Playing FTSE

► 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...

► 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 tie...

► 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 t...

► 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...

► 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 A...

► 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 hik...

► 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 sho...

► 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 acq...

► 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 ex...

► 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 wh...

► 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...

► 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 u...

► 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 Ste...

► 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...

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 – ho...

► 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...

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!

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, whic...

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

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,...

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...

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....

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 st...

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...

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 happen...