{"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":"Gold & Silver Warning: Has the US Become an Emerging Market?","slug":"gold-silver-warning-has-the-us-become-an-emerging-market","published_at":"2026-01-30T15:03:09+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/gold-silver-warning-has-the-us-become-an-emerging-market","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/8bc1d92e","audio_url":"https://cohst.app/pdcst/6D4K8U/op3.dev/e/media.transistor.fm/8bc1d92e/97f57fdd.mp3","summary":"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 FocusWhy emerging markets have surged, and why today’s emerging markets index looks nothing like the one investors remember.🇷🇺 Lessons From RussiaJP recounts calling the 1998 Russian crisis early, and what investors consistently miss before major blow-ups.🇨🇳 China’s Governance ProblemDilution, state intervention and why earnings haven’t matched economic growth.💵 The Dollar DebateIs US dollar weakness structural, or just noise? A heated discussion on debt, politics and confidence.🏦 Central Banks & CredibilityFrom Japan’s bond market intervention to the Fed’s independence under pressure.⚠️ Tail Risks Are RisingWhy 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 jus…","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4394,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/gold-silver-warning-has-the-us-become-an-emerging-market/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/gold-silver-warning-has-the-us-become-an-emerging-market.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}