffeVAn3► Timestamps:0:00 Intro & Steve’s Apology11:05 Trading 212 Kacper-back offer15:52 Hunts UK Budget 31:53 Silicon Valley 47:56 Credit Suisse56:03 Adobe ► Our Show:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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► Episode Notes:We’re talking about UK brokerages, UK stocks, and US fashion. All on this week’s PlayingFTSE Show!Starting off, Steve D has been looking at one of his favourite subjects – Freetrade. The UK broker has raised its fees (-insofar as that’s consistent with its name) and Steve’s been looking at how that might impact investors with different amounts to invest each month.Sticking with the UK, Steve W has been looking at REITs. Rising interest rates have been weighing on share prices and one of the worst-affected sectors is UK warehouses. Are there bargains on offer? Steve thinks there might be.After that, we’re on to stocks taht we like the look of. Steve D has been looking at Deckers – makers of the Ugg boots (remember those). They look like they’re in great shape – no debt, declining share count and making acquisitions to grow. Is there a catch? Wait and see…By contrast, J D Wetherspoons has spiralling debt and low margins. But Steve W likes the look of it. Nothing about the stock looks good on paper with revenues back to pre-pandemic levels, but free cash flow languishing. Is there a catch? Wait and see…Only on this week’s PlayingFTSE Podcast► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)► Get a free share!Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! Best of all Kacper (our editor) gets one too!https://www.trading212.com/invite/FffeVAn3► Timestamps:0:00 Intro3:08 Freetrade New Charges22:19 UK & US REITS37:59 Deckers International51:08 Wetherspoons► Show Notes:What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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Whose TV has a big white line down it? Find out on this week’s Playing FTSE Podcast!

Steve and Steve this week are looking at more earnings. Berkshire Hathway, Salesforce, Okta, Rightmove, and Zscaler – find out what the Steves think about how they got on.

First up is Rightmove. Their most recent earnings report suggests that the Steves have misjudged the risks here in quite a significant way – how??

Next is Salesforce, which was up sharply this week after its earnings. Strong growth and a share buyback scheme moved things along nicely, but do either of the Steves want to buy it?

Then its over to the opposite of a tech stock – Berkshire Hathaway. Warren Buffett’s company reported a net loss this year – what’s going on there??

And we’re finishing with some cybersecurity. Okta and Zscaler both announced some interesting results, so what does Steve D think about them?

Only on this week’s PlayingFTSE Show!

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► Steve D on the Investor Way:

https://open.spotify.com/episode/52ceZcL4g0fQTY4L2xWpt1?si=6Fo3NsRqTnyQ7InQOLkOKA

► Episode Notes: Who has a middle ear? Find out on this week’s PlayingFTSE Show!

Steve and Steve are in this week to talk about growth stocks, dividend stocks, and value stocks. We’ve had another week of earnings and there’s lots to talk about. We’re starting off with a PlayingFTSE favourite – Teladoc. The stock is down yet again after even more goodwill writedowns. But could the worst be in for the Cathie Wood favourite?

Then it’s on to Realty Income. The stock is a favourite of dividend investors everywhere and Steve W owns it, too. But he’s mindful of the bear case for O shares. What does the future look like?

After that, it’s over to Etsy. The handmade sales platform has been acquiring other businesses… and writing them down as they go. Steve D owns this in one of his portfolios, so what did he make of its latest results?

Next, we’re looking at MercadoLibre – Latin America’s answer to Amazon. The company continues to grow both its e-commerce platform and its payment processing. Does the stock still look expensive at 2020’s prices, or has the business caught up?

And finally, we have a new stock to talk about. Dutch Bros runs a chain of coffee companies. Rather than franchising, they prefer to own their outlets outright. But could this be the next Starbucks?

Find out on this week’s PlayingFTSE Podcast!

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends!

You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share! Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! Best of all Kacper (our editor) gets one too! https://www.trading212.com/invite/FffeVAn3

► Timestamps:

0:00 Intro
5:07 Teladoc
18:24 Realty Income
28:18 Etsy
36:29 Mercado Libre
50:39 Dutch Bros

► Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries: Please email - playingftsepodcast@gmail(dot)com

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Here's the audio from Steve and Steve's recent appearance on the JKR Investing show. In this one we talk stocks, macro and general investing tips and tricks! Enjoy!

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What’s Steve D been thinking about in the middle of the night? Find out on this week’s PlayingFTSE Show!

Paul is back! And we’re celebrating by talking about some of our favourite things – earnings reports and 13Fs filings.

Steve W has been looking at what Berkshire Hathaway has been up to. They’ve been selling banks (as he’s been investing the other way) but they’ve been buying Apple shares, which is more like it from his perspective.

Then there’s news from Twilio, Steve D has been loking at this one. The stock is unprofitable, but there’s a buyback coming and a pivot that’s catching his eye.

After that, it’s back to the steadier fare of consumer defensives. Steve W has been looking at Kraft Heinz, which he thinks is sneakily doing better than a lot of people are thinking.

Next, it’s AirBnB time. There’s not much to dislike about the  company’s most recent earnings report and the stock is close to its IPO price, so what’s bothering Paul about the company?

And we’re finishing with Monday.com – completing our roundup of the tech stocks for this one. Another strong report, another buying opportunity? Steve D has the details.

Only on this week’s PlayingFTSE Podcast!

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0:00 Intro

8:56 Bard / Chat GPT

19:29 Disney

33:10 Adyen

43:33 Nintendo

51:01 Stock One - Intercontinental Hotels

59.31 Stock Two - VAT Group

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If the FTSE 100 was a tech stock, which one would it be? Find out on this week’s PlayingFTSE Show!

Steve and Steve are in at the end of the week to talk about some of the earnings reports that have been coming out lately. There’s lots to discuss, though maybe not lots to do…

First up is Alphabet, because – appropriately – it’s first alphabetically. Search advertising was steady, YouTube was down, and Google Cloud was up. Both Steves own this stock – is there anything here to excite them and get them to buy more?

Second is Amazon. Services revenues were generally higher, product revenues were generally lower. Net income was low because the Rivian investment continues to weigh on the bottom line. Should the Steves be worried with the P/E ratio going up and up and up?

Third is Apple, which Steve W owns. For the first time since 2019, Apple posted lower revenues than it did a year ago. But the market took the news very well. Steve W sees the company running out of road on its buyback scheme, so what’s he planning on doing?

Fourth is Intel. The market did NOT take Intel’s earnings report very well at all. With revenue and profit down in almost every segment, at least shareholders have the dividend to rely on for now… right?

Last is Meta. The stock shot up after earnings as the number of users went up, but the metaverse project continued to lose more and more money. Steve W thinks that there’s scope to see whatever you want to see with this, so what’s he doing with his shares?

Only on this week’s PlayingFTSE Podcast!

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Whose portfolio is in the green for the first time in six months? Find out on this week’s PlayingFTSE Podcast!

Paul, Steve, and Steve are here this week with lots to talk about. ISAs, buybacks, dividends, and earnings are the themes of this week’s show.

We’re starting off with a UK story. There’s talk of ISAs being capped at £100,000, rather than the £20,000 annual allowance we currently get. The move is unsurprisingly unpopular with finance YouTubers, but is there more going on beneath the surface? Steve W has been looking at this one.

Next, there’s news of a big buyback from the US. Chevron has announced it’s going to repurchase $75bn of its own shares. That’s around 20% of its market cap right now. Steve W thinks this is a good idea, but Paul isn’t so sure…

After that, it’s on to earnings. Steve D’s been looking at ASML with Paul and the results look pretty impressive. Orders coming in seem strong and the earnings call was more than a bit interesting. So why wouldn’t Paul buy it right now?

Paul’s also been looking at a couple of other earnings reports this week. Microsoft’s share price has been falling after its report offered weak guidance. And Blackstone also put out an interesting set of results. But what even is Blackstone and why has Paul been buying it?

All on this week’s PlayingFTSE Show!

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Who’s been piling money into real estate? Find out on this week’s PlayingFTSE Show!

With Paul not here, the Steves are taking the time to discuss their more distinctive interests. This week, it’s lemon farming.

Steve D has a lemon tree and Steve W is wanting to start a small orchard. We’re starting this show off in a weird place.

But there’s plenty of your regularly-scheduled content to go around. Because earnings season generally does, we’re kicking off with the earnings from the banks.

We’ve got Bank of America, JP. Morgan, Wells Fargo, Goldman Sachs and Citigroup on our list to look at. But is either Steve buying any of these?

Procter & Gamble also reported earnings recently. Prices going up meant that volumes went down and the consumer goods giant came in pretty much level with where it was before.

Neither Steve is particularly impressed. If Paul was here, maybe he’d feel differently about a dividend king with 60+ years of consecutive increases.

We’re finishing off with a look at Disney. Both Steves like this one, but it’s been attracting some activist attention lately.

Nelson Peltz thinks he has something useful to contribute, but Disney don’t agree. The Steves give their thoughts on the company and the activist.

All on this week’s PlayingFTSE Podcast!

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0:00 Intro
4:44 7 Stocks If We Were Starting A Portfolio Today
20:12 Chat GPT’s 7 Stock Portfolio.
26:56 Stonks 4 Paul

Who’s been outsourcing their podcasting work to ChatGPT? Find out on this week’s PlayingFTSE Podcast!

On the edge of earnings season, Paul, Steve, and Steve have been thinking about what stocks they’d put into a beginner portfolio. And the Steves have been thinking about stocks for Paul. They aren’t the same, promise!

Steve and Steve have put together their 7 stock portfolios. Some names that you might expect and some that you probably wouldn’t. Also some names missing that you might be expecting.

Steve D has a bunch of companies that you’ve never heard of. But you’ve probably heard of the products they make. Paul wonders whether that’s where a beginner investor should be pitching up.

Steve W has a bunch of things you have heard of and one you probably haven’t. Unless you do your banking in Hull or Sweden.

Speaking of banking, Steve W’s stock for Paul is Bank of America. As a dividend investor, the burgundy one likes companies that pay out cash. And Steve thinks there’s more going on than meets the eye at first.

Steve D is looking at something more exciting. An established, profitable, reputable healthcare stock with an obesity drug and a potential cure for Alzheimers. A big price tag, but if it comes off, this won’t even touch the sides.

All on this week’s PlayingFTSE Show!

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Our appearance on JKR Investing: https://youtu.be/jZmCdA66FAE What’s Steve D found down the back of his sofa? Find out on this week’s PlayingFTSE Show!

Steve and Steve are in the house this week as Paul is in… some other house. With not a huge amount happening so far this week, we’re looking forward to what we’re wanting to achieve in 2023.

First, though, there’s news from the US. People still have jobs. And they’re getting more and more of them. That means one of two things. Either the soft landing is back on, or the inflation problem isn’t going away. Which one is it? The Steves discuss.

Not everyone’s in the jobs in the US, though. Amazon have announced plans to cut 18,000 jobs and Salesforce are set to lose quite a few as well. For shareholders such as Steve and Steve, is that a good thing or a bad thing? And why can’t these companies get their headcounts right the first time around?

Next up, it’s our ambitions for the new year. Steve W is looking for a non-financial plan. He’s aiming at the 5am club after listening to part of a book on Blinkist. That’s madness, isn’t it? He’ll never manage it, surely… Steve D is opting for something more traditional. He’s looking to fill his ISA. But this is a particularly interesting year for PlayingFTSE’s Yorkshire representative. Why? Tune in to find out…

Lastly, we’ve got thoughts for new investors. Plenty of people are getting started investing and we’ve been thinking about what we think it would be good for new starters to know. Obviously not financial advice – never financial advice.

All on this week’s PlayingFTSE Podcast!

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Happy New Year everyone! Welcome to the PlayingFTSE Show!!

This week, our show is about everything that we’ve learned from 2022 and everything that we’re looking forward to in 2023. At the end of 2021, we made some bold predictions – which ones were right and what have we learned from those that weren’t?

Steve D was predicting the takeover of either ASOS or Boohoo. That doesn’t seem to have happened yet, but why is he giving himself partial credit for this? And what does he think will happen to inflation in 2023?

Paul was anticipating positive things for Tesla and Bitcoin in the year gone by. That didn’t really happen. But which company is the PlayingFTSE Show’s resident dividend hunter looking at for a return to form in 2023?

Steve W was wrong about just about everything from inflation, through to the S&P 500. Undeterred, though, he’s going for two more stocks that he thinks can outperform in 2023 – and one that he thinks might go in the bin. What are they?

Find out all of this – and what everyone agrees will happen to the housing market – on this week’s PlayingFTSE Podcast!

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What have Steve and Steve been doing with gingerbread? Find out on this week’s PlayingFTSE Show!!

As 2022 comes to its end, we’re looking back at our favourite stories of the year, why they’re important to us, and what we’ve learned from those stories. We’ve gone for three similar ones this year – nobody really took Russia-Ukraine, or Elon Musk buying Twitter.

Steve D’s eye was caught on the year in crypto scandals. Sam Bankman-Fried has been arrested and Bitcoin is down over 60% since the start of the year. But what does this mean for him? Steve was a crypto enthusiast once upon a time, has anything in 2022 caused him to come round to the Charlie Munger view?

Steve W is interested in what’s been going on at ARK. Cathie Wood has been fighting the FED this year and the results for her backers haven’t been good. She’s still optimistic, though. But this isn’t exactly a 2022 story – the decline in the price of ARKK shares started in 2021. So why does Steve W think of this as a 2022 story?

Paul has been looking at Tesla. Like ARK and crypto, this has also had a tough 2022. The big question for him is whether the fall in the Tesla share price means the stock is fairly priced yet. Figuring that out means thinking about why the stock has been coming down. Does it have anything to do with the CEO being distracted? Selling Tesla stock? Paul has an idea…

All in this week’s PlayingFTSE Podcast!

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How far can Steve D go in his Tesla? And how many countries has Steve W heard of? Find out on this week’s PlayingFTSE Show!

Steve and Steve are on deck this week to have a look at this week’s news. And they’re starting with interest rates. The US hiked rates to 4.5% this week and the UK increased them to 3.5%. The stock market seems to be selling off in response – but haven’t we seen all of this before?

After that, it’s on to the stock samplers – remember those? Last July Steve and Steve picked five stocks to go up against David Gardner. As we approach the end of a pretty grim 2022 and the halfway point of our three year contest, it’s time for a check in on how everyone’s doing. Spoiler alert: nobody’s doing well…

Lastly, we’ve got a new segment. All three of us at the PlayingFTSE podcast like reading investing articles with catchy titles. But we thought we might try and rewrite the articles of some of the catchiest headlines. So after having found a title of ‘1 stock to double down on in December’ the Steves have their own candidates for the subject matter.

All on this wek’s PlayingFTSE podcast!

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Where does Kasper buy his car accessories? Find out on this week’s PlayingFTSE Podcast!

We’re all together for this week’s episode and there’s lots to talk about. Kicking off, Steve D’s found some interesting data about app downloads in November. TikTok vs Instagram? Zoom vs Teams? Spotify? We discuss who’s winning the battle for space on people’s phones and get an insight into what Paul looks at on TikTok…

After that, we’re on to worrying about people’s jobs. Larry Fink, the BlackRock CEO has been in the headlines. Shockingly, it looks like the company’s big ESG drive might all be a marketing manoeuvre. But is Fink’s job in danger? Steve D owns BlackRock shares and he’s got the latest.

Besides Fink, who else is in trouble? Steve W is concerned for Chris Hill (not that one) the Chief Executive at Hargreaves Lansdown. With revenues going backwards, the company’s competitive position under threat, and the stock down substantially, might one of the more established UK investment platforms be due a change? Steve D has a revolutionary idea…

But Steve D is concerned about Halfords. The company’s revenues are up but this is the result of buying up tyre shops and selling off their real estate to fund it. In a world where MOTs are a commodity and electric vehicles are less likely to need oil changes, will this business still be around in 10 years? Paul thinks there’s something of value here and Steve W can see a way that he’d prefer the business to operate…

All on this week’s PlayingFTSE Show!

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What will the stock market do in 2023? Is the Legal & General dividend safe? Where’s Paul? Find out the answer to none of these questions on this week’s PlayingFTSE show!

