Playing FTSE

playingftsepodcast
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We're a UK based podcast discussing all types of investing. Light-hearted and info-packed, we'll try our best to bring you great coverage of the markets, stocks, politics, and loads of other things in a way that’s accessible and (we hope) entertaining!

  1. -5 j

    Stocks We're Buying, Selling & Fundsmith Meltdowns!

    Who’s not impressed by the seaside? Find out on this week’s PlayingFTSE Show! This week, Steve W’s had one to forget (just). But Steve D’s managed to do a better job – enough to keep the show’s dignity intact. It’s time to finalise the changes in the Britbox. And there’s a bit of a change from what we talked about last week.  Our viewers have suggested RELX and Sage, but Steve D’s got an eye on the London Stock Exchange Group. The big question, though, is what’s gone wrong with Steve W’s choice?? In the Eurobox, Steve W’s got a new name to look at. It’s a growth stock with a familiar business model that could have a long runway for future earnings increases. Steve D’s got some strong ideas as well. But the big question is what’s going to make way for these new stocks that we’re wanting to buy? Is this the beginning of the end for Fundsmith? We usually think these headlines are a bit overblown, but the latest letter to shareholders has a worrying tone to it. The results are one thing – even the best in the business go through periods of underperformance. But a fundamental change of strategy looks like a more worrying sign. Only on this week’s PlayingFTSE Podcast! ► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between. For people who want to get smarter about investing — without wanting to fall asleep. ► Free Investing Course + Newsletter: 📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently. 👉 https://playingftse.substack.com/ ► Enjoyed the Episode? ☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse 💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/ 📩 Business enquiries: playingftsepodcast@gmail.com ► Timestamps: 0:00 INTRO & OUR WEEKS 8:37 BRITBOX INS AND OUTS 26:32 EUROBOX INS AND OUTS 46:04 FUNDSMUDGE ► Show Notes: Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

  2. 5 juil.

    Revealing All of Our Stocks!

    Who’s turning 2026 around? Find out on this week’s PlayingFTSE Show! Q2 is in the books, so it’s time to check in on what the Steves have been buying and selling. And there are some surprising updates from both of them… Steve D’s been making some moves in his portfolio in Q2. And the big story is a major new buy making its way to position number three in his portfolio. It’s a big bet on a big company – a name that everyone seems to be talking about at the moment. But why has Steve chosen to make his move now? Steve W’s made one big move in Q2 – and he’s been talking about it for months. It’s finally time for the big reveal as to what it is.  The stock is a FTSE 100 start we’ve had an eye on for some time. But what about Microsoft creeping up in his portfolio? The Eurobox has been a bit of a mixed bag in Q2. It started off slowly, but things are starting to pick up.  The story has been familiar with some wider macro themes – defence and data centres. But what changes does Steve D have in mind? The Britbox has done better than either Steve in Q2 – and outperformed the FTSE 100. But it hasn’t all been straightforward. Cohort and Renishaw have been the leading lights. No surprise there, but Steve W hsa a shocking idea for what to add (good job we take a week to think about it). Only on this week’s PlayingFTSE Podcast! ► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between. For people who want to get smarter about investing — without wanting to fall asleep. ► Free Investing Course + Newsletter: 📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently. 👉 https://playingftse.substack.com/ ► Enjoyed the Episode? ☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse 💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/ 📩 Business enquiries: playingftsepodcast@gmail.com ► Timestamps: 0:00 INTRO & OUR WEEKS 9:46 SD 13F 31:22 SW 13F 51:24 EUROBOX 59:35 BRITBOX ► Show Notes: Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

  3. 28 juin

    Semis, Sheds & Stealthy Taxes

    What unusual things have been going on with Vistry shares? Find out on this week’s PlayingFTSE Show! They say a broken clock is right twice a day. Steve W’s now been right twice in a month, as the crowded semiconductor trade started to unwind this week.  Micron has been one of the big beneficiaries of the run on data centre stocks. And its latest results are nothing short of incredible.  The stock market feels like Warren Buffett’s story of Cinderella. But as investors dance in the room where the clocks have no hands, Steve W doesn’t think it’s midnight yet. Steve D’s checking in on Avingtrans – a super impressive UK growth stock. Like Diploma and Halma, it’s exposed to some of the big trends right now.  It trades at a much lower multiple, though. And with size on its side, is a 9% decline from its highs a chance to buy? UK stocks – especially real estate investment trusts – have been takeover targets recently. The latest one, however, is FTSE 100 REIT Segro.  It’s the subject of a takeover bid from Prologis – a Steve D stock. But despite a big premium to the previous closing price, Steve W thinks there’s a complication. What do the government’s latest moves mean for your Stocks and Shares ISA? Not a lot, as long as you were planning on buying equities in them. They’re not really designed for hoarding cash. But Steve D has a smart workaround for investors who want to try and hang out in a money market fund… Only on this week’s PlayingFTSE Podcast! ► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between. For people who want to get smarter about investing — without wanting to fall asleep. ► Free Investing Course + Newsletter: 📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently. 👉 https://playingftse.substack.com/ ► Enjoyed the Episode? ☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse 💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/ 📩 Business enquiries: playingftsepodcast@gmail.com ► Timestamps: 0:00 INTRO & OUR WEEKS 08:47 MICRON 23:50 AVINGTRANS 41:08 SEGRO PROLOGIS 56:49 ISA TAX!? ► Show Notes: Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

