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The Art of Investing

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The Art of Investing
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  • Exploring Oil & Unloved UK Stocks in the FTSE 250
    Welcome to Episode 16 of The Art of Investing - brought to you by IG, the global investing platform.Rich McDonald, Mark “Spice” Holden and Chris Fellingham dig into a rollercoaster week for markets as crypto sells off, AI stocks wobble, and the FTSE 100 pushes back toward record highs. The trio debate whether this is just another healthy correction, or the first cracks in the bull market. And, the team add Vanguard FTSE 250 to the portfolio, listen to find out what changes we’ve made to the portfolio this week.This Week’s Highlights 🐻 Revenge of the Bears: Are tech valuations finally starting to bite? 💥 Earnings Season Heats Up: 86 % of US companies are beating expectations - but can it last? 📉 Crypto Correction: Bitcoin and blockchain names take another leg down. 🏦 UK Banks Shine: Barclays and HSBC post strong results, boosting the FTSE. ⚙️ Rotation Watch: Money begins to flow from mega-cap tech into smaller stocks.Portfolio SnapshotWeekly Performance: –1.3 %Total Return Since Inception: +7.5 %Added Vanguard FTSE 250 (VMIG) Top Performers: 🪷 India ETF +3.7 % 🇯🇵 Nikkei 225 +1.1 % 🏦 FTSE 100 +1.1 %Underperformers: 💎 Gold –3.8 % ⛏️ World Mining Trust –7.4 % 🪙 VanEck Crypto & Blockchain ETF –15.9 %What You’ll Learn:How strong earnings and a US shutdown can coexist and why markets still rise.Why AI and quantum-computing stocks fell 33 % and what that means for investor sentiment.The difference between Brent and WTI oil and how OPEC and supply controls set prices.Why the team thinks oil may be at the start of a new run-up.The case for FTSE 250 mid-caps in a changing UK policy landscape (and how they’re funding it).How central-bank gold buying and AI efficiency link back to portfolio strategy.📈 Download the full Portfolio Performance SlidesView the portfolio breakdown here: Portfolio📧 Get in touch: [email protected] for weekly investing insights and to follow the live portfolio in real time.Disclaimer:This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are for educational purposes only. Past performance is not an indication of future results.Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.October Free Share Bundle:Grow your portfolio with IG. Invest £50 with IG and get a free share bundle worth between £40 and £200.**New customers only. Make your first investment of at least £50 into an ISA, GIA, or SIPP account by 30 October 2025. Must remain invested until 31 November 2025. Other fees may apply.T&Cs found: Here
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  • Market Bubbles, Crypto Crashes. Why we aren’t cashing out just yet?
    Welcome to Episode 15 of The Art of Investing - brought to you by IG.Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by behavioral economist Stuart Thompson to unpack one of the biggest questions in finance right now: are we in a market bubble?From crypto crashes and record equity highs to the psychology driving investor behaviour, the team takes a hard look at what’s behind today’s market confidence - and whether it’s justified.This Week’s Highlights💥 Crypto Volatility: Bitcoin drops sharply in a flash selloff - what triggered it, and what comes next?📈 Equities on Edge: Global indices remain near record highs despite softening data.💬 Behavioral Economics: Guest Stuart Thompson explains why fear and greed still move markets faster than any algorithm.🏦 Central Banks: Investors continue to price in more rate cuts as data weakens.📊 Portfolio Review: The team weigh the balance between risk assets and defensive plays amid talk of overheating markets.Portfolio Snapshot:Weekly performance: +0.5%Total return since inception: +8.8%Top performers:🪙 VanEck Crypto & Blockchain ETF - +4.4% this week🥇 Gold - +4%⛏️ World Mining Trust - +3.5%Underperformers:🇩🇪 DAX - -1.2%🇬🇧 FTSE 100 - -1.2%🇺🇸 S&P / NASDAQ - slightly weaker amid mixed macro dataPositioning:The team discusses trimming crypto exposure, staying long gold, and holding steady on equities as valuations stretch.Key Takeaways:“Bad news is still good news” - weak data keeps the rate-cut optimism alive.Behavior drives markets: emotion outweighs logic in bubble phases.Crypto remains volatile: sharp moves highlight risk and opportunity.Gold and miners continue to perform strongly as defensive assets.Portfolio discipline: staying diversified while sentiment runs hot.📈 Download the full Portfolio Performance SlidesView the portfolio breakdown📧 Get in touch: [email protected] for weekly investing insights and to follow the live portfolio in real time.DisclaimerThis podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are for educational purposes only. Past performance is not an indication of future results.Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.October Free Share BundleGrow your portfolio with IG. Invest £50 with IG and get a free share bundle worth between £40 and £200.**New customers only. Make your first investment of at least £50 into an ISA, GIA, or SIPP account by 30 October 2025. Must remain invested until 31 November 2025. Other fees may apply.T&Cs found: Here
