2127: Small-cap Investing with Paul Hill and Paul Scott
The Vox Markets Podcast
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Analyzing Small-Cap Investments and Market Trends
This chapter explores the performance and outlook of small-cap companies, with a focus on Costain in infrastructure and its strong balance sheet. It discusses the impact of market disruptions in the North Sea oil and gas sector, implications of government policies, and the transformative role of AI in recruitment. The speakers highlight recent IPOs, companies like Oxford Instruments, and the challenges facing the recruitment sector, emphasizing investment opportunities amidst economic fluctuations.
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