))
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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!
► Episode Notes: Who’s come up with a hot new SAAS company? Find out on this week’s PlayingFTSE Podcast! Steve and Steve are in this week to talk about the Budget, the Banks and some earnings from Adobe. But first, Steve W has made a blunder… Last week, when we talked about Freetrade, the Oxford arm of the PlayingFTSE team got something very badly …
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Playing FTSE
1
Feetrade Upsets Customers, UK REITS & Nikes New Competition!
1:03:23
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► Episode Notes:We’re talking about UK brokerages, UK stocks, and US fashion. All on this week’s PlayingFTSE Show!Starting off, Steve D has been looking at one of his favourite subjects – Freetrade. The UK broker has raised its fees (-insofar as that’s consistent with its name) and Steve’s been looking at how that might impact investors with differ…
Whose TV has a big white line down it? Find out on this week’s Playing FTSE Podcast! Steve and Steve this week are looking at more earnings. Berkshire Hathway, Salesforce, Okta, Rightmove, and Zscaler – find out what the Steves think about how they got on. First up is Rightmove. Their most recent earnings report suggests that the Steves have misjud…
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Playing FTSE
1
TROUBLE Ahead for Realty Income? + Mercado Libre, Etsy, Teladoc & Dutch Bros
1:00:18
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► Steve D on the Investor Way: https://open.spotify.com/episode/52ceZcL4g0fQTY4L2xWpt1?si=6Fo3NsRqTnyQ7InQOLkOKA ► Episode Notes: Who has a middle ear? Find out on this week’s PlayingFTSE Show! Steve and Steve are in this week to talk about growth stocks, dividend stocks, and value stocks. We’ve had another week of earnings and there’s lots to talk…
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Playing FTSE
1
Bonus Episode! Our Appearance on JKR Investing Last Month
1:01:07
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Here's the audio from Steve and Steve's recent appearance on the JKR Investing show. In this one we talk stocks, macro and general investing tips and tricks! Enjoy!
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Playing FTSE
1
Techs PIVOT To Profit +Berkshire, TSMC & Kraft-Heinz
1:03:18
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What’s Steve D been thinking about in the middle of the night? Find out on this week’s PlayingFTSE Show! Paul is back! And we’re celebrating by talking about some of our favourite things – earnings reports and 13Fs filings. Steve W has been looking at what Berkshire Hathaway has been up to. They’ve been selling banks (as he’s been investing the oth…
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Playing FTSE
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2 Stocks To LOVE In February + Google Bard +Disney, Nintendo & Adyen Earnings
1:08:09
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0:00 Intro 8:56 Bard / Chat GPT 19:29 Disney 33:10 Adyen 43:33 Nintendo 51:01 Stock One - Intercontinental Hotels 59.31 Stock Two - VAT Group
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Playing FTSE
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Big Tech Earnings! (& Intel) $AMZN $GOOG $AAPL $INTC $META
1:01:29
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If the FTSE 100 was a tech stock, which one would it be? Find out on this week’s PlayingFTSE Show! Steve and Steve are in at the end of the week to talk about some of the earnings reports that have been coming out lately. There’s lots to discuss, though maybe not lots to do… First up is Alphabet, because – appropriately – it’s first alphabetically.…
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Playing FTSE
1
Jeremy's Hunt-ing for your ISA!? +ASML & The Worlds Biggest Buyback!
1:08:27
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Whose portfolio is in the green for the first time in six months? Find out on this week’s PlayingFTSE Podcast! Paul, Steve, and Steve are here this week with lots to talk about. ISAs, buybacks, dividends, and earnings are the themes of this week’s show. We’re starting off with a UK story. There’s talk of ISAs being capped at £100,000, rather than t…
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Playing FTSE
1
BIG Bank Earnings, Procter & Gamble Miss & Disney Show Peltz The Door!
