{"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":"War, Oil Shocks & Private Credit Cracks – Are Markets Too Calm?","slug":"war-oil-shocks-private-credit-cracks-are-markets-too-calm","published_at":"2026-03-13T14:17:48+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/war-oil-shocks-private-credit-cracks-are-markets-too-calm","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/31b05c09","audio_url":"https://pdrl.fm/7c6e9d/media.transistor.fm/31b05c09/241c4217.mp3","summary":"This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a volatile week in global markets as geopolitical tensions, rising oil prices and credit concerns ripple through investor sentiment.Despite the second consecutive weekly drawdown in the portfolio, markets have remained relatively resilient. The team discuss why energy shocks quickly affect inflation expectations, how investors are reacting to shifting rate outlooks, and why private credit and private equity liquidity are attracting renewed scrutiny.They also explore how different sectors react to geopolitical shocks and why diversification still matters when volatility rises. This Week’s Highlights:⛽ Oil Shock Hits MarketsEnergy prices surge as Middle East tensions intensify.🏦 Private Credit QuestionsLiquidity concerns emerge in parts of the private market.📉 Rate Expectations ShiftInvestors reassess the outlook for central bank cuts.📊 Sector Rotation ContinuesSoftware rebounds while travel and energy-sensitive sectors struggle.⚠️ Liquidity Risk DebateRestrictions in some funds highlight structural challenges. Portfolio Snapshot:Portfolio Snapshot – Week 30Weekly performance: –2.1%Total return since inception: +14.5% Top Performers🥇 Cash: +0.1%🥈 WisdomTree Copper ETF: –0.3%🥉 iShares $ Treasury Bond 7–10yr UCITS ETF: –0.4% Underperformers📉 iShares Nikkei 225 ETF: –4.3%📉 BlackRock World Mining Trust PLC: –4.2%📉 iShares Russell 2000 ETF: –3.8% Portfolio Positioning:The portfolio remains positioned toward:• Commodities and real assets• Global equities beyond US mega-cap concentration• Select small and mid-cap exposure• Defensive allocations including gilts, treasuries and cashThe focus remains diversification and long-term resilience rather than reacting to short-term head…","meta_description":"This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a volatile week in global markets as geopolitical t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4268,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/war-oil-shocks-private-credit-cracks-are-markets-too-calm/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/war-oil-shocks-private-credit-cracks-are-markets-too-calm.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}