Episode 40 (part 2): Paul Scott's thoughts on macro, plus other small cap ideas

I hope this is of interest, some more random stuff about small caps, markets, and macro - eg

Avoiding profit warnings from highly indebted companies - vital! Check those balance sheets!

Will we get political pressure to force central banks back into QE & low rates?

PER can be a flawed concept in a downturn.

Top-down thoughts - finding sectors with tailwinds, avoiding ones with headwinds?

Rising profits from interest on cash piles - but what about the deterioration in the real value of the cash pile?

Switching from dead positions into more buoyant ones?

AIM mostly rubbish, but a smaller number of lovely companies in there - needles in haystack!

Frustration from prices grinding down on no news - do sellers know something? Probably not!

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