Episode notes
What’s got more flavour than an Oxo cube? Find out on this week’s PlayingFTSE Show! It’s been a dreadful week for both Steves in the stock market. Steve W’s losses are three times greater than the FTSE 100 or the S&P 500. And Steve D’s are worse! Nvidia shares have done pretty well this year, but not as well as over 200 other S&P 500 stocks. That’s despite the latest results continuing to be nothing short of stellar. Steve W thinks it’s time to start asking a different question. What’s the company’s strategy for after the data centre buildout and can it cope with the competition? Steve D has…
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Playing FTSE
playingftsepodcast · Business · English
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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11 Oct 2026 · 1 hr 1 min
New Buys & Sells!
How much cheese can you buy in a Makro? Find out on this week’s PlayingFTSE Show! Both Steves are finally finding out what winning feels like in the stock market this week. Don’t worry, it won’t last. The FTSE 100 hasn’t had a great week, but the S&P 500 has. No match for Steve or Steve this time, but which stock is up 23% in the last seven days? It’s time to reveal our changes for the Britbox and the Eurobox in Q4. It’s a low profile for Steve D on the Britbox and Steve W on the Eurobox, but there’s plenty to focus on. Steve D’s Eurobox name is a really interesting one that we haven’t…
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4 Oct 2026 · 1 hr 1 min
Reviewing Our Q3 - It Was Going So Well....
Whose health is suffering along with their wealth? Find out on this week’s PlayingFTSE Show! It’s the end of Q3, so that means two things. One is Steve W’s joke about waking up the guy from Green Day and the other is a portfolio check-in. Regular viewers will know about the common pattern for both Steves – two strong months followed by one bad one. But what’s the damage and how bad is it? A lot of good things have happened in Steve W’s portfolio during Q3. But a 30% fall in the Rentokil share price has managed to undo pretty much all of that. The long-awaited recovery still seems to be some…
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27 Sep 2026 · 59 min
Empires, Dynasties and Broken Promises
Who makes the best mayonnaise? Find out on this week’s PlayingFTSE Show! Steve D is back, but probably wishing he wasn’t. It’s a story of the bad and the worse in the stock market this week as the S&P 500 marches on… Shares in Vistry are down – again – after the results of the new CEO’s investigation. There’s a £400m writedown and an important change of direction for the business. Both Steves have owned this, but it’s been one set of bad news after another. And Steve D has made a big decision… Exor is a stock that has confounded value investors for some time. It trades at a huge discount to…
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20 Sep 2026 · 1 hr 12 min
We Meet ISA Investor!
**Check Out ISA Investor on YouTube** https://www.youtube.com/@ISAInvestorUK Where is Steve D? Find out on this week’s PlayingFTSE Show! This week, Steve W is sitting down with ISA Investor UK. A long-time listener with an overlapping past, this mysterious investor has a unique approach to the markets. A portfolio worth over £1,000,000 would be enough for most people. But ISA Investor UK just keeps on going – at least, for the time being. What motivates someone to keep pushing forward after so much success? And how might his approach to risk change in the future? ISA Investor’s portfolio is…
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6 Sep 2026 · 1 hr 12 min
Top 10 Solar Stocks + Investing in a Sports Team?!
When did Steve D nearly buy a sports team? Find out on this week’s PlayingFTSE Show! Steve W’s back from holiday, but he doesn’t have anything good to report from this week in the stock market. Nor does Steve D for that matter… In general, people who buy sports franchises aren’t doing so for investment reasons. But Steve W’s been looking at one on the stock market that might just be interesting. Manchester United has a brand with a loyal fanbase and the company outperforms its rivals even when the team is dreadful. Could that be worth a look for investors? If James Fox is right that power –…
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30 Aug 2026 · 1 hr 26 min
The Doctor Is Back! And His Diagnosis Is Clear...
**Check Out James On Instagram: https://www.instagram.com/trade_pass/** What’s harder: building a data centre in space or a house in the UK? Find out on this week’s PlayingFTSE Show! This week, we have something a bit different. With Steve W on holiday, it’s the return of the UK’s Number 1 independent stock picker – Dr. James Fox! It’s been quite the year in the stock market. And James is here to break it all down for us – as well as telling us where he thinks we’re heading from here. Unlike a lot of investors, James doesn’t mind timing the stock market. He’s focused on buying low and…
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23 Aug 2026 · 1 hr 16 min
Building, Credit & Market Measuring
What’s the most crowded trade right now? Find out on this week’s PlayingFTSE Show! Another middling performance from Steve and Steve this week. But with both the FTSE 100 and the S&P 500 down, that’s not really anything to shout about… Steve W’s been looking at the state of the stock market right now. The Bank of America Fund Manager Survey for August is throwing up some interesting data. Investors are still concerned about AI and the semiconductor trade. But they’re getting more bullish, so is this the time to buy, sell, or hold? Steve D has been watching Klarna since the stock went public.…
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16 Aug 2026 · 1 hr 3 min
Monday, Adyen and is Abel Able?
What day of the week does Monda.com report earnings on? Find out on this week’s PlayingFTSE Show! Steve D has absolutely run away with it in the stock market this week. With Steve W, it depends on how you measure things… Adyen shares have been driving Steve D’s portfolio higher. But there are quite a few things to pay attention to. A move to buying over building and a push to buy computing power at the high end of the cycle look out of character. The stock, however, is still well below its 5-year high… Berkshire Hathaway without Warren Buffett in charge doesn’t feel quite the same. But is…
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9 Aug 2026 · 1 hr 14 min
E-Commerce to SaaS: BIG Earnings Recap
What’s Michael Burry buying? Find out on this week’s PlayingFTSE Show! It’s a close-run thing in the stock market this week. At least, it is between Steve and Steve – the FTSE 100 and the S&P 500 are nowhere to be seen really… MercadoLibre shares fell after strong revenue growth – and lower profits. The company is investing to strengthen its position, but is this a good thing? Amazon, Shoppee, and Temu are all coming for the Brazilian e-commerce market. Steve D, however, isn’t really worried… It’s been quite the year for SAAS stocks and Steve D has the good, the bad, and the ugly. The…
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