The SharePickers Podcast with Justin Waite

The Biggest Obstacle to UK Growth is Reeves Plus: - Higher earners to ‘pay thousands more’ in Reeves’ income tax raid - Rachel Reeves cools on big cash ISA reforms  - Retail footfall sinks for sixth straight month as Brits fear Budget taxes   - ITV confirms talks on possible sale of its media & ent ops to Sky - Elon Musk's $1tn pay deal approved by Tesla shareholders PLUS CO’S MENTIONED TODAY:...

The Bank of England MPC Should be Replaced by AI Monetary Policy Committee votes 5-4 to keep Bank Rate at 4.0% Inflation expected to fall in October and November Investors see 55% chance of rate cut on December 18 CPI inflation is judged to have peaked. You have different members of the MPC coming to different conclusions on the same data. The Bank of England MPC Should be Replaced by AI PLUS CO’S...

The Two Real Reasons Reeves Needs to Raise Tax on Working People So she has to raise tax due to 2 reasons that are her fault, namely: She gave herself only around £10bn headroom, when previous chancellors have given themselves £30bn. Even if the economy had been strong and showed growth, there would be little room for error. The growth she was hoping for, she destroyed by taxing the very source of...

Does this Signify the Bottom in Oil? OPEC+ agree to pause their planned oil production hikes in the first months of next year Total productivity at state-owned bodies fell by the sharpest decline since the final quarter of 2022 The EY Item Club has downgraded Britain’s growth for next year and unemployment will peak at 5% next summer PLUS CO’S MENTIONED TODAY: BRAVE BISON #BBSN M+C SAATCHI #SAA OP...

Will AI Lead to the Loss of Jobs and Trash the Economy? PLUS: - Trump & Xi Agree Deal - Reeves looks at early scrapping of windfall tax on oil and gas - Google parent Alphabet beats forecasts with first $100bn quarter PLUS CO’S MENTIONED TODAY: FILTRONIC #FTC SOLID STATE #SOLI HARGREAVES SERVICES #HSP JOURNEO #JNEO ***** About The SharePickers Investment Club ***** The SharePickers Investment...

If You Expand The Least Efficient Part Of The Economy - What Happens to Productivity? PLUS CO’S MENTIONED TODAY: IG Design Group #IGR React Group #REAT Time Finance #TIME Ultimate Products #ULTP ***** 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...

Don’t Punish Cash ISA’s Incentivise Stock & Share ISA’s PLUS CO’S MENTIONED TODAY: Bioventix #BVXP eEnergy Group #EAAS Kromek Group #KMK One Health Group #OHGR Plus Companies Mentioned today: ***** 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...

Avoid This Sector Pre-Budget But After The Budget It Could Be A Buy MACRO GOOD NEWS, GOOD NEWS AND BAD NEWS Plus Companies Mentioned today: The Revel Collective #TRC Alumasc #ALU Foxtons #FOXT Record #REC Ramsdens #RFX  Beeks Financial Cloud #BKS  ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable com...

Got some Exposure to the AI Fuelled UK Data Centre Market? UK data centre spend to soar to £10 billion a year Spending on new UK data centres is set to rise to 10 billion pounds a year by 2029, a more than five-fold increase from 2024, analysis by construction data firm Barbour ABI has found. Last month, Britain and the United States agreed a technology pact with top U.S. firms including Microsoft...

Gold Experiences Biggest One Day Drop since 2020 Companies mentioned ASA INTERNATIONAL #ASAI ECO BUILDINGS GROUP #ECOB GULF MARINE SERVICES #GMS TRIFAST #TRI ***** 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 an...

It's Probably a Good Time to Buy a Housebuilder Companies mentioned HARGREAVES SERVICES #HSP SECURE TRUST BANK #STB SUPREME #SUP  ***** 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 agai...

Markets Are Down, Gold Is Up Again, Is Something Broken? Gold is up 65% this year, Bitcoin is down -15% this month. There’s worry about regional banks in the US, the AI bubble, dollar weakness and an impending trade war but is anything broken? Companies mentioned ENSILICA #ENSI SYNECTICS #SNX AUDIOBOOM #BOOM OXFORD METRICS #OMG PROCOOK GROUP #PROC ***** About The SharePickers Investment Club *****...

How Did We Get Here? Trump wobbling markets via social media? And China having a chokehold on rare earths? Companies mentioned 1SPATIAL #SPA COSTAIN GROUP #COST SCIENCE GROUP #SAG TRISTEL #TSTL ***** 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 i...

