{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/630c95da217a210012b7a018/64318017be41200011c64822?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Small caps podcast with Paul Scott – Episode 13 (Part 2 of 2) for 2023 - macro news/views","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/630c95da217a210012b7a018/1661775113373-a39022d40a10a44a521662d570e5bce1.jpeg?height=200","description":"<p>This week has seen continued recovery in larger caps, but very depressed markets for small caps. Paul sees this positively - with very attractive (low!) valuations on many of the better quality small caps. </p><p>Signs of slowing economies mean we're likely to see more profit warnings, which so far seem to be more in the BtoB sectors. </p><p>Will consumer stocks surprise on the upside? It's possible, given 10% pay rises this month for pensioners, benefit claimants, and minimum wage - a major boost to household pay packets.</p>","author_name":"Paul Scott"}