The Art of Investing is a weekly podcast from IG UK that aims to turn market noise into clear investing strategies. Hosted by Rich McDonald, Mark Holden, and Chris Fellingham, who bring a combined century of market experience, the show decodes the week's biggest market moves and explores topics that could impact portfolios. It also introduces a live Model Portfolio, giving listeners a real-time look at how the strategy performs, including wins, losses, and lessons learned. The show is designed for both newcomers and seasoned investors looking to sharpen their edge.
Episodes
AI & Nasdaq Crash After US Midterms, Buy or Cry?
🏆 Vote for The Art of Investing in the Good Money Guide Awards!Last year we won Best Financial Podcast and Best Financial Analysis – and we'd love your support again. Please vote for us as Best Financial Podcast and Best YouTube Content Creator here: https://goodmoneyguide.com/awards/finfluencer-awards/ 🎙️The Long and Short 🎙️Can't wait until Friday? Rich McDonald and Piers Buckworth hos
AI Earnings & Mass Job Cuts - Are Central Banks Behind the Curve?
🇮🇹 The Art of Investing Heads to RomeRich is off to FX World in Rome, where he'll be joining panel discussions representing The Art of Investing. Wish him luck in the comments!🎙️The Long and Short 🎙️Can't wait until Friday? Rich McDonald and Piers Buckworth host The Long and Short every single Wednesday - 45 minutes on single stocks and the tech sector.📈 Download the full Portfolio Perfor
Gold, Copper or Oil: Which One is Best for Our Portfolio?
🎟️WIN 2x TICKETS TO THE LONDON INVESTOR SHOW. IG are giving away 2 tickets to one of the best Retail Investing events of the year. The London Investor Show takes places on Friday 30th October at Leonardo Royal Hotel, London. For your chance to win, leave the comment "LONDON INVESTOR SHOW" on the episode, we'll reply to the winning comment by Monday 26th October. More information here🎙️ Ne
CoreWeave Sends Shockwaves Through AI Capex Debt Markets
📈 Download the full Portfolio Performance SlidesView the portfolio breakdown here: https://drive.google.com/file/d/1WLmVLzxUZLPAXkRujUokqZMfWR7spwkC/view?usp=sharing📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube Fresh from their first live show at Lord’s, Rich McDonald, Mark ‘Spice’ Holden and Chris ‘CJ’ Fell
Is France Becoming Europe’s Biggest Market Risk?
🏆 Vote for The Art of Investing in the FinFluencer Awards!The Art of Investing has been nominated in the Best Economist Influencer category at the FinFluencer Awards.With voting coming to a close, this is your last chance to support the show!Vote here: https://www.finfluencer.digital/awards/uk/vote🏏 The Art of Investing LIVE at Lord’s Cricket GroundIf you’ve registered to join us at Lord’
Stress Testing Your Portfolio: Will we add Gold, Treasuries or Nasdaq?
🏆 Vote for The Art of Investing in the FinFluencer Awards!The Art of Investing has been nominated in the Best Economist Influencer category at the FinFluencer Awards.You can cast your vote using the link below:https://www.finfluencer.digital/awards/uk/vote 🏏 The Art of Investing LIVE at Lord’s Cricket GroundIf you’ve registered to join us at Lord’s on 13th October, keep an eye on your inb
Stocks & Bond Yields at Record Highs...Something Must Break
🎟️ Join The Art of Investing LIVE at Lord’s Cricket Ground!Join Rich, Mark and Chris in the Long Room at Lord’s Cricket Ground on 13th October from 6:30pm for a special live edition of The Art of Investing, with special guests, prizes and more.The event is completely free – sign up here:https://www.ig.com/uk/the-art-of-investing-live📈 Download the full Portfolio Performance SlidesView the
Gilt Market Tells Bank of England: It’s Time to Hike Rates
🎟️ Join The Art of Investing LIVE at Lord’s Cricket Ground!Join Rich, Mark and Chris in the Long Room at Lord’s Cricket Ground on 13th October from 6:30pm for a special live edition of The Art of Investing, with special guests, prizes and more.The event is completely free – sign up here: https://www.ig.com/uk/the-art-of-investing-live📈 Download the full Portfolio Performance Slides View t
Oil Prices Driving Interest Rates Higher; When Will Stocks React?
🎟️ Join The Art of Investing LIVE at Lord’s Cricket Ground!Join Rich, Mark and Chris in the Long Room at Lord’s Cricket Ground on 13th October from 6:30pm for a special live edition of The Art of Investing.The event is completely free – sign up here: https://www.ig.com/uk/the-art-of-investing-live📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here📧 Get in t
Interest Rates Are Going Up - Is the UK Ready?
📈 Download the full Portfolio Performance SlidesView the portfolio breakdown: here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, the team ask whether the investment landscape is beginning to change as bond yields continue to climb around the world.Chris compares the very diff
Nvidia vs Gold; Which is the greater fools rally?
