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2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?

By Paul Hill2 Mar 2026

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.

00:00 What the Middle East conflict means for investors
04:00 GB Group Follow | GBG & Tribal Follow | TRB – Purchases
10:50 Craneware Follow | CRW
17:50 Senior Follow | SNR
22:10 MTI Wireless Follow | MWE
24:15 Gulf Marine Services Follow | GMS
30:00 Vistry Follow | VTY
33:45 Henry Boot Follow | BOOT
36:15 Surface Transforms Follow | SCE
38:35 Power Probe Follow | POW
46:10 Hikma Pharmaceuticals Follow | HIK
49:40 Synectics Follow | SNX
54:45 Intercede Follow | IGP
58:20 Wilmington Follow | WIL
61:10 GlobalData Follow | DATA
64:50 Winvia Entertainment Follow | WVIA
67:25 System1 Follow | SYS1 & Brave Bison  Follow | BBSNshare swap deal
71:45 PCI-Pal Follow | PCIP
74:35 Autotrader Follow | AUTO
77:45 Capita Follow | CPI
80:15 Galliford Try Follow | GFRD

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