The Exchange with Paul Jourdan of Amati Global

Podcast: The Vox Markets Podcast · Vox Markets Podcast

Opublikowano: 2026-09-28

Watch on YouTube In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 17 stock ideas. 00:00 Equity outlook 02:45 Stelrad 05:35 Mortgage Advice Bureau 08:10 BRCK / Brickability 11:30 Greatland Resources 19:30 Alfa Financial 23:35 Cerillion 27:35 Netcall 31:25 Boku 35:30 Tracsis 39:00 Restore 41:00 Serica and UK energy policy 48:55 Hunting 53:45 Renew Holdings 56:15 Big Technologies 61:50 Fintel 65:00 Yu Group 72:05 Favourite stock ideas for next 12-18 months 72:50 Telecom Plus Investment Terms Crib Sheet: https://www...