Robots are Taking Over, Hide or Get Some Exposure? Companies mentioned DISTRIBUTION FINANCE CAPITAL #DFCH INTERCEDE GROUP #IGP SECURE TRUST BANK #STB RAMSDENS HOLDINGS #RFX BEEKS FINANCIAL CLOUD #BKS ***** 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 poten...

Too Many People are Talking About a Bubble for it to Pop Plus Record-breaking Equity Outflows & UK house prices weakest rise since April 2024. Companies mentioned ANGLING DIRECT #ANG GOOCH & HOUSEGO #GHH  ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange...

If You Focus on the Numbers - This Company is Majorly Outperforming Companies mentioned 1SPATIAL #SPA BEEKS FINANCIAL CLOUD #BKS BRAVE BISON #BBSN QUARTIX TECHNOLOGIES #QTX ***** 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 c...

This is How Often The Stock Market Drops By Over 5% Plus share buy backs, poor UK PMI’s and companies mentioned Audioboom #BOOM  Ashtead Technology #AT.  ***** 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 analys...

Is The U.S. In An AI Bubble? Will October Be The Pop Month? Company’s Mentioned Ashtead Technology #AT.  ADVANCEDADVT #ADVT HERCULES #HERC  EVERY MICRO & SMALL CAP COMPANY YOU HEAR ON THIS PODCAST IS PROFITABLE UNLESS I STATE OTHERWISE (IN WHICH CASE THEY ARE FORECAST TO BECOME PROFITABLE IN THE NEXT 12 MONTHS) ***** About The SharePickers Investment Club ***** The SharePickers Investment Club...

Taxes are Going up and My Wife Slept with a Celeb Last Night Company’s Mentioned ANIMALCARE GROUP #ANCR BILLINGTON HOLDINGS #BILN WATKIN JONES #WJG EVERY MICRO & SMALL CAP COMPANY YOU HEAR ON THIS PODCAST IS PROFITABLE UNLESS I STATE OTHERWISE (IN WHICH CASE THEY ARE FORECAST TO BECOME PROFITABLE IN THE NEXT 12 MONTHS) ***** About The SharePickers Investment Club ***** The SharePickers Investm...

The Real Big Move in Uranium Hasn't Even Started Yet Company’s Mentioned CHRISTIE GROUP #CTG ITIM GROUP #ITIM SPECTRA SYSƒTEMS #SPSY WATER INTELLIGENCE #WATR EVERY MICRO & SMALL CAP COMPANY YOU HEAR ON THIS PODCAST IS PROFITABLE UNLESS I STATE OTHERWISE (IN WHICH CASE THEY ARE FORECAST TO BECOME PROFITABLE IN THE NEXT 12 MONTHS) ***** About The SharePickers Investment Club ***** The SharePicke...

Digital ID, Kitchen Cabinets, The September Effect & Saveloys Company’s Mentioned Smarttech247 #S247 Carclo #CAR  EVERY MICRO & SMALL CAP COMPANY YOU HEAR ON THIS PODCAST IS PROFITABLE (UNLESS I STATE OTHERWISE IN WHICH CASE THEY ARE FORECAST TO BECOME PROFITABLE IN THE NEXT 12 MONTHS) ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, sys...

Hackers Should Get a Year in Jail for every £1m Lost Company’s Mentioned BRAEMAR SHIPPING #BMS CT AUTOMOTIVE #CTA ECO ANIMAL HEALTH #EAH JOURNEO #JNEO MICROLISE GROUP #SAAS ***** 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 c...

Both UK & US Small Cap Indices Hitting New Highs - Positive Sign?  Company’s Mentioned AMCOMRI GROUP #AMCO FONIX MOBILE #FNX KEYSTONE LAW #KEYS SYSTEM1 GROUP #SYS1 TRANSENSE TECHNOLOGIES #TRT YU GROUP #YU. ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. ...

Who Are NOT Defined as “Working People” in the Budget? Company’s Mentioned Beeks Financial Cloud #BKS Personal Group #PGH Time Finance #TIME Van Elle Holdings #VANL Global X Uranium ETF #URND ***** 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 inv...

One Year Since I started Investing in the Microcap League - Here's the Results There's also a weekly round up of micro & small cap news with my AI co-host Ryan. ***** 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 comprehen...