2322: The Exchange with Paul Jourdan of Amati Global

The Vox Markets Podcast · Feb 23, 2026 · 1h 14m

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 15 stock ideas.

00:00 Equity outlook

01:40 Greatland Resources / Gold

06:55 Boku

11:30 Wilmington (recent purchase)

17:50 Accesso

23:50 Kainos

29:20 Alfa Financial

31:55 GB Group

38:00 Gamma Communications

41:20 Yu Group

46:25 Serica Energy

52:25 Grainger

54:35 Jet2

56:55 Big Technologies

62:45 Trainline

69:40 Favourite stock idea(s) for next 12 months: Yu Group & Telecom Plus