transcript
show notes
Trick or treat? Find out on this week’s PlayingFTSE Show!
We recorded this show on Thursday after the US midterms. But did the stock market’s reaction help or harm the Steves and their portfolios?
Steve D’s winner after the midterm is clean energy. It’s been a tough couple of years under the Republican government, but the market sees brighter times ahead.
Nextpower is one of the key names that’s responded positively from Steve’s portfolio. But it’s not the only one that’s worth a look right now…
Tesla shares fell after the midterms and it’s easy to see why. Elon Musk spent a significant amount trying to stop the Democrats, but couldn’t prevent a blue wave.
As a result, there’s a real chance that clean energy credits could be on the way. But why’s that a bad thing for a company that made huge profits from them in the past?
With a number of Democrats running on a ticket opposing data centres, AI is the obvious loser from the election results. And the stock market has been showing it.
Cyclical names have been falling sharply as the longer-term demand becomes less clear. And Steve D’s been looking at some of the biggest casualties.
Steve W thinks Microsoft might be one of the big winners from the latest US election results. Tougher AI regulation might help the companies with capacity locked in.
Microsoft has a lower cost of debt than most of its peers and it’s still free cash flow positive while rivals aren’t. Could a tougher environment flush out the weak hands?
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
8:53 CLEAN ENERGY
22:42 STEVES BIG LOSER
35:04 ANOTHER BIG LOSER
55:40 A CLEAR WINNER?
► 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.
