Small caps podcast with Paul Scott – Episode 16 (part 2 of 2) for 2023 – macro news & views

Paul Scott rambles on about macro/market news & views!

Just my personal opinions, never advice.

Overall I’m optimistic that the macro picture could be improving for companies, and that bombed out valuations for small caps are (selectively) providing nice long-term upside. But we have to be patient during these fallow patches.

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