Playing FTSE

By playingftsepodcastBusiness Investing

Playing FTSE episodes

August 18, 2024 A Tale of Two Ads & The 10% Savings Account
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Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who do both Steves have in their Fantasy Football teams? Find out on this week’s PlayingFTSE Show!
After a promising week for share prices, Steve and Steve are looking back on what’s been happening. Not inflation, though – that might have been positive, but nobody cares.
In our quickfire round this week, we’re looking at some old favourites that we haven’t thought about recently and some new ideas. We’re off to Brazil, Singapore, the US, and the UK.
Synthomer is very much in wait-and-see mode, while Warren Buffett’s favourite Brazilian fintech Nubank is surging ahead. Walmart is a bit more ponderous and Sea Limited has hit the buffers.
We’re not just about stocks on the PlayingFTSE Show and Steve D’s seen an interesting opportunity to get 10% on cash. There isn’t really much of a catch, either, £250 per month and 10% per year.
Steve W is quite taken with the product and is about to sign up. But don’t miss a really excellent analysis of why this works for all parties from Steve D along the way.
Adyen – Steve D’s favourite fintech – has had ‘one of those 20% weeks’. It does that sometimes, but this one makes a lot of sense after some impressive numbers as the company is firing on all cylinders.
Steve W’s particularly impressed at the context around those numbers – with everyone else reporting caution, higher volumes means market share gains. But how much of an opportunity is India going forward?
Admiral – one of Steve W’s favourite insurers – has seen its share price jump 9%. The UK’s underwriting champion of the world has reported higher volumes and widening margins.
That’ll work in any environment and it translates to higher dividends for investors. With the stock up 9%, though, could it still be a bargain for investors to consider?
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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
5:35 Quick Synthomer
9:24 Quick Nubank
13:22 Quick Walmart
16:19 Quick Sea
20:54 10% Savings Account
27:02 Adyen
40:48 Admiral

► 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
56 min
August 11, 2024 Earnings Earnings Earnings!
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This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

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► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who accidentally bought a Cherry Pepsi Max this week? Find out on this week’s PlayingFTSE Show!
After a massive stock market selloff on Monday, things have largely made their way back to normal. But both the Steves are down plenty enough in their portfolios.
That’s ok, though, there’s plenty to talk about. We’ve got earnings from the travel sector, a cybersecurity tech business, and a fertility company to talk about.
Following the success of our quick-fire round last time, we’ve got some more. Realty Income’s stock hit a 52-week high and Berkshire Hathaway has been selling Apple – Steve W’s on the case.
Steve D has been looking at Vulcan Materials, Eli Lilly, and Reddit. Something of a mixed bag here, but there are some interesting moves going on.
Shares in Airbnb fell 15% after the company’s earnings report this week. Steve W thinks the market might be barking up the wrong tree again, though.
A slowdown due to weakening travel demand is probably no surprise. But with interest rates about to fall, what effect will that have on the firm’s bottom line?
Steve D has been looking at Fortinet – and has made a decision based on the latest update. The stock took a huge jump, so is there more to come, or is it time to get out?
A closer look reveals some interesting developments after acquisitions. The stock is at a normal-ish forward multiple, though, so how much margin of safety is there?
Disney’s report was one of two halves – according to Steve W anyway. The streaming division is showing signs of strength, turning a profit a quarter sooner than it was supposed to.
The parks division is going less well, though, battling inflation and that weak travel demand we talk so much about. The stock is down again, but is this a buying opportunity?
Progyny’s shares have been falling and Steve D has been looking at why. There’s some pressure from the macroeconomy, but US big tech has more to do with it than it might seem.
Is the stock a buy as it falls further? The long-term demand fundamentals are probably still as good as they were, so is the investment thesis from before still intact?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
7:33 Quickfire Round
30:34 Airbnb
44:22 Fortinet
53:29 Disney
1:05:07 Progyny

