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2329: 2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty? episode artwork

EPISODE · Mar 4, 2026 · 1H 25M

2329: 2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?

from The Vox Markets Podcast · host Vox Markets Podcast

Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.00:00 What the Middle East conflict means for investors04:00 GB Group & Tribal – Purchases10:50 Craneware17:50 Senior22:10 MTI Wireless24:15 Gulf Marine Services30:00 Vistry33:45 Henry Boot36:15 Surface Transforms38:35 Power Probe46:10 Hikma Pharmaceuticals49:40 Synectics54:45 Intercede58:20 Wilmington1:01:10 GlobalData1:04:50 Winvia Entertainment1:07:25 System1 & Brave Bison share swap deal1:11:45 PCI-Pal1:14:35 Autotrader1:17:45 Capita1:20:15 Galliford Try

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2329: 2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?

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This episode is 1 hour and 25 minutes long.

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This episode was published on March 4, 2026.

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Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.00:00 What the Middle East conflict means for investors04:00 GB Group & Tribal –...

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