  4. 21 juin

    Not Yet, But Maybe: Warsh, Veeva, Adobe

    What does Steve D use to edit our show? Find out on this week’s PlayingFTSE Show! It’s been an odd week in the stock market. But Steve D extends his winning streak to two in a row as Steve W drops back into the middle of the pack.  This week saw Kevin Warsh’s first meeting as Fed Chair. And there weren’t any major surprises… or were there? The new chief is surprisingly quiet – to the point of not issuing a dot for the plot – on cutting interest rates. But Steve D’s wondering whether he could be playing the long game. Michael Burry’s been buying shares in Veeva Systems and it’s made its way onto Steve W’s radar. This, however, isn’t just your usual SAAS selloff. There’s competition from Salesforce for the firm to try and fend off. But at a hugely depressed multiple, do the potential rewards mean the risks are worth it? Adobe has been one of the most discussed SAAS stocks in the last few months. And it’s easy to see why – the stock has crashed.  The company isn’t hiding from the problems – it’s struggling to convert customers and it’s prioritising retention. Is this a bargain opportunity, or a potential value trap? Only on this week’s PlayingFTSE Podcast! ► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between. For people who want to get smarter about investing — without wanting to fall asleep. ► Free Investing Course + Newsletter: 📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently. 👉 https://playingftse.substack.com/ ► Enjoyed the Episode? ☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse 💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/ 📩 Business enquiries: playingftsepodcast@gmail.com ► Timestamps: 0:00 INTRO & OUR WEEKS 6:18 THE FED 27:17 VEEVA 43:42 ADOBE ► Show Notes: Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

  5. 14 juin

    Meta and Nintendo's Dirty Tactics

    Why does the sound of an ocarina make grown men cry? Find out on this week’s PlayingFTSE Show! It’s a win for both Steves in the stock market this week. A proper one too – they’re both up while the rest of the market is down! Steve D’s looking at Nintendo again. It’s a business where an installed console base opens up high-margin software revenues.  Sometimes, however, a game comes along that people just buy the hardware specifically for. And Zelda: Ocarina of Time is one of those… Meta has been a complicated AI stock. It’s been spending like Amazon and Alphabet, but without the customer base to sell its computing power on to. The company, however, is starting to show what it’s been working on – AI agents. Steve W has the pros and cons of the latest venture. It’s an interesting time to be in cybersecurity. And Rubrik is an interesting name in within that interesting industry. AI looks set to make life easier for threats and hackers. But could the solution be not just keeping them out but putting things back after? Shares in Halma crashed 17% after earnings this week. The results, however, were almost exactly what Steve W forecasted. The company’s growth was largely driven by data centre construction. But when Diploma announced a similar story last month, the stock market loved it… Only on this week’s PlayingFTSE Podcast! ► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between. For people who want to get smarter about investing — without wanting to fall asleep. ► Free Investing Course + Newsletter: 📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently. 👉 https://playingftse.substack.com/ ► Enjoyed the Episode? ☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse 💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/ 📩 Business enquiries: playingftsepodcast@gmail.com ► Timestamps: 0:00 INTRO & OUR WEEKS 11:37 NINTENDO 31:46 META 48:45 RUBRIK 1:04:27 HALMA ► Show Notes: Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