Kicking us off, Steve D has some fun facts about the show. As a podcast, we get a Spotify wrapped just like (or nothing like) everybody else. At one point, we made it into the top 5% of most followed podcasts on Spotify! Thank you to everyone who put us there, everyone who keeps listening and watching, and everyone who has sat through the tirade of adverts that Steve accidentally lined up on last week’s show. He also has some notes on his big Larry…

Steve also has some exciting news about a new savings account. It’s from First Direct and pays 7% interest on an amount between £75 and £300. Who needs investing? What is our show even for? And do the Steves have this account? Find out…

In other news, the FCA thinks that people shouldn’t be stashing their money in savings accounts yielding 0.25%. We tend to think the same thing with our money, but Steve W is wondering why the authorities have finally got around to this idea. Their plan is to lower the qualification requirement for financial advisors dealing with people who have basic needs. Never mind what we think — what does actual financial advisor Tom Morgan think? Find out at the end of the show…

One of the things you might like to invest in is the Meet Kevin Pricing Power ETF. That’s a thing and we’re here to discuss it. Steve D thinks it looks strange, Steve W thinks it looks expensive. There’s clearly some merit to the idea that pricing power is important and Meet Kevin has a huge following, of the kind we’ll likely never have, and he’s a very very good salesperson. But what kind of ETF would we be if we were going to start a fund of our own?

Steve W has found something he prefers. Preferred stocks. Our resident value investor has a hunch that stocks that pay fixed dividends might be about to become a sought-after asset as a recession cuts into corporate profits. And there’s one in particular that’s on his agenda. Steve D reads Steve W’s written work, so he knows what it is. And attentive viewers will recognise it from a previous episode.

All on this week’s PlayingFTSE podcast!

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How many Japanese trading houses can Paul name? Find out on this week’s PlayingFTSE show!

We’ve got World Cup Fever this week on the show. It’s an exciting time in the world of football and an exciting time in the world of stocks. We kick the show off with news from the FCA — it’s encouraging trading apps to stay away from ‘gamification’ and falling into gambling territory. Is that too little too late? Steve W thinks so, but Paul has other ideas…

Relatedly, UK investment platform Freetrade has put itself up for sale. It’s an interesting time to be looking at doing this, but Steve D still owns some Freetrade stock. Is he selling?

That brings us to our next topic — Trading 212. They’ve been adding some new Japanese positions on the CFD platform. With the idea that they might be coming to the ISA soon, the Steves have been checking out what’s on offer. The main thing catching their eye is the prospect of investing like Warren Buffett in some trading houses. But what are they, and why is Buffett upping Berkshire’s stake in them?

Lastly, it’s the big one. Disney has just fired its CEO. His name is Bob. They have a new one. His name is also Bob. Like the one before. But what’s going on there? Are investors just getting tetchy at the falling share price and unprofitable streaming operations? Or is there something more to this story? Steve D has the info.

All on this week’s PlayingFTSE Podcast!

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Steve D’s avoiding crashes and Paul’s going straight down. Welcome to the PlayingFTSE Show!

The Autumn Statement is this week’s big news and there’s a lot in it. Up go taxes (for higher earners anyway) and down goes the Dividend Allowance. There’s more money for the NHS and less tax free money for dividend investors. Will it stabilise the UK markets? Is it a good budget? Should we be worried? There’s a lot to talk about and the three of us have a lot of different ideas.

After that, it’s the comparatively trivial matter of $32bn of scandal going on in crypto. We’ve been staying away from the FTX story so far while it unwinds, but we can ignore the matter no longer. What lessons can we learn from the shambles? And what happens next for Sam Bankman-Fried?

In happier news, it’s 13F season again. Warren Buffett’s been to the shops and bought himself a decent piece of Taiwan Semiconductor Manufacturing Company which both is and isn’t on-brand for the Oracle of Omaha. Something else has been catching Steve W’s eye, though, as everyone ponders the semiconductor manufacturing play…

Lastly, there’s the UK’s Warren Buffett. He’s been buying a lot of things. None of them is Meta Platforms, despite its share price being down significantly. One of them, though, is Apple, which Fundsmith has been staying away from fairly carefully. Is this change of heart welcome?

Find out on this week’s PlayingFTSE podcast!

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Who’s won themselves a hoodie? Find out in this week’s PlayingFTSE Show!

With Paul away on top secret business, the Steves are looking after this week’s show. What have they been doing, what have they been buying, and what have they been thinking about?

First, though, it’s the business of sorting out the competition from last week. Steve’s put his replies to all of the correct comments into a random comment finder and we’re using that to draw one on the spot. It’s a tricky business, so bear with us. But keep your fingers crossed, while you do…

In UK stock news, Persimmon has announced a cut to its dividend. The FTSE’s top laggard is guiding weak for the future and reported poorly for the last trading period. But is this anything to do with the business, or just some macroeconomic headwinds. We give our views.

Next, it’s the big news. The really big news. Trading 212 has unleashed the Portuguese Exchange. With so many new stocks to invest in, what are Steve and Steve thinking about? There’s also the news that they’re changing the way they display and report prices. Will it help Steve W’s portfolio? Can anything do that?

After that, it’s a viewer question. Someone in last week’s comments has fastened on to Steve W’s scepticism about Meta Platforms and its stock-based compensation. Why is it a real cost when it doesn’t involve paying out cash? Steve and Steve tackle this one together as Steve W starts to show signs of being a bit under the weather.

One way of bringing down stock-based comp costs is by getting rid of workers. Elon Musk has been doing that. Trouble is, it’s not quite as straightforward as that. With Twitter no longer publicly traded, it’s not like we’re going to buy shares any time soon, but are there important lessons for investors like us to learn?

Lastly, there’s the minor detail of the stock market going UP for a change. Remember when that was all they did? So have they. The latest inflation report from the US is showing an encouraging trend and share prices are responding. But is this just another false dawn, or is the bottom now in with Paul still sitting on his cash?

Find out on this week’s PlayingFTSE Podcast!

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Who likes playing mini golf with an Oculus headset on? Find out in this week’s PlayingFTSE Podcast!

We’ve finally reached 1,000 subscribers! There are so many people to thank. Everyone who’s been on the show, bought us a coffee, bought themselves a hoodie, left us a comment, or even just liked and subscribed. It means an awful lot to all three of us. Thank you all very much,

To celebrate, we’re having a giveaway. Details in the first part of today’s show.

After that, we do something that we almost never do — devote a whole section to discussing Martin Lewis. We normally think highly of his advice on savings accounts, but take a dim view of his comments on investing. But he’s been talking stocks and shares on his TV show, and it’s caught Steve D’s attention. What’s he been saying? And what do we think?

Next it’s Meta Platforms. The stock is down again after earnings and everyone else on YouTube appears to be having a say. Is this another classic trap for people who invest by deliberately writing the wrong numbers into spreadsheets? Or are things better than they seem? Steve W has been having a look and our Meta shareholder is trying to get past the surface news.

And we’re finishing up with interesting things about interest rates. The Bank of England and the Federal Reserve have been hiking again. Higher rates are generally bad news for share prices, but should we be worried, relieved, neither, or both? All three of us have our views on this one.

Only on this week’s PlayingFTSE Show!

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How does Steve D feel about whippets and flat caps? Find out on this week’s PlayingFTSE Show!

We're starting off with the new UK government. Rishi Sunak is in charge now and the FTSE 100 has been going up. Why? Steve W has an idea. From there it’s on to UK stocks and Steve D has been looking at Barclays. Paul has some thoughts on this one. Mostly that he isn’t that interested.

After that, it’s something that Paul is interested in. Google’s parent company reported earnings and the Alphabet share price has been tumbling as a result. Was it as bad as all that? And is Google still a strong company with a bright future? All three of us give our views.

Next it’s Microsoft. Paul is effectively short this stock by accident, so the news that it’s going down after reporting strong earnings must be good news to him. But Meta is also down and things weren’t looking bright for Amazon when we recorded this on Wednesday. Is it time to buy the dip?

Lastly, with enough big tech out of the way, it’s Spotify time. The medium-sized tech company reported its results and Steve D has the news. With more users and higher average revenue per user, why is the share price in freewill and why does Steve D (our resident Spotify shareholder) think the business isn’t doing so well?

Find out on this week’s PlayingFTSE podcast!

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This weeks show is in partnership with InvestEngine. If you sign up using this link via https://investengine.pxf.io/P0MY5e you'll get a £25 welcome bonus when you invest at least £100 (T's & C's apply). InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN: 801128).

► Episode Notes:

Earnings, earnings, earnings, and earnings! Only on this week’s PlayingFTSE Show!

Before we get started, a quick request. We’re getting very close to the magic 1,000 subscribers on YouTube right now. And we’d really appreciate a shove to get us over the line. We’ve always concentrated on making the best videos we can and we love and the appreciate the audience we have that tunes in every week. Thank you all and that will never change. But another 70 subscribers would really help us move things along here. So if there’s someone you can persuade to subscribe for us, please do!

Anyway, we’re talking earnings this week. It’s that time of the year again and there’s lots to look at and talk about.

Steve W is kicking us off with the banks. He owns Citigroup, but they’ve all been reporting earnings. Steve thinks he’s seen some important trends coming through that are worth paying attention to. But what do Paul and Steve D think?

Next, it’s the inevitable. It’s Tesla. The company reported lighter than expected revenues and the stock is down significantly in response. But they still delivered more cars than ever before and Elon Musk blamed the disappointing numbers on shipping concerns. So what’s the problem?

After that, it’s ASML. More strong results from the semiconductor machinery monolith. Good news for Paul and Steve D, who own this stock and have been loading up on it in the last quarter. Steve W doesn’t own it, though — why not?

We’re finishing with Netflix. After a couple of disappointing quarters, the company reported some strong subscriber numbers. And there’s much more for shareholders to be excited about. What does Netflix shareholder Steve D think? And why do we all disagree with Motley Fool analyst Tim Beyers?

Find out on this week's PlayingFTSE podcast!

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► Invest Engine:

This week's show is in partnership with InvestEngine.

If you sign up using this link click here you'll get a £25 welcome bonus when you invest at least £100 (T's & C's apply).

InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN: 801128).

► Episode Notes:

Why has Paul been selling his stocks in a bear market? Find out on this week’s PlayingFTSE Podcast!

Following on from last week’s portfolio update from Steve and Steve, Paul is here with one of his very own. Half of it isn’t there any more. But why has he been selling? And do the Steves approve? Paul’s here to tell us everything.

The US Fed is hiking interest rates to tackle inflation. Cathie Wood thinks this is a bad idea. ARKK has had a rotten year and it’s crushed the ETF’s total return over the last five years. Is she talking her own book, or does she have a point?

We’ve also got more news from Netflix. We talked about the ad-sponsored plan last week, but Paul wasn’t here and he’s got some thoughts to contribute. With the ad-supported plan around a fiver, will anyone pay for the premium version? And how long will it stay this cheap?

Lastly, we’re looking at inflation and the macroeconomic news. With nothing better to do with his time, Steve W has been thinking about why the markets are constantly going down every time there’s a jobs announcement, an inflation print, or a GDP update. But what’s he thinking about the stock market at the moment?

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It’s Q4 and Steve and Steve are here. Welcome to the PlayingFTSE Podcast!

September’s ended. The guy from Green Day might have been asleep, but the Steves have been doing stuff. They’re here to check in with their portfolios as well as their buy and sells.

We’re kicking off with a summary of the biggest holdings in our portfolios at the start of Q4. Steve D has Netflix in there. We’ve talked about this a lot on the show and the stock has been doing well. Is he planning to keep it?

Steve W has two new buys at the top of his investments. A Warren Buffett stock has been bumping Berkshire Hathaway down the list in his portfolio and there’s a REIT at the top of it. What’s our value investor been up to?

Next up, it’s the new buys. Both the Steves have been busy putting cash to work as the market comes down. Which UK stock have they both been putting their cash into this quarter? It’s one that we’ve talked about a fair bit on the show lately.

After that, it’s what’s been going the other way. Steve D has been moving things out of his portfolio and into his GIA for tax purposes. Steve W has been clearing the decks and concentrating his portfolio down to concentrate on his bigger holdings. There might be a surprise or two on the way here…

And we’re finishing up with two rounds of stocks that we’re looking at. They aren’t stocks for Paul, since neither of them pays a dividend. But we like them.

Steve D is looking at the leader in cystic fibrosis. It’s coming up to a patent cliff, but Vertex Pharmaceuticals has that covered. There’s cash and the business is maturing. Time for some shareholder returns soon?

Steve W is looking at yet more tech. He’s found something that has a good moat, charges a registration fee on .com websites, and has some good protection from disruption. It’s buying back shares, but can it keep the growth going?

Only on this week's PlayingFTSE

► Invest Engine!

This week's show is in partnership with InvestEngine. If you sign up using this link via https://investengine.pxf.io/P0MY5e you'll get a £25 welcome bonus when you invest at least £100 (T's & C's apply). InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN: 801128).

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Our archers pick up their bows and arrows and take aim at this week’s stories. Only on the PlayingFTSE show!

Steve and Steve are in this week to talk about stories. And they’re starting with the small stuff. It’s the UK’s latest economic plan.

This has been top of mind for Steve W for a few days now and he’s been trying to figure his way around it. He’s not a fan, but he thinks it’s been badly covered in the mainstream media. What does it mean for the Steves and UK citizens and UK investors? Neither has an answer, but they’ll do their best to try and work through things.

It’s unusual that we get ourselves involved in anything political and so the rest of the show is stocks, stocks, and more stocks. We’ve got SIX that are on our radar as we head into October and Q4.

First up, Steve D is looking at Kering. He’s nearly always looking at Kering, because of all the designer gear he frequently wears. But he thinks the shares are particularly eye-catching at the moment. Find out why as Steve takes us through the stock’s latest decline.

Second, Steve W is looking at Rightmove. He’s nearly always looking at Rightmove, because of his enormous property empire. But he thinks that the shares are particularly eye-catching at the moment. Find out why as Steve takes us through the stock’s latest decline.

Third, Steve D is watching Legal & General. The UK insurer stands to do well as interest rates rise and the stock has come down to a level where Steve thinks it pays an interesting dividend. Could this be enough to get him over the line?

Fourth, Steve W is watching Wells Fargo. The US bank stands to do well as interest rates rise and the stock has come down to a level where Steve thinks it pays an interesting dividend. Could this be enough to get him over the line?

Fifth, Steve D has his eye on some healthcare. This is one we haven’t talked about much on the show, but Steve is looking at Biomerieux. Steve doesn’t back himself to evaluate a pharmaceutical’s pipeline, but his thesis here doesn’t depend on this. So what’s he seeing here?

Sixth, Steve W has his eye on some healthcare. This is one we haven’t talked about much on the show, but Steve is looking at GSK. Steve doesn’t back himself to evaluate a pharmaceutical’s pipeline, but his thesis doesn’t depend on this. So what’s he seeing here?

All on this week's PlayingFTSE Podcast!

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Two of us have terrible internet connections. Welcome to the PlayingFTSE Podcast!

We are three again. Paul's back from his latest adventures. Except he's not really, and he's with us live from a hotel room. We're recording this show on a Tuesday, so mark our homework as we go through the week where we boldly make unimaginative predictions about interest rates.

Paul wants to know whether the Steves can pass a French or German financial literacy test? The questions are easy, but will the Steves trip over their own feet? And can you do any better? There's a 30% portfolio bonus in it for you if you can pass the test -- Paul says so, so get in touch with him to claim it.

After that it's stocks. Steve D has been looking at a UK tech company -- yes there is such a thing. It's Endava, involved in outsourcing stuff. Is he just trying to tempt Paul with another stock with heavy exposure to Eastern Europe? And does this fly in the face of the recent trend towards anchoring?

Steve W also has a tech stock! It's been that kind of week. Guidewire Software is a CRM company focused on insurers. It's unprofitable, pivoting its business in a way that's depressing its gross margins, and a long way from reaching full scale. Can he justify the price for it?

Lastly, it's the story about Beyond Meat's COO going all Mike Tyson on someone's nose in a car park. Don't say we don't tackle the big issues. Only on this week's PlayingFTSE!

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No Paul this week – it’s another round of Playing FTSTEVE!

On this week’s show, we’re talking about Adobe, Ethereum, stocks we’d like to buy, and the new FAANG stocks.

We’re kicking off with some impromptu news about Ethereum. There’s a merge going on. What’s happening and what does it mean for stocks? Steve D has the news and Steve W is thinking about Nvidia…

Next is the new FAANGs. Steve W’s been reading something from the Bank of America talking about the new leadership in stocks for a low-growth, high inflation world. What makes the list? And do the Steves prefer FAANG 2.0, or the original recipe?

We also have news from Adobe. The stock is down quite a bit since news of its acquisition of rival Figma was announced. Steve D’s been looking at this one -- $20bn sounds like a lot, especially since half of it is coming in Adobe’s stock.

Lastly, it’s stocks that we’ve got our eyes on. Steve D is looking at a European stock with a dominant position in aesthetic dentistry. Steve W has been checking out a FTSE 250 industrial distribution outfit. These aren’t for Paul, but could they be for you..?

Only on this week’s PlayingFTSE!

