{"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":"Profit Warnings, Private Equity Pain & Portfolio Returns","slug":"profit-warnings-private-equity-pain-portfolio-returns","published_at":"2026-02-27T15:27:00+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/profit-warnings-private-equity-pain-portfolio-returns","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/b8e07d61","audio_url":"https://pdrl.fm/7c6e9d/media.transistor.fm/b8e07d61/f8905985.mp3","summary":"This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a strong week for the portfolio, led by commodities, emerging markets and continued European resilience.While the US debates tariffs and policy direction, global equity markets are pushing higher. Mining stocks surge, crypto stabilises, emerging markets extend gains, and the team ask whether the long-anticipated rotation away from US mega caps is finally accelerating? This Week’s Highlights:📊 Portfolio Gains MomentumA strong week driven by commodities and emerging markets exposure.⛏️ Mining Leads the ChargeBlackRock World Mining Trust hits fresh highs as metals rally.🌍 Emerging Markets Break HigherKorea climbs the global rankings and EM exposure continues to pay off.🇺🇸 US vs The Rest of the WorldIs money finally rotating away from US mega caps into global markets?🏦 Private Equity PressureAre private market valuations finally being tested?🧠 Investor PsychologyWhen a position is down 50%, what should you actually do? Portfolio Snapshot – Week 28:Weekly performance: +1.4%Total return since inception: +18.7%Top Performers🥇 BlackRock World Mining Trust PLC: +6.7%🥈 VanEck Crypto & Blockchain Innovators ETF: +4.0%🥉 WisdomTree Copper ETF: +3.4%Underperformers📉 iShares MSCI India ETF: –1.4%📉 iShares Russell 2000 ETF: –0.6%📉 Xtrackers DAX ETF: –0.5% Portfolio Positioning:The portfolio remains positioned toward:• Commodities (mining, copper)• Emerging markets• European equities• US small & mid-caps (rather than mega-cap tech)Cash and short-dated gilts remain in place as stability anchors (~20% combined). The team continue to emphasise geographic diversification away from heavy US concentration, particularly given global indices remain ~60–70% US weighted. Big Themes This…","meta_description":"This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a strong week for the portfolio, led by commodities…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3543,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/profit-warnings-private-equity-pain-portfolio-returns/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/profit-warnings-private-equity-pain-portfolio-returns.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}