{"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":"Our Outlook for 2026, With Stu Thompson","slug":"our-outlook-for-2026-with-stu-thompson","published_at":"2026-01-02T15:05:48+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/our-outlook-for-2026-with-stu-thompson","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/189e7f27","audio_url":"https://cohst.app/pdcst/6D4K8U/op3.dev/e/media.transistor.fm/189e7f27/a208c7fc.mp3","summary":"Happy New Year and welcome to The Art of Investing’s 2026 Outlook Special.Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by economist Stu Thompson to cut through the noise and focus on the big themes that could shape markets in 2026. Not next week’s headlines, not bank price targets, but the forces that really matter for long-term investors.With consensus forecasts pointing to steady growth and falling rates, the team challenge whether markets have become complacent. From Japan’s bond market and the unwinding of the yen carry trade, to a weaker US dollar, stubborn inflation risks and rising political volatility, this episode is all about understanding where the real risks, and opportunities, may lie next year.This Week’s Focus, The Big Themes for 2026:🇯🇵 Japan & the Yen Carry TradeWhy rising Japanese bond yields could trigger a global competition for capital, and why this matters far beyond Tokyo.📈 Bond Yields & Competition for CapitalLong-dated government bond yields are rising as investors demand higher returns. What that means for equities, portfolios and risk appetite.💵 Dollar WeaknessStu explains why the US dollar could be one of the weaker major currencies in 2026, and why commodities may benefit as a result.🔥 Inflation Isn’t DeadStronger growth, fiscal stimulus and a weaker dollar could keep inflation firmer than markets expect, reshaping rate expectations.🏛️ Politics & VolatilityFrom US midterms to UK political instability, the team explore how political pressure often leads to market-moving policy decisions.🤖 AI Meets RealityAfter driving markets higher, AI stocks may face tougher questions in 2026 as investors demand real returns, not just promises.Big Questions the Team Debate:• Are markets underestimating inflation risks in 2…","meta_description":"Happy New Year and welcome to The Art of Investing’s 2026 Outlook Special.Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by economist…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2621,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/our-outlook-for-2026-with-stu-thompson/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/our-outlook-for-2026-with-stu-thompson.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}