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Wow. What an episode this turned out to be. Fracking, Hargreaves Lansdown, and Damien Talks Money. Only on this week’s PlayingFTSE Podcast!

Not much has happened this week. We’ve got a new Prime Minister, though. With Liz Truss taking charge, friend of the show Damien from Damien Talks Money is here to help us make sense of it all.

We’re starting off with energy. The new Prime Minister has announced plans to limit the average energy bill to £2,500 per year. Steve W’s heard that this is good for inflation – why?

After that, it’s on to the straightforward question of fracking. Damien wants to know what our regulars think of fracking. Steve D lives on a fracking site, Steve W doesn’t, and Paul isn’t sure. So who thinks what about getting gas out of the ground?

Next, we’re on to the real reason that Damien’s here. He wants to talk about awful investments that we’ve made in the past. Steve W once owned shares in a REIT – what went wrong there? Paul owns shares in a Russian miner – why? And Steve D invested in some businesses that went – which? Mostly, though, what’s Damien been unwisely putting his money into?

We finish with the news. Paul’s had a special offer from Hargreaves Lansdown. Steve W hasn’t, so he’s taking his ball somewhere else. And Steve D has the latest news on Freetrade’s seemingly-annual dilution of investors.

Only on this week’s PlayingFTSE!

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Paul is BACK!!! But is he showing any signs of changing as a result of his time away? Find out on this week’s Playing FTSE podcast!!

We’re kicking off with a new ETF that Paul’s found. It’s thematic and it’s got some stocks in it that neither of the Steve’s has ever heard of. Will either of them be interested?

Next it’s onto the interest rates and the direction of the stock market. Both Steves have been pessimistic on the stock market for a couple of weeks now. Has either of them changed their mind?

Following that, we’re on to the small questions. Starting with the changing world order (according to Ray Dalio). Paul’s watched a cartoon – what does he think about this?

We’re also talking housing. Steve W’s getting on the ladder and looking to strike as interest rates increase. But is his timing all wrong. And does he care?

Lastly, we’ve got a stock. Steve W’s a user, Paul’s interested and Steve D’s a shareholder. It’s Okta! What does it do and what happened with its recent earnings report? Steve D has the answers.

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What has two Steves and likes cricket? This week’s PlayingFTSE Show!

This week, Paul’s gone missing after a mysterious meeting with Tom Cruise. But no matter, Steve and Steve have managed to tear themselves away from the cricket for long enough to put a show together. We’re kicking things off with some news about Amazon – a stock that both Steves own. Two bits of news in fact.

First, the news that they’re shuttering their Amazon Health operations. Does Steve D think this leaves the door open for Teladoc? And what does Steve W think the biggest drawback to Amazon is?

Second is the news that Peloton has agreed to start selling its clothes airers exercise bikes on the retailer's platform. The Steves have different ideas about this. Could this be the light at the end of the tunnel of Peloton?

From there it’s on to earnings. Steve W’s been looking at Salesforce.

The stock is down significantly after its report, but the numbers looked ok. Weak guidance is the key here, but might this just be a temporary headwind? Steve D, on the other hand, has been looking at Intuit. A much more impressive set of results from the software company and the stock has been responding accordingly. Would our growth investor keep buying at these prices?

Even though Paul’s not here, we’ve still got two stocks for him. Steve W has a Warren Buffett stock that’s just completing a long turnaround process. It has a dividend yield above 4% and a reducing debt pile. One for the burgundy investor?

Steve D is sticking closer to home. He’s looking at the company that makes those bricks that say ‘London’ on them. Get ready for an overview of the UK housebuilding sector, an insight into house construction, and a dividend over 4%.

Only on this week’s PlayingFTSE show!

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Where's the smart money going? We don't know, but find out what we're up to on this week's Playing FTSE podcast!

It's another Playing FTSTEVE with Paul not away this week. We're kicking things off in the way the burgundy dividend enthusiast would have wanted -- by talking about how we feel about markets. Is it time to hide in dividend stocks again? Or are there some growth opportunities to be had?

But enough of what we're up to -- it's 13F season. That means that Steve W's been looking at Warren Buffett, Michael Burry and Steve D's been checking in on Stan Druckenmiller and Josh Tarasoff. What lessons can we find in what the superinvestors are up to?

With a slow news week, we're turning to some questions from you guys. Starting with who we think the best up-and-comers are in the world of investing. Steve W's got a YouTuber that you might want to check out and Steve D has a whole host of investors worth paying attention to.

Then it's onto the question of free platforms. Do they encourage trading? And what's so bad about them if they do? We give our views in response to a question from a follower.

Our last question is concerned with stocks for an ageing population. People are living longer and it's natural to wonder about which companies might benefit. Steve W's found an ETF. But what on earth is its largest financial holding doing in there!?

We're rounding things out with another earnings report, this time from Steve D. Adyen, the Dutch payment processor has reported. The results are mixed, but Steve has the details. Is now a good time to buy this stock? Find out on this week's Playing FTSE Podcast!

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Why is Paul struggling to get it in? Find out on this week's PlayingFTSE podcast...  

It's been an interesting week in the markets. Stocks have been going up. (Remember when that was all they used to do?) Paul's wondering whether this is the sign that the market has reached its low point, at least for now. Steve W's hoping for the best and planning for the worst, and Steve D has his eye on the central bank.   

After that, we're kicking this week's show off with a nice user question. This one is about how we set price targets. Quite a few times, we've said that we like a stock at X price or we would like a stock if it were priced at Y. How do we figure these things out?   

The rest of our show is made up from looking at the earnings of one of the stocks we all own. It's Disney. The company reported earnings earlier this week and the stock is up as a result. Strong growth in Disney+ subscribers is driving the business forward at the moment, but is the market getting a bit carried away with itself?  

Find out on this week's PlayingFTSE Show!

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Why can’t Steve W buy a Berkshire Hathaway A share? Find out on this week’s Playing FTSE Podcast!

We’re back on the earnings train this week, but we’re starting with news from Trading 212. After Freetrade’s news last week, T212 have ideas about restricting purchasing in certain categories. Does it matter? And what are they doing it? We don’t know, but we’re happy to discuss…

Then it’s onto some earnings. Kicking of with some REIT action from Paul and Steve W. What’s been going on with their real estate investments and what do they look for in a set of REIT earnings? These two share their thinking.

After that, it’s time for MercadoLibre and AirBnB. We all know about these stocks and they’ve reported earnings in the last week. The news for both seems to be positive and Steve D’s got the latest. But will Paul’s anecdotal story about AirBnBs change his mind about anything?

Next it’s back to a PlayingFTSE favourite. The London Stock Exchange Group is arguably one of the best businesses on the UK exchanges. They quietly announced half-year earnings on Friday. Steve D owns it and Steve W’s keeping a close eye. Is this the update that gets him over the line?

Computer stuff next with AMD reporting some excellent earnings and Nintendo giving an insight into the gaming market. It looks like there’s been some softness in the gaming industry at the moment, so how has Nintendo been holding up? And with AMD going strong in the chip space, is it time to buy the stock? Find out what Steve D and Paul think

Last it’s Lucid. That can’t be any good… can it?

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It’s been a super busy week in earnings season. We’ve got news, views, and maybe the odd insight on this week’s PlayingFTSE podcast!

Steve and Steve are in this week. They’ve been looking at all kinds of earnings reports, but top of their list is some news from Freetrade. One of the major UK commission-free brokerages, Freetrade have been adjust their fee structure. What’s the news? The Steves have the info.

Then it’s onto earnings. We were aiming for some quick earnings and some more in-depth earnings. What we ended up with was some earnings, some other earnings, and a few more earnings. Enjoy!

Steve W has a baby. As such, he has no time to look at anything. But he’s been interested in the Apple and Microsoft reports, to get a feel for what their management is seeing as the major catalysts moving big tech around. Neither Steve owns either of these, but the reports came in strong.

Steve D has Covid. To make himself feel better, he’s been looking at Visa and Mastercard reports. Neither Steve owns either of these stocks, but their reports give a good insight into what’s going on with consumer spending.

After that, it’s on to some more familiar territory. Steve W reports on Intel and Teladoc together. What do these companies have in common? People have strong views on them one way or another. And both stocks got hit after releasing earnings. Were the reports that bad?

Next up, a Steve D special. Roku has been getting thwacked lately. And Steve has been doing what he does best and finding interesting things about the structure of Roku’s contracts. Steve’s been taking some action with his Roku position – did he sell it all, or did he just double down?

Roku is an advertising company. Steve W owns one of those – it’s called Meta. Revenue is flat at Meta Platforms and net income is down. When this happens, the question is whether this is the product of a macroeconomic headwind or something wrong at the company. Steve has an idea.

Following on from Meta, it’s time to look at another advertising stock. Alphabet, owned by both Steves. Steve D has some important ideas on the difference between Alphabet (and Amazon) – the search-based advertisers, and Meta, which tries to hunt down what people are interested in based on their activities.

Then it’s on to Amazon itself. Both Steves own this stock and it’s a big part of each of their portfolios. The share price shot higher after earnings, so is either Steve wanting to buy more of this stock?

We finish the show with a whistle-stop tour of some smaller companies from Steve D. Etsy, Spotify, and Kering are all on the list. These are businesses that we’ve talked about intermittently on the podcast at one point or another. How are they getting on?

Only on this week’s PlayingFTSE!

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What should investors think of this week's Tesla earnings? Just one of the questions that we're not answering on this week's PlayingFTSE show! We're actually looking at Netflix, Twitter, and ASML.

Netflix reported earnings recently. It's a stock we've been looking at closely, so Steve D has the news and the insight. There are four parts to our Netflix breakdown -- subscriber numbers, the capital structure, an ad-supported tier, and some acquisition news.

The company posted better than expected subscriber numbers, which Steve D called well ahead of time. So is the news surprising to our Netflix shareholder, or what he was expecting? And what does he think of the shift away from US and European users to Asia Pacific ones?

The introduction of an ad-supported tier looks interesting. Will Netflix be mostly ad-supported with some premium subscribers, or mostly premium with some ad-support. Steve W wants to know the answer and Paul has some interesting ideas for him.

Meanwhile, like the rest of us, Elon Musk is attempting to avoid owning Twitter stock. Unlike the rest of us, though, he's being pursued through the courts by the company trying to make him. Paul's been looking at the terms of the case and the Steves have some ideas about what might happen. But could there be something underneath the surface here? There usually is with Elon...

Steve W's been having a difficult time lately, with rising share prices making it harder for him to find things that he wants to buy. But maybe ASML could be the answer. Paul and Steve D both own the stock and their earnings this week were strong.

ASML makes lithography machines. And they've been shipping them out all over the place. So why aren't their revenues higher? Paul knows why. And is it a problem that their machines are so expensive that only a few customers can afford them? Steve D has the answer.

Only on this week's PlayingFTSE!

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What’s the collective noun for bankers? It’s a wunch. As in: a wunch of bankers…

On this week’s PlayingFTSE show we’re looking at banks. The Steves have stocks they’ve been looking at this month. And we’re excited that it’s earnings season again.

We’re kicking off with the news from the US banks. JPMorgan, Citigroup, Morgan Stanley, and Wells Fargo have all been reporting earnings this week. Paul and the Steves try to get their heads around stress tests, capital buffers, and investment banking. One of our hosts has seen his shares have a little pop as a result of the earnings reports. Which one is it?

After that, it’s on to stocks for July. Steve W’s been buying Disney, but we’re not just going to talk about that again – we’ve found some interesting new things to have a look at. Steve W has been looking at Halma, a UK conglomerate that works on life-saving technologies. Steve thinks it’s one of the best businesses in the FTSE 100. So why isn’t he buying shares?

Steve D has been looking at Ubiquiti. The stock basically appears to be trying to buy itself back endlessly. With the share price down, is Steve a buyer?

Find out on this week’s PlayingFTSE podcast!

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Boris is gone! Well sort of! Who's going to take his place and what will the market think? Find out that and more in this weeks Playing FTSE podcast  Just Paul and Steve D this week as Steve W is on daddy duties! 

With plenty of news to discuss the boys start with the football, we're at the start of the Women's Euros and just 132 days away from the winter world cup in Qatar - are there any stocks that would benefit from this period? Steve D thinks he has one.  

They move onto the next Tory leader - both agree its a pretty uninspiring list, they drill it down to three but neither has a dog in the fight...do you have a favourite? Can you have a favourite Tory?  

Then we're onto Burry - both are unsure of Cassandras motivations and why he's so vocal about what he sees. Paul thinks we could have found a bottom, Steve doesn't care either way.  

And lastly we're onto the labour market, figures looked pretty positive and not indicative, at least traditionally, of a recession yet. It's still super tight though with 2 jobs for every 1 unemployed person - Steve tries to explain why this is disinflationary.

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Paul’s back! What’s he been doing? Find out on this week’s PlayingFTSE Show!

All the best things come in threes. We’re back up to three on the podcast and Steve W’s family is up to three. In Steve D’s house, the animals are insisting that three is the optimum number too, as his cats are deciding there’s only room for one of them.

On the PlayingFTSE show, we like to keep things simple. So gaze in wonder as we proceed to take over an hour on a series of quick news items.

First up it’s NIO. There’s been a short report on the business lately, alleging that the company has been inflating its revenues. None of us owns the stock, but it’s an important story anyway. The Steves have been on the wrong end of a short report before, how would they handle it?

Second is news from Pinterest. This is a stock that we’ve talked about a lot and Steve D owns. There’s been a change at the top of the business – could this be a sign that they’re getting ready to transition on to the next stage of their development?

Steve D then squashes the rest of the quick news into the next five minutes and we get with the main content.

ARK are loving Zoom Video Communications at the moment. They have a huge price target on the stock and a business model that sees it as a spawner. Paul’s making the case for ARK’s view on Zoom, but Steve W thinks that detaching the noise from the fundamentals paints an interesting picture of the stock.

Zoom has replaced Tesla as the ARK lynchpin and Tesla has replaced a lot of its workers with nobody at all. Here’s another stock that we’re starting to see differently. Steve W is becoming more and more convinced by the business. Paul and Steve D are still nowhere close.

Speaking of Steve W, we’re finishing with Kellogg’s. They’re splitting their business into three parts – snacks, cereals, and plant-based foods. Steve’s been looking closely at this and owns some Kellogg shares for his godson. Is this a good move? And does anyone else care?

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Is Steve D having his kitten put down? Which price notification has gone off on both Steves’ brokerage accounts? And what do Amazon and CostCo have in common? Find out on this week’s Playing FTSE Show!

The Steves have been seeing prices coming down in markets lately. And that brings some interesting questions. Should we be looking at concentrating our deposits into a few stocks, or spreading them out across the red positions we have (there are plenty of them). And should we be trying to follow the bigger players in the market or looking for things that are too small for them to bother with?

Next up it’s Dunelm. Not a stock we’ve looked at before, but we’ve had a request to have a squint at it and we’ve got some thoughts. Numbers look decent, it held up ok during COVID lockdowns, and the price seems reasonable. It’s a homewares retailer, though, so might it be about to struggle the way that Target has been struggling across the pond?

Bitcoin’s had a horrible time lately and all the sceptics who think it’s a massive fraud are feeling themselves. We don’t talk about crypto much and Steve W thought this was a bad thing. So he went looking for an expert. None of those was available, though, so he got Steve D to talk about the which, what, and why of his own cryptocurrency investing.

After that it’s the good, the bad, and the ugly of US stocks. Steve W is fond of CostCo. We sort of all know it’s a great business, but Steve’s been thinking about why. Is it cheap enough right now? Who knows… Steve D’s rather fond of Twilio — a Motley Fool favourite. It’s also a tricky one to value, but it’s growing like a weed. Worth checking out? You decide…

Something else that’s hard to value is Lucid Motors. But that doesn’t leave much room for ambiguity in Steve W’s mind. He doesn’t like it. He thinks it’s an expensive business with a really nice product. But sales aren’t getting there are supply chain issues are getting harder not easier.

Then there’s the ugly. Courtesy of Warren Buffett. Charter Communications is Warren Buffett’s 19th biggest holding and there’s a lot to like about it. It also trades at a pretty low P/E of around 16. But there’s something holding the stock back that makes it all seem too good to be true, according to Steve D. In fact, it makes the stock look really ugly. What is it?

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How many legs will the latest addition to Steve W’s family have? Find out on this week’s PlayingFTSE show!

This week, it’s a special UK-themed edition. We’ve got interest rate news from the Bank of England, and the good, the bad, and the ugly of FTSE-listed stocks.

While the Briscoe is away, the cat will play. Specifically Steve D’s new cat. He’s got himself an adorable new kitten and the to celebrate, he’s tanking the markets.

