{"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":"Meta & Microsoft in Bear Market. So Why are Markets at Highs?","slug":"meta-microsoft-in-bear-market-so-why-are-markets-at-highs","published_at":"2026-06-26T13:50:00+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/meta-microsoft-in-bear-market-so-why-are-markets-at-highs","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/34ac1cb8","audio_url":"https://pdrl.fm/7c6e9d/media.transistor.fm/34ac1cb8/2c5ceee5.mp3","summary":"📈 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 , YouTube This week on The Art of Investing , the team are joined by returning guest Stewy Thompson, as Rich dials in from Miami and CJ checks in from sunny Norfolk. It’s been a far more mixed week for markets and the portfolio, with sharp divergences across asset classes. While equities continue to broaden out beyond big tech, commodities have sold off heavily and currency movements are starting to play a bigger role. The team unpack the ongoing rotation in markets, the implications of a stronger US dollar, and whether the AI-driven rally is evolving rather than ending. They also explore growing pressures in private markets, shifting macro conditions, and what all of this means for the portfolio going forward. This Week's Highlights: 📉 Commodities Come Under Pressure Gold enters a bear market and silver crashes sharply, with copper and broader commodities also selling off in a difficult week for the asset class. 💵 Dollar Strength Returns A stronger US dollar puts pressure on commodities and emerging markets, while also impacting hedged positions within the portfolio. 🔄 Market Rotation Continues The rally broadens beyond mega-cap tech, with the Russell 2000 and equal-weight S&P hitting new highs as money rotates within equities. 🤖 AI Story Evolves Blowout results from memory chipmakers reinforce the AI theme, but questions remain over sustainability and valuations. 📉 Magnificent Seven Underperform Several of the largest US tech stocks enter bear market territory, highlighting increasing dispersion across markets. 🏦 Private Markets Show Strain Rising redemption requ…","meta_description":"📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com 📱 Behind the scenes: _thearto…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3578,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/meta-microsoft-in-bear-market-so-why-are-markets-at-highs/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/meta-microsoft-in-bear-market-so-why-are-markets-at-highs.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}