The Art of Investing

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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.

  1. Why Investors Are Selling Their US Tech Holdings, and What Are They Buying Instead?

    4D AGO

    Why Investors Are Selling Their US Tech Holdings, and What Are They Buying Instead?

    This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham return after an intriguing week in markets to debate a major shift in positioning. With Japan surging, emerging markets breaking higher, software stocks wobbling and AI disruption accelerating, the team asks a big question: Are we rotating from tech into old-world value, and is private equity the next risk? Expect macro insight, portfolio reshuffling, and a full breakdown of where capital is moving next. This Week’s Highlights🇯🇵 Japan Breakout A landslide election victory fuels fiscal stimulus hopes. The Nikkei jumps nearly 9% on the week, lifting the portfolio sharply. 💻 Software Shock A small AI tax tool sparks a broader sell-off across software, wealth management and private equity-linked names. Is this the start of margin compression? 🏦 The 100-Year Bond Warning Alphabet issues a 100-year bond, massively oversubscribed. CJ calls it a red flag for complacency in credit markets. 🪙 Crypto Contrarian Signal? Bitcoin weakens again, but ultra-bearish headlines may suggest positioning is stretched. 🌍 Europe & Emerging Markets Strength Euro Stoxx indices hit highs as investors rotate away from expensive US tech into industrial and value-heavy regions. 🇬🇧 UK Politics & Gilts Political uncertainty continues, reinforcing caution on long-dated UK bonds. Portfolio Snapshot: Week 26Weekly performance: +1.62% Total return since inception: +16.86% Top Performers🥇 iShares Nikkei 225 ETF: +8.5% 🥈 BlackRock World Mining Trust: +5.2% 🥉 iShares Core MSCI EM IMI ETF: +3.2% Underperformers📉 WisdomTree Copper ETF: +0.3% 📉 iShares UK Gilts 0–5yr ETF: +0.3% 📉 Cash: +0.1% Despite broad gains across equities, Japan and mining stocks drove the bulk of weekly performance, while defensive assets lagged as risk appetite improved. Big Questions the Team Debate• Is AI about to compress software margins? • Are private equity valuations vulnerable? • Is Japan Thatcher… or Liz Truss? • Are we early in a rotation toward Europe and EM? • Is extreme negativity on crypto a contrarian buy signal? What You’ll Learn✔ Why markets “travel” before they arrive ✔ How fiscal stimulus drives equity multiples ✔ Why 100-year bonds can signal complacency ✔ The difference between AI hype and AI implementation ✔ How to rotate portfolios without increasing overall risk 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight 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 or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. 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.  February Incentive Get up to £3000 when you transfer your ISA to IG. Earn 1% cashback up to £300k when you transfer your ISA before 5th April. Use Promo Code ISAPODCAST New share dealing customers only. Offer available 31st Jan to 5th April 26. T&Cs apply. 📋T&Cs :www.ig.com/uk/transfer-1-percent-cashback-feb-26

    1h 6m
  2. New Fed Chair Crashes Bitcoin & Silver. For Better or for Warsh?

    FEB 6

    New Fed Chair Crashes Bitcoin & Silver. For Better or for Warsh?