Well, with the help of the FED, anyway. Interest rates have gone up 0.75% to try and fend off inflationary pressure brought on by a list of things that YouTube hates us talking about but we like to list anyway. Should investors be worried by rate hikes? Should they be pleased about them? Should they even pay attention to them at all? The Steves share their views.

Then it’s onto some UK stocks. The Steves each have one they think is good, one they think is bad, and one they think is downright ugly. Brace yourselves, because some of them will be unpopular. But remember, this is just what we think. We absolutely might be missing something that you can see, in which case, we’ll be rooting for you.

Steve D’s good stock is Ocado. Unlike him to pick a retailer, but it’s got some legitimately impressive tech going on. Its warehouses are harnessing AI, robotics, and all kinds of good things and the business is coming along nicely, too. Steve W, on the other hand, has been looking at Games Workshop. The stock’s been way too high for his liking until lately, but he’s picked up a few shares and likes what he sees.

Over to the bad, next. Brace yourselves. For Steve D, it’s Hollywood Bowl. The strengths are pretty well documented by friend of the show TheBossHog (check out his channel below), but to the Steves it all just looks a bit… meh. Steve W has gone for a far more obvious pick with cigarette manufacturing company Imperial Brands. He’s unconvinced by its brands. As well as everything else to do with its business.

Lastly, it’s the ugly. Steve D has a homebuilder that has been failing to grow during a housing boom. And Steve W has an airline that’s failing to take off even with surging travel demand. Why don’t they like these stocks? Find out…

… only on this week’s PlayingFTSE show!

BossHog’s channel:

https://www.youtube.com/channel/UCW2TalEoppE_fuWUZPdhOIQ

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Call sign Burgundy is away this week, so it’s call sign Growth and call sign Doctor looking after today’s show. We recorded this on Wednesday, which explains why Steve D’s feeling pretty good about his portfolio at the start of the show…

Both Steves have more Amazon shares than they had at the start of the week. The stock split 20-for-1 taking Steve W’s holdings between 50 and 100. That’ll have to change. We’ve discussed the stock split before on a midweek, but Steve W has a new idea on how to tell whether you’re an investor or a trader.

Next up, we’re going off-script for a chat about rumours that Netflix is interested in buying Roku. There’s a view out there that Netflix needs an ad platform and Roku has one. Steve D also has some interesting info on the history of both companies and the relationship between them. Would this be a good thing for either stock?

In the retail world, times are changing. Target announced this week that it has to get rid of significant amounts of inventory. The problems are giving Steve W a new-found appreciation for retailers and why their job isn’t entirely straightforward. Does this mean that the defensive sector isn’t as defensive as we might have thought?

Paul really wanted to talk about Apple’s new tech, so we thought we’d do it for him. At the World Developer Conference, Apple announced lots of new updates. Nothing new on the AR/VR side, though… Or was there? Steve D saw something catching his eye a a Matterport shareholder. And with the price of Apple shares coming down since the beginning of the year, Steve W has been taking a closer look.

We’re finishing up with two stocks that we actually do want to talk about. First is Endeavour Mining, a FTSE-listed gold miner that Steve W likes the look of. It has a low cost of production, but is the risk of its mines being scattered across Africa just too great?

Steve D’s at it again with the picks and shovels around the semiconductor space. This time it’s Cadence Design Systems. With a $42bn market cap and some solid growth numbers, Steve reckons there’s a decent moat here. Could this be the way to get involved in the growing chip market?

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Sell in May and go away? Not on the PlayingFTSE show!

The Steves are back they’ve got a lot on their minds this week. Our show kicks off with some news about Orca — not the whale, but the investment platform. It’s winding down. Neither Steve has anything much to do with the platform, but this might be a sign that VC cashflows are tightening and both Steves have shares on Monzo to think about. Should they be worried?

Next is the news that there’s a hurricane coming. According to Jamie Dimon anyway. The JP Morgan boss thinks just downgraded his forecast for the economic outlook. What’s an investor to do? Keep calm and keep buying great businesses at good prices, of course.

Speaking of great businesses, PlayingFTSE favourite Salesforce has been reporting earnings this week. The report was positive and the stock pushed 7% higher on the news. The tech giant (bigger than you might think) had some information on familiar themes — stock based comp, share dilution, and rapid revenue growth. Steve D’s been looking at the comments from the management and Steve W’s been wondering about where this company is in terms of its maturity.

On the subject of buying great businesses at good prices, the Steves have their stocks to buy in June. And neither of them is from the US! First up is Steve D, who’s been looking at a European stock. It’s ABB, which is probably one of the most interesting companies you’ve never heard of. It’s got a powerful-looking EV charging business, but it hasn’t made as much money as an activist would like. Find out what Steve thinks of the stock going forward.

Steve W has a UK stock that he’s been watching come down in price since the beginning of the year. It’s Experian — one of the three major credit bureaus and the stock is down around 30% since the start of January. Steve reckons the business has one of the best moats in the FTSE 100 and it generates some impressive returns on its fixed assets. What price is he looking at buying it at, though?

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With no Paul this week, the Steve’s have a hell of a lot to get through. Stock updates, 13Fs, and an earnings report from Steve D to keep an eye on.

We’re kicking off this week with an update on our 5 stock samplers from last July. As we approach the year mark, it’s time for an update. We’ve had some interesting results so far to say the least. One of us has a stock that’s been holding up well against the general stock declines. And one of us has a stock that’s been delisted. What’s going on? Find out first up.

Next it’s the news that’s been driving the markets this week. Snap announced that the macroeconomic environment is likely to cause it to miss its earnings forecasts in Q2. The news sent shockwaves through PlayingFTSE favourites Alphabet, Meta, and Pinterest. But the Steves have been looking at this and think they have some interesting ideas about marketing budgets and the difference between brand marketing and performance marketing.

As surely as night follows day, earnings season is followed by 13F reporting. That means that the Steves can check in with their favourite investors. Warren Buffett has been adding to his huge Apple stake while Michael Burry is short the stock. Burry has been holding onto Bristol-Myers Squibb, though, while Buffett has been selling out. And the Steves have some thoughts on Stan Druckenmiller, who seems to have been hiding out in commodities lately…

Lastly, we’re going to have a look at Intuit. The software company is bigger than you might think — market cap of around $120bn — and has reported earnings recently (earnings season not quite over) and Steve D’s been having a look. The business is growing at a rapid rate, but the stock is down around 31% since the start of the year. But at 10x sales, is there an opportunity here for an investor?

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IMPORTANT If you don't want to know how "The Very Hungry Caterpillar" ends, don't watch this show...

This week on the Playing FTSE Show, we're talking CRM stocks. The big dog here is Salesforce, but we've got a few others that have been catching our eye.

First up is Wix. Paul is a customer and he's been looking at the company recently. Steve W doesn't own this stock, but he does own a different CRM and he can see a lot to like. Steve D isn't such a massive fan. What do you think? Comment down below...

Next is Monday.com. Steve D likes this one better and he even thinks it has an advantage over Salesforce. But the market doesn't like it very much. High inflation, rising interest rates, and future uncertainty are all driving down the Monday.com market cap. Could this be better than Wix? They have a surprise customer. Also, turns out Deezer is still a thing...

After that, it's time to flog Paul some stocks. Steve W's gone for something out of left field. He's been looking at Aviva -- but not the common equity that Steve D hates. It's the preferred stock with its preferred dividend that Steve W has his eye on. A 6% return that has a preferred status -- will Paul take the bait?

Steve D has other ideas, though. He's thinking that the burgundy investor might be a bit more attracted towards Unity Software. Stock is down 70% since the start of the year, so the heat has very much come out of this one. And Steve has some interesting thoughts to consider. Might Paul be tempted with some unprofitable tech?

Find out on this week's PlayingFTSE!

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With Paul away celebrating his 44th birthday, the Steves are running this week’s show…

Growth stocks have been coming down lately. Are they a buy? That’s what we’re looking at in this show.

Steve W starts us off with the causes of the drop in growth stocks. Inflation, interest rates, and the possibility of a recession are weighing on growth stocks. Steve discusses why and what he’s keeping an eye on.

Is the fall overdone? In some stocks, maybe. Steve D has a chart showing where some popular growth stocks have fallen to in terms of their fundamentals. Both Steves talk about what’s been catching their eyes.

After that, it’s stocks, stocks, and more stocks. Steve D kicks us off with a growth stock that might be coming back into range… and into fashion! It’s Kering, which we’ve mentioned on the show, but it’s been catching the eye of the PlayingFTSE growth investor lately.

Growth stocks have been falling but steadier value stocks have been holding up well. A good example is US bum-cleaning company Kimberly-Clark. Steve looks at the valuation on the steady staples outfit and wonders whether the market might be putting a high premium on a defensive sector.

Steve W has a similar idea. He’s been looking at a pair of UK stocks. The first is fallen grower Rightmove. The second is steady defensive stock Diageo. Steve’s a big fan of both stocks, but which one’s trading at the better price at the moment? The PlayingFTSE value enthusiast gives us his view.

It’s not just growth selling cheaper than value across the board, though. Steve D thinks that Warren Buffett-backed Snowflake has come crashing down, but still doesn’t look like a bargain. On the other hand, there’s a train company Alstom that looks very steady and dependable and much more attractive…

All on this week’s PlayingFTSE!

The scatterplot chart we referenced:

https://twitter.com/richard_chu97/status/1523398905190178816

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Following Sundays earnings bonanza the guys this week play the noticeably absent game. This one is all about companies meeting analyst expectations, watch Steve D fumble his way through earnings achieving a grand score of...well you'll have to see for yourself!

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This week, it’s the good, the bad, and the ugly from the earnings report scene!

No game this week, no time for that. This week was the Berkshire Hathaway Annual Shareholder Meeting. Paul has a bold idea about how Charlie Munger’s feelings about bitcoin might be solved. You don’t want to miss that.

But it’s earnings this week. And Teladoc reported. That means it’s time for Steve D to deliver his quarterly sermon on the mount about the virtual health company. Teladoc’s earnings report is a tricky one to get right – there’s a lot that’s a bit different to how it looks at first sight. Fortunately for us, we have someone who can cut through the noise and the misdirection, so let Steve help you figure out what’s going on.

Amazon’s next and there’s something similar in the air. The headline result is a strange one – did a company that size actually make a LOSS last quarter? Paul has a question for the Steves: is this the end of Amazon? Or is this just a cyclical company doing cyclical things? Find out what the Steves think, what’s a temporary headwind, and what might be a longer cause for concern.

Meta also reported earnings last week, so Steve W’s been taking a look. This one’s interesting in its own way. ARPU down, earnings down, stock up significantly after a big decline following the last earnings report. Could it be that the market is thinking that Facebook (the platform) is back in growth mode as the daily active users returned to increased numbers in the last quarter?

Last is AirBnB. The company looks like it’s been going great guns and Steve D has the details. AirBnb is growing at a real rate and its HR division has been generating some significant interest. Why? Steve D has the details.

All on this week’s PlayingFTSE!

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his week the guys bring you the three new stocks they're most excited about for May 2022! We have housebuilders, streaming services and a Portuguese pseudo fashion tech hybrid - bet you can't tell whose that is!  

This one is long so we've timestamped it for you and oh, apologies for the ending we got...sidetracked.  

01:15 Steve W's Stock

05:35 Pauls Stock

13:24 Steve D's Stock

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This week, Paul makes a bold prediction about Meta Platforms. Will he be right?

Earnings reports are continuing to come in and we’re looking at advertising monster Alphabet, streaming specialist Spotify, and a little bit on recreation vehicle manufacturer Polaris.

First up, though, it’s a game. It’s been a while since the three of us got together for a podcast and Steve D has a game to ease us back into the swing of things. This time, we’re thinking about what hedge funds own. Steve’s been painstakingly looking through the top holdings of the top performing hedge funds and he’s noticed some interesting recurring themes. So Paul and Steve W are guessing away at which is the most popular.

Then it’s on to Elon Musk’s takeover of Twitter. Blink and you might miss it.

After that, it’s time for Alphabet’s earnings. Google’s parent company has had an interesting quarter and it’s been catching the eye of all three of our podcasters. A mixed effort from Alphabet as the profit-making segment fared generally well with the exception of YouTube and the loss-making parts of the business generally pushed higher. The market wasn’t impressed, though, so is there something that we’re not seeing?

Next is Spotify, which Steve D likes more than Paul or Steve W. Following on from the Netflix report last week, it’s interesting to see how the music streamer has got on. Find out what a MAU is (in case you’ve never seen our show before, or in case you’ve forgotten like Paul). One reason that Spotify is particularly interesting is that it’s successfully been operating with an ad-supported tier. With talk of Netflix moving in that direction, could this be a model to follow?

Lastly, via a quick detour on Polaris from Steve W (it’s a cyclical company doing cyclical things) it’s time to see if Paul’s guess about Meta Platforms is on the money…

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This week the boys are answering a question from friend of the show Kacper about Peer to Peer lending and giving our thoughts on it. Steve's tried it, Paul has bought a cow before so between them there's something like an answer in there...

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It was the best of times, it was the worst of times. This week on PlayingFTSE, it's a tale of two growth stocks.   

With Steve D away this week, Paul and Steve W gamely take on two stocks that have been attracting the attention of growth investors over the past months and years. Both Tesla and Netflix announced earnings this week and they've had contrasting fortunes.   

Netflix announced strong revenues and profits, but the headline news is that the company that was forecast to add around 2m subscribers managed to lose 200,000. Worse yet, it's guiding to lose more in Q2. The stock was hammered as a result.   

Both Paul and Steve have stocks with exposure to this space. As Briscoe considers the shape of the industry and the state of the competition, Steve thinks about the underlying business at Netflix. Does either of them see the drop as a buying opportunity?

By contrast, Tesla reported stellar earnings. Deliveries were at record highs (though short of expectations) as factories in Berlin and Texas came online in Q1. The company also guided strongly for the rest of the year.   

As the stock pushes higher, but only slightly higher, is it time for the PlayingFTSE boys to get involved? Also, with Elon Musk continuing to make noises about Twitter, what do Paul and Steve think of the management at Tesla?  

Find out on this week's PlayingFTSE show!

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In this one we answer Sean's question regarding advice to our younger selves. We cover general advice regarding our savings and investments, how we wish we started earlier, how investing is so much more accessible now and why it's not ok to have a cupboard full of Malbec! Enjoy!

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We've got a special one this week, the first ever PlayingFTSE awards with categories like, Best Bank, Best Place For Your Emergency Fund and Best Up & Comer!  First though, we have a game. Steve W has been looking very hard at Stanley Druckenmiller's 13F and has built a game about his holdings! Its a tough one!  

Darting onwards we're heading into the first category - Best Savings Account. With this we're thinking specifically about the best place for your emergency fund - there was a clear winner until last month and now it's all up in the air!  

Next up is Best Bank. Both Steve's are Monzo shareholders so there's a clear winner here....and it isn't Monzo.  

Having recently incorporated PlayingFTSE into a business we're very much on top of the small business accounts available at the moment, the two Steves breakdown the offerings from the NeoBanks and pick their favourite!  

So we move onto the ISA's, LISA's and JISA's the Steves pick through each offering discussing merits and opportunities to expand! LISA's is an extremely light category, expect a different winner next year!  

We finish with the most promising up and comer, this section is dedicated to apps that don't win an award this time but are looking very promising for the future - there's a couple of favourites in the list and we're struggling to pick a winner!

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This week we answer the second part of Kevin's question regarding our best and worst performing stocks - who's 50% down on Teladoc, who's losing their arse on Pinterest, who's lost a bunch on Roku and who bought ASOS at the handles at the top of the slide? Find out on this weeks midweek FTSE!

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This week the two Steve's are excited for the new ISA Season, they have four new stocks for you to put on your watchlist! Spoiler - there's two from the UK!  Game this week is a quiz about Disney - a Quiz-ney if you will. Steve W is tasked with answering ten tough questions about the origins of Disney, when they acquired Pixar and how much goodwill they have on their balance sheet!  

Moving swiftly on we're onto stock one. Steve D delves into a little known Irish game developer trading on the AIM. Quickly heading towards a billion euros in revenue, this one is profitable, free cash flow positive and pays a little dividend! Something for everyone!  

Steve W's first one is also on the FTSE. This joinery outfit has some attractive economics, has weathered the pandemic surprisingly well with improving margins, pays a good dividend and is buying back around 5% of its stock this year!  

Switching back to Steve D we're going dating! Steve dives into a US dating conglomerate with it's tendrils in all four corners of the globe. This one is a proven growth story, with attractive margins and a huge dedicated userbase - but there's still risks to consider!  

Lastly Steve W has a beaten down juggernaut, a leader in the advertising industry that seems to jump from problem to scandal - we discuss why we think it's now at the sort of price where the reward is worth the risk and the downside is limited.

