► Episode Notes:

Which number is bigger: 7 or 4? Find out on this week’s PlayingFTSE Show!

Steve D and Steve W are in this week to talk about the Ashes, the whereabouts of Paul, and the stock market this week. Why has the FTSE 100 been going down every day this week?

We’re starting with a question for Paul (who we thought might be here) With dividends yielding 4% and bank accounts returning 7%, why is anyone a dividend investor right now?

Then it’s on to a stock that both Steves quite like –Wise (formerly Transferwise). They’ve got a clever mechanism for moving money across borders and they’re winning as interest rates go up, so is it a buy?

After that, it’s on to US news. Goldman Sachs has been having a horrible time with its Apple credit card deal, so why does American Express suddenly have an interest in this? Steve W has an idea…

And lastly, we’re looking at Accenture – a stock we’ve not talked about on the show before. Steve W thinks it’s a great stock and Steve D has the info from the latest earnings. Is there an opportunity here?

Only on this week’s PlayingFTSE Podcast!

► Episode Notes:

Which obvious joke has Steve W been making this week? Find out on this week’s Playing FTSE Show!

We’re at the halfway point for the year and Steve and Steve are in to talk about how things have been going. Stand by for our winners and losers, UK winners and losers and some prediction updates.

First up, it’s portfolio review time. Steve D’s been on operation slim down and Steve W’s been banking on banks – how are they going in an environment where the winning trend has been big tech?

After that, it’s on to the UK. Rolls-Royce is leading the FTSE 100 and Aston Martin Lagonda the 250, but with materials stocks bringing up the rear, are there opportunities to be had?

And we’re rounding things off this week with a look back at our predictions from the start of the year. Steve D probably has the best and the worst of them, but how has Paul been faring?

Only on this week’s PlayingFTSE Podcast!

0:00 Intro

04:16 The Cricket

08:41 Reviewing Our Portfolios

27:51 Top Winners & Losers

50:43 How Are Predictions Are Going

► Episode Notes:

The indices are up this week, but whose portfolio is down? Find out on this week’s PlayingFTSE Podcast!

Paul, Steve, and Steve are in the house for this week’s show. But blink and you might miss them, because Paul is a busy fella these days!

Steve and Steve are starting off with the latest from Vodafone. The FTSE 100 laggard has agreed to merge its UK operations with Three, which has Steve W thinking about whether the stock should be on his watch list.

Next it’s Adobe – the US tech giant released earnings this week and it’s just quietly doing its thing. As the company moves forward, innovates, and grows, does it have a place in Steve D’s portfolio?

Sticking with tech, it’s on to AI. Goldman Sachs insist there’s no bubble here, but Steve has other ideas… but he also has a stock that might be worth a look for investors wanting to profit from the rise of the machines.

And we’re finishing with the UK fintech space. Revolut, Freetrade, and Trading212 all have news to share, but is there anything positive for any of them?

All on this week’s PlayingFTSE Show!

► Episode Notes:

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 Steve W has been thinking about what it might mean for FTSE 100 retailer Tesco?

After that, it’s on to Diageo – a top UK consumer products company with shares trading at a 52-week low. Steve and Steve have thought the stock was expensive before, but is it any closer to being a buy yet for either of them?

The rest of the show is about stocks we’d like to get Paul’s view on. Steve D has a US homebuilder that’s expanding by acquisition and becoming a real manufacturing force, but with no dividend is it even a starter for Paul?

Steve W is looking at a big copper miner – Glencore. With all the hype around AI, he thinks investor attention has gone away from the drive to renewables and sees an opportunity, but can the company steer clear of shady dealings?

Only on this week’s PlayingFTSE Podcast!

0:00 This Week In Markets

11:20 Supermarket Spending

25:13 Diageo

42:38 Cavco

54:46 Glencore

► 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 tier and did Ocado manage to survive relegation?

Next it’s Broadcom, a stock that’s been riding high on an AI wave. Paul has the details, Steve D sees a glass half full and Steve W sees nothing but risks – what do you think you see?

Then it’s onto Salesforce, a business that’s just turning the corner to profitability. A recession would seem like a bad thing, but Steve W thinks it might actually help this company.

After that, it’s Guidewire, where the analysts all raised their price targets and the stock went down. With no GAAP earnings, what’s it doing share buybacks with..!?

And we finish with a run through some of the smaller stories from the tech world. Looking at Crowdstrike, SentinelOne, Zscaler, Okta, and MongoDB

Only on this week’s PlayingFTSE Show!

► 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 the Berkshire 13F. Warren Buffett has been buying and selling, as usual, but why is Steve D doing victory laps?

We’ve also got some other portfolio updates from big investors. Josh Tarasoff for Steve D and Terry Smith for Paul have been doing things that the Steves are interested in.

After that, it’s time for the news from Nvidia – the stock blew the doors off its earnings report, specifically on guidance this week. Nothing bad to say about the company, but is this just AI noise?

Lastly we’re looking at Deckers – a Steve D stock from a while ago. Never mind the Ugg brand, it’s the running shoes that have been racing up lately. Is the stock a buy for either Steve?

Only on this week’s PlayingFTSE Show!

► 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 Airbnb. The company reported earnings midweek and finished 17% down the week, but why does Steve W think the competition’s adverts show how far behind they are?

Next it’s Disney – a shift away from Disney+ reduced losses, but is that the right move for the company at this point in time? Steve W thinks it’s the new Meta, Steve D has other ideas.

And we’re finishing this week with Nintendo. Steve D owns this one and he’s been doing some interesting digging into what’s been carrying the company lately, with a Mario movie and some new Pokemon releases top of the pile.

All on this week’s PlayingFTSE Podcast!

► 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 hikes and bank crises.

Steve D has been paying attention to the actual data. So he’s got some ideas about the job numbers, interest rates, and inflation from the US, but also the UK and Europe.

After that, it’s back to the stocks, starting with BP. The stock is down this week but both Steves are bullish… so why is neither of them buying?

MercadoLibre also reported earnings this week and they look good. Both Steves like this company, but the market wasn’t impressed with what it saw – any chance of a buy here?

Next is Apple –Steve W owns it and Steve D doesn’t. With a $90bn buyback on the way, will Steve be chucking his investment into the pot for being retired?

Last it’s on to Shopify. Twitter users want to know when this company is going to make any money – find out whether either Steve has the answer…

Only on this week’s PlayingFTSE Podcast!