

UK Small/Mid Caps Podcast with Paul Scott
Paul Scott
Acast is free on Fridays. For Mon-Thu, see paulypilot.substack.comPaul's daily/weekly podcasts, summarising the Small Cap Value Reports written by Paul Scott on paulypilot.substack.comAlso occasional CEO and investor interviews.Just my personal opinions, never financial advice. DYOR. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books

Jun 25, 2023 • 55min
Macro/Markets news & views - with Paul Scott - Episode 24 (part 2)
Small caps commentator/investor Paul Scott runs through various macro points of interest that have cropped up this week. The main issues being stubbornly high inflation readings, and the 0.5% hike in interest rates by the Bank of England. Paul reviews the MPC Minutes, as well as other interesting data (such as continuing strong improvements in consumer confidence), and wonders if the economic picture may not be as bad as feared? Hosted on Acast. See acast.com/privacy for more information.

Jun 24, 2023 • 45min
UK Small Caps with Paul Scott - Episode 24 (part 1)
Loads of news this week, including a takeover bid for Paul's largest personal shareholding, the second time that's happened this year! Sadly no 200% premium this time (as I got for Seraphine in January). One "mystery share" held back for Stockopedia subscribers, the company which has impressed me the most this week with good results & upbeat outlook.Horrible market conditions continue for small caps, but there's fantastic value out there for investors who take a longer-term view. Hosted on Acast. See acast.com/privacy for more information.

Jun 18, 2023 • 33min
Macro news/views with Paul Scott - Episode 23 (part 2)
All eyes on interest rates, inflation, GDP & AI! Paul sees contradictory signs. Hosted on Acast. See acast.com/privacy for more information.

Jun 17, 2023 • 55min
Small caps with Paul Scott - Episode 23 (part 1)
Lots of small caps (and a few mid/large caps too!) reviewed this week, with a few profit warnings, and a few ahead of expectations updates too. Hosted on Acast. See acast.com/privacy for more information.

Jun 10, 2023 • 30min
Paul Scott's macro/markets commentary
Paul's usual rattle through noteworthy news & views on macro. As usual, a rant about interest rates going up too far, and too fast, which is increasingly making me worry that we might be heading for a recession, due to policy mistakes by central banks. Hosted on Acast. See acast.com/privacy for more information.

Jun 10, 2023 • 1h 10min
Small caps with Paul Scott - Episode 22 (part 1 - companies)
Unconstrained by file size limit, Paul goes completely over the top in this detailed, but very long-winded review of the week's small-mid cap company results & trading statements.We have one mystery share too, which is Paul's best idea for the week, reserved for Stockopedia subscribers, because they're paying me! My commentary is always honest and independent, I never take money from any companies to promote them. Although as with everyone in the investment world, some of my stock ideas will be good, and some will be bad. That's because we cannot predict the future with 100% reliability. But my top 20 share picks for 2023 are now up 10% YTD, when the small caps market is down - not a bad start! Hosted on Acast. See acast.com/privacy for more information.

Jun 4, 2023 • 27min
Macro/markets - Episode 21 (part 2)
A rather depressing outlook for macro/markets this week, as excessive interest rate hikes look set to possibly tip us into recession, and increase debt defaults. Hosted on Acast. See acast.com/privacy for more information.

Jun 4, 2023 • 30min
Small cap company updates - Episode 21
Some interesting, and controversial companies reporting this week. Paul Scott and Graham Neary write the Small Cap Value Reports on Stockopedia, along with civilised and sensible community commentary from our subscribers. In these podcasts, Paul rattles through the week's reports in an audio format to please the UK's dog-walking and gym-going small cap investor community :-) Hosted on Acast. See acast.com/privacy for more information.

May 27, 2023 • 35min
Macro/markets - Episode 20 (part 2)
Paul Scott ponders the interesting news & views picked up this week, with a rise in UK core inflation being the main jolt, which has increased interest rate expectations. It's all looking rather more negative unfortunately. Hosted on Acast. See acast.com/privacy for more information.

May 27, 2023 • 37min
UK small caps - company results (episode 20, part 1)
Lots of interesting company updates in the UK small caps space, including several profit warnings. It's feeling more cautious out there, for sure.This regular weekly podcast is a fast-paced monologue from Paul Scott, lead writer of the Small Cap Value Reports on Stockopedia.com Hosted on Acast. See acast.com/privacy for more information.