► 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
1 hr 17 min
August 04, 2024 Apple, Amazon, Diageo & Rolls Royce!
► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s had an accident with the black treacle? Find out on this week’s PlayingFTSE Show!
Some weeks, it’s hard to know what to talk about on the show because the stock market has been quiet. This isn’t one of those weeks.
There have been earnings reports coming from all corners and stocks making big moves in either direction. Steve and Steve have a lot on their minds, so here we go.
There’s a lot that we couldn’t look at as closely as we might have, just because there’s so much going on elsewhere. But we’ve made a list and decided to blaze over it all quickly with a headline and a key point.
Meta, Intel, Pfizer, Nintendo, and Croda all came out with updates this week. Some were good, some were bad, and one was downright ugly – spoiler: the ugly one was Intel…
Amazon’s earnings didn’t go over well with the market and the stock is falling as a result. Revenues were down due to consumer switching, but the business is showing growth in all the right places.
Beneath that, there’s an awful lot going on that Steve D has been paying attention to. With a close look at the details of what the company is working on, could this be a buying opportunity for either Steve?
Steve W has been looking at Apple. The report wasn’t hugely surprising as services revenue grew and iPhone sales fell mostly due to a weak performance in China.
These are all themes we’ve seen before and the stock market seemed ok with the news. But is an iPhone supercycle on the way with the latest AI features ready to be unleashed?
Diageo shares went down, then up, then down again after the latest earnings release. Weak performances in the US, Latin America & the Caribbean, and Africa led to a decline in sales.
Was this such a big surprise, though? Steve W doesn’t think so and Steve D has been taking a closer look at the new CEO’s plans to reinvigorate growth across the product range.
Shares in Rolls-Royce jumped 10% after the latest trading update. We could talk about LTSAs, flying hours, and small modular reactors – but who cares, the company’s paying a dividend.
At least, it is from 2025. Steve W has been looking at what this might amount to for shareholders and whether it’s worth getting dividend investors excited about future passive income.
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
6:41 Quickfire
24:10 Amazon
43:28 Apple
54:34 Diageo
1:10:18 Rolls Royce
► 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
1 hr 23 min
July 28, 2024 Runways
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This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Which stock did Steve D sell this week? Find out on this week’s PlayingFTSE Show!
As the Hundred gets started and the One-Day Cup kicks into action, Steve and Steve are in to talk about about… stocks. Don’t worry, there’s plenty going on there, too.
US tech took a bit of a downturn this week as the latest results from Alphabet came out. The report looked ok, but the stock fell 5% and the rest of the stock market had a bit of a tumble with it.
Steve D’s been looking at the numbers and thinks things look pretty good in the Cloud division. Steve W’s eye, however, has been drawn to another part of the organisation.
Ryanair shares fell 20% this week as the company announced Q2 profits almost halving from the previous year. But Steve W thinks this might – weirdly – not be a bad thing.
If the airline industry is going to come under pressure, it might well be a case of survival of the fittest. And Ryanair looks like it’s built to last in ways its rivals might not be.
The Kering share price hit a 7-year low this week. And with Gucci – its flagship brand – going through a tough time, Steve D has been rethinking his investment in the company.
Is it a case of thesis busted? Or is this a cyclical downturn that will blow over with a chance to double down on the stock at a bargain price?
Unilever is a stock we’ve talked about a few times this year, mostly in the context of how Steve W screwed this one up. And the latest reports indicate things are still going well.
The company is reporting revenue growth in geographies others are struggling with. But with the stock up 7% on the latest report, surely it’s too late to buy now..?
Luxury conglomerate LVMH is a company that both Steves have been admirers of for some time. But the stock is down 8% since the start of the year.
A diversified operation run by one of the best operators in the business is a proposition to take seriously. But what happens after Bernard Arnault?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
5:57 Google
22:04 Ryanair
35:50 Kering
49:12 Unilever
1:03:17 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
1 hr 19 min
July 21, 2024 Netflix & Chips
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This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s had a worse week than Steve D? Find out on this week’s PlayingFTSE Show!
It’s been an exciting week in the stock market, with news all over the place. The Steves are in to discuss some of the earnings highlights, but there’s a lot more making things interesting right now.
Shares in ASML have taken a bit of a hit recently. The company reported solid earnings and a decent outlook, though, so could there be a buying opportunity here?
International relations – especially with China – are a constant question over semiconductor stocks. So has Steve D been thinking about the implications of a Trump presidency for the business?
It’s that time of the quarter where we talk about what we’ve been looking at on Netflix. And also how the company has been developing in terms of members, revenues, and profits.
Earnings look reasonable and the stock is slightly higher despite a modest guide. But what’s the bigger story here – consolidation, or growth in the ad-supported offering?
VAT Group is a near-monopoly in the semiconductor space. And it has a P/E ratio to match – but the company has some optimistic predictions for the next couple of years.
This is one that Steve D has been looking at and the stock has been falling on the back of the latest report. So is there a buying opportunity here?
We’ve not talked about Domino’s on the show before, but Steve W has been taking a look. The stock is down after the latest earnings report offered weak guidance.
The company has an interesting franchise model, making it smaller than it might seem. But is a temporary delay to the number of outlets enough to draw in show’s value investor in?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps
0:00 INTRO & OUR WEEKS
6:35 ASML
28:27 NETFLIX
43:22 VAT GROUP
1:02:05 DOMINOS