📈 Download the full Portfolio Performance SlidesView the portfolio breakdown: here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham are back with a big listener Q&A episode, taking on three of the biggest questions
Will Bond Vigilantes end the Equity Bull Market?
📊 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 SlidesView the portfolio breakdown: here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, attention turns to the bond mar
Our Portfolio Returned 26%. Here’s What We Did - An Honest Review
📊 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📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, it’s the end-of-year exam as
How Excessive Leverage brought down Wall Street’s Golden Boy
📈 Download the full Portfolio Performance Slides: Here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok | @theartofinvestingpod on Instagram🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, after a sharp reversal across AI-linked stocks, the team explain how Leopold Aschenbrenner’s highly leveraged AI trade became one of the b
Is The Fed Credibility Cracking? And What Earnings Season Tells Us
📊 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📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, the team assess the latest Fe
The AI Rally's Weak Spot: Oracle's Warning Sign
📊 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📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube Overview:This week on The Art of Investing, the team unpack a ma
British Bargain Basement: Why UK companies are selling out?
📊 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📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, the team navigate a shortened
Do You Really Know What You’ve Invested In?
📊 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 here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: _theartofinvesting on TikTok | @theartofinvestingpod (Instagram)🎧 Listen on: Apple, Spotify, YouTube Happy Birthday to us! This week on The Art of Investing, th
Jeremy Hunt on UK Investing, CGT, and the £100k Cliff Edge
📊 The Art of Investing Survey – Fill in the form here, we’d love your feedback: https://forms.office.com/e/tCyxzN48Ks🏆 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 In this special episode, we sit down wi
Q2 Portfolio Review: Winners, Losers & What We're Buying
📊 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
Meta & Microsoft in Bear Market. So Why are Markets at Highs?
📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: _theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, the team are joined by returning guest Stewy Thompson, as Rich dials in from Miami and CJ checks in from sunny Norfolk.It’s been a far more mixed w
SpaceX Soars, The Fed Shifts and India Faces an AI Threat
📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: _theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, the team celebrate Episode 50, with Rich McDonald dialing in from the US alongside Mark “Spice” Holden, Chris “CJ” Fellingham and JP Smith.It’s bee
AI CapEx and Rate Rises - The Double Trouble Hitting Big Tech
Can’t get enough of The Art of Investing? Take a look here for even more content! https://youtu.be/B0FzP8sjd_w 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: _theartofinvesting on TikTok🎧 Listen on: Apple & SpotifyThis week on The Art of Investing, host James “Jimmy” Ovenden steps in for R
Bitcoin Drops, AI Soars: Is Your Portfolio Ready?
📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here📧 Get in touch: theartofinvesting@ig.com🎥 Behind the scenes: _theartofinvesting on TikTok 🎧 Listen on: Apple & YouTubeThis week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham are joined by Katy Forbes (CIO at North Capital), bringing over 100 years of combined expe
How The Semiconductor Super Cycle is Sparking Stocks Surge
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham draw on over 100 years of combined wealth and hedge fund management experience to unpack another powerful week in markets, as equities push to fresh highs despite ongoing geopolitical tension and macro uncertainty.With US markets now climbing for eight consecutive weeks and AI-driven momentum a
SpaceX on Launchpad While Bonds Dampen Risk Sentiment
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham break down a more volatile week in global markets, as rising bond yields, geopolitical tensions and shifting expectations begin to test the strength of the recent rally.With over 100 years of combined experience across wealth and hedge fund management, the team explore whether markets are enter
Taking Profits on Portfolio as Bonds Sound Alarm Bells
This week on The Art of Investing, Rich McDonald joins Mark “Spice” Holden and Chris “CJ” Fellingham, bringing over 100 years of combined experience across wealth and hedge fund management, to unpack another fascinating week in global markets.US equities pushed higher as investors piled back into AI, technology and cyclical trades, while copper and mining stocks extended their rally. The
Global Tech Surges as FTSE Suffers Political Uncertainty
This week on The Art of Investing, Rich McDonald is joined by Mark “Spice” Holden, Chris “CJ” Fellingham, who together bring over 100 years of combined experience across wealth and hedge fund management. They’re joined by special guest Adam Smith, former Chief of Staff to Chancellor Jeremy Hunt, to unpack another huge week in global markets.US equities pushed to fresh all-time highs as AI
British Debt Gloom vs US Stock Euphoria — What Comes Next?
This Week on The Art of Investing, Rich McDonald returns from holiday to find oil at $126 a barrel and markets at all-time highs. The team try to make sense of it - rate cut expectations have collapsed, geopolitical risk has intensified, and yet the S&P 500 and Nasdaq keep climbing. Mark "Spice" Holden and Chris "CJ" Fellingham join Rich to dig into why US markets are defying every ma
Forget Stock Picking. What Makes a Great Investor?
This week on The Art of Investing, Sophie Cocker steps in as host alongside Mark “Spice” Holden and Chris “CJ” Fellingham. Special guest, Claire Flynn Levy, author of “Stock Market Maestro’s” explores what truly separates top investors, and why behaviour, not stock picking, often drives long-term success. The team use their extensive experience across wealth and hedge fund management to u
US Equities Rally 11 Days in a Row - Why Panicking Can Cost You?
