2497: The Exchange with Paul Jourdan of Amati Global

The Vox Markets Podcast · Sep 28, 2026 · 1h 14m

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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 17 stock ideas.

00:00 Equity outlook

02:45 Stelrad

05:35 Mortgage Advice Bureau

08:10 BRCK / Brickability

11:30 Greatland Resources

19:30 Alfa Financial

23:35 Cerillion

27:35 Netcall

31:25 Boku

35:30 Tracsis

39:00 Restore

41:00 Serica and UK energy policy

48:55 Hunting

53:45 Renew Holdings

56:15 Big Technologies

61:50 Fintel

65:00 Yu Group

72:05 Favourite stock ideas for next 12-18 months

72:50 Telecom Plus

Investment Terms…