    This week on The Art of Investing, Rich McDonald and Mark “Spice” Holden are joined by JP Smith for a wide-ranging and timely discussion on one of the most volatile weeks markets have seen in months. With gold and silver suffering brutal flash crashes, crypto tumbling, US tech rotating hard, and a surprise nomination for the next Fed Chair rattling liquidity expectations, the team unpack what’s really going on beneath the surface, and how investors can spot early warning signs before markets move fast. From AI capex concerns and stretched US valuations to volatility indicators, liquidity conditions and portfolio protection, this episode is a masterclass in navigating late-cycle markets. This Week’s Market Highlights📉 Gold & Silver Flash Crash Precious metals suffer violent reversals as margin hikes, positioning pressure and liquidity fears collide. 💻 Tech Rotation Accelerates US software and AI leaders sell off sharply as markets reassess capex spending and future returns. 🔄 Money Rotates, Not Flees Capital flows out of mega-cap tech into small- and mid-cap US equities, Europe and Japan. 🪙 Crypto Volatility Returns Bitcoin slides sharply, dragging crypto-linked equities with it, highlighting broken correlations with gold. 🏦 Fed Chair Shock Trump nominates Kevin Warsh as next Fed Chair, spooking markets with fears of tighter liquidity and less QE. 📊 Volatility Back on the Radar The VIX becomes a key signal once again, with the team explaining how professionals actually use it. Portfolio SnapshotWeekly performance: –1.1% Total return since inception: +15.24% Top Performers 🥇 iShares MSCI India ETF: +5.0% 🥈 iShares Core FTSE 100 ETF: +2.5% 🥉 WisdomTree Copper ETF: +1.0% Underperformers 📉 VanEck Crypto & Blockchain Innovators ETF: –21.3% 📉 BlackRock World Mining Trust: –9.4% 📉 Invesco EQQQ NASDAQ-100 ETF: –3.1% Key Portfolio Decision🔄 Reducing US Mega-Cap Exposure Sold half of the Nasdaq position (–2.5%)Reallocated into US small caps via the Russell 2000Why? Small- and mid-cap companies are better positioned to benefit if economic activity broadens and rate cuts resume later this year. Updated US exposure now favours diversification over concentration. What Investors Learn in This Episode✔️ Why gold and silver can fall fast, even in bull markets ✔️ How margin changes and liquidity shocks trigger violent moves ✔️ Why AI capex is now being treated as a risk, not a reward ✔️ How professionals use the VIX to manage risk ✔️ The difference between a healthy rotation and a market breakdown ✔️ When cash and short-dated bonds become powerful tools ✔️ Why small caps may be the next phase of the US cycle 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly market insight 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 or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. 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. February Incentive Get up to £3000 when you transfer your ISA to IG. Earn 1% cashback up to £300k when you transfer your ISA before 5th April. Use Promo Code ISAPODCAST New share dealing customers only. Offer available 31st Jan to 5th April 26. T&Cs apply. 📋T&Cs :www.ig.com/uk/transfer-1-percent-cashback-feb-26

    1h 8m
  3. Gold & Silver Warning: Has the US Become an Emerging Market?

    JAN 30

    Gold & Silver Warning: Has the US Become an Emerging Market?

    This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by JP Smith, veteran emerging markets strategist and former Chief Global Strategist at Pictet, for a deep dive into the forces shaping global markets, and where investors may be underestimating risk. From Russia’s 1998 crisis to China’s governance problem, US dollar fragility and the future of emerging markets, this episode blends hard market insight with frontline experience from one of the world’s most seasoned emerging markets voices. Expect history, geopolitics, sharp disagreement, and a rare behind-the-scenes look at how market crises really unfold. This Week’s Highlights:🌍 Emerging Markets in Focus Why emerging markets have surged, and why today’s emerging markets index looks nothing like the one investors remember. 🇷🇺 Lessons From Russia JP recounts calling the 1998 Russian crisis early, and what investors consistently miss before major blow-ups. 🇨🇳 China’s Governance Problem Dilution, state intervention and why earnings haven’t matched economic growth. 💵 The Dollar Debate Is US dollar weakness structural, or just noise? A heated discussion on debt, politics and confidence. 🏦 Central Banks & Credibility From Japan’s bond market intervention to the Fed’s independence under pressure. ⚠️ Tail Risks Are Rising Why gold, silver and commodities may be signalling something markets are ignoring. Portfolio Snapshot: Weekly performance: +0.1% Total return since inception: +16.4% Top Performers (WoW): 🥇 BlackRock World Mining Trust: +4.5% 🥈 iShares S&P 500 GBP Hedged ETF: +1.7% 🥉 Vanguard FTSE 250 ETF: +1.5% Underperformers: 💷 Cash: +0.1% 📉 WisdomTree Copper ETF: –0.3% 🇮🇳 iShares MSCI India ETF: –2.6% Big Questions the Team Debate• Are emerging markets finally investable again, or just riding the AI cycle? • Is China uninvestable, misunderstood… or both? • Could the US start behaving like an emerging market politically? • Is gold a warning sign or simply reflecting dollar weakness? • Should investors hedge tail risks more aggressively? What You’ll Learn✔️ How market crises actually develop on the ground ✔️ Why governance matters more than growth ✔️ How dollar weakness feeds through to emerging markets assets ✔️ Why diversification is back in focus ✔️ How professionals think about risk when markets look “fine” 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly market insight 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 or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. 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.  February Incentive Get up to £3000 when you transfer your ISA to IG. Earn 1% cashback up to £300k when you transfer your ISA before 5th April. Use Promo Code ISAPODCAST New share dealing customers only. Offer available 31st Jan to 5th April 26. T&Cs apply. 📋T&Cs :www.ig.com/uk/transfer-1-percent-cashback-feb-26