1:00:33
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Who’s been piling money into real estate? Find out on this week’s PlayingFTSE Show! With Paul not here, the Steves are taking the time to discuss their more distinctive interests. This week, it’s lemon farming. Steve D has a lemon tree and Steve W is wanting to start a small orchard. We’re starting this show off in a weird place. But there’s plenty…
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Playing FTSE
1
7 Stocks For New Starters & 2 New Stocks For Paul!
57:39
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0:00 Intro 4:44 7 Stocks If We Were Starting A Portfolio Today 20:12 Chat GPT’s 7 Stock Portfolio. 26:56 Stonks 4 Paul Who’s been outsourcing their podcasting work to ChatGPT? Find out on this week’s PlayingFTSE Podcast! On the edge of earnings season, Paul, Steve, and Steve have been thinking about what stocks they’d put into a beginner portfolio.…
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Playing FTSE
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Jobs Market Still Hot! What It Means For Stocks + Our New Years Resolutions!
59:40
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Our appearance on JKR Investing: https://youtu.be/jZmCdA66FAE What’s Steve D found down the back of his sofa? Find out on this week’s PlayingFTSE Show! Steve and Steve are in the house this week as Paul is in… some other house. With not a huge amount happening so far this week, we’re looking forward to what we’re wanting to achieve in 2023. First, …
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Playing FTSE
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Predicting The Future & Dissecting The Past!
1:06:01
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Happy New Year everyone! Welcome to the PlayingFTSE Show!! This week, our show is about everything that we’ve learned from 2022 and everything that we’re looking forward to in 2023. At the end of 2021, we made some bold predictions – which ones were right and what have we learned from those that weren’t? Steve D was predicting the takeover of eithe…
What have Steve and Steve been doing with gingerbread? Find out on this week’s PlayingFTSE Show!! As 2022 comes to its end, we’re looking back at our favourite stories of the year, why they’re important to us, and what we’ve learned from those stories. We’ve gone for three similar ones this year – nobody really took Russia-Ukraine, or Elon Musk buy…
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Playing FTSE
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2 Stocks We're Doubling Down On In December + Macro & Sampler Updates!
1:22:20
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How far can Steve D go in his Tesla? And how many countries has Steve W heard of? Find out on this week’s PlayingFTSE Show! Steve and Steve are on deck this week to have a look at this week’s news. And they’re starting with interest rates. The US hiked rates to 4.5% this week and the UK increased them to 3.5%. The stock market seems to be selling o…
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Playing FTSE
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2 CEO Jobs At Risk & Meta Apps Break All Records!
1:02:51
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Where does Kasper buy his car accessories? Find out on this week’s PlayingFTSE Podcast! We’re all together for this week’s episode and there’s lots to talk about. Kicking off, Steve D’s found some interesting data about app downloads in November. TikTok vs Instagram? Zoom vs Teams? Spotify? We discuss who’s winning the battle for space on people’s …
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Playing FTSE
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A 7.5% Savings Account, FCA Says "Get Invested" & An Intro To Preferred Shares!
1:05:27
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What will the stock market do in 2023? Is the Legal & General dividend safe? Where’s Paul? Find out the answer to none of these questions on this week’s PlayingFTSE show! Kicking us off, Steve D has some fun facts about the show. As a podcast, we get a Spotify wrapped just like (or nothing like) everybody else. At one point, we made it into the top…
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Playing FTSE
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Chaos at Disney, FCA Warns Trading 212 & Freetrade For Sale!
1:06:17
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How many Japanese trading houses can Paul name? Find out on this week’s PlayingFTSE show! We’ve got World Cup Fever this week on the show. It’s an exciting time in the world of football and an exciting time in the world of stocks. We kick the show off with news from the FCA — it’s encouraging trading apps to stay away from ‘gamification’ and fallin…
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Playing FTSE
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A BRUISING Budget For Investors - Where Is The Growth?
