2277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?
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2277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?
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In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.
00:00 Outlook for 2026
05:00 Auction Technology Group
10:40 TT Electronics
16:25 Hollywood Bowl
21:40 City of London Investment Group
23:20 Topps Tiles
26:45 Restore
32:55 RWS
39:40 Greggs
43:30 ITIM
47:10 Cerillion
51:50 accesso Technology
55:05 Seeing Machines
1:00:30 Quartix Technology and Microlise
1:04:30 Videndum
1:08:35 Gulf Marine Services
1:21:30 MS International
1:23:40 Cohort
#ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT
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2 P’s on a Pod brings Paul Hill and Paul Scott together each week to answer viewer questions live, discuss UK-listed companies and market updates, and react to macro developments, news, and investing themes as they unfold.
In this show you’ll find:
• Live responses to audience questions
• Discussion of UK-listed companies and market developments
• Commentary on macro trends, wider markets, and current news
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Follow us:
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Listen to our podcast:
Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869
Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX
Learn more: https://www.voxmarkets.com
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THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW