Playing FTSE

BISA's, Apple, Cava & The Budgets Best Bits!


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► 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


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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


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


► Enquiries:


Please email - playingftsepodcast@gmail(dot)com

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