2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?

In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas. 00:00 Outlook for 2026 05:00 Auction Technology Group 10:40 TT Electronics 16:25 Hollywood Bowl 21:40 City of London Investment Group 23:20 Topps Tiles 26:45 Restore 32:55 RWS 39:40 Greggs 43:30 ITIM 47:10 Cerillion 51:50 accesso Technology 55:05 Seeing Machines 1:00:30 Quartix Technology and Microlise 1:04:30 Videndum 1:08:35 Gulf Marine Services 1:11:30 MS International 1:13:40 Cohort #ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT ----------------------------------------------------------- 2 P’s on a Pod brings Paul Hill and Paul Scott together each week to answer viewer questions live, discuss UK-listed companies and market updates, and react to macro developments, news, and investing themes as they unfold. In this show you’ll find: • Live responses to audience questions • Discussion of UK-listed companies and market developments • Commentary on macro trends, wider markets, and current news ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com ------------------------------------------------------------ THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW