Show Notes
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. The market hasn’t really been impressed so far and the share price is down big this week.
Nonetheless, the business has posted some very strong growth figures ahead of expectations. With weaker guidance coming, though, is the fall justified?
We’ve had a request to check in on Howden Joinery Group – a FTSE 100 kitchen supplier. So Steve W’s picking this up for the latest news.
Competition is ramping up, especially from B&Q. But can it disrupt well-established relationships and a business that’s growing even as its market contracts?
The time to buy stocks is when they’re cheap. And Steve D’s Nemetschek is a great example of a company that’s doing well despite a falling share price.
There’s strong growth and AI integration has been a huge boost for the specialist building software firm. So what’s Steve’s next move?
Only on this week’s PlayingFTSE Podcast!
► 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 news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.
For people who want to get smarter about investing — without wanting to fall asleep.
► Free Investing Course + Newsletter:
📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.
👉 https://playingftse.substack.com/
► Enjoyed the Episode?
☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse
💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/
📩 Business enquiries: [email protected]
► Show Notes:
Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
More from Playing FTSE
What does winning feel like? Find out on this week’s PlayingFTSE Show!
How much cheese can you buy in a Makro? Find out on this week’s PlayingFTSE Show!
Whose health is suffering along with their wealth? Find out on this week’s PlayingFTSE Show!
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 its net asset value, but could that be about to change? There’s a share buyback programme on the way and the potential for an exciting new investment. Steve W thinks this one looks interesting. It’s been a tough couple of years for Nike shareholders and the news isn’t really getting any better. Kylian Mbappe has moved to a competitor. On Running has been taking share from the market leader for some time. But with the stock now trading at the same multiples as Nike, is it worth a look at these prices? Only on this week’s PlayingFTSE Podcast!
**Check Out ISA Investor on YouTube** https://www.youtube.com/@ISAInvestorUK