    1h 13m
  4. Japanese Bonds, Greenland Brinkmanship and Iran Threats. When Risks Outweigh Rewards: Taking 10% to Cash

    JAN 23

    Japanese Bonds, Greenland Brinkmanship and Iran Threats. When Risks Outweigh Rewards: Taking 10% to Cash

    This week, Rich McDonald, Mark “Spice” Holden and Chris Fellingham unpack one of the most volatile macro weeks of the year, from Japan’s bond market shock to Trump’s Davos comments, rising geopolitical tension, and a sharp shift in momentum across assets. With Japanese yields spiking to multi-decade highs, markets wobbling on Greenland headlines, and gold once again leading the leaderboard, the team debate whether this is a temporary scare… or the early warning signs of something bigger. Crucially, they also make a major portfolio decision, raising cash and reassessing risk after a strong run of returns. Expect macro depth, proper portfolio debate, and a real-time look at how professional investors react when markets move fast. This Week’s Highlights:🇯🇵 Japan Bond Shock 40-year Japanese government bond yields spike, triggering global bond and equity volatility. 🌍 Geopolitics Returns Greenland, NATO tensions and Trump’s Davos comments briefly rattle markets before a sharp relief rally. 📉 Momentum Rotates Gold and mining stocks surge while crypto and copper lag as capital chases safety and trend. 🪙 Crypto vs Gold Bitcoin slides while gold hits new highs, reigniting the “digital gold” debate. 🏦 Central Bank Power The Bank of Japan draws a clear line in the sand, reminding markets who’s really in control. Portfolio Snapshot:Weekly performance: –0.7% Total return since inception: +15.5% Top Performers (WoW)🥇 iShares Physical Gold ETC: +4.83% 🥈 BlackRock World Mining Trust: +2.54% 🥉 iShares Core MSCI EM IMI ETF: +1.14% Underperformers (WoW)📉 VanEck Crypto & Blockchain Innovators ETF: –4.66% 📉 WisdomTree Copper ETF: –4.15% 📉 iShares MSCI India ETF: –3.49% Big Decisions This Week:🔄 Raising Cash The team reduce exposure to gold and US equities, moving 10% of the portfolio into cash to reassess risk after strong gains. 💬 Live Debate Should profits be locked in after a big run, or is stepping aside the biggest risk of all? What You’ll Learn:✔️ Why Japan’s bond market matters far beyond Tokyo ✔️ How central banks really control market stress ✔️ Why momentum dominates during uncertain periods ✔️ When raising cash is smart, and when it’s costly ✔️ How professionals manage portfolios during fast-moving macro shocks 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight 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 or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. 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. January Incentive Move your investment portfolio to IG and you’ll get up to £2,000 cashback. Simply open a general investment account, ISA, or SIPP by 30 January and get 1% cashback on your transferred investments. 1% cashback on the total Qualifying Transfers initiated between 1 January and 30 January 2026 The maximum payout is £2,000. Your capital is at risk.  New customers only. Offer valid until 30/01/2026 on ISA, GIA or SIPP accounts. T&Cs apply. 📋T&Cs: https://www.ig.com/uk/transfer-1-percent-cashback-jan-26

    1h 4m
  5. Frances Donald: The 5 Forces Reshaping Financial Markets That Investors Need to Know

    JAN 16

    Frances Donald: The 5 Forces Reshaping Financial Markets That Investors Need to Know