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
1 hr 19 min
July 14, 2024 US Banks, Terry Smith & the FCA!
► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

How far is Cumbernauld from Hull City Centre? Find out on this week’s PlayingFTSE Show!
There’s lots to talk about on this week’s show. Steve and Steve have had a good week in the markets and are dying to talk about it.
It’s no secret that the London Stock Exchange has been struggling to attract listings lately with the likes of Arm, TUI, and Flutter looking elsewhere. But the FCA has some ideas for how to change this.
A raft of measures have been announced including removing market cap restrictions and relaxing profitability requirements, but will any of them work? Steve and Steve have some ideas.
Earnings season in the US has kicked off and – as usual – Steve W has been looking at the banking sector. Wells Fargo, Citigroup, and J.P. Morgan have all reported earnings with more to come.
Despite beats almost across the board, the stocks are all down. But is a rise in investment banking revenue something for shareholders to get excited about over the next few months and years?
Terry Smith has been catching investors up on the progress of Fundsmith’s results. The UK’s Warren Buffett has been underperforming the S&P 500 – but he has a good reason.
Not owning Nvidia has led a lot of investors to miss out on some spectacular returns. But Steve D is doubtful that this is the only reason for the fund’s underperformance over the last year.
A.J. Barr is a stock we haven’t spoken about on the podcast before – at least, not in any depth. But Steve W thinks it might be an interesting opportunity at the moment.
As the company embarks on its ‘margin rebuild’ programme after a 2022 acquisition, earnings are set to rise. Could that – plus some multiple expansion – generate a 30% return by the end of 2026?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 INTRO & OUR WEEKS
10:25 FCA CHANGES
23:48 US BANKS
38:01 TERRY SMITH UNDERPERFORMS
50:36 AG BARR

