2171: The Exchange with Paul Jourdan of Amati Global Investors

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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 14 stock ideas.

00:00 Equity outlook
03:00 When will there be a peace agreement between Ukraine and Russia?
05:50 Chemring
10:55 Qinetiq
12:20 Ashtead Technology
17:10 Serica Energy
21:20 Petrotal
23:55 Big Technologies
29:10 Kainos
34:40 Trainline
41:00 Greatland Gold
47:40 Hochschild
50:20 Tracsis
53:25 GB Group
58:25 Mercia Asset Management
61:40 Favourite stock idea for 2026. BOKU