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This week we answer the first part of Kevin's question regarding our best and worst performing stocks - find out each of our top twos and some honourable mentions along the way!

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Which is Steve D more excited about: the UK budget, or the Tesla stock split? Find out in this week's PlayingFTSE!

No game this week -- there's no time for that. With Chris Hill on the show last week, we've got too much news to catch up on.

We kick off with the UK budget. Up goes the NI threshold -- what does that mean for people's state pensions? This is something of an important topic for us, since a good part of the reason we're here is that we're all worried about what the state pension will look like by the time we hit retirement age. Here's what we think on the subject.

Then it's the big one. Tesla has announced that it plans to split its stock in a move that hasn't been seen since... 2020. Steve W isn't impressed, Steve D isn't interested. But Paul thinks there's something hiding beneath the surface. Has he been seeing something that the Steves have been missing?

Adobe reported its earnings recently. Guidance was weaker than some were expecting and the stock slipped as a result. Chris called this an "uphill" last week and it's a business that we like very much. But do we like it at these prices? And what does the competition look like? This one's in the wheelhouse of Paul and Steve D, find out what they think.

We finish with news from Steve W on Intel and Nvidia. It's an interesting time for the chip companies at the moment. Intel's attempting to get into manufacturing and Nvidia's CEO has said it would be willing to use Intel's foundries. Looks like a win-win. Nvidia's popular with growth investors and Intel's popular with the value brigade. What does Steve W think?

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In this one we go over the key learning s we took from our guest Chris Hill. We reflect on Chris's views on the role luck plays in investing, his stoic view on time horizons and of course why you should definitely buy stocks whilst high!

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This week, we’re joined by podcasting superhero Chris Hill! Chris hosts the daily podcasts at the Motley Fool. Chris reached out to us after we were offering an unsolicited review of the Motley Fool’s new podcast format. Trying not to be too starstruck, we made time to have a sit-down and a chat about his investing life, his career at the Motley Fool, and what he thinks about stocks. Well, two of us did, anyway. The third one, well, you be the judge. Anyway, we had an absolute blast, Chris was an absolute gent from start to finish. He's a terrific story-teller with a real depth of wisdom to share. You do NOT want to miss this one.

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In this one we take a look at Amazon and Googles recent stock split announcements. We discuss our theories as to why they're doing this and why we don't think Amazons recent buyback announcement is a departure from their growth focused mindset.

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The band are back together for this week's show!   

Steve D has this week's game. Paul and Steve W revisit some of their least favourite subjects as we look at how Chamath Palihapitiya's SPACs from before been performing. Most of them are down, two are up -- who will win this time at "U suck at ChaMath II"?   

With Paul back on board, we talk about the economic consequences of the Russian invasion of Ukraine. As the UK, US, and Australia have committed to banning imports of oil from Russia, we think about what this means for oil demand in the short term and renewable energy further ahead.   

Next is the latest from China. Chinese stocks (or their ADR counterparts) have been rallying this week on an announcement from the Chinese regulators. What did it say and what does it mean for investors? Steve W leads us into the subject of VIE structures, Chinese regulation, and the risk associated with investing in China.  

Lastly, we're looking at interest rates. As the Bank of England announced an increase in rates to pre-pandemic levels, the FED began increasing rates and reducing its balance sheet. The market took the news well, so what else is coming for the rest of the year?

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The Steves discuss their takeaways from the Feroldi interview, take a closer look at the key points and offer their takes on what was we learned from Brian.

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Brian Feroldi is on this week's show!  

Telling us about companies that grow. 

He shared with us thoughts 

About things that he's bought 

So check out his new book below!  

This week's episode is an interview with Motley Fool contractor, growth investor, and now author Brian Feroldi! Steve D and Steve W recently sat down with fellow YouTuber Brian Feroldi to hear his stories about how he got into investing, how he thinks about companies to buy, and what his most important lessons to learn about markets are. There's also a quick game of Bri-in or Bri-out on some stocks that might be of interest. Brian was an absolutely superb guest. Sit back, relax, and enjoy. We did.

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In this one we take a look at Freetrade's news both good and bad and take a deeper dive into Salesforce Earnings and their venture arm - which will throw up some interesting treats!

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-We had some pretty big technical issues on this one. Steve D's done a super job sticking it back together. This isn't as sharp as we'd like, but thanks in advance for bearing with us.

What isn't Paul balls-deep in? Find out in this week's PlayingFTSE podcast!

Last week, our show was recorded before the Russian invasion of the Ukraine. So this week, there's only one place to start.

The Russian invasion of the Ukraine shocks, horrifies, and saddens all three of us in equal measure. Thinking about stocks, finances, or anything really, at a time when so many people are suffering so unjustly seems almost absurd. But there's been a lot of discussion around where we are about how we should think about the Russian situation as investors. And while we're all thoughtful, concerned, and saddened, we're also not ducking the question people are asking. Russian stocks listed on the London Stock Exchange, such as Gazprom and Evraz, have collapsed. Does this represent a buying opportunity? Are the risks too great? Or are there decisive moral reasons to stay away from these stocks? We kick off the show by giving our thoughts.

Next up, Steve W has a game. It's all about Paul. Specifically, it's all about some of the amazing things that he's said in some of his historic videos. As an avid Briscoe follower, Steve W knows many interesting things that Paul has said about many different stocks. The game involves reading out some quotes and having Steve D trying to guess what stock Paul was talking about. Along the way, we'll test out Paul's memory, to see whether he can remember what he was talking about when he said that he didn't understand all the offshoot businesses of... Alibaba? Alphabet? Or Shell? (This is the part where we had some problems with our connections, so thanks for bearing with us).

We're delighted at having Paul back with us for this week's show. So delighted that we've thought of some stocks to pitch to him! And unusually, both Steves have gone for a similar theme. Appropriately, consider Paul isn't balls-deep in RDSB, we've both got semis. And we've both got ones in competition with each other. Steve W has a debt-laden big hitter while Steve D has a high multiple upstart. Stay tuned to the end to find out what they both are!

Hey, Steve W here. If you'd like to have a look at Genuine Impact for their revenue breakdown charts and a load of other features, too, I've got a link here for you. You'll get 30 days free trial to all Premium features, no card required. Plus, use my link below and we both get an extra 1 month free Premium (worth £3.99)! https://genuineimpactapp.page.link/N4s1

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In this one we dive into Life of Keiran's question on our short and long term goals - we look into the immediate future and how that affects our path into the more distant future. No Paul this week - so it's back to Playing FTSESTEVE.

For record this was recorded prior to the war in Ukraine, so whilst we try to politically neutral we are not insensitive to what has since developed. 

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Just the two of us! Paul's not here this week, so it's the Steves looking after the fort. Who's redefining wealth management in the UK? Find out on this week's PlayingFTSE Show!

We kick things off with a review of our weeks. Someone's been making Steve W an offer he absolutely can refuse. Who is it and what's been going on? Steve updates us.

Steve D has this week's game. It's an idea that Steve W also had, but Steve D's beaten him to it. So enjoy as Steve W tries to figure out who said a number of quotes about investing. PlayingFTSE's chief guru-follower gets off to a rocky start, after a clean sweep last time out. Will he get ANYTHING right this time?

UK news follows, following a rough performance from Hargreaves Lansdown stock after its earnings. The legacy broker is investing in its tech to try and get caught up, but can it succeed? Steve D has the news.

After that, we have a run through the earnings that have been catching our eye this week. Steve W kicks us off with the retail REITs in his portfolio. Both Agree Realty and Realty Income have been reporting lately, with broadly similar results.

Next is Steve D with SAAS company Monday.com, which has had quite the drop lately. Steve gives us his thoughts. The company has been doing pretty well, so what's behind the share price decline? Then it's back to Steve W with a SAAS stock of his own! Non-profit platform provider Blackbaud has also had a bit of a dip. Unlike Monday.com the report seems a little uninspiring. Steve W takes us through what's been going on.

Last up, it's the one you've all been waiting for. The Steves talk Teladoc! Earnings are in, Steve D has some views on the guidance and Steve W's in this stock as well now. We talk about this one every quarter, what's changed this time? Please note this was recorded prior to the invasion of Ukraine, so whilst we try to stay politically neutral we are not insensitive to what has developed since our recording and this is the only reason it is not mentioned. In the absence of such commentary allow us to update you with what we would have said: "Fuck Putin. Slava Ukraini!"

Hey, Steve W here. If you'd like to have a look at Genuine Impact for their revenue breakdown charts and a load of other features, too, I've got a link here for you. You'll get 30 days free trial to all Premium features, no card required. Plus, use my link below and we both get an extra 1 month free Premium (worth £3.99)! Worth a go, imo! https://genuineimpactapp.page.link/N4s1

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It's 13F season again! Where seasoned investors have to tell us plebs what they've been doing! In this one we take a look at Burry buying Squibb (wahey!) and Buffett selling Squibb (boo!) as well as taking a look at Stanley Druckenmiller's attempt at making ARK, Josh Tarasoff's latest changes and a small cap we've touted has just popped up in J&J's portfolio...  

Apologies this one is a little long - we got a bit carried away!

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What does Paul think of Charlie Munger? Find out in this week's PlayingFTSE Podcast!

We kick off this week with the big UK story — that Greggs and Primark have teamed up to launch a range of Greggs-branded apparel. Steve D used to own Greggs shares, find out what he thinks about the new range of merch. Obviously, it’s not as good as ours, but what is?

This week’s game is from Steve W. It’s called “Topiary” because it’s about fancy hedges. Paul and Steve D spend this week’s game trying to work out how much hedging a portfolio in one or another way would slow down someone’s overall returns. None of us hedge, though it’s getting tempting in this environment. See how Paul and Steve get on guessing wildly at the returns of gold, an inverse tracker, and some triple leveraged instruments.

After that, it’s on to some big earnings news. It’s still earnings season. AirBNB reported their earnings this week. The big news is that they’ve turned a profit (on the quarter, not the year). Steve D owns this company and gives us his view. Paul considers the importance of the company making its way into the stream of consciousness of his parents, and Steve W thinks about the importance of turning a profit sooner rather than later.

One that didn’t do so well is Roblox. The stock got hammered after its earnings, though the market’s reaction might or might not be justified. Steve D illuminates the company’s “bookings” category, its growth, and the structure of the business. Paul discusses bank transfering money to kids and Steve W reflects on the fact that he’s probably now losing in the 5 stock sampler.

Nvidia also reported earnings this week. Steve W has the report on this one. They might not be buying ARM, but things are going pretty well at Nvidia. Steve D talks about the numbers that he might be interested in this company at and Paul wonders about the company being a glaring opportunity.

Last up it's Palantir. Nobody knows what this company does, including us. That's why we don't own it. Shares are down again after the company's earnings report, but we don't know why. Watch all three of us scrambling to try and have a view on a company that we don't understand... All on this week’s show!

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Horrified by the papers this week the boys try their best to put together a rational plan to saving for a house deposit. Find out from Steve W, who's in the process the methods he would use. From Paul, his regrets and Steve D has 7 tips to get the deposit done in under three years....and no, you don't have to cancel Netflix.  

LISA Rules: https://www.moneysavingexpert.com/savings/lifetime-isas/

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Which company does Steve D own in the frog-boiling business? Find out in this week’s episode!

We open the show with a big reveal from Steve W! He’s found out whether he’s having a boy or a girl (he had a strong feeling it was going to be one of them). Look out of the big reveal--nobody told Paul, though.

After that, it’s onto Steve D’s game. Steve’s been looking for some giant companies that people haven’t heard of. Paul and Steve W take turns at guessing which has the bigger market cap out of some of the less-well known large cap operations. How big is Atlassian? What is ICBC? And who is China’s biggest beer brewing company? Paul and Steve W swing wildly at these questions as Steve D keeps score.

Next, it’s earnings time. Steve D kicks us off with Pinterest. Average users are down, but average revenue per user is up. Where’s the company going next? Steve offers his view. Along the way, we also talk about Meta’s earnings. There’s been a similar theme there and Steve W’s been buying this company. Lots to like about this company, in our view, and we’re planning on keeping a close eye on it.

Following on, it’s Disney. The day after Disney’s earnings, the share price jumped before settling back down a bit. Record revenues at the the theme parks in Q4 and strong growth in Disney+ subscribers pushed the company along strongly. Is it a buy now? Find out why Steve W’s unsure and what Paul’s thinking about the reopening trade. Also, keep your ears open for Steve D’s views on the airline space.

We finish up with a blaze through some quicker earnings. Steve W talks about Compass Minerals—the salt mining company that’s down after its earnings. Steve D’s had a busier week and catches us up on Doximity, which has had a strong quarter providing social networking services for medical professionals.

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In this one we cover Chimpy's question on what moves we'd make to find money in a large market crash! We talk conviction studies, moving around in the dip and some do's and don't to make sure you can ease through the situation.

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What does Steve W think about the situation in the Ukraine? Find out in this week’s Playing FTSE Podcast!

In an exciting week in markets, we kick off with a game from Steve W. The man has a one-track mind for Tesla and is in awe of the sheer size of Elon Musk’s... company. So this week’s game involves Paul and Steve D trying to guess whether collections of other well-known companies together have a bigger market cap than Tesla. Is Tesla bigger than all our favourite REITs? Find out as we play!

There’s loads of interesting stories, too. After the game, we talk about Sony buying game developer Bungie, following on from Microsoft’s proposed acquisition of Activision Blizzard. Paul and Steve D talk about their gaming history and the relative strengths of each acquisition. Paul tells us why he’s playing arbitrage on ATVI ahead of the Microsoft deal and Steve W thinks about the valuation and whether or not this is a sign of panic from Sony.

The rest of our show is a huge, Huge, HUGE earnings rundown. The Steves have been watching the earnings reports this week closely and they’ve been paying attention to what you need to know about loads and loads of companies. If you’ve been taking your eye of the earnings ball or been focused on the big moves from Paypal, Alphabet, Meta, and Amazon, then the Steves have something to get you on track. Along the way, we have a deep dive into Paypal and Alphabet, where Steve D tells us about how Alphabet has overcome its enormous size to put up some big numbers and Paul tells us of his bewilderment at Paypal’s weak earnings. And yes—we talk about the stock split. Steve W’s not a fan.

Hey, Paul here. I think you should try Genuine Impact, they make choosing good investments simple. You'll get 30 days free trial to all Premium features, no card required. Plus, use my link below and we both get an extra 1 month free Premium (worth £3.99)! https://genuineimpactapp.page.link/Ajup

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In this one we bring back stocks for Paul! A feature we had when Paul mentioned he was on the lookout for stocks a couple of months ago. In a bizarre twist Steve W brings a slightly overpriced, high-margin growth stock and Steve D brings a deep value industrial stock which he thinks has a lot of upside! Which one will Paul like most? Find out in this midweeker!

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How’s your been week? It’s been choppy in the markets lately, but find out how we’ve been doing in this week’s Playing FTSE Show!

Steve D’s got the game this week. Stocks, it turns out, don’t only go up. Steve D’s found some that have gone down pretty spectacularly. He also seems to have bought most of them at some point or another. In this week’s game, Steve W and Paul attempt to figure out how far down various stocks (mostly Steve D’s stocks) are over the last year. These games are tough — will Steve W get ANY of them right? Find out as we play “Yowch to date”. Also, don’t miss Paul’s update on TransMedics and Steve W’s philosophical conundrum.

Earnings season rolls along causing volatility in individual stocks. We have a look at a couple of our favourites after the last week or so. Tesla’s been catching Steve W’s eye with a handy beat on Q4 estimates. The stock’s trading lower now, though, on account of the fact that limitations to manufacturing mean that Tesla aren’t going to be launching any new models in 2022. Steve W leads us through the impact of this and considers the implications of Tesla’s market cap in terms of success, valuation, and productivity. Everyone has an opinion on Tesla, including the JP Morgan analyst who has a price target of $290 on the stock. Paul talks about Tesla’s margins and Steve D joins in with questions about Elon Musk and the new humanoid robot.

Last it’s Netflix, which had a fascinating earnings call. Steve D’s in this stock and has been having a close look at the earnings from this week. Subscriber growth is slowing a bit and the stock took a big hit after its earnings at the end of last week’s show and the stock dragged Amazon and Disney down with it. Steve D looks at the relationship between the three companies and discusses why he’s been buying alongside Bill Ackman. Steve W compares Netflix to the other fans structurally and Paul talks about the valuation on Netflix. We finish up with a bit of off-script live discussion of Apple and Robinhood. One did well, one did badly. See how we react in real time…

Hey, Steve W here. If you'd like to have a look at Genuine Impact for their revenue breakdown charts and a load of other features, too, I've got a link here for you. You'll get 30 days free trial to all Premium features, no card required. Plus, use my link below and we both get an extra 1 month free Premium (worth £3.99)! https://genuineimpactapp.page.link/N4s1

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Join the gang this week as they delve into Michaels question about the brightest battery companies and battery metal miners in the industry, no long-shots, we go for the ones actually doing the business...because after all, who doesn't think EV's, Hydrogen or Hybrids are the future of transport?

