Episode
Forget Stock Picking. What Makes a Great Investor?
- Podcast
- The Art of Investing
- Published
- Apr 24, 2026
- Duration seconds
- 4409
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/09fbf00f
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Summary
This week on The Art of Investing, Sophie Cocker steps in as host alongside Mark “Spice” Holden and Chris “CJ” Fellingham. Special guest, Claire Flynn Levy, author of “Stock Market Maestro’s” explores what truly separates top investors, and why behaviour, not stock picking, often drives long-term success. The team use their extensive experience across wealth and hedge fund management to unpack another strong week for global markets, even as oil rises, geopolitical tensions linger and macro signals remain mixed.US equities continue to push higher, with the S&P 500, NASDAQ and small caps all hitting fresh highs. Meanwhile, emerging markets and Japan are also gaining momentum, raising the question: is this still the AI-driven rally, or something more structural? This Week’s Highlights:🧠 Investor Behaviour Matters, From The Book ‘Stock Market Maestro’s’ Why managing losses and position sizing often matters more than picking winners.📈 Markets Defy Expectations US equities hit new highs despite rising oil prices and ongoing uncertainty.💻 Tech & AI Still Leading Magnificent Seven strength continues, with AI-driven productivity shaping markets.🌏 Global Markets Broadening Out Emerging markets and Japan rally, suggesting gains are spreading beyond mega caps.🇬🇧 UK & Europe Lag Weakness persists amid rate pressure, political uncertainty and slower AI adoption. Portfolio Snapshot - Week 36:No changes were made to the portfolio this week. Weekly performance: +1.3%Total return since inception: +19.07% Top Performers🥇 VanEck Crypto & Blockchain Innovators ETF: +8.55%🥈 iShares Russell 2000 ETF: +2.77%🥉 iShares Core MSCI EM IMI ETF: +2.26% Underperformers📉 BlackRock World Mining Trust: –1.55%📉 iShares Core FTSE 100 ETF: –0.89%📉 Invesco Stoxx Euro 600 ETF: –0.52% Portfoli…