    This week, Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by Frances Donald, Chief Economist at the Royal Bank of Canada and regular commentator on CNBC, Fox News and Bloomberg. Tune in to talk what really matters in markets right now, and what most investors are still missing. With geopolitics flaring, commodities surging, and uncertainty everywhere from Washington to Tokyo, the team unpack the difference between cyclical noise and structural change, and why traditional economic playbooks may no longer work. Expect deep macro insight, plenty of laughs, and a fresh way of thinking about inflation, labour markets, AI, and the future of growth. This Week’s Highlights🌍 Geopolitics Everywhere Trump, Iran, Venezuela and Greenland keep markets on edge, with slow-burn risks proving harder to price than headline shocks. ⛏️ Commodities Take the Lead Gold, silver, copper and mining stocks power higher as inflation hedging, geopolitics and supply constraints collide. 🏦 Banks & Bonds in Focus US bank earnings beat expectations, but political pressure on credit card rates rattles lenders and investors. 🪙 Crypto Stabilises Bitcoin rebounds, helped by renewed institutional buying and improving sentiment after recent volatility. 🇯🇵 Japan Breaks the Trend A snap election sends the yen lower and Japanese bond yields higher, the only major market seeing rising yields this week. Special Guest: Frances DonaldFrances Donald, Chief Economist at the Royal Bank of Canada, joins the team to explain why the old business cycle framework is breaking down, and what should replace it. She covers: Why mass retirements are reshaping labour marketsHow demographics are flattening economic cyclesWhy inflation risks haven’t disappeared, just gone quietThe rise of “structural” growth drivers like healthcare, AI and government spendingWhy Canada may be far better positioned in the new global order than many investors realisePlus: why economists got 2023 so wrong, and what they need to do differently going forward. Portfolio SnapshotWeekly performance: +1.9% Total return since inception: +16.2% Top Performers: 🥇 VanEck Crypto & Blockchain Innovators ETF: +6.4% 🥈 BlackRock World Mining Trust: +4.7% 🥉 iShares Physical Gold ETC: +2.3% ⛏️ WisdomTree Copper ETF: +2.0% Underperformers: 📉 Invesco EQQQ NASDAQ-100 ETF: -1.4% 📉 iShares MSCI India ETF: -0.5% 📉 iShares S&P 500 GBP Hedged ETF: -0.5% 📉 Vanguard FTSE 250 ETF: -0.4% What You’ll Learn✔️ Why demographics matter more than GDP cycles ✔️ How retirements are changing inflation and growth dynamics ✔️ Why traditional recession indicators failed ✔️ How geopolitics really feeds into asset prices ✔️ Why diversification is finally paying off again 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight 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 or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. 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.  January Incentive Move your investment portfolio to IG and you’ll get up to £2,000 cashback. Simply open a general investment account, ISA, or SIPP by 30 January and get 1% cashback on your transferred investments. 1% cashback on the total Qualifying Transfers initiated between 1 January and 30 January 2026 The maximum payout is £2,000. Your capital is at risk.  New customers only. Offer valid until 30/01/2026 on ISA, GIA or SIPP accounts. T&Cs apply. 📋T&Cs: https://www.ig.com/uk/transfer-1-percent-cashback-jan-26

    1h 6m
  6. Year-End Rally Delivers Portfolio Performance Despite Trump's Best Efforts. What's Next for 2026?

    JAN 9

    Year-End Rally Delivers Portfolio Performance Despite Trump's Best Efforts. What's Next for 2026?

