{"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":"Q1 Portfolio Review: The Good, The Bad, The Ugly","slug":"q1-portfolio-review-the-good-the-bad-the-ugly","published_at":"2026-04-02T15:07:00+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/q1-portfolio-review-the-good-the-bad-the-ugly","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/ffd0b940","audio_url":"https://pdrl.fm/7c6e9d/media.transistor.fm/ffd0b940/a5c34f92.mp3","summary":"This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham are back for a Quarterly Review special, reflecting on how Q1 has played out across the portfolio, with standout strength from BlackRock World Mining Trust and broader gains across developed and emerging markets, while positions like India and the VanEck Crypto ETF lagged. From oil shocks and bond volatility to crypto drawdowns and equity resilience, this episode dives deep into what’s really driving markets right now and where the opportunities may lie. This Week’s Highlights: 🏦 Rate Expectations WhipsawMarkets rapidly shift from pricing cuts to multiple hikes and back again, raising questions about whether expectations are disconnected from reality.📉 Bonds Under PressureShort-duration gilts fall sharply as rate expectations surge, challenging their role as a “safe” stabiliser in portfolios.⛽ Oil Driving the NarrativeHigher oil prices fuel inflation fears but the team argue markets may be overreacting to second-order effects on growth.📊 Equities More Resilient Than ExpectedDespite volatility, valuations (especially in the US) are becoming more attractive as multiples compress.⚠️ Crypto Volatility BitesThe VanEck Crypto ETF drops sharply, highlighting the importance of position sizing and risk management in high-volatility assets.🌍 Global Rotation & PositioningDebate around US vs emerging markets, and whether shifting allocations actually adds value, or just reshuffles risk. Portfolio Snapshot – Week 33:• Weekly performance: -1.36%• Total return since inception: +11.1% Top Performers:🥇 WisdomTree Copper ETF: +1.7%🥈 iShares Core FTSE 100 ETF: +0.9%🥉 Xtrackers DAX ETF: +0.5% Underperformers:📉 VanEck Crypto & Blockchain ETF: –11.6%📉 iShares S&P 500 GBP Hedged ETF: –…","meta_description":"This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham are back for a Quarterly Review special, reflecting on how…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4502,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/q1-portfolio-review-the-good-the-bad-the-ugly/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/q1-portfolio-review-the-good-the-bad-the-ugly.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}