September 17, 2023

ARM, Adobe & We Review Monzo Investments!

1 hour 8 minutes

► 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!

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► Timestamps:

0:00 Intro & Cricket

16:42 This Weeks Recommendations

26:04 Monzo Investments

42:24 ARM IPO

58:43 Adobe

► What We Consumed This Week:

Industry Dive - https://www.industrydive.com/

Adyen Thesis - https://www.thewolfofharcourtstreet.com/p/adyen-nv-investment-thesis?s=09

FT 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

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► Enquiries:

Please email - playingftsepodcast@gmail(dot)com

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