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► Episode Notes:
What’s the score in Hull vs. Hull? Find out on this week’s PlayingFTSE Show!
This week, Steve and Steve have a varied lineup of stuff to talk about. Starting with what they’ve been listening to – and there are some very familiar themes.
Steve D has been back in Morgna Housel mode and Steve W has been listening to Warren Buffett. Is cash king, trash, or both of the above?
We’ve also got news from Trading 212 – they’re a step closer to becoming a bank. Whether or not that’s the long-term plan, there’s a card in the offing and it’s got some nice cashback associated with it…
Steve D’s already on the wait list, so how long will he be sitting around for? And is now the right time for Steve W, or is he still concentrating on rounding up his NatWest account by buying Dairy Milks from Sainsbury’s?
It’s official: the UK is in a recession – or at least, it was at the end of 2023. But should Steve and Steve be worried about this as investors with stocks exposed to the country’s economy?
The drop in GDP is pretty shallow, but it’s not entirely clear that it won’t get worse. Steve D has an eye on the construction industry, though, so what’s he been seeing?
Another week, another round of victory laps for Steve D. Publishing company Bloomsbury has been updating its update and things are going better than expected.
The company has a lot of top sellers, but which one has Steve W been buying? And are investors in danger of focusing on what the company doesn’t own and missing the value in what it does?
Kraft Heinz reported earnings for Q4 and the full year of 2023. The short story is that things have faltered towards the end of an otherwise impressive year.
With a buyback on the way, Steve W sees the investment thesis he’s been looking at for some time playing out nicely. But the stock is going the wrong way, so what’s going on here?
Only on this week’s PlayingFTSE Podcast!
► What We Consumed This Week:
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► Timestamps:
0:00 Introduction & Portfolio Updates!
11:00 What Have We Consumed This Week
19:21 Trading 212 Card & ISA Transfers
26:11 The UK Economy
42:45 Bloomsbury
53:49 Kraft Heinz
► 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
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► Enquiries:
Please email - playingftsepodcast@gmail(dot)com