What do hedge fund managers think is going to cause a stock market crash? Find out on this week’s PlayingFTSE Show!
All change this week – Steve W creeps back towards being average as Steve D’s portfolio has an off week. But why’s it a bad week to be Welsh?
The stock market is definitely going to crash, the only questions are when and why? One candidate is a bursting AI bubble, which is what Steve D’s been looking at.
Steve W’s been looking at the latest data from Bank of America for ideas. Hedge funds are leaning towards inflation as the concern, but this was before Friday’s tariff news…
REITs are often popular with dividend investors and Steve W’s been looking at AEW – one we haven’t talked about before. It’s got a 7.5% yield, but that’s not what he’s interested in.
Unlike most REITs, the firm has a growth strategy based on short-term lease renewals. It’s been working, too, so is this one for the passive income buy list?
Steve D’s been looking at Grainger, the UK’s largest owner of private rental houses. For anyone that’s ever wanted to make money in buy-to-lets, this could be worth a look.
The firm is transitioning towards becoming a REIT. And the longer it takes consecutive governments to increase housebuilding, the more rental demand there should be.
FTSE 250 pub chain JD Wetherspoon has released its full-year results and the stock is down. But Steve W doesn’t think they were at all bad with growing sales and steady margins.
Steve D thinks some cracks are starting to show, though. So should the company really be paying a dividend and buying back shares while increasing its net debt during the year?
Only on this week’s PlayingFTSE Podcast!
► 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 build income streams. Check them out at Fiscal.ai!
https://fiscal.ai/?via=steve
► Follow Us On Substack:
Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.
Don't miss out! Sign up today and start your journey with us.
https://playingftse.substack.com/
► 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!)
► Timestamps:
0:00 INTRO & OUR WEEKS
8:50 CRASH INCOMING
29:11 AEW UK REIT
44:17 GRAINGER
1:00:29 SPOONS
► 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 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.