Episode
2448: The Exchange with Richard Crow
- Podcast
- The Vox Markets Podcast
- Published
- Jul 20, 2026
- Duration seconds
- 6529
- Processing state
not_requested- Canonical source
- https://audioboom.com/posts/8930151
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Summary
In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 25 stock ideas: 00:00 Equity outlook and AIM vs Main market stocks 07:10 Goodwin & how to deal with major portfolio knocks 15:05 Saga 21:20 Filtronic 27:10 Seraphim Space Investment Trust 33:45 UK recruiters: Hays, Page, Robert Walters and FDM 47:50 Computacenter 49:20 Softcat 54:15 Home power generation 57:30 Pinewood Technologies 62:40 Warpaint and Potter & Moore 67:15 Holding periods and cash levels 68:50 Liontrust Asset Management 71:40 Selling too soon 75:15 Marshalls and UK house builders 79:05 SigmaRoc 82:05 Funding Circle 88:45 XP Power 93:40 Marston’s 96:50 Victrex 98:40 Zotefoams 99:30 Halfords 102:20 CMC Markets 105:40 Volex 106:40 Dialight