{"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":"Q2 Portfolio Review: Winners, Losers & What We're Buying","slug":"q2-portfolio-review-winners-losers-what-we-re-buying","published_at":"2026-07-03T13:38:07+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/q2-portfolio-review-winners-losers-what-we-re-buying","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/123939c8","audio_url":"https://pdrl.fm/7c6e9d/media.transistor.fm/123939c8/0bba92b2.mp3","summary":"📊 The Art of Investing Survey – Fill in the form here, we’d love your feedback: https://forms.office.com/e/tCyxzN48Ks 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 🏆 Competition: win Jeremy Hunt’s book via Instagram @theartofinvestingpod 📧 Get in touch: theartofinvesting@ig.com 📱 Behind the scenes: @_theartofinvesting (TikTok) | @theartofinvestingpod (Instagram) 🎧 Listen on: Apple , Spotify , YouTube Overview: This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham come together in the studio for a full Q2 portfolio review. We’re up +12.6% over the quarter, with returns now sitting at +23.8% since inception and +11.3% year-to-date. We got the war completely wrong. We got the markets completely right. Listen for a break down of everything that worked, everything that didn’t, and the two new trades they’re putting on right now - while asking a much bigger question: are markets becoming too comfortable? With copper and mining stocks continuing to lead performance - with holdings like BlackRock World Mining Trust and the WisdomTree Copper ETF among the standout contributors - the team explore why this theme remains central to the portfolio, how AI and electrification are reshaping demand, and whether investors are underestimating the risks still present in the global economy. Meanwhile, the portfolio continues to deliver strong long-term returns, but with pockets of volatility emerging across emerging markets, crypto-linked assets and commodities - particularly with weakness in areas like India and continued dispersion between global regions. This Week’s Highlights 📈 Portfolio Edges Higher The portfolio rose +0.1%, with returns at +23.8% since inception and +11.3% YTD. ⚒️ Copper & Mining Stil…","meta_description":"📊 The Art of Investing Survey – Fill in the form here, we’d love your feedback: https://forms.office.com/e/tCyxzN48Ks 📈 Download the full Portfolio Perfor…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3116,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/q2-portfolio-review-winners-losers-what-we-re-buying/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/q2-portfolio-review-winners-losers-what-we-re-buying.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}