2347: The Exchange with Scott McKenzie

The Vox Markets Podcast · Mar 23, 2026 · 1h 29m

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In 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 turmoil

03:20 Scott’s investment approach

04:45 Ashtead Technology

08:15 Jet2

12:15 Telecom Plus

17:05 Trainline

21:55 Mobico (formerly National Express)

23:10 BRCK (formerly Brickability)

28:20 Vistry

35:30 Spire Healthcare

37:50 MJ Gleeson

42:00 Tracsis

45:50 Craneware

49:30 Gamma Communications

53:45 Beauty Tech Group

58:35 MONY/Moneysupermarket

63:50 Pets At Home

67:15 Paypoint

71:20…