  6. 7 juin

    London Calling, Silicon Stalling

    Who can’t keep it in his pants? Find out on this week’s PlayingFTSE Show! We recorded this show on Thursday before the stock market dropped on Friday. Pity, that might have helped Steve W’s performance this week… It’s been a while since we looked at the London Stock Exchange Group. But Steve D thinks it’s time to check back in.  The stock has been something of an AI casualty as the market doubts its data moat. The latest results, however, seem to tell a different story… Since Warren Buffett stepped down as CEO, Berkshire Hathaway has been a busy place. Greg Abel’s taken a $10bn stake in Alphabet. It’s the kind of deal ordinary investors can’t do. But is it a sign that the AI spending that’s been propping the market up is coming to an end? Broadcom shares fell sharply after the company’s earnings report. So could this be a chance to consider buying? It’s not a stock we’ve ever talked about on the show before. That’s because one particular investor owns it… Only on this week’s PlayingFTSE Podcast! ► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between. For people who want to get smarter about investing — without wanting to fall asleep. ► Free Investing Course + Newsletter: 📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently. 👉 https://playingftse.substack.com/ ► Enjoyed the Episode? ☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse 💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/ 📩 Business enquiries: playingftsepodcast@gmail.com ► Timestamps: 0:00 INTRO & OUR WEEKS 8:31 LSEG 33:39 BERKSHIRE & GOOGLE 50:13 BROADCOM ► Show Notes: Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

  7. 31 mai

    Fuel, Fuel and AI Fuel

    Who gets away with calling a liquid ‘gas’? Find out on this week’s PlayingFTSE Show! Both Steves are in the middle of the indices – as usual – this week. But the software rally is finally creating notable returns from one name. Warren Buffett is barely out of the CEO seat and Berkshire Hathaway is buying an airline. Do these people never learn? Steve W’s been taking a look. And there’s something about this time compared to the pre-pandemic buys that’s catching his eye. We don’t talk about Costco stock enough on this show. So Steve D’s setting out to put that right this week with a look at their earnings. They look solid enough, but the stock market didn’t like it. At 48 times earnings, though, can anyone have any complaints if it goes down? BP shares are down this week as the FTSE 100 oil company dispensed with its Chairman. And it all feels a bit Spurs-y – at least, to Steve W. It’s not going to affect short-term results and it’s probably a positive over the long term. So is this a chance to buy the stock at a discount? Has MongoDB cracked the stock market code? It seems to have worked out what tech investors want to hear. The database company seems nicely-positioned for the rise of AI. And as Steve D points out – people are starting to believe it… Only on this week’s PlayingFTSE Podcast! ► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between. For people who want to get smarter about investing — without wanting to fall asleep. ► Free Investing Course + Newsletter: 📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently. 👉 https://playingftse.substack.com/ ► Enjoyed the Episode? ☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse 💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/ 📩 Business enquiries: playingftsepodcast@gmail.com ► Timestamps: 0:00 INTRO & OUR WEEKS 9:25 DELTA & BERKSHIRE 23:39 COSTCO 45:03 BP 57:42 MONGODB ► Show Notes: Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

  8. 24 mai

    Seals, Space & Printing Money

    Who’s firing the money printer? Find out on this week’s PlayingFTSE Show! It’s been an ok week for the Steves in the stock market this week. And some unfamiliar names are starting to show signs of life... The big story this week is SpaceX’s upcoming IPO. Steve D’s been looking at the S1 and it’s fair to say he isn’t hugely impressed.  It’s fair to say that it’s hard to make the numbers add up without some very bullish assumptions. But is looking at numbers the right way to think about this one? FTSE 100 growth machine Diploma keeps going from strength to strength. 15% organic growth is up there with anything we’ve seen. Steve W, however, is a bit wary. It’s celarly benefitting from some external tailwinds, but is he being too uncharitable about a great set of results? Nvidia’s earnings blew the doors off, but the stock went nowhere. In fact, it went down slightly? Why? Steve W’s worried about the firm’s credibility, but Steve D thinks it might have to do with a $5.5trn market cap… Only on this week’s PlayingFTSE Podcast! ► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between. For people who want to get smarter about investing — without wanting to fall asleep. ► Free Investing Course + Newsletter: 📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently. 👉 https://playingftse.substack.com/ ► Enjoyed the Episode? ☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse 💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/ 📩 Business enquiries: playingftsepodcast@gmail.com ► Timestamps: 0:00 INTRO & OUR WEEKS 08:03 SPARCE EX 34:51 DIPLOMA 50:47 NVIDIA ► Show Notes: Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

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À propos

We're a UK based podcast discussing all types of investing. Light-hearted and info-packed, we'll try our best to bring you great coverage of the markets, stocks, politics, and loads of other things in a way that’s accessible and (we hope) entertaining!

Informations

  • Création
    playingftsepodcast
  • Années d’activité
    2021 - 2026
  • Épisodes
    317
  • Classification
    Tous publics
  • Copyright
    © playingftsepodcast
  • Site web de l’émission
    Playing FTSE

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