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How should investors position their portfolios for the long term? Find out here from 1st class investor Paul Jourdan of Amati Global, including:

Is the inflation genie back in the bottle? 00:00
What’s priced into markets? 02:50
When will the Ukraine/Russia conflict & Chinese zero Covid policy be resolved? 06:40
What next for Crypto-land? 11:35
Aurrigo International. 16:00
Saietta.19:20
Equals. 21:45
Ashtead Technology. 24:10
Qinetiq. 26:00
Craneware. 26:50
Indivior. 28:35
Polarean Imaging. 35:10
Intelligent Ultrasound. 37:15
Verici & Renalytix. 39:05
Cake Box. 41:35
Essensys. 44:00
Getech. 46:40
Water Intelligence. 50:05
Keywords Studios. 51:30
GB Group. 54:30