The SharePickers Podcast with Justin Waite

In this episode of Macro, Micro and Small Cap News , Sharepickers breaks down a turbulent week across UK politics, global macroeconomics, and equity markets. The show opens with an in-depth critique of the Labour government’s fiscal policy, arguing that swelling welfare expenditure, high debt-servicing costs, and tax hikes on employers and wealth creators are steering the UK economy toward stagfla...

THE AI SELL-OFF ISN’T OVER: WATCH FOR THE CANARY IN THE COAL MINE Podcast Description In this episode of Macro, Micro and Small Cap News with Sharepickers.com , we examine why the AI sell-off may just be getting started.  While capital pours into chips and data centers, a massive bottleneck in electrical grid connections is colliding with ballooning capex, negative free cash flows, and soaring hig...

In this episode of Macro, Micro and Small Cap News , we explore why there may only be two ways the current AI boom plays out—and why a 2000-style dot-com market crash might actually be the less damaging outcome. We examine the growing systemic vulnerabilities surrounding autonomous AI agents, energy security, and grid resilience, alongside three urgent red flags signaling that the AI infrastructur...

In this episode, Are We Losing Control of AI Agents? I Ask Gemini Also we unpack why bond yields demanded everyone’s attention through September and what the latest movements across major indices and commodities mean for small-cap investors heading into the final quarter. We break down the standout performers and hardest-hit fallers on the Sharepickers platform this week, dive deep into Greggs plc...

Keep an Eye on Bond Yields plus 3 Stocks Worth Watching Macro, Micro and Small Cap News | Saturday 26th September 2026 In this week's episode, we break down why rising benchmark US government bond yields are ringing alarm bells across financial markets. As bond prices fall and yields march higher, governments face escalating debt service costs—setting off a potential debt spiral that directly impa...

In this episode of Macro, Micro and Small Cap News , we examine historical September market weakness alongside a convergence of macroeconomic headwinds—from spiking sovereign bond yields to persistent inflation pressures and the spector of stagflation. We also look at Vanguard’s ultra-low-cost global ETF launch and dive into the operational turnaround at UK small-cap lender Funding Circle ahead of...

In this episode of Macro, Micro and Small Cap News , we dissect Nvidia's latest earnings and break down why the massive AI capex cycle could lead to sharp earnings revisions by 2027–2028. PLUS Turning to UK equities, we evaluate two growth-focused small caps: AdvancedAdvT (ADVT) , led by Vin Murria OBE with a substantial cash pile and a 22.33% combined stake in M&C Saatchi; and Brave Bison (BB...

If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble Popping In this episode of Macro, Micro and Small Cap News, we examine two major macro developments pointing to aggressive financial engineering. First, US national debt crosses $40 trillion, pushing 30-year Treasury yields to near 20-year highs. We break down the US Treasury's bond buyback programme and why funding it with short-term...

In this episode of Macro, Micro and Small Cap News for Saturday, 15th August 2026, we examine major macro developments and take a deep dive into UK-listed video game publisher Everplay Group plc (AIM: #EVPL) following the launch of their flagship title. Macro News & Market Round-up: Auto industry pressure on electric vehicle targets. US updates on tariffs and global trade routes. Wild swings i...

In this episode of Macro, Micro and Small Cap News , we take a deep dive into UK market liquidity and outline a macro plan to fix wealth inequality while jump-starting domestic enterprise. Inspired by U.S. capital participation and newborn account models, we present a 10-point proposal to transform the Junior ISA (JISA) into a public-private wealth engine. Plus, an extended summer discount and thr...

Welcome to Macro, Micro and Small Cap News with Sharepickers! In today's episode for Friday, 31st July 2026, we review the main market indices, examine the Bank of England's rate decisions alongside Neil Woodford’s macroeconomic insights, look at AI security concerns, and highlight 3 promising UK stocks worth researching. 🏷️ Special Summer Offer Get 40% OFF the Sharepickers Investment Club (Pay £1...

Welcome to Macro, Micro and Small Cap News with Sharepickers! In this episode, we break down key macro trends, major market updates, and take a deep dive into three UK micro & small cap companies worth adding to your research list. 🏷️ Special Summer Offer Get 40% OFF the Sharepickers Investment Club (Pay £149 instead of £249)! Website: Sharepickers.com Coupon Code: POD40 (Expires July 31st, 20...

In this episode, we deep-dive into a hidden gem in the UK tech sector: Intercede Group (#IGP) . While the broader software space faces budget cuts, high-assurance digital identity is seeing massive, non-discretionary spending. I break down 6 reasons why Intercede is a screaming buy—ranging from its sovereign-grade client base and first-mover quantum advantage to its double-digit compounding projec...

A Company that's Grown its Pre-Tax Profits by Nearly Sixfold In this episode, we run the rule over Funding Circle (LON:FCH). We break down the operational mechanics of their core Term Loans, explain how their transition to a capital-light model has helped grow pre-tax profits nearly sixfold, and analyze the incredible transaction velocity behind their fast-growing FlexiPay engine to see if it scor...

In this episode, we dive deep into the latest Microcap market movements to see which companies earn their spot in the MicroCap League —the UK's premier index analyzing hundreds of small businesses across growth, value, health, efficiency, momentum, and potential. 🚀 Today’s Core Focus: 4 Big Investment Ideas We highlight four distinct investment setups, featuring three soft commodity ETCs and one...

El Nino is here, if a Super El Nino happens, watch these Funds (plus a 40% off summer code: POD40) Co’s Mentioned Today: Ramsdens #RFX Procook #PROC Halford #HFD Funds Mentioned: WisdomTree Cocoa #COCO WisdomTree Agriculture #AGAP WisdomTree Sugar #SUGA ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitab...

Company’s Mentioned Today: TinyBuild #TBLD Brave Bison #BBSN LBG Media #LBG ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, qu...

SpaceX - 5 Ways it will Impact the Market Negatively ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach all...

When is a Market Sell Off Likely to Happen? When Most Least Expect It The US markets at an all time high. This is not a bearish indicator in itself, quite the opposite but there are 5 red flags worth paying to. I am covering these on my weekly webinar for my investment club. I have covered 3 of the 5 so far and here they are… Co’s Mentioned Today: Iofina #IOF Ramsdens #RFX S4 Capital #SFOR Venture...

Is a Financial Crisis the Only Event That’ll Stop Labour Spending? Greggs #GRG  On The Beach #OTB  Seeing Machines #SEE  ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 cr...

Don't Let the Markets Convince You We Are Not in a Precarious Situation Co’s Mentioned Today: Iofina #IOF Ensilica #ENSI Xeros Technologies #XSG  ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and i...

Paula Constant “2030 Target: £100m revenue, £30m EBITDA and £20m SaaS ARR” Paula Constant joined Personal Group as CEO in July 2023. It took just six months to stop the share price continuing its 5 year downtrend and achieve a 167% rally in less than 3 years. This was done by achieving double digit growth whilst still being on a reasonable valuation, building a rock solid balance sheet and paying...

***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses a...

S4 Capital #SFOR  ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach allows us to pinpoint high-potential g...

The Market Can Climb 1 Big Worry But Probably Not 2 ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach allo...