811: Vox Markets Fund Manager Series - Q&A with Amati Global Investors fund manager, Dr Paul Jourdan

The Vox Markets Podcast

21-07-2022 • 1 hr 8 mins


In this interview, Uber smart investor Paul Jourdan of Amati Global runs through 19 tremendous stock ideas, alongside providing his latest thoughts on the macro economic & geopolitical climate.

Economic soft landing, or mild/severe recession? 04:30
Will there be a ceasefire in Ukraine? 06:10
One attractive sector. 09:05
M&A activity. 10:35
Ensilica & might China invade Taiwan? 13:30
Strip Tinning. 21:20
Zenova. 23:55
Verici DX.28:25
Cake Box. 30:20
NCC. 33:40
S4 Capital. 37:05
Begbies Traynor & FRP Advisory. 38:55
Saietta.41:25
Intelligent Ultrasound. 44:20
Science in Sport. 45:40
Getech. 48:20
Equals. 52:55
tinybuild. 54:00
Belvoir. 55:35
Brooks MacDonald. 57:25
Fusion Antibodies. 5830
Rosslyn Data Tech. 62:00
is the market bottoming? 65:30





#ENSI #STG #ZED #VRCI #CBOX #NCC #SFOR #BEG #FRP #SED IUG #SIS #GTC #EQLS #TBLD #BLV #BRK #FAB #RDT