2098: The Exchange with Jamie Ward

from The Vox Markets Podcast · host Vox Markets Podcast

Watch on YouTube In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following:00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’?02:10 Passive vs active funds07:05 WISE14:45 Burberry19:25 JD Sports22:15 Frasers28:20 Vistry32:00 RWS36:00 Brave Bison41:00 Roberts Walters43:00 Focusrite46:55 Camellia51:05 Agronomics55:10 Portfolio construction, stock concentration & risk management60:40 DCC64:00 SDI66:15 Favourite stock for next 12 months. DCC

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This episode was published on May 19, 2025.

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