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What REIT has Steve W been buying? Find out in this week’s Playing FTSE Podcast!  

As is usually the case, we’ve got a game to start off with. This week it’s Steve W with a game about the FTSE 100. Paul and Steve D take turns at naming stocks in the FTSE 100. Smallest market cap wins. Nice and simple. Find out why there are 101 stocks in the FTSE 100 and find out what Paul looks like when he gives a good answer to a quiz question. Is Associated British Foods bigger than ITV?  

Following our game, Steve W leads us through a quick whip through the recent US bank earnings. There were some winners, some losers, and one bank that wasn’t really either. Rising non-interest expense (wages) put pressure on JP Morgan and Goldman Sachs, while Bank of America and Wells Fargo went flying high. Citigroup continues to be something of an unknown quantity. But we all have different ideas on which banks stand out to us. Find out which one’s catching Steve D’s eye, which one commands all of Paul’s attention, and which one Steve W is attracted to.   

Next up, we have our say on the Microsoft/Activision deal. Steve D saw Microsoft raising capital a while ago now and has been quietly wondering what they were getting ready to make a move on. Paul has his say on Activision’s games roster and what Microsoft are getting for their money. Steve W points out the implications from an antitrust angle and the timing of Microsoft’s move with shares in Activision down significantly from this time a year ago.   

UK news follows, with a discussion of Unilever’s attempt to acquire GSK’s consumer products business. During the week, news of Unilever’s attempt to buy GSK’s consumer products business as part of a pivot to sectors with more growth emerged. Steve W’s been looking at this story with some interest and has some thoughts about Unilever and its prospects.  

Last is a big deep dive on a company that Steve D has his eye on. The London Stock Exchange Group sounds like a boring company. So why’s it been catching the eye of the show’s growth investor? Turns out there’s a lot more to LSEG than you might think at first. There’s an infrastructure company with an impenetrable-looking moat and a data business with software-style margins and capital requirements over the top of it. Steve and Steve talk about the stock, the business underneath it, and why it might be one of the best stocks for UK investors to have a look at.

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Hey, Paul here. I think you should try Genuine Impact, they make choosing good investments simple. You'll get 30 days free trial to all Premium features, no card required. Plus, use my link below and we both get an extra 1 month free Premium (worth £3.99)! https://genuineimpactapp.page.link/Ajup

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Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at:

https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

Show Notes: Things we mentioned in the show!

Svens Free Course: https://sven-carlin-research-platform.teachable.com/p/stock-market-investing

Sven Carlins Channel: https://www.youtube.com/c/InvestwithSvenCarlinPhD

Aswath Domodarans Channel: https://www.youtube.com/c/AswathDamodaranonValuation/videos

Psychology of Money Book: https://www.amazon.co.uk/Psychology-Money-Timeless-lessons-happiness/dp/0857197681

Tim Hales Smarter Investing Book: https://www.amazon.co.uk/Smarter-Investing-Simpler-Decisions-Financial/dp/0273785370/

Motley Fool Investment Guide Book: https://www.amazon.co.uk/Motley-Fool-Investment-Guide-Streets/dp/1501155555/

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What is Vestas? What does Steve W plan to do with his premium bonds? And what do we think about podcasts that are better than ours? Find out on this week's Playing FTSE Podcast!

We start this week's show with a game from Steve D. Paul and Steve W try to guess how long different CEOs have been in post. Jamie Dimon, Lisa Su, and Mark Zuckerberg all make an appearance, along with some other business leaders that you might not have heard of. Twenty questions means that Paul doesn't have a chance. Or does he...?

Next is the Motley Fools' restructuring. We're big fans of the Motley Fool (the US one, not the UK one) and we've often cited their podcasts as a source of knowledge, ideas, and facts that we use on our own show. They've restructured their show portfolio, though. Out with the Industry Focus/Market Foolery/Motley Fool Answers and in with a daily Motley Fool Money show. The Steves have been having a listen. Find out what they think of it.

Following this, we've got exciting news from Trading 212. Stocks that were once available in an ISA and then weren't available in an ISA are available in an ISA again. Some of them, anyway. We point out some of our favourites -- Paul and Steve D discuss wind turbine company Vestas and Steve W gives us his take on nothing at all but suggests that JD.com looks like it's at something of a discount to its historic levels. Keep an eye out for Newcrest Mining though -- a rare mention of a gold miner on the show.

Lastly, it's a segment that Steve W does have something to say about. His own money. Having discovered that he owns some Premium Bonds that haven't been making much of a return, Steve's hunting for somewhere to redeploy his capital. He's looking at the REIT sector and thinking about how he measures the success of his investment and his returns. Paul and Steve D pile in with their thoughts.

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In this one we answer Sean from Strictly's question on foreign exchange fluctuations and withholding taxes. Do we have targets or limits are we worried about balancing and how often do we do so?! Find out in this weeks Midweek-er!

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This week, we’re all about BONDS. What does the price of bonds have to do with the price of stocks? Are bonds attractive investments? And what does the FED’s stance on bonds have to do with anything?

Instead of a game, we kick off this week with Steve D’s news that he’s rearranged the way he thinks about his portfolio. Instead of having a core and satellite model, where some stocks form a solid base with riskier investments layered on top, Steve’s transitioning to a portfolio-and-penalty-box model, where some stocks get the silent treatment for a period of time. What does this mean and which stocks are currently on the sidelines? Steve explains.

The game is shortly behind, though, and this one is a cracker. Since Paul hasn’t had a chance to play a game by himself (the Steves each did one at the end of October) this week’s game is called Steve, Steve, Steve and Steve, or Not Steve. The Steves offer out a variety of statements and Paul’s job is to figure out whether it applies to Steve D, Steve W, both Steves or neither Steve. Did Steve D once own Citibank? What was Steve W’s first stock investment? Who has more shares in Monzo? Find out by playing along with Paul!

After a quick pivot into a not-ad (this week our show is not-sponsored by Wise Alpha), it’s into a discussion of bonds. We don’t talk much about bonds. But it’s good to be aware of them and know what the opportunities and the risks that they present are. Steve W explains why he thinks that a certain kind of dividend investor might be well advised to look at bonds as part of their investment strategy and how preferred stocks represent a kind of mid point between common stocks and bonds.

Sticking with bonds, the next item on our agenda is the FED. Earlier this week, the minutes of the FED meeting from December were released and the markets took a dive. The minutes revealed discussions of decreasing the FEDs balance sheet and raising interest rates in light of the US economy running hot. But what does all this mean? Paul and the Steves talk about hawks, doves, selling bonds, buying bonds, interest rate rises, treasury yields, and the great irrelevance of it all for investors.

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This week we tackle Toms query - how important is the New Year to us? Do we change strategies? Alter weightings? Or adjust to the new market conditions? You'll only know if you listen through to this weeks midweek FTSE ;)

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New Year, same old Playing FTSE. But stay tuned to the end for a BIG REVEAL from Steve W.

In this week’s show, we look both backwards and forwards. Backwards at how our portfolios have performed over the last year, what we’ve learned, and what has and hasn’t worked for us. Forwards at what we think will happen in 2022, what our ambitions are for the podcast, and how we plan on going about doing things differently to how we’ve been doing them so far.

But first, we start with a game of REIT or Not-REIT. Steve D’s design sees Paul and Steve W talking about REITs and their ticker symbols. Watch Steve try to mislead Paul on a ticker symbol that both of them know perfectly well, and then on a ticker symbol for a REIT that neither of them has ever heard of. Find out along the way which REIT Steve W mishandled last year and which Paul has been doing very well indeed on.

After that, it’s time for us to review our portfolio performances over the past year. One of us has slightly outperformed the S&P, one of us has slightly underperformed the S&P, and one of us finished a long way back. Who did what? We reveal all. Along the way, Paul tells us about how pleased he is with himself, Steve D gives us a blow-by-blow account of his battle with the indexes and Steve W reflects on the amount of work he’s put in to achieve very little in comparison to the broader market.

Next, it’s the exciting bit of the show. We list our predictions for 2022. What outrageous prediction is Steve W making about a US tech company getting acquired? What is Paul expecting to blow its top off? And what does Steve D think about the likely performance of ARK for the next 12 months? Find out as we make our predictions for 2022 about macroeconomics, individual stocks, and the general direction of the market.

Lastly, find out what Steve W is looking forward to in 2022 outside the markets…

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This week the boys tackle who they think is the best investor ever, with a bonus round of what books they'd recommend. Who's going to win Lynch, Buffett, Wood or even Ackman? Find out in this weeks PlayingFTSE!

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Merry Christmas Everyone! In this special episode of the Playing FTSE show, Paul and the Steves discuss their festive plans, their favourite stories from this year, and some of the things that they got right and wrong. Find out Steve D’s special plan for avoiding hosting Christmas, why Steve W is making travel plans, and which of us has a ridiculous amount of plates.

Fear not, though, this isn’t one of those cheap review shows with no original content. We’ve got a brand new festive-themed game called “The 12 Days of Brismas”. Designed by Steve W, this one is a laugh-a-minute as Paul and Steve D attempt to remember the names of obscure companies such as AT&T, Coca-Cola, and Starbucks.

Next we move on to talk about our favourite stories of the year. Find out what Steve D’s favourite way of describing an inability to sell stuff is, what Steve W identifies as the moment where the momentum came out of the SPAC movement, and what Paul’s favourite Twitter feed is. We also talk about our hits and misses from the last year. Steve D talks about being wrong about bottomless money pit Kirkland Lake, Steve W recalls losing his mind and buying Coinbase, and Paul discusses his failing beach body.

We finish off with some quick highlights from the year for us. We’re a new podcast and we’ve been finding our way. It’s been a great fun ride so far, we’ve had a lot of fun messing about, thinking about financial things and we’re looking forward to more in the New Year. Have a wonderful Christmas everyone and we’ll see you all on the other side with more games, more nonsense, more stocks, more learning, and more laughter.

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Do we really believe we can beat the market? Are we that conceited? Does it even matter? We'll try our best to give you our thoughts in this weeks PlayingFTSE midweeker!

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Who needs to reaffirm their belief in Jesus? Find out in this week’s Playing FTSE show!!

We start off with some news. In a week where the FED announced an increase in the speed of their proposed tapering — to finish in March, rather than June — and three interest rate increases in 2022, the Bank of England also announced a hike in interest rates. Paul and the Steves start off by thinking about the significance of these movements for their investing lives and consider the immediate response from the market. Steve D points out that the announcements remove some of the uncertainty. Steve W notes that the raises in rates aren’t that aggressive, and Paul thinks about Tesla, because it’s not a podcast until someone does.

Next is game from Steve D called “Split!” Taking us back to school with some questions in the style of a Maths GCSE, Steve D asks questions about historic splits, reverse splits, and share offerings. Paul and Steve W attempt to guess hopelessly at questions they can’t possibly know the answer to as well as attempting to remember the answer to questions that they ought to be able to get on account of owning the companies involved. One of the players uses his quota of lucky guessing for the year playing this one — find out who!

Last week, on the podcast, Paul announced that he was in the market for a new stock. With Christmas fast approaching and this being a time for giving, the Steves thought they would go off and try to find him one. Based on Paul’s requirement that the stock should be one that “goes up” Steve D presents a mysterious stock with no name but lots of nice features. It’s a big big company and you absolutely will have heard of it — see if you can guess what it is. Steve W, on the other hand takes the road less traveled, into utilities to look at a company that you probably will not have heard of but it does have a name and pays a growing dividend. Will Paul like either of them? Who knows…

Gousto Link: cook.gousto.co.uk/raf/?promo_code=STEPH42220442

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Support the show:  

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store:  https://playingftse.teemill.com/  

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)  

Show Notes:  

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy! 

Got a question for us? Drop it in the comments below or reach out to us on Twitter (@PlayingFTSE).

Enquiries: playingftsepodcast@gmail(dot)com

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What did Steve D get for his birthday? What does Paul think of the Lion King? And why does Steve W think Corning is a transparent company? Find out in this week’s Playing FTSE podcast!

This week, we start off with a game from Steve D. Paul and Steve W take random pairs of stocks and try to figure out which has the highest TRAILING EPS. This one’s a high scoring one as Paul and Steve W reason, remember, and wildly guess their way through acquisitions, stock splits, and twenty numbers to remember. Some of these are easier than others—see how you get on. More importantly, see how you get on with the Netflix vs. Visa question. “WOW” says Paul…

With the game out of the way, it’s onto a semiconductor special. We start off with the latest developments in the story concerning Nvidia’s attempt to buy ARM Holdings. Led by new antitrust enthusiast Lina Khan, the FTC has sued to stop Nvidia from acquiring ARM on the grounds that it might unfairly stifle competition with other chip manufacturers. Steve W takes baby steps in figuring out exactly what ARM does, Paul thinks about the implications for Nvidia, and Steve D ponders the possibility of a future ARM IPO and the prospects of owning shares if the company appears on the LSE.

In contrast to Nvidia, Intel has been lagging somewhat lately. Underperforming shares and a general struggle to innovate has caused the X86 outfit to lose ground to its rivals. But this week, the company announced an intention to spin off self-driving car unit Mobileye—arguably the most promising aspect of the company at the moment. With the intention of improving “visibility” for Mobileye, both in terms of investment and in terms of attracting talent, Intel are letting the company trade separately whilst retaining a controlling interest. Paul runs us through the difference between Intel’s Mobileye and Tesla’s FSD as the Steves take opposite views on the wisdom of the move from Intel. Who loves it and who hates it? Find out here!

Lastly, we have a look at the new ETF from ARK. With their flagship ARK Innovation ETF down 22.6% over the last 12 months against a 29% gain for the S&P 500 (figures correct at the time of writing) ARK have launched a new ETF focused on the most transparent companies. Paul looks through the holdings and investigates how closely the fund is tied to the index it purports to track. Steve W wonders why ARK weren’t doing this sooner. And Steve D reflects on the run that ARK have had this year.

Support the show: There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy!

Got a question for us? Drop it in the comments below or reach out to us on Twitter (@PlayingFTSE).

Enquiries: playingftsepodcast@gmail(dot)com

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If it's your birthday, then stop listening now...

... In a week where everyone's portfolios got double-teamed by the FED and the new COVID variant, Paul and the Steves sit down to discuss the Greek alphabet, buying phones, and the good old days of the S&P 500.

This week's game is a lesson from history as Steve W looks back at the largest holdings of the S&P from days gone by. Some winners still win, such as Microsoft and Apple. Others get too big to succeed, like General Electric and IBM. No comment is made in this about the merits of AT&T... Paul and Steve D try to guess which company had the largest market cap in some of the last 30 years and we think about what this means for buying companies that are thought to be vulnerable to the laws of large numbers inhibiting their prospects for growth.

After that, the present reality hits home as we talk about Omicron and inflation. In a week where a crypto called Omicron boomed for no reason other than the obvious, FED chair Jerome Powell suddenly and mysteriously became concerned about inflation shortly after being nominated for a job extension. Steve W thinks about consumer goods and the capacity for brands to pass on inflation, Steve D thinks about quantitative easing around the world and the implications for an interest rise as Paul wonders whether food in Costco will still be as cheap as it always is.

It's not all bad news, though -- the Steves have found something they like the look of. Salesforce shares fell after their earnings, which were strong but with some disappointing guidance for Q4. A dip in the stock caused Steve W to try and figure out what this company actually does and why everyone seems to think it's so great. Paul and the Steves talk about the company's moat, whether everyone needs a CRM, what a CRM is, and why Salesforce apparently needs two CEOs.

One of the Salesforce CEOs was elected Chairman of the Board at Twitter this week. With that in mind, we finish with a look at what Jack Dorsey's been up to and what's going on at Twitter. With news that Dorsey has decided to leave Twitter to concentrate his energies on the company formerly known as Square, we think about Square, Twitter, and activist investors who get impatient about stagnant share prices.

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What have Paul’s fingers been in? Find out in this week’s Playing FTSE Podcast!

This week, we have a special guest! Tom from ThatFinanceShow joins us for a Q&A session on financial advice, financial independence, and all things to do with his channel. A qualified CFA with more enthusiasm for FIRE than a pyromaniac in charge of a match factory, Tom joins us to answer questions and chat about the latest financial news.

