Jeremy's Hunt-ing for your ISA!? +ASML & The Worlds Biggest Buyback!

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 the £20,000 annual allowance we currently get. The move is unsurprisingly unpopular with finance YouTubers, but is there more going on beneath the surface? Steve W has been looking at this one.

Next, there’s news of a big buyback from the US. Chevron has announced it’s going to repurchase $75bn of its own shares. That’s around 20% of its market cap right now. Steve W thinks this is a good idea, but Paul isn’t so sure…

After that, it’s on to earnings. Steve D’s been looking at ASML with Paul and the results look pretty impressive. Orders coming in seem strong and the earnings call was more than a bit interesting. So why wouldn’t Paul buy it right now?

Paul’s also been looking at a couple of other earnings reports this week. Microsoft’s share price has been falling after its report offered weak guidance. And Blackstone also put out an interesting set of results. But what even is Blackstone and why has Paul been buying it?

All on this week’s PlayingFTSE Show!