The SharePickers Podcast with Justin Waite
by Justin Waite
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From 18 epsHost
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Recent episodes
2985: Will 2027 Be the Year the AI Bubble Pops? | Plus 2 UK Small-Caps Worth Researching
Aug 29, 2026
35m 33s
2984: If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble Popping
Aug 22, 2026
33m 56s
2983: Has This Game Developer Unleashed a Blockbuster Hit?
Aug 15, 2026
35m 18s
2982: Rebuilding UK Capital Markets and 3 Small Caps Worth Researching
Aug 8, 2026
51m 31s
2981: The Shorters Don't Believe this Market Leader Will Become More Dominant
Jul 31, 2026
53m 38s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 8/29/26 |  2985: Will 2027 Be the Year the AI Bubble Pops? | Plus 2 UK Small-Caps Worth Researching | In this episode of Macro, Micro and Small Cap News, we dissect Nvidia's latest earnings and break down why the massive AI capex cycle could lead to sharp earnings revisions by 2027–2028. PLUS Turning to UK equities, we evaluate two growth-focused small caps: AdvancedAdvT (ADVT), led by Vin Murria OBE with a substantial cash pile and a 22.33% combined stake in M&C Saatchi; and Brave Bison (BBSN), detailing their ongoing bid for System1 (SYS1), strong organic momentum, and a 104% year-over-year revenue increase in recent interim results.Special Summer Offer: Get 40% off your annual Sharepickers Investment Club membership (down from £249 to £149). Use coupon code POD40 at checkout on Sharepickers.com before midnight on August 31, 2026.Key Topics Covered:Macro Deep Dive: The 5 Catalysts Threatening the AI Boom The 10:1 revenue gap between capex buildout and real software spend. Circular financing, private credit, and chip collateral risks. CommoditiSation of models ("cheap intelligence") and electric grid bottlenecks. The multi-year depreciation lag: Why hyperscalers (Meta, Alphabet, Amazon, Microsoft) are turning into capital-intensive infrastructure utilities. Macro & Indices: UK Small-Cap Stock Research: AdvancedAdvT (LON: #ADVT): Serial entrepreneur Vin Murria OBE’s proven buy-and-build playbook, £96m+ net cash, and the strategic cross-holding in M&C Saatchi (LON: #SAA). Brave Bison (AIM: #BBSN): The high-stakes 28% cornerstone stake in System1 (AIM: #SYS1), disciplined M&A execution, and interim financial highlights (+104% revenue growth). ***** 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 against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. Please visit www.sharepickers.com NOTHING IN THIS VIDEO OR ANYTHING ASSOCIATED WITH SHAREPICKERS.COM SHOULD BE REGARDED AS INVESTMENT ADVICE. IT IS FOR INFORMATION PURPOSES ONLY.PLEASE DO YOUR OWN RESEARCH AND / OR SEEK THE ADVICE OF AN FCA REGULATED FINANCIAL ADVISOR. | 35m 33s | ||||||
| 8/22/26 |  2984: If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble Popping | If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble PoppingIn this episode of Macro, Micro and Small Cap News, we examine two major macro developments pointing to aggressive financial engineering.First, US national debt crosses $40 trillion, pushing 30-year Treasury yields to near 20-year highs. We break down the US Treasury's bond buyback programme and why funding it with short-term T-bills introduces severe rollover risk into the financial system.Second, we analyze the AI earnings bubble and circular funding structures involving Nvidia, hyperscalers, and neocloud providers like CoreWeave. We explore what happens if commercial AI monetization continues to lag behind massive infrastructure capex.We also cover market movements in Gold and Bitcoin, followed by company research on UK-listed small caps: gaming publisher Everplay (EVPL) following the launch of Hell Let Loose: Vietnam, and SaaS provider Cerillion (CER).Special Summer OfferGet 40% off membership to the Sharepickers Investment Club with our Summer Special discount: Discount Code: POD40 (Capital letters, no spaces) Offer Price: £149 (reduced from £249) Expiry Date: 31st August 2026 How to Claim: Visit Sharepickers.com, scroll down to the checkout section, and enter POD40 in the "Have a Coupon" field. Show Notes Macro Story 1: US National Debt Crosses $40 Trillion Contextualizing $40 trillion: servicing costs exceeding $1 trillion annually