We kick things off with a game from Steve D. Following the success of WhoTube? Steve brings out the second collection of YouTubers for Steve W, Paul, and Tom to recognise. Find out who Tom follows and why this game is Paul’s favourite, as Steve W looks delighted to hear Paul’s voice coming out of the screen.

The rest of the video features a question and answer session with Tom. Paul kicks us off with a discussion of why Tom started making YouTube videos. Next is a discussion of the FIRE community and how to think about setting financial goals with Steve W. And there’s a discussion with Steve D of workplace pensions and what you should think about before deciding whether or not to opt out of them. Along the way, we hear from Tom about what a financial advisor is for, why we need them and who should look for them, as well as discussing Steve D’s retirement age, Paul’s tent on a car, and the invisible hand that might be about to pull Tom off…

All in this week’s Playing FTSE Podcast!

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What’s been catching the eye of both Steves this week? What’s Paul going to do about Johnson & Johnson? And which of the Playing FTSE team is the most ill? Find out in this week’s Playing FTSE podcast!

We kick the show off with the Steves talking about things that they’ve been buying in the last week. Earnings reports and other events have caused some significant price movements in stocks that the Steves are interested in, most significantly Brazilian Fintech StoneCo. A fall in the value of one of their investments coupled with a difficult economic situation in Brazil has caused a significant fall in StoneCo’s share price. Both Steves have been jumping on board. Steve D explains why.

Next up is this week’s game, which is all about the PEG ratio. A metric for valuing companies by comparing the Price-Earnings multiple to the anticipated EPS growth, the PEG ratio was made famous by Peter Lynch. Steve W asks the questions as Paul and Steve D try to guess which companies have the lowest (and therefore best) PEG ratios. Along the way, we discuss some of the things that the PEG ratio shows us (how stocks with low PE multiples aren’t always cheap) and some of the limitations of the PEG ratio (its inability to price stocks with no net earnings).

The big story of the week is the separation of Johnson & Johnson into two companies (presumably called “Johnson” and “Johnson”). As JNJ prepares to spin out its consumer products arm and hold onto its medical devices and pharmaceutical businesses, Steve W thinks about the motivations for the move, Steve D points out the change in leadership, and Paul talks about his plans for his JNJ holding.

In earnings news, US retailer Macy’s has shot up after earnings came in stronger than anticipated. A stock that was widely-regarded as a victim of lockdowns, travel restrictions, and pandemic measures, M stock has rallied remarkably since its April lows. Paul reflects on how that one passed him by as the Steves watch on.

Lastly, we finish with a review of some 13Fs. It’s that time of the quarter where the institutional investors show us what they’ve been up to. With quiet reports from Berkshire Hathway and Pabrai Investments, we turn our attention to the endlessly-fascinating Michael Burry. The news is that Burry’s been retreating away from the US and has exited the trading positions that were at the top of Scion’s holdings last quarter. As Steve W comments on Scion’s second-largest holding, Paul wonders about how investment decisions get made at Burry’s firm.

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Why are Kellogg's being sued? What's wrong with the latest Workhorse van? And how much does OnlyFans magnate Black China make? Find out on this week's Playing FTSE Podcast!

This week we welcome Paul back after a two week spell on the sidelines. And he's straight back into the thick of the action with a game all of his own design! Following the IPO of Amazon-backed, Ford-backed, T-Rowe Price-backed EV manufacturer Rivian, Paul tests the Steves on some facts about Rivian and how its revenues (yes -- Rivian's revenues) relate to some other famous individuals and companies.

In other EV news this week, Elon Musk has been instructed via Twitter to offload 10% of his Tesla shares. With Musk seemingly looking for reasons to sell one way or another, we discuss what might really be going on behind the scenes. Find out what Michael Burry had to say on the subject and find out which of us didn't vote in the poll put out by Elon himself.

As earnings season continues to roll on, we talk about the earnings from Disney. A company that each of us owns, Disney put out disappointing numbers to end the July-September quarter. Find out what the Steves think of Bob Chapek at an unprofessional level, what the disappointing numbers show about the way the company is being viewed as a growth story, and how Paul plans to compare Disney to Netflix.

In more disappointing earnings news, Beyond Meat's stock has been getting hit as a result of an earnings miss and some weak guidance for the next quarter. In the light of yet more bad news, we discuss the significance of analyst expectations, what role they play in our thinking, and how we use them in making our investing decisions. Steve W also looks forward to the McPlant burger from Beyond Meat, Paul congratulates himself on selling it at the right time, and Steve D reflects on the fact that he can't taste anything at all after testing positive for COVID.

All in this week's Playing FTSE!

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Who spends the most time on Tinder? What’s happened to Steve W’s trousers? And who thinks that uncertainty is the new normal? Find out on this week’s Playing FTSE!

With Paul still unavailable, the Steves hold down the fort for another week. Having received their Squibbidends earlier in the day, the Steves begin with a game without a name, as Steve D asks the questions of self-proclaimed consumer goods enthusiast Steve W in another 1-player game involving working out which brands are owned by which companies. Find out who owns Scottish Power, which conglomerate owns Toblerone, and who makes Arm & Hammer toothpaste as Steve W tries to score more than 12 (Steve D’s score from the Bristol-Myers Squid Game.

After the game, it’s time for some more earnings. After a long week of Q3 reports, the Steves have two stocks each to talk about after the recent earnings calls. Steve D delivers another sermon from the mount on the growth of Teladoc. as the Steves think about growth, retention, and acquisitions. Next is Lockheed Martin, where Steve W updates us on the company’s shift from revenue growth to balance sheet powered returns and the Steves consider the company’s longer-term future. And we round out earnings with Amazon (a cyclical company doing cyclical things) and Google (which ploughs on impressively regardless).

Lastly, the Steves update on their attempt to contest Motley Fool’s David Gardner on his last ever 5 stock sampler. Four months into a three-year competition, find out what the latest scores are. Each participant has at least one company sandbagging their portfolio, as Alibaba continues to fall Peloton’s stationary bikes continue to go nowhere, and Scott’s Miracle Grow does the opposite of grow. Who will win? Find out in another 32 months…

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It's the PlayingFTSE Halloween Special! With Paul unwell, the Steves don their scariest outfits and take to the microphones for a special Halloween-themed episode of the show where we talk about stocks, financial markets, and investments. This week's game has a Halloween twist to it. Steve D grapples with questions concerning our favourite pharmaceutical company in the Bristol--Myers Squid Game with a special trick-or-treat twist! How much did BMY spend on Celgene? How many ETFs own the company? And what was Squibb's first name? Find out the answers to these -- and more importantly, whether Steve D knows the answers to any of these -- in this week's game.

After the game, it's on to the news and an interesting set of earnings reports. Snap's earnings came in strong but the stock responded badly, causing sympathetic drop offs from Twitter and the company formerly known as Facebook. The Steves give their different ideas about what brought this on and what it might mean for the sector more broadly.

In other news, all that work we did on Paypal's acquisition of Pinterest has to go in the bin. Paypal have said the deal's off (was it ever really on?!) and the share prices have reset themselves accordingly. But with Pinterest now back where it was plus a bit more of a discount in line with the general post-Snap movements, does that make it a buy? Steve D gives us his thoughts.

There's also the good and the bad of big pharma to talk about. On the bad side, Johnson & Johnson have spun out their lawsuits relating to asbestos-laced baby powder into a separate company which seems to be preparing to file for bankruptcy. Is this ok? Is it legal? And what does it mean for J&J? Steve W leads the way through a discussion of these issues.

And we finish where we started. Back to Bristol-Myers Squibb. With news breaking of BMY looking at a deal to buy Aurinia, the Steves have a think about the deal, what the acquisition of Aurinia might add to BMY, and more generally, what it is about the company that makes them the Playing FTSE preferred big pharma over its rivals. All in this week's Playing FTSE Podcast!

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On this week’s Playing FTSE Podcast, find out what Steve D is six series into, what Paul thinks about Squid Games, and what Steve W might have used the Oxford Owlery for.

In a busy earnings week, we kick things off with a round of WHOTube? Devised by Steve D, watch Paul and Steve W attempt to identify some (more) famous YouTubers from the sound of their voices. Paul and the Steves talk about who they regularly listen to and struggle to identify some others in a game where the sound messed up so Steve D had to put extra effort into stitching in back together again. Be nice in the comments.

Next is the Netflix earnings report. The report was strong, with beats on EPS and (net) subscriber additions, and revenue in line with expectations. We discuss the streaming service’s results and its prospects. Paul talks about computer games, Steve D talks about Squid Games, and Steve W talks about Disney.

With the news that Jack Ma is visible again, we turn to Alibaba, owned by Steve W and Paul. One of them is up on the stock, one of them is down. Paul speculates about where the price is going, Steve W speculates about the Chinese government, and Steve D talks about Stalinist Russia.

Christmas is coming and the possibility of lockdowns loom large. With COVID cases on the rise, we talk about how the eventuality of another lockdown might affect us at work and at home. Steve W talks about virus variants and testing inconsistencies, Steve D talks about working from home, and Paul talks about Tesla’s share price.

In yet more news this week, payment processor Paypal is in late talks to buy social media site Pinterest. With an offer understood to be in the region of $70/share, we attempt to make sense of the deal and figure out what’s in it for both sides. Steve D talks about the potential synergies between the two companies, Steve W talks about the valuation of Pinterest implicit in the deal, and Paul forgets what he meant to say about the deal.

Lastly, it’s on to Facebook’s upcoming name change. With an announcement that a change of name is imminent, we talk about the significance of the move. Paul discusses the metaverse, Steve W discusses the switching costs, and Steve D discusses Snapchat’s earnings, which were released while the show was being recorded.

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What has Steve W been doing at the weekend? What does Steve D think is positive for everyone in the semiconductor industry? And why is Paul thinking of getting into Intel? This week’s game is from Steve W, who’s been looking at some ESG scores for The Only Way is Ethics. Paul and Steve D guess at the respective ESG scores from companies as diverse as Kimberly-Clark, JP Morgan, Total, and Diageo. The game throws up some interesting facts and leads to some interesting reflections about how important ESG considerations are, how they are assessed, and how companies might seek to artificially inflate their ESG scores. Along the way, Steve D shares some reflections on his historic Aviva holding.

Next it’s on to the recent news. On the subject of Jeff Bezos and William Shatner’s recent trip into space, Paul and Steve D think about the PR credentials of the Amazon founder. Somehow that turns into a discussion of what Paul and the Steves have been watching on the TV lately. Steve W talks about the moral of the story from Squid Game (look out for that as a future Playing FTSE game) and Steve D notes the impending legal case against Netflix from SK Telecom.

Meanwhile, it’s earnings season again! This week the big banks, led by JP Morgan reported their earnings. With the banks generally doing well on EPS as reserves for bad loans are released, Bank of America—owned by Steve W—also put up a strong showing in Q3 revenue. The other major report comes from Taiwan Semiconductor, in a sector much more familiar to Paul and Steve D. Find out why Steve W is staying out of Taiwan Semiconductor and why Paul likes the sector more generally.

We finish this week with Bitcoin. Find out why Paul thinks he has the edge on Charlie Munger in this space, why Steve W is pro owning bitcoin as a trader, and what Steve D thinks is stopping people from buying cucumbers with cryptocurrency. Only on this week’s Playing FTSE Podcast!

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What’s on both Steve D and Steve W’s list of things to watch and isn’t a stock? What’s bigger than Paul thought? And what does Steve D think is the most anticlimactic thing in the world? Find out the answers to all of these things on this week’s podcast!

This week, the show opens with a preview of the Playing FTSE merchandise that’s now available in our online store! We start off with a discussion of the big issue of the day—whether hoodies should have pouches or pockets—as we unveil the range of clothes that Steve D’s designed for the show. Link below for those who want to join in the action. That’s swiftly followed by a dramatic game of “it’s gross!” as Steve W and Paul take on a game attempting to guess (blindly) at the gross margin of companies of all different types. This is a good one—you don’t want to miss it.

From a tense, dramatic, and exciting game to an issue that is none of those things. The debt ceiling in the US. Paul and Steve D sort out the issue, so check out why they think this is something that you should be aware of but shouldn’t be interested in, despite Steve W’s feeble attempt to pound some interest into the story.

Moving on, it’s over to Facebook. With the stock down 12.5% this month, we take a look at everything that’s going on there. Whistleblowing, outages, and threats surround the company at the moment, but Steve W thinks this might be approaching an interesting point. Meanwhile, Steve D is as interested in Facebook as he is in the debt ceiling.

On the subject of battered stocks and regulatory pressure, we turn our attention to Alibaba and the news that Charlie Munger has been adding quite substantially to the Daily Journal’s already quite substantial holdings in the Chinese online retailer. BABA stock is down 46% this year and is attracting attention from value investors. As we think about who’s buying what in these areas, find out which superinvestor Paul views negatively!

We close out the show with remote working. As Boris Johnson warns that people who choose to work remotely might either be gossiped about or miss out on promotion opportunities, three people who are appalling candidates for promotion and not interesting enough to generate gossip sit and discuss how remote work affects them. Only on this week’s Playing FTSE!

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This week, Manchester's Marco Polo joins the show for a special guest appearance! With Damien from "Damien Talks Money" on board, the boys set about discussing the week's news in stocks and stock markets. Find out who thinks that ASOS is "a real buy", what "the wooden spoon of investing" is and who's been headhunted to work as a HGV driver. Only on this week's Playing FTSE!

Special guest Damo has a Game-O for the lads. Join in as the Paul and the Steves try to guess ticker symbols -- watch Paul confidently get one entirely wrong and Steve W confidently get one entirely right. In the first game with more than one round, it's then onto trying to figure out which high profile investors are even more wrong than we are about everything.

Next on the agenda is the rumour that some changes to student finance are in the offing. With the idea that going to university might be more financially demanding in the near future in mind, the boys set about discussing their time at university, whether going made financial sense for them, and whether going now would make financial sense. Find out why Steve W would still go and special guest Damien wouldn't. UK retailers ASOS and Boohoo take up the next part of the show. Both stocks have been down lately and both have attracted some interest from various panelists. Steve D talks us through UK retail with Damo doing some victory laps around selling Boohoo to some unsuspecting retail investor. Why does nobody buy t-shirts in the rain? Find out here...

Rounding out the show is Tritax Big Box -- a UK REIT that's recently been catching the eye as a result of a funding raise on Primary Bid. Paul and Damien are the experts on this stock, while the Steves chuck in some observations about REITs and funding. Should investors in Tritax be worried? And how much exposure to Amazon does the company have? Find out here.

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Apologies for any confusion - the previous 6 episodes are available through YouTube as it was originally an exclusive - however - we're here now too due to popular demand! 

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This week find out who smashed their finger with a hammer, who tried to stir a pan with a lid on and who got kicked in the balls. We open up this week with Steve W coming through on last week's promise to deliever a game called "Apple, Google, or Amazon". For a bonus point, see if you can guess which are the two companies that have a Triple A debt rating from S&P.

Moving swiftly onto this week's headlines find out the boys opinions on the energy crisis. With the UK running short on natural gas, the boys discuss the future for low cost green energy suppliers, what will happen next, and whether this is an opportunity for Hydrogen to step up to the plate.

We finish with Evergrande - is this doomsday for the stock market, is there anything worth being frightened about or is it all a lot of crap? On the way we discuss trivial subjects such as debt, property speculation, and the value of democracy.

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy!

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What is the difference between Microsoft and EasyJet? Why doesn't Paul want no scrubs? And what has George Soros been buying? Find out in this week's Playing FTSE! We start this week with a game from Steve D, as Paul and Steve W attempt to guess what superinvestors have been buying during Q2. Then it's on to a discussion of airlines. In a week where EasyJet has opted to raise cash by issuing shareholders with rights to buy an additional two thirds of their current holdings at a substantially discounted price, Paul and the Steves take a look at the company, the industry, and give their idea about where there might be an opportunity to do some buying in this sector. Lastly, it's on to the timely subject of buybacks and the news that Microsoft has joined the rest of the big tech brigade in buying back substantial quantities of shares. Find out what the boys make of this in this week's episode!

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This week, Steve W harps on about Gousto boxes, Paul talks endlessly about thumbing it in, and Steve D reports on various car crashes. Plus some stuff about stocks. Only on the Playing FTSE Podcast.

After three goes at recording the introduction, the boys hit their stride with that rarest of all things -- a game developed by Paul! The Steves consider how exposed different companies are to different factors in a game brought to you by Genuine Impact. Then it's onto some UK news as the dividend efficionados discuss the UK's proposed increase to dividend taxes from 2022. Steve W leads out on Boston Beer, after its recent struggles around earnings and Paul talks about everything that's wrong with Beyond Meat. We finish with Steve D offering the second most rare of all things -- a UK IPO of a company that might be worth getting excited about!