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  • Investing in Emerging Markets, & The Canary in the Gold Mine
    Welcome to Episode 14 of The Art of Investing - brought to you by IG, the global investing platform.This week, Rich McDonald, Mark “Spice” Holden and Chris Fellingham tackle the markets head-on - from new all-time highs and a stronger dollar, to Japan’s new Prime Minister and China’s next big play.It’s also decision week for the team as they decide whether to trim, add, or double down in their live portfolio after another strong run. With 8% total returns in just eight weeks, the bulls and bears are locking horns.This Week’s Highlights💹 Global Highs: S&P 500, DAX, Nikkei and even the FTSE hitting record levels 🏦 Central Banks: Hawk vs Dove - who’s really calling the shots now? 🇯🇵 Japan’s “New Thatcher”: Sanae Takanichi becomes Japan’s first female PM and markets love it 📉 Private Debt Warning: Is the next crisis hiding outside the banks? 📊 Emerging Markets Deep Dive: China, India, and the rise of the middle class 🪙 Portfolio Moves: Cutting crypto, adding to miners, and a 5% play on emerging marketsPortfolio UpdateCurrent portfolio return: +8.2% since inceptionTop performer: VanEck Crypto & Blockchain Innovators ETF (+50%)New allocations:-2.5% from VanEck Crypto+5% into BlackRock World Mining Trust+5% into Emerging Markets ETFCash reduced accordinglyThe team debate whether to take profits, raise targets, or brace for a correction — as the “Goldilocks economy” keeps investors dancing while the music’s still playing.📈 Download the full portfolio performance slides hereQuarterly Performance & AllocationsWhat You’ll LearnWhy AI-linked “circular deals” could be a red flagThe real risks and rewards in emerging markets (China vs India)Why private credit might be the next bubbleHow to balance fragile vs anti-fragile assets in your portfolioNext Week:The team answers the big question: What do you do when you’re ahead of your targets? - a full episode on portfolio management psychology.📧 Get in touch: [email protected] Subscribe for weekly investing insights and to watch the team’s live portfolio evolve in real time.DisclaimerThis podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are for educational purposes only. Past performance is not an indication of future results. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.October Free Share BundleGrow your portfolio with IG. Invest £50 with IG and get a free share bundle worth between £40 and £200.**New customers only. Make your first investment of at least £50 into an ISA, GIA, or SIPP account by 30 October 2025. Must remain invested until 31 November 2025. Other fees may apply. T&Cs found here: https://www.ig.com/uk/bonus-shares-promotion-oct-25
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  • Government Shutdown, Soaring Global Markets & our FIRST Quarterly review
    This week, the team face a packed agenda: a looming US government shutdown, soaring global markets, and the first part of their quarterly portfolio review. Rich McDonald, Chris Fellingham, and Mark “Spice” Holden dig into everything from pharma stocks to sovereign wealth funds - before voting on whether the Chairman should keep his crown for another quarter.What’s Hot This EpisodeBest September since 2020: Global equities up 4% despite seasonal headwinds.All-Time Highs Everywhere: S&P 500, Nasdaq, Russell 2000, and FTSE 100 all setting new records.Gold Breakout: Precious metals hit multi-year highs.Biggest Buyout in History: $55bn leveraged buyout of Electronic Arts.Trump’s Busy Week: From drug price deals with Pfizer to a new sovereign wealth fund push.Europe’s Inflation Relief: Eurozone inflation hits 2.2%, while the UK lags at 3.8%.ADP Jobs Shock: Weak data spooks markets but fuels optimism for more Fed cuts.Shutdown Showdown: 800,000 US government workers furloughed, and markets asking: how long will it last?Portfolio Review (Part 1)Performance to Date: Portfolio up +5.3% since inception.Star Performers:VanEck Blockchain ETF +32%Gold +13%Copper +7%BlackRock World Mining Trust +19%Laggards: DAX the weakest, India softens.Debates:Should winners like gold and crypto carry bigger weightings?Is 25% in cash too cautious or smart optionality?Risk appetite vs. sensible allocation.📊 Quarterly Performance Slides:We’ve pulled together the full set of portfolio performance slides so you can see exactly how the model portfolio has done over the past quarter - winners, laggards, and everything in between.