<div>
Keep an Eye on Bond Yields plus 3 Stocks Worth Watching Macro, Micro and Small Cap News | Saturday 26th September 2026 In this week's episode, we break down why rising benchmark US government bond yields are ringing alarm bells across financial markets. As bond prices fall and yields march higher, governments face escalating debt service costs—setting off a potential debt spiral that directly impacts equity valuations. We explore what happens when the Equity Risk Premium approaches zero, why pension funds might rotate out of risk assets into guaranteed yields, and how long current AI-driven earnings growth can absorb the pressure.We also share quick boots-on-the-ground observations from recent travels across Chicago, Nashville, and Miami, followed by in-depth fundamental looks at three companies:</div><ul>
<li>Funding Circle (#FCH): Why the market overreacted to CEO Lisa Jacobs’ planned handover for September 2027, the strength of their interim results, and the growth trajectory of FlexiPay and business credit cards.</li>
<li>Everplay (#EVPL): Exceptional H2 momentum driven by standout sales from Wardogs (3.24M units) and Hell Let Loose: Vietnam (~400k), plus the upcoming pipeline.</li>
<li>Fonix (#FNX): A pristine balance sheet, a near-6% dividend yield, and international expansion plays set to scale revenue over the next 3–5 years.</li>
</ul><div>
Plus, our regular rundown of indices, commodities, and the top three risers and fallers of the week.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 evaluated against 15 crucial financial metrics, bypassing hype and focusing strictly on fundamentals.Learn more at <a href="https://www.sharepickers.com?utm_source=gemini">www.sharepickers.com</a>.Disclaimer: Nothing in this podcast or associated with <a href="http://Sharepickers.com">Sharepickers.com</a> should be regarded as investment advice. It is for informational purposes only. Always do your own research and/or consult an FCA-regulated financial advisor. </div>

Keep an Eye on Bond Yields plus 3 Stocks Worth Watching Macro, Micro and Small Cap News | Saturday 26th September 2026 In this week's episode, we break down why rising benchmark US government bond yields are ringing alarm bells across financial markets. As bond prices fall and yields march higher, governments face escalating debt service costs—setting off a potential debt spiral that directly impacts equity valuations. We explore what happens when the Equity Risk Premium approaches zero, why pension funds might rotate out of risk assets into guaranteed yields, and how long current AI-driven earnings growth can absorb the pressure. We also share quick boots-on-the-ground observations from recent travels across Chicago, Nashville, and Miami, followed by in-depth fundamental looks at three companies: Funding Circle (#FCH): Why the market overreacted to CEO Lisa Jacobs’ planned handover for September 2027, the strength of their interim results, and the growth trajectory of FlexiPay and business credit cards. Everplay (#EVPL): Exceptional H2 momentum driven by standout sales from Wardogs (3.24M units) and Hell Let Loose: Vietnam (~400k), plus the upcoming pipeline. Fonix (#FNX): A pristine balance sheet, a near-6% dividend yield, and international expansion plays set to scale revenue over the next 3–5 years. Plus, our regular rundown of indices, commodities, and the top three risers and fallers of the week. 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 evaluated against 15 crucial financial metrics, bypassing hype and focusing strictly on fundamentals. Learn more at www.sharepickers.com. Disclaimer: Nothing in this podcast or associated with Sharepickers.com should be regarded as investment advice. It is for informational purposes only. Always do your own research and/or consult an FCA-regulated financial advisor.

Keep an Eye on Bond Yields plus 3 Stocks Worth Watching Macro, Micro and Small Cap News | Saturday 26th September 2026 In this week's episode, we break down why rising benchmark US government bond yields are ringing alarm bells across financial markets. As bond prices fall and yields march higher, governments face escalating debt service costs—setting off a potential debt spiral that directly impacts equity valuations. We explore what happens when the Equity Risk Premium approaches zero, why pension funds might rotate out of risk assets into guaranteed yields, and how long current AI-driven earnings growth can absorb the pressure.We also share quick boots-on-the-ground observations from recent travels across Chicago, Nashville, and Miami, followed by in-depth fundamental looks at three companies:<ul>
<li>Funding Circle (#FCH): Why the market overreacted to CEO Lisa Jacobs’ planned handover for September 2027, the strength of their interim results, and the growth trajectory of FlexiPay and business credit cards.</li>
<li>Everplay (#EVPL): Exceptional H2 momentum driven by standout sales from Wardogs (3.24M units) and Hell Let Loose: Vietnam (~400k), plus the upcoming pipeline.</li>
<li>Fonix (#FNX): A pristine balance sheet, a near-6% dividend yield, and international expansion plays set to scale revenue over the next 3–5 years.</li>
</ul>
Plus, our regular rundown of indices, commodities, and the top three risers and fallers of the week.About The SharePickers Investment Club:&nbsp;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 evaluated against 15 crucial financial metrics, bypassing hype and focusing strictly on fundamentals.Learn more at <a href="https://www.sharepickers.com?utm_source=gemini" rel="noopener noreferrer">www.sharepickers.com</a>.Disclaimer: Nothing in this podcast or associated with <a href="http://Sharepickers.com" rel="noopener noreferrer">Sharepickers.com</a> should be regarded as investment advice. It is for informational purposes only. Always do your own research and/or consult an FCA-regulated financial advisor.

