Share
UK Small/Mid Caps Podcast with Paul Scott
29 (part 2) - Paul Scott's roundup of the week's macro news
Main points covered this week -
Good news on UK inflation, which dropped more than expected, triggering a nice stock market rally.
Supermarkets - Tesco & Sainsbury buying freeholds, highly indebted ASDA & Morrisons selling them!
CMA report on supermarkets says they are not profiteering, their operating margin has actually fallen sharply.
Ocado - more terrible results, why is it worth £5bn?!
Chinese deflation?
Scrap IHT? Labour would probably reinstate it anyway, so so threat to IHT AIM strategies looks unlikely.
Accenture report says UK business confidence second highest in Europe, after Ireland.
10-year Gilt yield falls back from danger level to 4.27%
UK consumer confidence sharply down in July.
Better than expected retail sales, per ONS.
Danger of brand damage from shrinkflation - Andrex - soft, strong? Or very wrong?!
More episodes
View all episodes
Paul's Podcast - FREE! - Thu 6 Nov 2025
33:47|NB. This is my old podcast channel. My content is now daily, at paulypilot.substack.comAlun’s new lookup tool (password is “free”)Kindly sponsored by my favourite shares software provider - ShareScope - signing up using this link really helps us, from commissions earned.Content is entirely my fallible personal opinions only, and never advice. Please do your own research.FREE! Paul's Podcast - Fri 31 Oct 2025
34:41||Season 2025As always, just my fallible personal opinions, never advice or recommendations. Please do your own research (DYOR).This is my old Acast channel. Most of my content is now at: paulypilot.substack.comFREE! Paul's Podcast - Fri 24 Oct 2025
40:36||Season 2025As always, just my fallible personal opinions, never advice or recommendations. Please do your own research (DYOR).FREE! Friday podcast - 17 Oct 2025
27:02||Season 2025Never advice, just my personal opinions.This is my old podcast channel, via Acast. I only publish free podcasts on Fridays.Mon-Thu I publish premium podcasts on paulypilot.substack.com which also has all my team's written content - do check it out, and maybe try a free trial, to see why thousands of other investors are joining our community - for timely coverage on almost 800 UK listed companies of all sizes, and friendly/informed community discussion.Paul's Podcast - FREE Friday 10 Oct 2025
30:33||Season 2025As always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research.Paul's Podcast - FREE Friday 3 Oct 2025
33:34||Season 2025As always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research.Please see my main site: Paulypilot.Substack.comFREE! Friday Podcast 19 Sept 2025
32:58||Season 2025As always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research.My main output (daily) is now on paulypilot.substack.comThis is the old (free) podcast channel, not the premium substack channel.FREE! Friday Podcast 12 Sept 2025
31:42||Season 2025Just my personal opinions, never advice. Please DYOR!FREE! Friday 5 Sept 2025 - Paul's Podcast
41:29||Season 2025As always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research.