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Steve D’s avoiding crashes and Paul’s going straight down. Welcome to the PlayingFTSE Show! The Autumn Statement is this week’s big news and there’s a lot in it. Up go taxes (for higher earners anyway) and down goes the Dividend Allowance. There’s more money for the NHS and less tax free money for dividend investors. Will it stabilise the UK market…
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Playing FTSE
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Changes at Trading 212 & Why Persimmon Has CUT Its' Dividend!
54:47
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Who’s won themselves a hoodie? Find out in this week’s PlayingFTSE Show! With Paul away on top secret business, the Steves are looking after this week’s show. What have they been doing, what have they been buying, and what have they been thinking about? First, though, it’s the business of sorting out the competition from last week. Steve’s put his …
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Is Martin Lewis Right About Investing? +1000 Subscriber Competition!
59:11
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Who likes playing mini golf with an Oculus headset on? Find out in this week’s PlayingFTSE Podcast! We’ve finally reached 1,000 subscribers! There are so many people to thank. Everyone who’s been on the show, bought us a coffee, bought themselves a hoodie, left us a comment, or even just liked and subscribed. It means an awful lot to all three of u…
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Playing FTSE
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Meta, Google & Microsoft Down BIG! Are They Buys Here?
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How does Steve D feel about whippets and flat caps? Find out on this week’s PlayingFTSE Show! We're starting off with the new UK government. Rishi Sunak is in charge now and the FTSE 100 has been going up. Why? Steve W has an idea. From there it’s on to UK stocks and Steve D has been looking at Barclays. Paul has some thoughts on this one. Mostly t…
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Playing FTSE
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Earnings Season! ASML, Netflix, Tesla & the Banks!
1:09:23
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► Invest Engine! This weeks show is in partnership with InvestEngine. If you sign up using this link via https://investengine.pxf.io/P0MY5e you'll get a £25 welcome bonus when you invest at least £100 (T's & C's apply). InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN: 801128). ► Episode Notes: Earnings,…
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Playing FTSE
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High Yield Savings Over Stocks? Why Paul Sold & Cathie Wants To Speak To The FED's Manager!
1:06:07
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► Invest Engine: This week's show is in partnership with InvestEngine. If you sign up using this link click here you'll get a £25 welcome bonus when you invest at least £100 (T's & C's apply). InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN: 801128). ► Episode Notes: Why has Paul been selling his stocks…
It’s Q4 and Steve and Steve are here. Welcome to the PlayingFTSE Podcast! September’s ended. The guy from Green Day might have been asleep, but the Steves have been doing stuff. They’re here to check in with their portfolios as well as their buy and sells. We’re kicking off with a summary of the biggest holdings in our portfolios at the start of Q4…
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Playing FTSE
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UK's KamiKwazi Budget & 6 Stocks From Our Watchlists!
1:02:17
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Our archers pick up their bows and arrows and take aim at this week’s stories. Only on the PlayingFTSE show! Steve and Steve are in this week to talk about stories. And they’re starting with the small stuff. It’s the UK’s latest economic plan. This has been top of mind for Steve W for a few days now and he’s been trying to figure his way around it.…
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Playing FTSE
1
How to make 30% MORE in the stock market!
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Two of us have terrible internet connections. Welcome to the PlayingFTSE Podcast! We are three again. Paul's back from his latest adventures. Except he's not really, and he's with us live from a hotel room. We're recording this show on a Tuesday, so mark our homework as we go through the week where we boldly make unimaginative predictions about int…
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Playing FTSE
1
the NEW FAANG...Is It Better Than The Old FAANG?
1:08:29
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No Paul this week – it’s another round of Playing FTSTEVE! On this week’s show, we’re talking about Adobe, Ethereum, stocks we’d like to buy, and the new FAANG stocks. We’re kicking off with some impromptu news about Ethereum. There’s a merge going on. What’s happening and what does it mean for stocks? Steve D has the news and Steve W is thinking a…
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Playing FTSE
1
Damien Talks (Losing) Money, Politics and Inflation!
