Episode notes
Whose moat is being destroyed by PayPal?! Find out on this week’s PlayingFTSE Show! Underperformance from Steve this week. Doesn’t matter which one – it’s true of both of them… We’ve had a viewer request to take a look at Nike. And it’s a good one – the stock has been falling, but is it cheap enough to buy? Steve D’s been taking a look at what might be the start of a long process. But Steve W has an idea for how to structure a way in… The S&P 500’s big tech stocks reported this week. And Steve W has a run-down of Alphabet, Amazon, Meta, and Microsoft. Strong cloud growth is reassuring…
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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!
More from Playing FTSE All episodes →
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7 Jun 2026 · 1 hr 9 min
London Calling, Silicon Stalling
Who can’t keep it in his pants? Find out on this week’s PlayingFTSE Show! We recorded this show on Thursday before the stock market dropped on Friday. Pity, that might have helped Steve W’s performance this week… It’s been a while since we looked at the London Stock Exchange Group. But Steve D thinks it’s time to check back in. The stock has been something of an AI casualty as the market doubts its data moat. The latest results, however, seem to tell a different story… Since Warren Buffett stepped down as CEO, Berkshire Hathaway has been a busy place. Greg Abel’s taken a $10bn stake in…
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31 May 2026 · 1 hr 18 min
Fuel, Fuel and AI Fuel
Who gets away with calling a liquid ‘gas’? Find out on this week’s PlayingFTSE Show! Both Steves are in the middle of the indices – as usual – this week. But the software rally is finally creating notable returns from one name. Warren Buffett is barely out of the CEO seat and Berkshire Hathaway is buying an airline. Do these people never learn? Steve W’s been taking a look. And there’s something about this time compared to the pre-pandemic buys that’s catching his eye. We don’t talk about Costco stock enough on this show. So Steve D’s setting out to put that right this week with a look at…
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24 May 2026 · 1 hr 13 min
Seals, Space & Printing Money
Who’s firing the money printer? Find out on this week’s PlayingFTSE Show! It’s been an ok week for the Steves in the stock market this week. And some unfamiliar names are starting to show signs of life... The big story this week is SpaceX’s upcoming IPO. Steve D’s been looking at the S1 and it’s fair to say he isn’t hugely impressed. It’s fair to say that it’s hard to make the numbers add up without some very bullish assumptions. But is looking at numbers the right way to think about this one? FTSE 100 growth machine Diploma keeps going from strength to strength. 15% organic growth is up…
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17 May 2026 · 1 hr 14 min
Our Worst Ever Week in the Stock Market?
Who queues for a vegan sausage roll? Find out on this week’s PlayingFTSE Show! This could be the worst week in the stock market for both Steves. But they’re here to talk about it nonetheless. Are things finally looking up for Greggs shares? It looks like it – improving like-for-like sales and a rising share price say so. Steve W’s been taking a look. But there’s something else in the firm’s cash flow statement that’s catching his attention. Steve D is on the case with Klarna and looking at its operating leverage. There’s plenty of it and the company’s even profitable… sort of. The stock…
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10 May 2026 · 1 hr 16 min
Warren Buffett, Organs, and S&P 500 Bargains!
Who has a cold, cold heart? Find out on this week’s PlayingFTSE Show! The Steves are up the middle this week. But which FTSE 100 laggard is starting to show some life? We’ve had another viewer request - this time to take a look at S&P 500 insurance brokers. Steve W is on the case. Brown & Brown has been at the centre of a really interesting staff-poaching drama. But what does it mean for the stock? Steve D’s been looking at Transmedics – again. But unlike Oppenheimer, he’s still ok with defending the stock despite a big decline. Profits are down, but a big part of that is where they are in…
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26 Apr 2026 · 1 hr 15 min
4 Sectors, 4 Stocks - Which to buy?
► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial…
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19 Apr 2026 · 1 hr 29 min
Meet Niall -- Show Me The Value
► Get a free fractional 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 Fiscal.ai: Huge thanks to our sponsor, Fiscal.ai, 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…
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12 Apr 2026 · 1 hr 11 min
Changes, Competitions, Gamma, Unilever & A Cybersecurity Mega Play?
► Get a free fractional 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. ► What's on the show What is Knowledge Transmission? Find out on this week’s PlayingFTSE Show! It’s been quite the week in the stock market. There’s not much between the FTSE 100 and the S&P 500, but one of the Steves is there……
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5 Apr 2026 · 1 hr 2 min
4 Portfolio Updates - What's Up & What's Down?
How can you get a free t-shirt and a copy of Poor Charlie’s Almanack? Find out on this week’s PlayingFTSE Show! It’s that time of the year where we reflect on how badly Q1 has gone. And it hasn’t gone well – but it’s better than some have managed. Steve W’s lost 6% this quarter. But he’s made two big moves out of cyclical stocks that have done well and into tech. The timing hasn’t been perfect, but if it hasn’t been terrible. The question, though, is what his plans for the new ISA season are. Steve D is down 6.6% in Q1. But he’s been using some weakness in share prices to add to existing…
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29 Mar 2026 · 1 hr 1 min
Diploma Shows Terry Smith & 3I How It's Done!
When should you fire your fund manager? Find out on this week’s PlayingFTSE Show! Both Steves were pleasantly surprised when they looked at their portfolios this week. Neither is good, but Steve D has done less badly than most. We had a request to talk about what the UK’s Warren Buffett has been saying recently. So Steve W checked out the Fundsmith Meeting. There were no excuses, apparently. But is Terry Smith right about AI, or is this going to be the latest obstacle for the fund? 3i – one of the FTSE 100’s top-performers in recent years – crashed this week. And Steve D’s been looking at…
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