The Exchange with Jamie Ward
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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
14:45
19:25 JD Sports
22:15
28:20
32:00
36:00
41:00
43:00
46:55
51:05
55:10 Portfolio construction, stock concentration & risk management
60:40
64:00
66:15 Favourite stock for next 12 months.
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