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In a super slow, quiet week in the market, the guys make their own news. Starting off with an extended version of this week's game based on short interest - be sure to play along at home and let us know how you do. Afterwards it's ALL stocks with Steve W covering the best company for delivering peanut butter, Briscoe talks insurance and Steve D whittles on about a gravel company with a PE in the 40's! Only on this week's episode of the PlayingFTSE podcast.

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In a quiet week in the stock market, the boys talk about ETFs and Index Fund investments. Legendary investor Warren Buffett recommends that people should put their money into an S&P 500 ETF (or invest into indexes more generally). Find out if the boys agree in this week's Playing FTSE! We begin with Steve W's ETF game, where the boys discuss the pros and cons of Catholic Values and the costs associated with using ETFs to make a bet on Colombia. Then it's on to some more general thoughts about the prospects and perils associated with buying an index or an ETF rather than looking directly at individual stocks. Find out how much Paul, Steve, and Steve know and what processes they go through to work out whether or not an ETF is right for them. What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted, and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy!

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What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy!

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This week Kasper (Briscord founder) has had a birthday! He's now 21. In his honour, Steve W has put together "Are You Smarter Than a 21 Year Old?" Paul and Steve D to battle to see if they can outsmart Kasper or each other. Then it's on to Berkshire Hathaway earnings to see what Steve W is looking for in assessing Warren Buffett's chances of outperforming the S&P 500 going forward. After that, it's a round of stocks we're looking at on our watchlists. Paul talks about Hargreaves Lansdown's business model, Steve D tells us about Nintendo's tumbling share price, Steve W talks about Compass Minerals and their massive moat. Lastly, Steve D gives us a whistle-stop tour of GoodRX's earnings, like Teladoc, but faster.

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted, and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy!

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Is Colon Capital a SPAC? Find out as we play Talking Smack or Talking SPAC? Steve D’s been busy on SPACtrack, so find out whether Paul can finally win one as we play this week’s game. 

With the latest game out of the way, we turn to some FTSE news. Find out which FTSE company has been the target of an acquisition at 180% of its market cap, what Steve W thinks about the potential deal and what we think of the run of bids for UK companies from their US counterparts. 

After this, it’s on to some earnings reports. We start with Playing FTSE favourite Tesla, where Steve D tells us what it’s like being in a self-driven Tesla and Paul tells us what he’d get up to in the back of someone else’s. Our other earnings report is Berkshire Hathaway. This hasn’t happened yet, but Steve W is excited and he’ll tell you why. 

Lastly, it’s FINALLY time for us to come good on a promise to answer Equity Investor’s question about how to evaluate drug pipelines. Serious faces on as we talk about how we try to make sense of the prospects for unapproved drugs that we haven’t heard of, couldn’t spell, and are generally ill-qualified to come to an informed judgement on. 

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Why does Paul watch so much kids TV? What has been happening to ASML lately? And which Chinese company would Steve W buy if he had to? The answers to all of these and more are in this week's Playing FTSE podcast!

With the band back together, Paul and the Steves pile into Chinese investments, earnings reports, and SPACs. Starting with the situation with Didi and the Chinese government, the boys discuss the risks of Chinese investing and how to approach them. Along the way, find out what Steve D would buy in China if forced to. 

Then it's on to earnings as reports have been coming in thick and fast. Find out what Paul has been looking at in the Netflix reports as the boys discuss Netflix, Unilever, and ASOS. 

Next is an update on what's been happening in the world of SPACs and Bill Ackman's latest deal. PSTH is back to looking for a target to merge with. And Steve W (yes Steve W) has his eye on some SPACs of his own...! 

We finish with a Steve D game as Briscoe and Steve W put their stock market knowledge to the test on CEOs, exchanges, and more!

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No risk it no biscuit? This week the Playing FTSE podcast takes a look at how to figure out how risky a stock is BEFORE you buy it. Steve D’s been busy having a look at the Motley Fool’s risk calculator and developed a series of 25 straightforward yes/no questions to help you assess risk by looking at intrinsic facts about the company, its leadership, its competitive position, and some other factors. In this episode, Paul and Steve W have a look at some of their holdings and think about the risks that they’re willing to take. Paul looks at Broadcom, NanoX, and Rio Tinto. Steve W talks about Landstar System.

Download our risk calculator here on Google Sheets and play along - get your own version by hitting the menu button, share and export and then make a copy.

https://docs.google.com/spreadsheets/d/1RxRBU7PHT2Co8oUViFyy9J1xY5LS4n-61vybI02WJM8/edit?usp=drivesdk

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This week on the Playing FTSE podcast, SVEN CARLIN IS IN THE HOUUUUUSE! Steve D takes a rest as Paul and Steve W talk with the author of Modern Value Investing on personal finance, investing, stocks, and markets. We talk about Sven’s early days of investing and find out what the first stock Sven ever bought was, what he thinks about the UK and the wave of new investors entering financial markets for the first time, and play our new quick-fire game Sven Carlin or Sven Carlout!

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This week, the Steves take over the Playing FTSE podcast! With Paul away, the Steves get down to work. First up is a look back at Q2 and the year to date from the halfway point of the year. The Steves talk about what they've been buying and selling and how their (imaginary) 13Fs would look. Then it's onto news from the banks about capital releases following the latest stress tests from the FED. Find out why Steve D is fishing outside the US in his search for banks and financials. After that, it's a stock picking bonanza as the boys look forward to the next quarter, with three picks each for Q3 and to the next three years as they release their Motley Fool-style samplers to compete with David Gardner in his final outing. Lastly, the Steves tackle the UK and a question about what sectors they like the look of going forward.

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In this show we celebrate the career of David Gardner—who announced his retirement with a 5 stock sampler on the theme of ‘pursued by a bear’. Led by Steve D, the boys talk about his latest picks, his success as a stock picker, and the rules he likes to break. Next, we come to a viewer question of how to divide up finances in a relationship. Unbelievably, both Steves are married and they talk about how they manage finances in their relationship and how much washing up Steve W does at home. But we start the show with a game of “Trading 21-2 Hot To Handle” where Paul and Steve D try to guess whether Wirecard or Nikola Motors is more popular with Trading 212 users. Enjoy!

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This week, we talk about the top 5 positions in each of our portfolios. One company gets on everyone’s list—find out which one it is! We begin with Steve W and Briscoe duelling over “who’s got the biggest?” before tackling the FED’s latest comments and the response from the markets. Then it’s on to personal finance as we find out what investing sayings trigger Steve W, what Steve D’s been selling in the last year, and how Briscoe organises his salary. After a quick discussion of the latest EV news from YouTube favourite Lordstown Motors, we get onto talking about the top holdings in our portfolios and why they’re there.

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Is Pokemon Dollar a cryptocurrency? Why are fence panels so expensive? And what’s been going into Steve W’s arm this week? Find out in this week’s Playing FTSE Podcast!

Briscoe’s in charge of the games this week, as the Steves try to distinguish cryptocurrency from computer game currency. Next it’s on to talk about everyone’s favourite subject: tax, as we discuss whether the G7 ambition to finally get some money out of Google by controlling the world’s tax regulations has any legs. Then it’s on to news from Biogen to find out why Steve D doesn’t want to buy a company that might just have released a blockbuster Alzheimer’s drug, the first of its kind to be approved by the FDA in 18 years. And we finish in the SPAC market with news of what’s going on with Bill Ackman's megaSPAC.

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy!

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Approaching the half-year mark for 2021, we look back on how some of the stocks that have been in the news have performed in a game of ‘Cathie Wood You Rather?’ Be prepared for some surprises! After that, we talk about the FED’s recent decision to start selling corporate bonds. What does it all mean? None of us knows, but won’t stop us talking about it. In the third part of the show, Briscoe is out for revenge in the form of some ‘revenge spending’. Find out where his money goes and how Steve D plans to not just spend all of his money on parties and eating out. We finish with the news that Trading212 has begun making moves towards facilitating voting rights for shareholders. Exciting for T212 users, worrying for the accountancy firms appointed to audit companies owned by Steve W.

Stocks mentioned:

$AMC, $AZN.L, $CAT, $DE, $DHI, $GME, $KL, $KO, $LEN, $LGEN.L, $MELI, $PEP, $PFE, $SCCO, $STNE, $TW.L, $VTY.L.

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How much would you pay for The Pink Panther? This week, our games take an entirely new direction as Steve D introduces 'Does the Cap Fit?' and exposes how little the others know about their own portfolios. Afterwards, we get onto Amazon's recent acquisition of MGM, Netflix, Disney, and the streaming giants. Lastly, you can find out a bit more about what Steve W does for a living, and why he's our self-proclaimed expert on lying...

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What have ARK been doing that’s jumped out at Steve D? What does Paul think is ‘poppycock’? And why does Steve W wish Warren Buffett was more like Paul Briscoe? Find out in this week’s episode of Playing FTSE!

Market volatility has been putting downward pressure on high-growth stocks. So this week, Steve W leads us out with a game of “Is the ARK Sinking?”. We then go on to talk about Michael Burry’s short position in Tesla, Technoking Elon’s cryptocurrency activities, and the EV manufacturer’s trajectory. Since it’s 13F season, we also take the obligatory look at what Warren Buffett and Berkshire Hathaway have been up to, selling Wells Fargo and Chevron and adding to an already big position in Verizon. From there, we check in with our resident T enthusiast to see how Briscoe is handling the AT&T decision to merge WarnerMedia business with Discovery. 

Stocks mentioned: $BRK.A, $BRK.B, $CVX, $KR, $T, $TSLA, $VZ, $WFC, $WKHS.

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I know we always say this one’s a long one - but my god this one is a long one! Go! Quick! Grab some supplies or you’ll be seeing mirages before the end!

We kick it off with our new game show: “You Suck at Cha-Math”, grab a pen and paper and play along - let us know your score in the comments section. After this, we talk about our portfolios, how we’re doing, our actions when we’re having a bad week, and give some general tips to help you stay the course.

We talk you through companies like Chewy and Virgin Galactic and help draw the line in the sand between growth and speculation, we talk about Olo, a company we all like that is taking back the customer experience from the likes of Uber, JustEat, and Doordash.

We then go over the old argument - dividends vs growth and give our views on the benefits of one style vs being a hybrid investor. We also go over big tech vs little tech and SteveW talks us through 4 stocks he thinks are approaching good value.

We finish on a live reaction to Disney’s earnings and try to figure out just how badly cinemas are going to struggle as we continuously move to an in-home streaming model before Briscoe has a mini-rant about Martin Lewis.

Stocks mentioned: Virgin Galactic ($SPCE), Olo ($OLO), Chewy ($CHWY), Tyler Technologies ($TYL), Mercado Libre ($MELI), StoneCo ($STNE), Disney ($DIS), Unity ($U), Barkbox ($STIC) & Veeva ($VEEV)

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Hello & welcome to episode 14! We're still a threesome this week due to illness (get well soon Zak!) but welcome back Steve W from his honeymoon. In this one, we open with how our portfolios are doing, touch upon BoE Governor Andrew Bailey’s thoughts on crypto, and how FAANG has seemingly hoovered up the US stimulus.

Our main topic, following the Motley Fools Chairman David Gardner stepping down, is to discuss David’s 5 steps to being a Rule Breaker Investor. We also cover Marks & Spencer's creamy meatballs, why Peter Lynch likes PEG’s and Briscoe gets his tinfoil hat out.

In the second half we’re all about inflation - why is the FED so terrified of raising interest rates, are they doing the right thing and what exactly is an inflation nutter?

And to finish we head back to discuss why Winners win, why Steve D and Briscoe would benefit from a stock penalty box, and finish on our review of the Berkshire meeting and why we think Greg, the next Berkshire Chairman, has a tough task ahead.

So grab a snack or two, seriously, this is a long one! And for those on the toilet, we apologise for the pins & needles.

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We're minus one this week as Steve W is on Honeymoon - but we didn't let that stop us. In this one, we discuss Britcoin, Biden and the Fed's new tax proposals, Netflix's latest earnings, and what this means for the streaming wars and lastly Zak gives us a rundown on his new favourite penny stock!

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In this week's podcast we discuss our favourite Emerging Market stocks, we cover Alibaba and JD.com and tell you about a hidden way to get Tencent in your ISA dirt cheap! So grab a cuppa', this one's an hour and is jam-packed.

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With Cathie Wood and her ARK heading straight for the moon with their new ETF, ARKX, built around space st0nkz, we try catching up in our space tractors (courtesy of $DE) and figure out why on Earth (or should we say, OFF EARTH) is Netflix included in the holdings. What’s more - get to hear a better angle on #SuezBLOCKED from the inside and what sort of ramifications this would have on small cap companies, why we're annoyed with the UK Competition and Markets Authority in regards to halting a merger between Crowdcube and Seedrs, and why we’re invested in a remarkable small health-tech company called Transmedics (Ticker symbol: TMDX) which looks to be making great strides with the FDA over in the U.S. So grab a cuppa, and let’s get the show running.

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This week the lads entertain you with the idea of investing in livestock (yes, you heard that right!), and AVOCADOS. And, there’s more. We get to grips with the BEEF that’s being slowly cooked between a sleeping giant (Volkswagen, or should we say Voltswagen?) and the milky bar kid if he was on the ecstacy herbal cigarettes; Tesla. With VW flexing its muscle with it’s new SUV EV and expansions into China, should Tesla-$850-buyers be worried, even a little? Hear us decipher this, and more, in today’s electrifying show. So grab a cuppa, and hit play now!

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Due to popular demand, the lads give insight into their portfolio strategies, why and where they see their portfolios going, discuss the crypto-heroic #Coinbase and its highly anticipated IPO, discuss why FRX could be terrible, and what it means for UK buyers if the USD devalues. It’s economics made simple mixed with our usual "Brit banter" - so grab a cuppa, and let’s get to it!

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This week the lads are "Yellen" #goldprice #BTC #inflation & is $RBLX a gift OR a curse? (Watch out parents!) Also, we talk #nftart and its intro to MMO games. AND! Why is #arkinvest selling & $ARGO diluting? WHAT is going on? Folks, this one's a fun one.

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Fresh off the #podcast printer.. the lads discuss $WKHS making an OSHKOSH of the USPS contract (no thanks to YTers, too!), Jerome Powel-less plays little to no part in Season 2 of the hit show, The Stimulus Hype (that's a first!). Over on the other side, Rishi Sunak (or Scrooge as he's known), is to stop at no cost, we hear - and he's bringing out the good 'ol Casio Scientific to address us with. What a time to be alive. What's more - the lads talk Bonds, yes, more talk on Bonds... and Accidental Savers - something YOU may be a culprit of, too! ARE YOU? Tune in for the usual banter and find out if you're an accidental saver, too, and what it means for the economy.

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And we're off again! This week the lads discuss $BRK.B Buffet - the controversial 13F, Snowflakes & is ARPU that big of a BUZZ?! What's more, Texas goes under. Speaking of which, over in Oz, did Google throttle it & $FB bottle it? Tune in for the usual banter & get the scoop on Ai with Aerion who looks to go supersonic with SPAC $ALTU (or so the whispers suggest!).

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And this week, the lads break all sorts of rules to ONLY discuss breakout stocks of the FTSE! That's right, NO $TSLA, NO $AMZN, and definitely NO $LLOY (Sorry, Motley Fool, but we've got this one). So grab a cuppa, sit back and enjoy a show packed full of FTSE st0nkers and good ol' British humour once again

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What a week it's been in the stock market! Grab a cuppa' as the lads tackle head-on the controversy surrounding Chamath & Hindenburg, $TSLA and $Bitcoin, and the latest happenings over at $BMY. And that's not all, $HAAC takes the spotlight this week and along with it a thorough breakdown of what NAV means in the context of SPACS. We hope you found it entertaining and informative as usual, and appreciate you tuning in!

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Well, we're back by popular demand! In this one, we catch up about $GME, discuss recent broker performance, give our thoughts on portfolio diversification, live reactions to AMZN and GOOG's earnings and answer some listener questions!

Stocks discussed: Dermtech (DMTK) / Roper Tech (ROP) / Bed, Bath & Beyond (BBBY) / Facebook (FB) and more.

Thanks for sticking with us!

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It's the first episode of the playing FTSE podcast, the name is just catchy because if anything we don't talk a lot about FTSE stocks. Today we talk about the Gamestop short squeeze and some elements of the ARK Invest big ideas booklet. Thanks very much for tuning in to the first one, we're well aware this is a bit choppy and we're going to work hard to improve it and make it much more entertaining!

Stocks discussed: Boeing $BA / Gamespot $GME / Argo Blockchain $ARB / Intel $INTC and more!