Episodes
8,465 episodes decoded, newest first.
Stock Movers
GSK buys Nuvalent for billions while climate woes hit Vail Resorts
This episode illustrates how corporate giants are navigating growth through high-stakes acquisitions, pricing power in inflationary times, and the unpredictable impact of weather on leisure.
Jun 9, 2026 · 7 min
Stock Movers
GSK acquires Nuvalent for billions while Apple faces Siri AI skepticism
Major shifts in biotech acquisitions, AI infrastructure deals, and tech product launches are redefining sector valuations and investor expectations.
Jun 9, 2026 · 7 min
Stock Movers
WPP rallies as GSK rebuilds oncology and Monte Paschi draws bids
The episode connects advertising’s AI exposure, a major pharmaceutical acquisition, and Italy’s contested banking landscape.
Jun 9, 2026 · 7 min
Stock Movers
Chip orders and inflation reshape the stock market’s winners
The episode connects company-specific catalysts with broader forces, from semiconductor demand and sports betting data to inflation, agriculture, and bond yields.
Jun 8, 2026 · 8 min
Stock Movers
Intel, Fervo and Avis stocks turn on distinct catalysts
The episode shows how a potential chip partnership, volatile clean-energy trading and heavy short interest can drive very different stock moves.
Jun 8, 2026 · 7 min
Stock Movers
AI optimism and obesity breakthroughs lift Nvidia and Lilly
The episode connects Nvidia’s confidence in expanding AI demand with Eli Lilly’s clinical progress and Campbell Soup’s changing market position.
Jun 8, 2026 · 7 min
Stock Movers
Weight-loss drug bets reshape Lilly, Marvell and Campbell’s outlooks
The episode contrasts breakthrough-driven market gains with the slower consumer shifts pressuring established packaged-food brands.
Jun 8, 2026 · 7 min
Stock Movers
S&P inclusion lifts Marvell and Flex as tech stocks rebound
The episode examines how index-fund flows, a tech-sector recovery, and drug-market competition are reshaping individual stock valuations.
Jun 8, 2026 · 7 min
The Sunday Roast
Uranium, antimony and the search for ten-bagger stocks
The episode connects exploration updates, near-term antimony production plans and a host’s high-risk resource-stock thesis.
Jun 7, 2026 · 56 min
The Sunday Roast
Kendrick advances Namibia rare-earth project after £1.76m raise
The episode connects difficult market conditions with the high-risk search for resource companies capable of delivering major discoveries.
May 31, 2026 · 51 min
The Sunday Roast
Small caps rally as AI valuations and mineral projects face scrutiny
The episode connects renewed UK small-cap optimism with the valuation, funding and development risks shaping resource and technology investments.
May 24, 2026 · 1h 17m
UK Small/Mid Caps with Paul Scott
Paul Scott keeps Friday’s small-cap briefing deliberately short
The episode offers a concise view of the podcast’s independent investing approach while pointing listeners toward its wider subscriber and event ecosystem.
May 22, 2026 · 37 min
The Sunday Roast
Small-cap miners weigh cash flow against exploration risk
The episode tests whether improving operating cash flow and rare-earth discoveries can justify higher valuations before technical and market risks are resolved.
May 17, 2026 · 1h 29m
UK Small/Mid Caps with Paul Scott
Paul Scott plans a remote return to Malta
The episode offers a personal glimpse into how Scott plans to balance remote work with warmer weather and renewed investing connections.
May 15, 2026 · 36 min
The Sunday Roast
Biotech promise meets copper development risk
The episode contrasts Coiled Therapeutics’ clinical ambitions with Halo Minerals’ path from permitted project to copper production and expansion.
May 10, 2026 · 1h 9m
UK Small/Mid Caps with Paul Scott
Paul Scott revisits a disputed Novacyte market move
The episode shows how quickly a stock-market discussion can turn on correcting a single reported figure.
May 8, 2026 · 36 min
UK Small/Mid Caps with Paul Scott
Paul Scott flags another profit warning at Proservice
The episode pairs informal investor-lunch plans with a clear personal warning about a company Scott believes investors should avoid.
May 1, 2026 · 23 min
UK Small/Mid Caps with Paul Scott
Paul Scott corrects access to a three-company market report
The episode shows how a small-cap research service adjusted its paywall after an initial access error limited the report to premium subscribers.
Apr 10, 2026 · 19 min
UK Small/Mid Caps with Paul Scott
Iran war volatility tests small-cap bargain hunters
Paul Scott weighs whether wartime market disruption is temporary noise or an opening for long-term investors.
Mar 27, 2026 · 18 min
UK Small/Mid Caps with Paul Scott
Iran conflict jolts markets as Paul Scott weighs wider fallout
The episode captures how sudden geopolitical escalation can disrupt markets while raising difficult questions about economic and regional consequences.
Mar 20, 2026 · 37 min
UK Small/Mid Caps with Paul Scott
Paul Scott pairs market commentary with gardening brain fog
The episode is a candid reminder that the podcast offers fallible personal opinions, not investment advice or recommendations.
Mar 13, 2026 · 35 min
UK Small/Mid Caps with Paul Scott
Paul Scott questions Trump’s shifting Iran-war stance
The episode connects geopolitical uncertainty with the difficulty of judging risk in markets and individual companies.
Mar 6, 2026 · 26 min