Playing FTSE

By: playingftsepodcast
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  • Summary

  • 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 a way that’s accessible and (we hope) entertaining!
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Episodes
  • Making & Reviewing Predictions!

    Making & Reviewing Predictions!
    Jan 5 2025
    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: Which company did Steve W make money shorting in 2024? Find out on this week’s PlayingFTSE Show! It’s that time of year again, where we look at our predictions from 2024 and make some new ones for 2025. Who’s been catching the eye of Steve and Steve – for the right (or wrong) reasons? Steve D set out to do a bit less selling from his portfolio in 2024 and to try and max out his ISA. One’s in the bag and one is on track, but what’s he planning for 2025? Steve W cruised home in his ambition to sort out his emergency fund. For 2025, he’s turning back to an investing-themed resolution that could be interesting for the show. In 2024, Steve D was looking for Disney to outperform. It didn’t quite manage this – but with streaming turning profitable a quarter early, could it still be a good stock to buy? Steve W elected to bet on J.D. Wetherspoon and against International Consolidated Airlines Group. While the pubs did well, the stock didn’t – and the airline was a top FTSE 100 performer. As usual, Steve D predicted a weak year for the Tesla share price. And it nearly worked – until the US election suddenly triggered a burst of optimism, despite a decline in annual car sales. For a US prediction, Steve W thought Goldman Sachs would do well – which was right. Unfortunately, he also doubted Nvidia, which has been the wrongest prediction of them all. Steve D also thought equities would outperform, which they did handsomely. A 23% return from the S&P 500 was about double the average historic return. Unfortunately for Steve W, his prediction about the UK cutting interest rates was too specific. Inflation got below 3% – but not below 2% – making his prediction incorrect for 2024. After the election in the UK and the US, investors seem to be much more optimistic about the S&P 500 than the FTSE 100. But Steve D thinks this could be a mistake going into 2025. Steve W has an eye on Diploma to outperform in 2025. The stock has lost some momentum recently, but can it get back to high growth and get things moving again? REITs have been one of the weaker sectors in a generally strong year for S&P 500 stocks in 2024. Steve D is betting on this changing in 2025, though, as the index as a whole falters. Palantir has been signing up US businesses all over the place and the stock has responded accordingly. Steve W, however, thinks it’s just getting started with a $170bn market cap. In the UK, Wise has been going from strength to strength. And with its market cap just starting to creep above where it was at its IPO Steve D thinks it could be an acquisition target. Steve W is going out on a limb with his acquisition prediction. McBride is a UK company that mostly does white-label cleaning products with a couple of brands – could anyone want it? 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... ► Timestamps: 0:00 INTRO & OUR WEEKS 6:49 NEW YEARS RESOLUTIONS 12:33 REVIEWING PREDICTIONS PT1 18:07 REVIEWING PREDICTIONS PT2 24:24 REVIEWING PREDICTIONS PT3 30:21 NEW PREDICTIONS PT1 39:56 NEW PREDICTIONS PT2 50:08 NEW PREDICTIONS PT3 ► 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 ► Disclaimer: This ...
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    1 hr and 3 mins
  • Did We Beat The Market?

    Did We Beat The Market?
    Dec 22 2024

    ► Get a free share!


    This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.


    When investing, your capital is at risk and you may get back less than invested.

    Past performance doesn’t guarantee future results.


    ► Get 15% OFF Finchat.io:


    Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!


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


    ► Episode Notes:

    What value traps is Steve W hoping to avoid in 2025? Find out on this week’s PlayingFTSE Show!

    It’s Christmas! (Nearly.) And we have our roundup of the year along with the most interesting things that have been happening this week.

    Shares in Novo Nordisk have gone through the floor(-disk), but Darden Restaurants is doing well. This could be good news for US obesity – and Steve D has the details.

    A growth stock with revenues going down has caught Steve W’s eye as well. It’s FTSE 100 distributor Bunzl – could a 7% drop in the stock be a buying opportunity?

    It’s time for the PlayingFTSE 2024 Quiz. The score to beat is 8/13 and it’s about the S&P 500, but it isn’t as easy as it looks.

    It’s about which segments have outperformed and which have faltered in 2024. With Nvidia and Palantir both in, surely tech has outperformed… right?

    2024 has been an interesting year for Steve W. He’s underperformed the S&P 500 – but only just. Some solid stocks have been dragged by one or two losers.

    At the end of the year, his portfolio has interesting tilt towards commodities, including (but not limited to) oil. But is now the time to be buying in there?

    Steve D’s portfolio has underperformed this year, but there have been some great moves. And not just on the buy side – a sell of D.R. Horton now looks very smart.