► 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
1 hr 4 min
July 07, 2024 Forterra, Mcdonalds and An Election Debrief
► Get a free share!
This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!
https://www.trading212.com/Jdsfj/FTSE
► Get 15% OFF Finchat.io:
Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!
https://finchat.io/playingftse/?lmref=iQl2VQ
► Episode Notes:
Who didn’t get what they voted for in this week’s election? Find out on this week’s PlayingFTSE Show!
It’s been a really good week for UK shares. The election going as the market expected has helped prices in the FTSE 100 and the FTSE 250.
Steve and Steve are in to talk about the election, but not just the election. There’s a lot to talk about in terms of stocks to consider buying.
We’ve talked about the election quite a lot over the last few weeks, so feels right to have a debrief now that it’s all done. Labour won in a landslide and there were big gains for Reform and the Greens.
What lessons should investors – and UK citizens more generally take from this one? Steve and Steve have their ideas, but from now, it’s mostly about looking forward.
Monzo has been boosting its security recently. The bank that brought in a notification to say they’re not calling you now has some interesting new features.
There’s now the ability to set locations for transferring large amounts, so if your phone goes missing there’s a bit more protection. Would Steve and Steve be willing to sign up for it?
Labour’s plan to build 1.5m new houses over the next three years is ambitious. But it could be a big boost for Forterra – the show’s favourite brick manufacturer.
The stock is climbing after the election result on the promise of strong demand. Steve W is wondering whether this is time to buy, sell, or hold, though.
We haven’t discussed McDonald’s on the PlayingFTSE Show before. Most people – certainly us – know what it does, but there’s more going on than meets the eye.
Widening margins and a declining share count aren’t what we might expect from a stock at a 52-week low. So is there a buying opportunity here for either of the Steves?
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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)
► Timestamps:
0:00 Intro & How’s Your Week Been?
9:38 Election Debrief
21:01 Monzo
33:26 Forterra
49:58 Mcdonalds
► 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
1 hr 7 min
June 30, 2024 Reviewing Our Portfolios Plus Greens & Reform!
► Get a free share!
This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!
https://www.trading212.com/Jdsfj/FTSE
► Get 15% OFF Finchat.io:
Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!
https://finchat.io/playingftse/?lmref=iQl2VQ
► Episode Notes:
Are the Labour party taxing condoms? Find out on this week’s PlayingFTSE Show!
It’s the last show before the UK election and the end of the first half of 2024. That means it’s a good time for Steve and Steve to have a look forward in politics and back in the stock market.
Steve D has managed to keep his churn relatively low. A run through his portfolio indicates there have only been a few big sells, with Deckers and Cava among them.
So what has Steve been buying? There’s a UK stock in the mix and could there possibly be a return to his portfolio for an old favourite?
Steve W has also sold one big position and one smaller one. But with the start of the new financial year, he’s been taking the opportunity to get started on his Stocks and Shares ISA.
It’s been a UK-heavy quarter for Steve W. But which of his stocks has Steve D also been buying since the end of March?
The Green Party have an ambitious manifesto that is focused on investing heavily. And they’re not scared to borrow money to do it.
Predictably, they have a lot on their minds to do with renewable energy and the climate. But what else is part of the Green Party’s plan for Britain if they – somehow – win the election?
Top of Reform’s priorities is – unsurprisingly – immigration. The party has plans to spend heavily on the local and national services, cutting the foreign aid budget to fund it.
The odds of Reform winning the election are very long indeed. But should investors pay attention to a quiet part of society that might make itself known when voting time comes?
Only on this week’s PlayingFTSE Podcast!
► UBI Link:
https://jacobin.com/2016/05/richard-nixon-ubi-basic-income-welfare/
► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)
► Timestamps:
0:00 Intro & How’s Your Week Been?
6:24 Steve D Review
24:56 Steve W Review
44:06 Green Party
1:03:16 Reform 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
1 hr 23 min
June 23, 2024 Macro, Manifestoes & B&M Bargains
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► Episode Notes:
Who’s birthday is it this week? Find out on this week’s PlayingFTSE Show!
Steve and Steve have been mad busy this week. One of them has been staring at a pile of exam papers on Aesthetics, the other has been stuck doing his civic duty.
Both are in to talk about the latest news, though. It’s been quite a week for the UK and we wouldn’t miss it for the world.
The Labour Party’s manifesto is an interesting document. There’s lots to think about, but one question is how much of it they’re actually in a position to deliver on.
Steve W has some strong views on a potential windfall tax on oil and gas companies, and Steve D is interested in housing. What else is on the cards if there’s a change of government on the way?
Inflation in the UK hit 2% this week, but there’s plenty below the surface for investors to keep an eye on. Core inflation is still high and prices are still up a long way from where they were in 2020.
Interest rates aren’t coming down yet. But that isn’t stopping the housing market, which is back to all time highs, despite prices going up below the rate of core inflation…
The Liberal Democrats have a manifesto for this election and there’s a lot to like in it. It’s not just a watered-down version of Labour’s policy document, there’s plenty that makes a lot of sense.
Does any of it matter, though? With the party trailing badly in the polls, is there any reason to vote for them given that their intentions do look strikingly similar to those of another party with better odds?
It’s time for another look at B&M European Value. The FTSE 100 retailer is down 25% since Steve W thought it looked like decent value at the start of the year.
The business is performing well, though. So could a rising dividend yield be an opportunity for a company with some of the lowest costs in the industry?
Only on this week’s PlayingFTSE Podcast!
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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!)
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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 Intro & How’s Your Week Been?
9:16 Labour Manifesto
30:19 Macro update
43:40 Lib Dem Update
1:03:43 B&M Bargains (Bargain Shop Bargain Price)
► 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
1 hr 18 min
June 16, 2024 Wise, Halma & Rishi's Manifesto
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► Episode Notes:

What’s Steve D doing this week? Don’t find out on this wek’s PlayingFTSE Show!

It’s been a bruising week in the markets for both Steve and Steve, with UK stocks struggling as interest rate cuts are delayed. But they’re here to talk about itwith everyone.

With the election on the horizon, Steve D has been taking a look at some manifestoes. We’re starting this week with the Conservative Party and what they’re planning.

There are plans for National Insurance, defence, education, and energy. A lot have been trailed in advance, but do any of them resonate with Steve and Steve?

Halma is one of Steve W’s favourite UK stocks and it reported its full-year results this week. The stock is up 12% as earnings look positive, but is a P/E ratio of 40 too much to pay?

High-performing conglomerates can be great investments, but they tend to slow down over time. So is Halma anywhere near that point, or is the company’s growth just speeding up?

Wise is a stock that has confused the Steves before. Last time it provided an update, the stock went down but it wasn’t entirely clear why – and it’s doing it again…

Interest income is high with interest rates up. But with the stock now at 75% of its IPO price, at what point does it become a bargain that’s too good to pass up?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & How’s Your Week Been?
9:48 Tory Manifesto
33:12 Halma
47:21 Wise

► 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
1 hr 6 min

About Playing FTSE

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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…