Episode 2098
2098: The Exchange with Jamie Ward
The Vox Markets Podcast · Vox Markets Podcast
May 19, 20251h 7m
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Show Notes
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In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following:
00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’?
02:10 Passive vs active funds
07:05 WISE
14:45 Burberry
19:25 JD Sports
22:15 Frasers
28:20 Vistry
32:00 RWS
36:00 Brave Bison
41:00 Roberts Walters
43:00 Focusrite
46:55 Camellia
51:05 Agronomics
55:10 Portfolio construction, stock concentration & risk management
60:40 DCC
64:00 SDI
66:15 Favourite stock for next 12 months. DCC
In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following:
00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’?
02:10 Passive vs active funds
07:05 WISE
14:45 Burberry
19:25 JD Sports
22:15 Frasers
28:20 Vistry
32:00 RWS
36:00 Brave Bison
41:00 Roberts Walters
43:00 Focusrite
46:55 Camellia
51:05 Agronomics
55:10 Portfolio construction, stock concentration & risk management
60:40 DCC
64:00 SDI
66:15 Favourite stock for next 12 months. DCC