2987: Keep an Eye on Bond Yields plus 3 Stocks Worth Watching

I'm joined by two mates, Pete and Steve.

To learn about investing we gift Steve £100,000 to invest as he sees fit.

For more info click here: http://bit.ly/SPPOD245

I'm joined by two mates, Pete and Steve. To learn about investing we gift Steve £100,000 to invest as he sees fit. For more info click here: http://bit.ly/SPPOD245

I'm joined by two mates, Pete and Steve.

To learn about investing we gift Steve £100,000 to invest as he sees fit.

For more info click here: http://bit.ly/SPPOD245

245 - The Weekend Podcast

Plus how to find a decent company on AIM. For more details click here: http://www.sharepickers.com/

Francis charts Euro Dollar, ReNeuron #RENE Royal Mail #RMG and Rangold Resources #RRS

For more info visit: http://www.sharepickers.com/

#AVO #MTEC #ADN

For more info visit: http://www.sharepickers.com/ #AVO #MTEC #ADN

For more info visit: http://www.sharepickers.com/

#AVO #MTEC #ADN

243 - Alan reviews Advanced Oncotherapy and Jamie analyses Matchtec and Aberdeen Asset Managment

Doc Holiday talks about severals small caps including Uk Oil and Gas, New World Resources, Red Rock Resources Plus ADVFN Clem talks about global market jitters.
See more at: http://www.sharepickers.com/

Doc Holiday talks about severals small caps including Uk Oil and Gas, New World Resources, Red Rock Resources Plus ADVFN Clem talks about global market jitters. See more at: http://www.sharepickers.com/

Doc Holiday talks about severals small caps including Uk Oil and Gas, New World Resources, Red Rock Resources Plus ADVFN Clem talks about global market jitters.
See more at: http://www.sharepickers.com/

Doc talks Uk Oil and Gas, Clem talks global worries..

To see the charts discussed in the podcast plus the macro, micro news and the broker forecast click here> http://bit.ly/SPPOD241

To see the charts discussed in the podcast plus the macro, micro news and the broker forecast click here&gt; http://bit.ly/SPPOD241

241 - The Duchess charts Asos, Marks and Spencer and Vast Resources

To see the full script of the podcast including the macro, micro news and the broker forcasts visit > http://bit.ly/SPPOD240

To see the full script of the podcast including the macro, micro news and the broker forcasts visit &gt; http://bit.ly/SPPOD240

240 - Alan talks Telecom Plus #TEP Plus Why we need to tweak the old adage, "Sell in May come back on St Leger's Day"

<div>Justin Waite runs the <a href="https://www.sharepickers.com/">SharePickers Investment Club</a> which 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  
 
<a href="https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/">IS NOW ON SALE HERE</a> 
 
!!!IF YOU BUY THE BOOK YOU CAN GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! 
 
The book is £15.39 on Amazon you can get £49.75 back. 
 
HOW? 
If you buy a copy of the book, then like it enough to leave a 5 star rating &amp; write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.25!!! 
 
THIS IS £2.87 WEEK OR THE EQUIVALENT TO HALF A PINT OF BEER! 
 
ONE FEEDS YOUR MIND THE OTHER FEEDS YOUR BELLY. 
 
—---------------------------------------------------------------------- 
 
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 &amp; 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 enjoy its output please consider giving it a 5 star rating and review - that way more people will find it. 
 
Thank you.</div>

Business

Entrepreneurship

Investing

Careers

Justin Waite runs the SharePickers Investment Club which 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 !!!IF YOU BUY THE BOOK YOU CAN GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! The book is £15.39 on Amazon you can get £49.75 back. 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 £149.25!!! THIS IS £2.87 WEEK OR THE EQUIVALENT TO HALF A PINT OF BEER! ONE FEEDS YOUR MIND THE OTHER FEEDS YOUR BELLY. —---------------------------------------------------------------------- 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 enjoy its output please consider giving it a 5 star rating and review - that way more people will find it. Thank you.

Justin Waite runs the <a href="https://www.sharepickers.com/" rel="noopener noreferrer">SharePickers Investment Club</a> which 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&nbsp; 
 
<a href="https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/" rel="noopener noreferrer">IS NOW ON SALE HERE</a> 
 
!!!IF YOU BUY THE BOOK YOU CAN GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! 
 
The book is £15.39 on Amazon you can get £49.75 back. 
 
HOW? 
If you buy a copy of the book, then like it enough to leave a 5 star rating &amp; write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.25!!! 
 
THIS IS £2.87 WEEK OR THE EQUIVALENT TO HALF A PINT OF BEER! 
 
ONE FEEDS YOUR MIND THE OTHER FEEDS YOUR BELLY. 
 
—---------------------------------------------------------------------- 
 
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 &amp; 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 enjoy its output please consider giving it a 5 star rating and review - that way more people will find it. 
 
Thank you.

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