and debt reaching roughly 120% of US GDP. Surging 30-year Treasury yields reaching ~5.3% and the impact on borrowing costs. US Treasury bond buyback expansion funded via short-term T-bills and the resulting rollover risk. Macro Story 2: The AI Earnings Bubble & Circular Deals The divergence between massive capex spend on data centers/GPUs and realized end-user software revenues. Hyperscaler cash flow pressures in the race for market dominance. Case study of circular vendor financing structures, accounting useful life vs. debt maturities, and index concentration risks. Market Movements: Commodities & Crypto Spiking bond yields driving Gold’s rally. Bitcoin price strength, short liquidations, and US administration commentary regarding digital asset purchases. Small-Cap Stock Research Everplay (EVPL): Early SteamDB concurrent user data and estimated gross unit sales for Hell Let Loose: Vietnam, alongside its importance to H2 2026 weighting. Cerillion (CER): Review of H1 performance, the £42.5m Omantel contract, an expanding back-order book (£56m+), £31m cash position with zero debt, and moving average technicals. About The SharePickers Investment ClubThe 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 against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing strictly on the numbers.Learn more at www.sharepickers.com. | 33m 56s | ||||||
| 8/15/26 |  2983: Has This Game Developer Unleashed a Blockbuster Hit? | In this episode of Macro, Micro and Small Cap News for Saturday, 15th August 2026, we examine major macro developments and take a deep dive into UK-listed video game publisher Everplay Group plc (AIM: #EVPL) following the launch of their flagship title. Macro News & Market Round-up: Auto industry pressure on electric vehicle targets. US updates on tariffs and global trade routes. Wild swings in South Korea's KOSPI index driven by heavy semiconductor weightings. Frasers Group acquiring Harvey Nichols. NOAA's forecast regarding an intensifying Super El Niño event. Company in Focus: Everplay Group plc (AIM: #EVPL) Strong Launch Data: Reviewing real-time SteamDB metrics for Hell Let Loose: Vietnam, which hit 30,614 concurrent players on day one (+43% over the original game's peak) and reached #2 in Global Top Sellers. 100% Owned First-Party IP: Capturing full publisher net revenue without third-party royalty drag. 5 Investment Catalysts: Margin expansion from owned IP, multi-year DLC monetisation potential, normalizing development spend driving free cash flow, a robust balance sheet with £60m–£65m net cash, and an attractive valuation discount. Special Summer Discount: Reminder to use code POD40 at Sharepickers.com before 31st August 2026 for 40% off membership. | 35m 18s | ||||||
| 8/8/26 |  2982: Rebuilding UK Capital Markets and 3 Small Caps Worth Researching | In this episode of Macro, Micro and Small Cap News, we take a deep dive into UK market liquidity and outline a macro plan to fix wealth inequality while jump-starting domestic enterprise. Inspired by U.S. capital participation and newborn account models, we present a 10-point proposal to transform the Junior ISA (JISA) into a public-private wealth engine. Plus, an extended summer discount and three UK stocks worth adding to your watchlist.Key Topics Covered: Summer Discount Extension: Explaining the difference between meteorological and astronomical summer, plus an extension on the POD40 discount code (40% off Sharepickers Investment Club through August 31st). A Macro Story — Rebooting the UK Market: US vs. UK Market Culture: Why 60% of Americans invest in stocks versus only 35% in the UK, and how U.S. capital powerhouse status creates a virtuous liquidity cycle. The Upgraded JISA Proposal: Seeding every UK newborn with £1,000, allowing tax-deductible matching for donors/corporations, and requiring a mandatory 50% allocation to low-cost UK equity index funds. The Growth Math: How £1,000 at 7.5% annual return grows to £3,676 by age 18, or £14,800+ with modest £25/month family top-ups. 10 Economic Benefits: Igniting practical childhood financial literacy, re-energising domestic listed companies, banishing active fund fees, and creating a share-owning democracy. Parliamentary Petition: Feedback call on bringing this proposal to Parliament. 3 Stocks Worth Researching:The Property Franchise Group (#TPFG) S4 Capital (#SFOR) WINVIA (#WVIA) Rght now you can get 40% off the Sharepickers Investment club with our SPECIAL SUMMER 40% OFF CODE.This code expires on 31st August 2026To take advantage visit Sharepickers dot com, scroll down and use this code where you see the label, “Have a Coupon”Type inPOD40That’s capital P capital O capital D and the number FOUR ZERO without any spacesYou will get 40% off £249, which means you get membership for £149 and this code is valid for as | 51m 31s | ||||||
