2329: 2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?

The Vox Markets Podcast · Mar 4, 2026 · 1h 25m

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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 & Tribal – Purchases

10:50 Craneware

17:50 Senior

22:10 MTI Wireless

24:15 Gulf Marine Services

30:00 Vistry

33:45 Henry Boot

36:15 Surface Transforms

38:35 Power Probe

46:10 Hikma Pharmaceuticals

49:40 Synectics

54:45 Intercede

58:20 Wilmington

1:01:10 GlobalData

1:04:50 Winvia Entertainment

1:07:25 System1 & Brave Bison share swap deal

1:11:45 PCI-Pal

1:14:35…