2171: The Exchange with Paul Jourdan of Amati Global Investors
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2171: The Exchange with Paul Jourdan of Amati Global Investors
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About this listen
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 14 stock ideas.
00:00 Equity outlook
03:00 When will there be a peace agreement between Ukraine and Russia?
05:50 Chemring
10:55 Qinetiq
12:20 Ashtead Technology
17:10 Serica Energy
21:20 Petrotal
23:55 Big Technologies
29:10 Kainos
34:40 Trainline
41:00 Greatland Gold
47:40 Hochschild
50:20 Tracsis
53:25 GB Group
58:25 Mercia Asset Management
61:40 Favourite stock idea for 2026. BOKU
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