👉 View the Quarterly Performance Slides here❓ Listener TakeawaysHow to think about quarterly reviews: scoring holdings A–E.The role of risk appetite in portfolio sizing.Why gold remains the “ultimate scarce asset.”What the US shutdown means (and doesn’t mean) for investors.Early signs of rotation: are US small caps finally worth a look?📄 Download the Portfolio ETFs list: here📄 Download the Portfolio Quarterly Review list: here📧 Get in touch: [email protected]:This podcast is provided for educational and informational purposes only. It does not constitute investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any securities. All portfolio discussions are for educational purposes only. Past performance is not a reliable indicator of future results. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.October Free Share Bundle:Grow your portfolio with IG. Invest £50 with IG and get a free share bundle worth between £40 and £200.**New customers only. Make your first investment of at least £50 into an ISA, GIA, or SIPP account by 30 October 2025. Must remain invested until 31 November 2025. Other fees may apply. T&Cs found here: https://www.ig.com/uk/bonus-shares-promotion-oct-25
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  • Can YOU time the market? Digging Into Commodities & Mining stocks
    Rich McDonald, Chris Fellingham and Mark “Spice” Holden get their hands dirty with a deep dive into mining and metals - from copper powering AI data centres to uranium’s surprising comeback. Along the way, they tackle your big questions: is long-term investing really just about “time in the market,” or can timing it make all the difference?This week’s market action:Rate cuts + record highs: S&P 500, Nasdaq, Dow, and Russell all at fresh peaksGold shines: hits new all-time highs, silver not far behindAI arms race: Nvidia pours $100bn into OpenAI, while Apple’s iPhone 17 defies the criticsEV shake-up: Porsche pivots back to petrol after weak electric salesTikTok deal drama: Oracle, Dell and Murdoch in the mix for control in the USDebt ceiling déjà vu: the US faces another potential government shutdownSpecial Topic - Metals & Mining Deep Dive:Why copper is king in the AI eraUranium’s revival as a “clean” energy play for data centresHow China still calls the shots on global commoditiesBlackRock World Mining Trust breakdown: exposure to Rio, BHP, Glencore, Anglo American & moreThe wild world of mining IPOs - and why some deals age better than othersPortfolio Action:Up 5.04% after seven weeksTaking some profits: trimming Nasdaq and gold holdings, parking 10% in cash (earning 4%)Strategy check: balancing “time in the market” with smart top-slicingYour Questions Answered:Timing vs. Time in the Market: which really wins in the long run?Portfolio review habits: how often should you really check your investments?Why we prefer “quarterly check-ups” to over-trading📄 Download the Portfolio ETFs list: here 📧 Get in touch: [email protected]:This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are for educational purposes only. Past performance is not an indication of future results. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.September Free Share Bundle:Grow your portfolio with IG. Invest £50 with IG and get a free share bundle worth between £40 and £200.**New customers only. Make your first investment of at least £50 into an ISA, GIA, or SIPP account by 30 September 2025. Must remain invested until 31 October 2025. Other fees may apply. T&Cs found here.For more info: IG Investment Campaign
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About The Art of Investing

Looking to turn Market Chaos into Investing Clarity? Welcome to The Art of Investing - a brand new podcast that transforms market noise into clear investing strategies. Brought to you by IG, global investing platform, FTSE 250 and over 50 years in the markets. This isn't your typical finance show. Whether you're taking your first steps into the investment world or you're a seasoned investor looking to sharpen your edge, you've found your new secret weapon. Every Friday, join hosts Rich McDonald, Mark Holden & Chris Fellingham – three investing legends bringing you a combined century of market wisdom. They'll decode the week's biggest moves, reveal the hot topics that could make or break a portfolio, and share the insights that separate winners from wishful thinkers. But here's where we blow every other podcast out of the water: Introducing our live Model Portfolio. With IG's access to thousands of global markets, you'll watch our strategy unfold in real-time, unfiltered investment action, that you can follow. Every week, we'll pull back the curtain on exactly how the portfolio is performing. The wins, the losses, the lessons learned – it's all here. This is investing education with skin in the game. Are you ready to master the art of investing? This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are for educational purposes only. Past performance is not an indication of future results. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.
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