1:12:23
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Wow. What an episode this turned out to be. Fracking, Hargreaves Lansdown, and Damien Talks Money. Only on this week’s PlayingFTSE Podcast! Not much has happened this week. We’ve got a new Prime Minister, though. With Liz Truss taking charge, friend of the show Damien from Damien Talks Money is here to help us make sense of it all. We’re starting o…
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Playing FTSE
1
Macroeconomics, Geo-Politics & a Changing of the World Order?
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Paul is BACK!!! But is he showing any signs of changing as a result of his time away? Find out on this week’s Playing FTSE podcast!! We’re kicking off with a new ETF that Paul’s found. It’s thematic and it’s got some stocks in it that neither of the Steve’s has ever heard of. Will either of them be interested? Next it’s onto the interest rates and …
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Playing FTSE
1
Salesforce, Intuit & two HIGH yield dividend stocks you shouldn't sleep on!
1:03:14
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What has two Steves and likes cricket? This week’s PlayingFTSE Show! This week, Paul’s gone missing after a mysterious meeting with Tom Cruise. But no matter, Steve and Steve have managed to tear themselves away from the cricket for long enough to put a show together. We’re kicking things off with some news about Amazon – a stock that both Steves o…
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Playing FTSE
1
13F's Season! Burry, Buffett and Druckenmiller + Adyen Earnings + Your Q's Answered!
1:04:03
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Where's the smart money going? We don't know, but find out what we're up to on this week's Playing FTSE podcast! It's another Playing FTSTEVE with Paul not away this week. We're kicking things off in the way the burgundy dividend enthusiast would have wanted -- by talking about how we feel about markets. Is it time to hide in dividend stocks again?…
Why is Paul struggling to get it in? Find out on this week's PlayingFTSE podcast... It's been an interesting week in the markets. Stocks have been going up. (Remember when that was all they used to do?) Paul's wondering whether this is the sign that the market has reached its low point, at least for now. Steve W's hoping for the best and planning f…
Brands are spoilt for choice when it comes to business tools; POS systems, CRM databases, even social media. These technologies are just a sampling of the plethora of services available to help retailers function and evolve. But one class of tool really making a difference is platforms. Platforms for E-commerce, platforms for managing business - no…
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Playing FTSE
1
Huge Earnings Roundup #2 and Trading212 Restricting Us Again?
1:03:20
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Why can’t Steve W buy a Berkshire Hathaway A share? Find out on this week’s Playing FTSE Podcast! We’re back on the earnings train this week, but we’re starting with news from Trading 212. After Freetrade’s news last week, T212 have ideas about restricting purchasing in certain categories. Does it matter? And what are they doing it? We don’t know, …
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Playing FTSE
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MASSIVE week of earnings! We review the best and worst!
1:07:18
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It’s been a super busy week in earnings season. We’ve got news, views, and maybe the odd insight on this week’s PlayingFTSE podcast! Steve and Steve are in this week. They’ve been looking at all kinds of earnings reports, but top of their list is some news from Freetrade. One of the major UK commission-free brokerages, Freetrade have been adjust th…
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Beyond Retail
1
Data engineers are the new fashion designers
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Not that long ago, you’d only expect a personalised customer experience if you were a regular repeat customer on your local high street - or if you happened to be a VIP shopping at Gucci. But that’s no longer the case. Today, a few data points can potentially give businesses a wealth of insight into their customers. And the information is already o…
What should investors think of this week's Tesla earnings? Just one of the questions that we're not answering on this week's PlayingFTSE show! We're actually looking at Netflix, Twitter, and ASML. Netflix reported earnings recently. It's a stock we've been looking at closely, so Steve D has the news and the insight. There are four parts to our Netf…
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Playing FTSE
1
Bank Earnings....Signs of more bad times ahead?