    The first episode of 2026 kicks off with a bang as Rich McDonald, Mark “Spice” Holden and Chris Fellingham review a late but powerful Santa Rally, a standout quarter for commodities, and one of the strongest periods of performance since the portfolio launched. Listen to find out why we are cashing out our best performer! With markets pushing to new highs and geopolitics back in focus, the team break down what’s really driving returns, and make their first meaningful portfolio changes of the year as they position for a potentially more volatile 2026. This Week’s Highlights:📈 Santa Rally (Finally) Equities and commodities surge into year-end, with global markets hitting fresh highs. 🇬🇧 FTSE 100 Above 10,000 A major milestone for UK markets despite years of investor outflows. ⛏️ Commodity Leadership Gold, copper and mining stocks dominate as rate cuts and geopolitics collide. 🪙 Crypto Whiplash Sharp moves in crypto-linked equities underline fast-changing sentiment. 🏦 Rates & Bonds Cooling US inflation steadies bonds, while Japan bucks the global trend. 🌍 Geopolitics Returns Defence spending, elections and global tensions shape the 2026 outlook. Portfolio Snapshot - Week 21:Weekly performance: +4.23% Total return since inception: +14.29% Top Performers🥇 VanEck Crypto & Blockchain Innovators ETF: +12.10% 🥈 BlackRock World Mining Trust: +10.66% 🥉 WisdomTree Copper ETF: +8.11%  Steadier Contributors• iShares MSCI India ETF: +2.52% • iShares Physical Gold ETC: +2.42% • iShares UK Gilts 0-5 Year ETF: +0.36% Q4 Quarterly Review (Oct–Dec):A standout quarter driven by real assets and diversification. 📊 Best Q4 Performers • BlackRock World Mining Trust: +29.38% • WisdomTree Copper ETF: +20.51% • iShares Physical Gold ETC: +15.94% • Nikkei 225 ETF: +9.60% 📉 Weak Spots • VanEck Crypto & Blockchain Innovators ETF: –12.42% (Q4) The quarter reinforces a key theme: commodities and diversification mattered more than mega-cap tech.  Actions Taken – Portfolio Changes:- 5% BlackRock World Mining Trust- 10% UK Gilts 0-5 years (all of position)+15% iShares $ Treasury Bond 7-10yr ETF  Current positioning: • ~67.5% equities • ~22.5% commodities • ~10% bonds & defensive assets What You’ll Learn:✔️ Why commodities dominated Q4 ✔️ How professionals trim winners ✔️ Why bonds still matter ✔️ How geopolitics feeds into markets ✔️ Why diversification is back 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📊 Download the full Quarterly Review Slides View the Quarterly Review: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight 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 or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. 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. January Incentive:7.5% AER variable interest on cash balance up to £10,000. Promotion from 1 January 2026 until 16 January 2026. First trade must be made before 16 January. Interest boosted from First Trade until 31 March 2026. Your capital is at risk. New customers only. Offer valid until 16/01/2026 on ISA, GIA or SIPP accounts. T&Cs apply.

    1h 11m
  7. Our Outlook for 2026, With Stu Thompson

    JAN 2

    Our Outlook for 2026, With Stu Thompson

    Happy New Year and welcome to The Art of Investing’s 2026 Outlook Special. Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by economist Stu Thompson to cut through the noise and focus on the big themes that could shape markets in 2026. Not next week’s headlines, not bank price targets, but the forces that really matter for long-term investors. With consensus forecasts pointing to steady growth and falling rates, the team challenge whether markets have become complacent. From Japan’s bond market and the unwinding of the yen carry trade, to a weaker US dollar, stubborn inflation risks and rising political volatility, this episode is all about understanding where the real risks, and opportunities, may lie next year. This Week’s Focus, The Big Themes for 2026:🇯🇵 Japan & the Yen Carry Trade Why rising Japanese bond yields could trigger a global competition for capital, and why this matters far beyond Tokyo. 📈 Bond Yields & Competition for Capital Long-dated government bond yields are rising as investors demand higher returns. What that means for equities, portfolios and risk appetite. 💵 Dollar Weakness Stu explains why the US dollar could be one of the weaker major currencies in 2026, and why commodities may benefit as a result. 🔥 Inflation Isn’t Dead Stronger growth, fiscal stimulus and a weaker dollar could keep inflation firmer than markets expect, reshaping rate expectations. 🏛️ Politics & Volatility From US midterms to UK political instability, the team explore how political pressure often leads to market-moving policy decisions. 🤖 AI Meets Reality After driving markets higher, AI stocks may face tougher questions in 2026 as investors demand real returns, not just promises. Big Questions the Team Debate:• Are markets underestimating inflation risks in 2026? • Could Japan’s bond market be the catalyst for global volatility? • Is a weaker dollar inevitable, and how should investors prepare? • Can equities thrive if interest rates don’t fall as much as expected? • Why sitting on some cash isn’t “bearish”, it’s optionality What You’ll Learn:✔️ Why consensus forecasts are often the least useful input ✔️ How rising bond yields can quietly pressure risk assets ✔️ Why commodities often outperform when currencies weaken ✔️ How professionals think about risk before it shows up in prices ✔️ Why investing is about positioning, not prediction 📧 Get in touch: theartofinvesting@ig.com 📈 Subscribe 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 or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. 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. January Incentive: 7.5% AER variable interest on cash balance up to £10,000. Promotion from 1 January 2026 until 16 January 2026. First trade must be made before 16th January. Interest boosted from First Trade until 31st March 2026. Your capital is at risk. New customers only. Offer valid until 16/01/2026 on ISA, GIA or SIPP accounts. T&Cs apply.

