2277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026? episode artwork

EPISODE · Jan 8, 2026 · 1H 16M

2277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?

from The Vox Markets Podcast · host Vox Markets Podcast

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 202605:00 Auction Technology Group10:40 TT Electronics16:25 Hollywood Bowl21:40 City of London Investment Group23:20 Topps Tiles26:45 Restore32:55 RWS39:40 Greggs43:30 ITIM47:10 Cerillion51:50 accesso Technology55:05 Seeing Machines1:00:30 Quartix Technology and Microlise1:04:30 Videndum1:08:35 Gulf Marine Services1:21:30 MS International1:23:40 Cohort#ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT-----------------------------------------------------------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------------------------------------------------------------Follow us:X (Twitter): https://x.com/VOXmarketsLinkedIn: https://www.linkedin.com/company/vox-markets/TikTok: https://www.tiktok.com/@voxmarketsListen to our podcast:Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlXLearn more: https://www.voxmarkets.com------------------------------------------------------------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

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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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This episode is 1 hour and 16 minutes long.

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This episode was published on January 8, 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 202605:00 Auction Technology Group10:40 TT Electronics16:25 Hollywood Bowl21:40 City of...

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