23 July 2021
Dr Paul Jourdan speaks to PIWORLD on Markets, Macro & Opportunities:
01:12 Paul’s view on Covid-19 and where we’re headed from here.
04:17 What’s actions has Paul taken with his funds to plan for today’s threats
06:35 Dunelm (DNLM)
07:15 Has CV19 increased the attraction of Biotech and Meditech? What companies in the sector is Paul most excited about?
09:54 Polarean Imaging (POLX)
13:12 Renalytix (RENX)
15:43 Current valuations
18:17 Do you feel any companies in the funds are a likely potential bid candidate?
20:33 Grainger (GRI)
21:55 Inflation, monetarism (Professor Tim Congdon: https://mv-pt.org/) and QE.
29:10 Why did Amati launch the Strategic Metals Fund?
35:24 What company are you most excited by? Saietta (SED)
44:19 What draws you to IPOs? And which do you particularly like?
45:33 Victorian Plumbing (VIC)
48:39 AlphaWave Ip (AWE)