| 7/31/26 |  2981: The Shorters Don't Believe this Market Leader Will Become More Dominant | Welcome to Macro, Micro and Small Cap News with Sharepickers! In today's episode for Friday, 31st July 2026, we review the main market indices, examine the Bank of England's rate decisions alongside Neil Woodford’s macroeconomic insights, look at AI security concerns, and highlight 3 promising UK stocks worth researching.🏷️ Special Summer OfferGet 40% OFF the Sharepickers Investment Club (Pay £149 instead of £249)! Website: Sharepickers.com Coupon Code: POD40 (Expires TODAY: 31st July 2026) 🌐 Macro & Market News Summary Bank of England Rate Decision: BoE holds interest rates at 3.75% for the fifth consecutive meeting, signaling potential rate hikes if Middle East tensions escalate. Neil Woodford's UK Economic Outlook: Woodford highlights £500bn+ in excess British bank deposits, arguing the BoE has overstated wage and inflation risks—projecting UK inflation below 2% and rates below 3% in H2 next year. AI Security Risks: Anthropic reveals Claude AI models breached isolated environments to access the internet during experiments—underlining a major structural tailwind for cybersecurity firms (e.g., Intercede). 📈 Stocks Worth Researching & Market Updates Greggs (#GRG): FY26 CapEx lowered to ~£180m (down from £285m peak), H1 operating profit up ~23% to £86.5m, unit margins expanding, and visit market share growing to 8.7%. Brave Bison (#BBSN): Strong buy-and-build execution via high-margin acquisitions (MiniMBA, MTM London) and an ongoing strategic combination with System1 Group (AIM: SYS1). On The Beach (#OTB): Shares breaking into an uptrend; low-CapEx, asset-light model driving organic app bookings (+58% YoY) and growth in high-value verticals like City Breaks and Cruise. Fonix (FNX) & El Niño Commodities: Quick update on Fonix supporting dividend yield returns above 200MA, and a look at El Niño agricultural commodity stocks (specifically Cocoa) forming a base as markets move from surplus to deficit. 📚 Resources & Links Book: How to Become a MicroCap Millionaire – A 3 Step Strategy for Stock Market Success (Available on Amazon). Sharepickers Club: Learn more about our quantitative 15-metric stock evaluation system at Sharepickers.com. Disclaimer: Everything heard on this podcast is provided for information only and does not constitute financial or investment advice. | 53m 38s | ||||||
| 7/24/26 |  2980: 3 Microcaps Worth Researching | Welcome to Macro, Micro and Small Cap News with Sharepickers! In this episode, we break down key macro trends, major market updates, and take a deep dive into three UK micro & small cap companies worth adding to your research list.🏷️ Special Summer OfferGet 40% OFF the Sharepickers Investment Club (Pay £149 instead of £249)! Website: Sharepickers.com Coupon Code: POD40 (Expires July 31st, 2026) 🌐 Macro News Summary US Tariffs Escalation: 10%–12.5% tariffs imposed on 60 trade partners, including the UK, China, and the EU. Alphabet (Google) Earnings: Quarterly revenue grew 23% to $119.8bn, but AI infrastructure spending pushed free cash flow into negative territory (-$5.9bn). UK Hospitality Support: Announcement of a 20% business rates cut for pubs, clubs, and live music venues. 📈 Micro & Small Cap Analysis Eleco plc (#ELCO): Solid H1 2026 trading update with ARR up 16% to ~£35.5m, zero debt, and strong cash reserves of £15.4m. Fonix plc (#FNX): FY26 gross profit up 12.9% to £21.0m, key client extensions (ITV & Global), and expanding international pilots across Europe. The MISSION Group plc (#TMG): H1 2026 operating profit expected up 10% to £2.4m, client wins including Puma & PwC, and continued debt reduction. 📚 Resources & Links Book: How to Become a MicroCap Millionaire – A 3 Step Strategy for Stock Market Success (Available on Amazon). Sharepickers Club: Learn more about our quantitative 15-metric stock evaluation system at Sharepickers.com. Disclaimer: Nothing in this podcast constitutes financial or investment advice. | 40m 17s | ||||||
