2347: The Exchange with Scott McKenzie

from The Vox Markets Podcast · host Vox Markets Podcast

Watch on YouTubeIn this fascinating interview, accomplished professional UK investor & ex fund manager Scott McKenzie takes me through 22 stock ideas, including:00:00 Outlook for equities given geopolitical turmoil03:20 Scott’s investment approach04:45 Ashtead Technology08:15 Jet212:15 Telecom Plus17:05 Trainline21:55 Mobico (formerly National Express)23:10 BRCK (formerly Brickability)28:20 Vistry35:30 Spire Healthcare37:50 MJ Gleeson42:00 Tracsis45:50 Craneware49:30 Gamma Communications53:45 Beauty Tech Group58:35 MONY/Moneysupermarket63:50 Pets At Home67:15 Paypoint71:20 FRP Advisory73:45 Mercia Asset Mgt78:10 Brooks MacDonald81:40 Distribution Finance Capital Holdings83:50 Goodwin85:45 Favourite stock idea for next 12 months. IP Group

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This episode is 1 hour and 29 minutes long.

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This episode was published on March 23, 2026.

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