How should investors position their portfolios for the long term? Find out here from 1st class investor Paul Jourdan of Amati Global, including:
00:00 Is the inflation genie back in the bottle?
02:50 What’s priced into markets?
06:40 When will the Ukraine/Russia conflict &Chinese zero Covid policy be resolved?
11:35 What next for Crypto-land?
16:00 Aurrigo International #AURR
19:20 Saietta #SED
21:45 Equals #EQLS
24:10 Ashtead Technology #AT.
26:00 Qinetiq #QQ
26:50 Craneware #CRW
35:10 Polarean Imaging #POLX
37:15 Intelligent Ultrasound #IUG
39:05 Verici #VRCI & Renalytix #RENX
41:35 Cake Box #CBOX
44:00 Essensys #ESYS
46:40 Getech #GTC
50:05 Water Intelligence #WATR
51:30 Keywords Studios #KWS
54:30 GB Group #GBG