| 7/17/26 | cybersecuritymicrocap investing+3 | — | Intercede GroupFunding Circle+4 | — | Intercede GroupFunding Circle+3 | SharePickers Investment ClubPOD40 | 37m 30s | ||
| 7/10/26 | pre-tax profitsFunding Circle+3 | — | POD40Funding Circle+1 | UK | Funding Circlepre-tax profits+3 | The SharePickers Investment ClubPOD40 | 47m 35s | ||
| 7/4/26 | Microcap marketinvestment ideas+3 | — | eEnergyActiveOps+10 | — | Microcapinvestment+5 | SharePickers Investment ClubPOD40 | 41m 23s | ||
| 6/26/26 | El Ninoinvesting+4 | — | RamsdensProcook+4 | — | El Ninoinvesting+8 | SharePickers Investment ClubPOD40 | 24m 33s | ||
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| 6/20/26 | investingmicrocaps+3 | — | How to Become a MicroCap MillionaireTinyBuild+2 | — | oilgold+4 | SharePickers Investment ClubPOD40 | 24m 09s | ||
| 6/11/26 | SpaceXmarket impact+3 | — | How to Become a MicroCap MillionaireSpaceX+2 | — | SpaceXmarket impact+3 | — | 31m 46s | ||
| 6/5/26 | market sell offinvestment strategies+3 | — | How to Become a MicroCap MillionaireIofina+3 | — | market sell offinvestment club+3 | — | 34m 15s | ||
| 5/15/26 | financial crisislabour spending+3 | — | GreggsOn The Beach+1 | — | financial crisislabour spending+3 | — | 32m 23s | ||
| 5/5/26 | market analysisinvestment strategies+3 | — | IofinaEnsilica+1 | — | IofinaEnsilica+5 | — | 30m 19s | ||
| 4/24/26 | business growthfinancial targets+3 | Paula Constant | Personal GroupPersonal Group Holdings Plc+1 | — | Personal GroupCEO+5 | — | 33m 43s | ||
| 4/23/26 | market correctioninvestment strategies+3 | — | How to Become a MicroCap MillionaireSharePickers Investment Club+1 | — | market correctioninvestment club+3 | — | 36m 27s | ||
| 3/27/26 | investment opportunitiesmarket analysis+3 | — | How to Become a MicroCap MillionaireS4 Capital+1 | — | buying opportunitysell off+3 | — | 42m 31s | ||
| 3/6/26 | market analysisinvesting strategies+3 | — | How to Become a MicroCap MillionaireThe SharePickers Investment Club+1 | — | marketworry+3 | — | 36m 11s | ||
| 3/3/26 | TrumpPain Trade+4 | — | How to Become a MicroCap MillionaireSharePickers Investment Club | — | TrumpPain Trade+5 | — | 24m 47s | ||
| 2/20/26 | Microcap investingEmployment figures+3 | — | How to Become a MicroCap MillionaireSharePickers Investment Club | — | Pancake Dayemployment figures+3 | — | 42m 14s | ||
| 2/13/26 | positivityinvesting+3 | — | CAB PAYMENTSFUNDING CIRCLE+1 | — | complainpositive+3 | — | 41m 59s | ||
| 2/6/26 | AImarket volatility+4 | — | ALUMASC GROUPCT AUTOMOTIVE+2 | — | AI investmentmarket volatility+5 | — | 40m 08s | ||
| 2/2/26 | investmentstock market+3 | — | CAB PAYMENTSBRAVE BISON+2 | — | investment clubfinancial metrics+3 | — | 22m 58s | ||
| 1/30/26 |  2961: I Never Thought I Would take a Serious Look at This Company | I Never Thought I Would take a Serious Look at This Company- Why Tech will Always Win the Energy Race- Risk / Reward Portfolio AnalysisCo’s Mentioned Today:CAB PAYMENTS #CABPWINKING STUDIOS #WKSLUCECO #LUCETRIBAL GROUP #TRBPERSONAL GROUP #PGHS4 CAPITAL #SFOR***** 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 against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. *****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here:https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW?If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEERA BAG CHIPS FROM THE CHIPPYA BATTERED JUMBO SAUSAGE FROM THE CHIPPYA JUMBO SAVELOY FROM THE CHIPPYHALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE40% CHEAPER THAN A MCDONALDS FILAY-O-FISH43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH—----------------------------------------------------------------------In this podcast I cover the Microcap News to see if they’re good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.—----------------------------------------------------------------------If you regularly listen to this podcast and value its content, it’s a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you! | 43m 25s | ||||||
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