    44 min
  8. Best Bits of 2025: Markets, Mistakes & Money Lessons

    12/26/2025

    Best Bits of 2025: Markets, Mistakes & Money Lessons

    Merry Christmas and welcome to a special Best Bits episode of The Art of Investing. To round off 2025, we’re revisiting some of the most memorable moments from 2025, the bold calls, the big debates, the lessons learned the hard way, and the moments that genuinely made us laugh. From investor psychology and AI optimism, to Budget chaos, bond market nerves and why selling well matters more than buying smart, this episode is a reminder of what really drives long-term returns. Whether you’re catching up over the holidays or revisiting your favourite moments, this is The Art of Investing at its best. What You’ll Hear in This Episode:🧠 Investor Psychology with Lee Freeman-ShorWhy great investors aren’t defined by how many winners they pick, but by what they do when things go wrong. Rabbits, Assassins, Hunters and the hard reality of cutting losses before they cut you. ❤️ Falling in Love with Your WinnersSpice tells the story of his best ever investment, and why selling 20% down after a 20-fold gain was the right decision. 🤖 AI, Circular Deals & Déjà VuWhy self-funding loops in tech can be a warning sign, and why markets have “seen this film before”. 🏛️ Inside the Truss Mini-BudgetAdam Smith pulls back the curtain on the chaos, the ignored process, and the moment markets lost confidence, including the phone call Jeremy Hunt thought was a prank. 📉 Why Every Institution Wants an Economist (Even When They’re Wrong)Stu Thompson explains the political pressure behind forecasts, and why being wrong doesn’t always carry consequences. 📈 The Goldilocks SetupSpice lays out why the next 12–18 months could be a sweet spot for markets: falling rates, easing inflation and strong growth. 🇬🇧 The Rise, and Decline, of the UK Stock MarketA hard look at how pensions, policy and decades of selling pressure reshaped UK equities. 💵 Bonds, Nervy Middles & Getting Paid to WaitChris Bowie explains why the best bond opportunities appear when everyone else is uncomfortable.  🎄 Why This Episode Matters✔️ Markets reward behaviour, not predictions ✔️ Psychology matters more than ideas ✔️ Crises create opportunity — if you can stay disciplined ✔️ The “nervy middle” is where real returns are made 📧 Get in touch: theartofinvesting@ig.com 📈 Subscribe 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 or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. 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. December Incentive – Get 5% cashback on your investments: FOR A LIMITED TIME WE’VE DOUBLED OUR OFFER:  GET 10% CASHBACK UP TO £200.  Open a new account and invest a minimum of £50 by 31 December, and keep at least £50 invested until March. You’ll receive 5% cashback on your invested value from 21 November to 31 December (max payout £100). Your capital is at risk. New customers only. Offer valid until 31/12/2025 on ISA, GIA or SIPP accounts. T&Cs apply. 📄 Full details & T&Cs: https://www.ig.com/uk/5-percent-cashback-nov-25

    37 min
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About

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.

Information

  • Creator
    IG UK
  • Years Active
    2025 - 2026
  • Episodes
    32
  • Rating
    Clean
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