► Episode Notes:

Who’s been buying smart plugs – and who’s been getting them for free?! Find out on this week’s PlayingFTSE Show!

Steve and Steve are talking investing this week. Steve W has a REIT and a macroeconomic update and Steve D is looking at two companies that reported earnings recently.

In consumption news this week, both Steves have been looking at understanding well-known businesses a bit better. Steve D has been looking at a write-up of Dsney and Steve W has been listening to a podcast about Coca-Cola, but why have these been catching their attention this week?

Next, it’s a macroeconomics update – we’ve got inflation news, GDP data, and consumer strength. But why are the Steves nervous about the future despite the news that the UK seems set to avoid a recession this year and the US is headed for a soft landing?

We’re following that with Wise – a cross-border payment processor that we’ve talked about on the show a few times. With impressive growth and more to come, is now the time to buy or should investors wait for the tough comps to move out of the way?

Next is a REIT. Steve W’s been talking about a few specialist operators recently, so here’s one that owns basically everything that’s left in the UK.

And we’re finishing with Tencent. The big just keep getting bigger with a massive domestic market to play in, but the thing really catching the eye at the moment is they seem to have access to chips that their rivals Alibaba don’t…

Only on this week’s PlayingFTSE Podcast!