Small caps podcast with Paul Scott – Episode 11 (part 2 of 2) for 2023 – macro news & views
As always, these are just my views & news that has caught my eye. I’m a generalist, not an expert on macro stuff, but it’s all interesting to follow, and discuss.
At the moment, I think the problems look surmountable, and am not panicking. But that depends on what happens in future. So a strategy of sitting safely in cash also clearly has merit, to protect capital. Each to our own!
Great as always Paul, having the macro news/ views separate works better for me…..(plus we get two ‘Byee’s’)
I prefer the macro but so thumbs up from me.
Hi Paul,
Really enjoyed the new format. Has been great listening whilst holidaying in Thailand 🙂
I don’t ordinarily have the time to read the daily SCVR so use this to loop back and look at any businesses that pique my interest.
Keep up the really great work.
Reading Stockopedia i hear there are thousands of tiny usa banks i ask myself why they need so many? Asking for trouble as they are used to low interest rates now the opposite of their business models. How many uk banks 50?
Thanks Paul. Nice to have separate macro discussion as I read the daily updates on Stocko each day so with limited free time at weekends like to step back and mull the big picture instead.
Thanks Paul – very sanguine outlook. Enjoyable presentation as usual.
Brilliant most enjoyable
hi Paul, great to have two parts this week! Listened to the first this morning, will listen to this one over coffee tomorrow. Thanks!
Spoiling us with a double header. Thanks Paul.