# 2448: The Exchange with Richard Crow

Page: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2448-the-exchange-with-richard-crow
Text version: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2448-the-exchange-with-richard-crow.md
Podcast: [The Vox Markets Podcast](https://stenobird.com/podcast/the-vox-markets-podcast-3914537)
Published: 2026-07-20T11:46:30+00:00
Episode link: https://audioboom.com/posts/8930151
Audio file: https://dts.podtrac.com/redirect.mp3/audioboom.com/posts/8930151.mp3?modified=1784548498&sid=5051662&source=rss
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JSON: https://stenobird.com/v1/public/podcasts/the-vox-markets-podcast-3914537/episodes/2448-the-exchange-with-richard-crow
Duration seconds: 6529

## Resource

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

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## Transcript

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