{"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":"How The Semiconductor Super Cycle is Sparking Stocks Surge","slug":"how-the-semiconductor-super-cycle-is-sparking-stocks-surge","published_at":"2026-05-29T13:30:00+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/how-the-semiconductor-super-cycle-is-sparking-stocks-surge","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/6f908ddb","audio_url":"https://pdrl.fm/7c6e9d/media.transistor.fm/6f908ddb/cef2f47a.mp3","summary":"This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham draw on over 100 years of combined wealth and hedge fund management experience to unpack another powerful week in markets, as equities push to fresh highs despite ongoing geopolitical tension and macro uncertainty. With US markets now climbing for eight consecutive weeks and AI-driven momentum accelerating, the team explore whether this rally still has room to run, how far the semiconductor supercycle can go, and why investors may be underestimating just how broad this market move is becoming. This Week’s Highlights: 📈 Markets Keep Climbing US equities extended their winning streak to eight consecutive weeks, with the S&P 500, Nasdaq and Dow all hitting fresh all-time highs. 🤖 Semiconductor Supercycle Accelerates AI demand continues to drive explosive growth across chipmakers, with momentum now spreading beyond Nvidia into broader semiconductor names. 🌍 Market Breadth Improving Strength is no longer limited to mega-cap tech, with the Russell 2000 and equal-weight indices also pushing higher - a positive signal for broader market health. 🛢️ Oil Drops, Markets Rally Despite geopolitical tensions, oil prices fell sharply, easing inflation concerns and supporting risk assets globally. 🏦 Bonds Stabilise After recent volatility, bond markets recovered as yields pulled back, helping to ease pressure on equities. ⚖️ AI vs Macro: A Two-Speed Market The team debate the growing disconnect between traditional macro-driven markets and the powerful AI-driven growth cycle reshaping global investing. Portfolio Snapshot - Week 41: No changes were made to the portfolio this week. Weekly portfolio performance: +2.4% Total return since inception: +22.7% 2026 year-to-date return: +10.2% Top…","meta_description":"This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham draw on over 100 years of combined wealth and hedge fund…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3568,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/how-the-semiconductor-super-cycle-is-sparking-stocks-surge/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/how-the-semiconductor-super-cycle-is-sparking-stocks-surge.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}