{"podcast":{"title":"The Art of Investing","slug":"the-art-of-investing-7404303","podcast_index_feed_id":7404303,"rss_url":"https://feeds.transistor.fm/the-art-of-investing","website_url":"https://ig.com","image_url":"https://img.transistorcdn.com/hFONvhfqmH90eU1t4421M0O7Y_43TKKTDaVzIDldszY/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NzU5/ZjBhMzdkMWU1MTMy/OWMxNTk1OGU4ZjU2/YWYwZC5qcGc.jpg","author":"IG UK","episode_count":56,"summary":"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 wit…","last_synced_at":"2026-07-25T02:20:01.185564+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303"},"episode":{"title":"AI CapEx and Rate Rises - The Double Trouble Hitting Big Tech","slug":"ai-capex-and-rate-rises-the-double-trouble-hitting-big-tech","published_at":"2026-06-12T14:00:00+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/ai-capex-and-rate-rises-the-double-trouble-hitting-big-tech","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/22fc5e1b","audio_url":"https://pdrl.fm/7c6e9d/media.transistor.fm/22fc5e1b/d01b41b0.mp3","summary":"Can’t get enough of The Art of Investing? Take a look here for even more content! https://youtu.be/B0FzP8sjd_w 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com 📱 Behind the scenes: _theartofinvesting on TikTok 🎧 Listen on: Apple & Spotify This week on The Art of Investing , host James “Jimmy” Ovenden steps in for Richard McDonald, joined by Mark “Spice” Holden and Chris “CJ” Fellingham. It’s been a tough week for the portfolio, with markets taking a hit as strong US economic data reshapes interest rate expectations. The team break down a staggering $400 billion in capital raise announcements from the world’s biggest tech companies, explore what new Fed Chair Kevin Warsh’s first meeting might signal, and ask the question on every investor’s mind: why is the oil price falling even as bombs fly in the Middle East? This Week's Highlights: 📉 Markets Pull Back US equities suffer their worst week of the year as the Nasdaq falls 6% and the semiconductor index tumbles 11%. 💰 $400 Billion Capital Grab Oracle, Meta, OpenAI, Anthropic, Amazon and Space-X collectively announce hundreds of billions in fresh capital raises - raising the question of who is actually funding the AI boom. 🚀 Space-X Goes Public Highly anticipated IPO prices at $135/share with 4x oversubscription, entering the Nasdaq and Russell indices but not the S&P 500. 📊 Rate Rise Fears Return Strong US non-farm payrolls trigger a repricing of rate expectations - with up to three hikes now on the table and Kevin Warsh’s first Fed meeting closely watched. 🛢️ The Oil Price Paradox Despite ongoing Middle East tensions, the oil price falls - the team explore why markets are ignoring the disaster narrative. 🇮🇳 India’s Unlikely Comeback Afte…","meta_description":"Can’t get enough of The Art of Investing? Take a look here for even more content! https://youtu.be/B0FzP8sjd_w 📈 Download the full Portfolio Performance S…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3128,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/ai-capex-and-rate-rises-the-double-trouble-hitting-big-tech/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-art-of-investing-7404303/ai-capex-and-rate-rises-the-double-trouble-hitting-big-tech.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}