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!