1:07:17
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What’s the collective noun for bankers? It’s a wunch. As in: a wunch of bankers… On this week’s PlayingFTSE show we’re looking at banks. The Steves have stocks they’ve been looking at this month. And we’re excited that it’s earnings season again. We’re kicking off with the news from the US banks. JPMorgan, Citigroup, Morgan Stanley, and Wells Fargo…
Physical stores aren’t going anywhere. And Adyen’s latest research found that consumers support this, with 59% still preferring to shop in-store. While sensationalist news headlines might try to convince us otherwise, the truth is that the internet isn’t the brick-and-mortar killer it’s been made out to be. In actual fact, the growth of the online …
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1
Boris, Burry and a stock for the World Cup!
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Boris is gone! Well sort of! Who's going to take his place and what will the market think? Find out that and more in this weeks Playing FTSE podcast Just Paul and Steve D this week as Steve W is on daddy duties! With plenty of news to discuss the boys start with the football, we're at the start of the Women's Euros and just 132 days away from the w…
Paul’s back! What’s he been doing? Find out on this week’s PlayingFTSE Show! All the best things come in threes. We’re back up to three on the podcast and Steve W’s family is up to three. In Steve D’s house, the animals are insisting that three is the optimum number too, as his cats are deciding there’s only room for one of them. On the PlayingFTSE…
The retail landscape is rapidly changing alongside both global shifts and local pressures. Accelerated by the pandemic, businesses are now blurring the lines between digital and physical experiences. This shift towards multiple, connected sales channels has helped build resilience for many businesses. In fact, recent Adyen research has found that 7…
Is Steve D having his kitten put down? Which price notification has gone off on both Steves’ brokerage accounts? And what do Amazon and CostCo have in common? Find out on this week’s Playing FTSE Show! The Steves have been seeing prices coming down in markets lately. And that brings some interesting questions. Should we be looking at concentrating …
How many legs will the latest addition to Steve W’s family have? Find out on this week’s PlayingFTSE show! This week, it’s a special UK-themed edition. We’ve got interest rate news from the Bank of England, and the good, the bad, and the ugly of FTSE-listed stocks. While the Briscoe is away, the cat will play. Specifically Steve D’s new cat. He’s g…
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Beyond Retail
1
When the going gets tough, the tough diversify
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The initial ‘response’ phase of the pandemic is over. Now, as we’re adjusting to a state of normal(ish), it’s a good time to take stock and evaluate the current state of UK retail and hospitality. We’ve seen that many retailers used the downtime of the pandemic to diversify their sales channels. The boundaries between in-store and online have becom…
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Playing FTSE
1
Amazon, Apple, Target & 2 NEW stocks for your watchlist!
1:05:29
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Call sign Burgundy is away this week, so it’s call sign Growth and call sign Doctor looking after today’s show. We recorded this on Wednesday, which explains why Steve D’s feeling pretty good about his portfolio at the start of the show… Both Steves have more Amazon shares than they had at the start of the week. The stock split 20-for-1 taking Stev…
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Playing FTSE
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2 NEW stocks for June - Dimon's hurricane, Orca goes under & Salesforce earnings!
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Sell in May and go away? Not on the PlayingFTSE show! The Steves are back they’ve got a lot on their minds this week. Our show kicks off with some news about Orca — not the whale, but the investment platform. It’s winding down. Neither Steve has anything much to do with the platform, but this might be a sign that VC cashflows are tightening and bot…
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1
Snapchat, 13F's & an overlooked US giant
1:02:35
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With no Paul this week, the Steve’s have a hell of a lot to get through. Stock updates, 13Fs, and an earnings report from Steve D to keep an eye on. We’re kicking off this week with an update on our 5 stock samplers from last July. As we approach the year mark, it’s time for an update. We’ve had some interesting results so far to say the least. One…
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2 Challengers to the Salesforce crown!
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*** IMPORTANT*** If you don't want to know how "The Very Hungry Caterpillar" ends, don't watch this show... This week on the Playing FTSE Show, we're talking CRM stocks. The big dog here is Salesforce, but we've got a few others that have been catching our eye. First up is Wix. Paul is a customer and he's been looking at the company recently. Steve…
