{"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":"Why Investors Are Selling Their US Tech Holdings, and What Are They Buying Instead?","slug":"why-investors-are-selling-their-us-tech-holdings-and-what-are-they-buying-instead","published_at":"2026-02-13T14:08:00+00:00","page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303/why-investors-are-selling-their-us-tech-holdings-and-what-are-they-buying-instead","show_page_url":"https://stenobird.com/podcast/the-art-of-investing-7404303","url":"https://share.transistor.fm/s/9e313a7e","audio_url":"https://pdrl.fm/7c6e9d/media.transistor.fm/9e313a7e/aec9e224.mp3","summary":"This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham return after an intriguing week in markets to debate a major shift in positioning.With Japan surging, emerging markets breaking higher, software stocks wobbling and AI disruption accelerating, the team asks a big question: Are we rotating from tech into old-world value, and is private equity the next risk?Expect macro insight, portfolio reshuffling, and a full breakdown of where capital is moving next. This Week’s Highlights🇯🇵 Japan BreakoutA landslide election victory fuels fiscal stimulus hopes. The Nikkei jumps nearly 9% on the week, lifting the portfolio sharply.💻 Software ShockA small AI tax tool sparks a broader sell-off across software, wealth management and private equity-linked names. Is this the start of margin compression?🏦 The 100-Year Bond WarningAlphabet issues a 100-year bond, massively oversubscribed. CJ calls it a red flag for complacency in credit markets.🪙 Crypto Contrarian Signal?Bitcoin weakens again, but ultra-bearish headlines may suggest positioning is stretched.🌍 Europe & Emerging Markets StrengthEuro Stoxx indices hit highs as investors rotate away from expensive US tech into industrial and value-heavy regions.🇬🇧 UK Politics & GiltsPolitical uncertainty continues, reinforcing caution on long-dated UK bonds. Portfolio Snapshot: Week 26Weekly performance: +1.62%Total return since inception: +16.86% Top Performers🥇 iShares Nikkei 225 ETF: +8.5% 🥈 BlackRock World Mining Trust: +5.2% 🥉 iShares Core MSCI EM IMI ETF: +3.2% Underperformers📉 WisdomTree Copper ETF: +0.3% 📉 iShares UK Gilts 0–5yr ETF: +0.3% 📉 Cash: +0.1%Despite broad gains across equities, Japan and mining stocks drove the bulk of weekly performance, while defensive assets lagged as ri…","meta_description":"This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham return after an intriguing week in markets to debate a maj…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3969,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/why-investors-are-selling-their-us-tech-holdings-and-what-are-they-buying-instead/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/why-investors-are-selling-their-us-tech-holdings-and-what-are-they-buying-instead.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}