2171: The Exchange with Paul Jourdan of Amati Global Investors

from The Vox Markets Podcast · host Vox Markets Podcast

Watch on YouTubeIn 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 outlook03:00 When will there be a peace agreement between Ukraine and Russia?05:50 Chemring10:55 Qinetiq12:20 Ashtead Technology17:10 Serica Energy21:20 Petrotal23:55 Big Technologies29:10 Kainos34:40 Trainline41:00 Greatland Gold47:40 Hochschild50:20 Tracsis53:25 GB Group58:25 Mercia Asset Management61:40 Favourite stock idea for 2026. BOKU

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This episode was published on August 18, 2025.

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