    As 2024 ends, his healthcare stocks have an interesting balance to them. But what’s going to be different about the plan for 2025?

    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...


    ► Timestamps:


    0:00 INTRO & OUR WEEKS

    1:50 WE’RE HAVING A BREAK

    6:06 NOVO LIGHTENS INVESTOR POCKETS

    12:59 BUNZL

    16:17 DARDEN RESTAURANTS

    20:53 STEVES SECTOR QUIZ

    27:23 STEVE W’s PORTFOLIO REVIEW

    42:04 STEVE D’s PORTFOLIO 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


    ► Disclaimer:


    This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
    Show More Show Less
    1 hr and 4 mins
  • The Eurobox, Vanguard & Googles Quantum Leap!

    The Eurobox, Vanguard & Googles Quantum Leap!
    Dec 15 2024
    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: What links Sartorius, Novo Nordisk, and Svenska Handeslbanken? Find out on this week’s PlayingFTSE Show! It’s a very unusual week this week on the podcast. Both the FTSE 100 and the S&P 500 are down BUT THE STEVES ARE NOT – THEY’VE BOTH OUTEPERFORMED. Steve W has been looking at big tech for this week’s quick news roundup. Google has a quantum computing chip (good luck with that) and Amazon is getting into car sales (good luck with that, too.) In Steve D’s news, Adobe beat earnings but the stock fell and Vanguard has announced some changes in its pricing structure. One is much more impressive than the other, but is Steve about to do anything? The main bit of this week’s show, though, is our Eurobox. Following last week’s UK edition, we’re having a go at 30 stocks (15 each) from Europe (and Switzerland because otherwise it’s too hard for Steve W). ASML, Adyen, and Dassault kick off Steve D’s contribution. Two of those will be very familiar to regular listeners, but the third is an impressive French software company we’ve not discussed before. Differentiated consumer products have been a theme for Steve W this year. And he’s got his eye on Inditex (fashion), Adidas (apparel), and Essilorluxottica (sunglasses) as stocks to consider buying. Steve D’s healthcare trio are Alcon, Argenx, and Lonzo. All have strong competitive positions and impressive growth prospects, but they cover different parts of the pharmaceutical industry. One thing Europe does well is luxury goods and Steve W is on the case. Ferrari is one of the most recognisable brands in the world, but he’s also adding Porsche and Pernod Ricard to the mix. A semiconductor equipment company, a consulting firm, and an infrastructure specialist make up Steve D’s industrials. They’re all based in Europe but each one has a global reach. Steve W’s also on the industrials. He’s sticking to his preferred theme of aircraft building with Airbus and Safran, but there’s also a medical equipment company in there, in the form of Carl Zeiss Meditec. When Steve D thinks of tech, he thinks of Spain. And joining Amadeus IT in this part of the Eurobox is Dutch stock exchange Euronext and private equity operation Groupe Bruxelles Lambert. Companies with a cost advantage really get Steve W going from an investment perspective. And with Ryanair, Basic Fit, and Dino Polska, two out of three isn’t that bad… Nemetschek, bioMérieux, and Redcare Pharmacy are stocks that almost nobody has heard of. But Steve D thinks a closer investigation explains why they’re worth their place in the group. Steve W’s taken a look at Novo Nordisk, Sartorius, and Svenska Handelsbanken. Strong companies all three, but good luck finding a theme that ties them together. And that’s the lot for the Eurobox. Steve D’s carefully selected his and Steve W named every stock he could think of – but neither of them listed LVMH! All that’s left is to name our top two individual choices and a joint favourite for additional weight. These are Adyen, Dassault, Ryanair, and Svenska Handelsbanken, and the joint choice is Novo Nordisk. 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... ► Timestamps: 0:00 INTRO & OUR WEEKS 06:38 GOOGLES QUANTUM LEAP 13:20 ADOBE EARNINGS 17:08 AMAZON CARS? 22:18 VANGUARD NEWS 27:14 EUROBOX INTRO 28:29 EUROBOX SET ONE! 35:22 EUROBOX SET TWO! 42:11 EUROBOX SET THREE! 48:31 EUROBOX SET FOUR! 56:03 EUROBOX SET FIVE! 1:02:59 BEST FIVE! ► 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 ...
    Show More Show Less
    1 hr and 6 mins

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Cracking show full of useful analysis

In depth reviews of of stocks. Always thought provoking and entertaining to listen to.

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For stocks purists

I have been listening to Playing FTSE since the beginning (or almost) when Pays was still there before getting super busy. The 2 Steve's go deep into several stocks details every episode. They just talk on and on non-stop and entertein their listeners with all the information needed. Well done Steves and keep it up!!!

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