Episode
SpaceX Soars, The Fed Shifts and India Faces an AI Threat
- Podcast
- The Art of Investing
- Published
- Jun 19, 2026
- Duration seconds
- 4230
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/3e4cb0e5
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Summary
📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: [email protected] 📱 Behind the scenes: _theartofinvesting on TikTok 🎧 Listen on: Apple , Spotify , YouTube This week on The Art of Investing , the team celebrate Episode 50 , with Rich McDonald dialing in from the US alongside Mark “Spice” Holden, Chris “CJ” Fellingham and JP Smith. It’s been a standout week for markets and the portfolio, with equities and commodities pushing higher as falling oil prices, easing geopolitical tensions and central bank developments reshape the outlook. The team unpack the continued momentum in AI and global equities, the implications of SpaceX’s blockbuster IPO, and what shifting rate expectations mean for markets from here. This Week's Highlights: 🚀 SpaceX Soars The biggest IPO in history continues to dominate headlines, with SpaceX surging ~40% post-listing and reigniting debate around valuations and liquidity. 🌍 Markets Push Higher Global equities deliver a strong week, with multiple indices approaching or hitting all-time highs. 🛢️ Oil Prices Drop Sharply Oil falls ~15% as tensions ease, helping drive disinflation expectations and supporting risk assets. 🏦 Central Banks Take Centre Stage Major central banks meet this week, with the Fed’s new chair signalling a shift in thinking around inflation and policy. 📊 AI Momentum Continues Strong earnings and ongoing capital investment reinforce the structural AI growth story. 🇯🇵 Japan Remains Strong Japanese equities rally following rate clarity from the Bank of Japan and continued economic support. Portfolio Snapshot – Week 44: No changes were made to the portfolio this week. 📊 Weekly portfolio performance: +4.05% 📈 Total return since inception: +24.88% 📅 2026 year-to-date return: +12.3…