July 02, 2023

Reviewing Our Portfolios, Predictions, Winners & Losers

1 hour 11 minutes

► 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!

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► Timestamps:

0:00 Intro

04:16 The Cricket

08:41 Reviewing Our Portfolios

27:51 Top Winners & Losers

50:43 How Are Predictions Are Going

► 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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