Playing FTSE

playingftsepodcast
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Playing FTSE

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. 2 DAYS AGO

    Big Tech Breakdown! + Beer!

    ► 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.

    1h 15m

  2. FEB 2

    Meta, Musk & Much More! + Why Steves Banned From Hog Roasts!

    ► 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.

    1h 25m

  3. JAN 26

    UK & US Earnings, Updates & IPO's?

    ► 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 WEEKS 7:05 MONZO IPO 12:20 JD WETHERSPOONS 17:32 ASHTEAD TECH 23:00 SPECTRIS 28:25 PROLOGIS 35:39 PRIMARK AND FRIENDS 48:33 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.

    1h 7m

  4. JAN 19

    Banks, Brokers & A Whole Load of Updates!

    ► 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.

    1h 8m

  5. JAN 12

    Greggs, Gilts & Groceries!

    ► 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.

    1h 2m

  6. JAN 5

    Making & Reviewing Predictions!

    ► 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.

    1h 3m

  7. 12/22/2024

    Did We Beat The Market?

    ► 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.

    1h 4m

  8. 12/15/2024

    The Eurobox, Vanguard & Googles Quantum Leap!

    ► 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.

    1h 6m
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Ratings & Reviews

5
out of 5
4 Ratings

About

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!

Information

  • Creator
    playingftsepodcast
  • Years Active
    2021 - 2025
  • Episodes
    243
  • Rating
    Clean
  • Copyright
    © playingftsepodcast
  • Show Website
    Playing FTSE

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