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham draw on over 100 years of combined experience across wealth and hedge fund management to break down a remarkable moment in markets.US equities are pushing to new all-time highs, despite ongoing geopolitical tension, energy uncertainty and lingering concerns around credit markets.With the S&
Switching Out of Bonds into Equities for the New ISA Year
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham bring over 100 years of combined experience across wealth and hedge fund management to unpack a dramatic rebound across markets, as a fragile ceasefire in the Middle East sends oil lower, rate expectations ease, and risk assets rally hard.With bonds recovering, equities surging and some of the
Q1 Portfolio Review: The Good, The Bad, The Ugly
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 bo
Rate Hikes Back on the Table. Does This Spell Recession?
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham are joined by Stu Thompson, Economic Strategist, to break down a market being driven less by fundamentals, and more by shifting interest rate expectations.With central banks holding steady but markets rapidly repricing from rate cuts to potential hikes, the team explore whether interest rate ex
Investing Through a Crisis with Geopolitical Strategist, Roger Lee
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham break down a more fragile market backdrop as momentum stalls and volatility creeps back in.With commodities cooling, equities diverging and bond markets wobbling, the team ask whether this is a healthy pause… or the start of something more meaningful.They’re also joined by Geopolitical Strategi
War, Oil Shocks & Private Credit Cracks – Are Markets Too Calm?
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 affe
War, Oil and Market Volatility: The Iran Conflict Explained
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a volatile week as geopolitical tensions, banking sector nerves and shifting energy policy collide.Despite rising uncertainty, from renewed conflict fears to credit market concerns, the portfolio remains resilient. The team discuss whether markets are overreacting, why bank stocks sold o
Profit Warnings, Private Equity Pain & Portfolio Returns
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 whe
Equities Surge Higher: Why aren’t Bonds Panicking?
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a quietly powerful week in markets.While headlines remain focused on AI, tariffs and geopolitics, European markets are breaking higher, bonds are behaving, and liquidity is quietly driving asset prices.The team explores why risk assets continue to rally despite macro uncertainty, and why
Why Investors Are Selling Their US Tech Holdings, and What Are They Buying Instead?
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 th
New Fed Chair Crashes Bitcoin & Silver. For Better or for Warsh?
This week on The Art of Investing, Rich McDonald and Mark “Spice” Holden are joined by JP Smith for a wide-ranging and timely discussion on one of the most volatile weeks markets have seen in months.With gold and silver suffering brutal flash crashes, crypto tumbling, US tech rotating hard, and a surprise nomination for the next Fed Chair rattling liquidity expectations, the team unpack w
Gold & Silver Warning: Has the US Become an Emerging Market?
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by JP Smith, veteran emerging markets strategist and former Chief Global Strategist at Pictet, for a deep dive into the forces shaping global markets, and where investors may be underestimating risk.From Russia’s 1998 crisis to China’s governance problem, US dollar fragility and the futur
Japanese Bonds, Greenland Brinkmanship and Iran Threats. When Risks Outweigh Rewards: Taking 10% to Cash
This week, Rich McDonald, Mark “Spice” Holden and Chris Fellingham unpack one of the most volatile macro weeks of the year, from Japan’s bond market shock to Trump’s Davos comments, rising geopolitical tension, and a sharp shift in momentum across assets.With Japanese yields spiking to multi-decade highs, markets wobbling on Greenland headlines, and gold once again leading the leaderboard
Frances Donald: The 5 Forces Reshaping Financial Markets That Investors Need to Know
This week, Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by Frances Donald, Chief Economist at the Royal Bank of Canada and regular commentator on CNBC, Fox News and Bloomberg. Tune in to talk what really matters in markets right now, and what most investors are still missing.With geopolitics flaring, commodities surging, and uncertainty everywhere from Washington to
Year-End Rally Delivers Portfolio Performance Despite Trump's Best Efforts. What's Next for 2026?
The first episode of 2026 kicks off with a bang as Rich McDonald, Mark “Spice” Holden and Chris Fellingham review a late but powerful Santa Rally, a standout quarter for commodities, and one of the strongest periods of performance since the portfolio launched. Listen to find out why we are cashing out our best performer!With markets pushing to new highs and geopolitics back in focus, the
Our Outlook for 2026, With Stu Thompson
Happy New Year and welcome to The Art of Investing’s 2026 Outlook Special.Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by economist Stu Thompson to cut through the noise and focus on the big themes that could shape markets in 2026. Not next week’s headlines, not bank price targets, but the forces that really matter for long-term investors.With consensus forecasts poi
Best Bits of 2025: Markets, Mistakes & Money Lessons
Merry Christmas and welcome to a special Best Bits episode of The Art of Investing.To round off 2025, we’re revisiting some of the most memorable moments from 2025, the bold calls, the big debates, the lessons learned the hard way, and the moments that genuinely made us laugh.From investor psychology and AI optimism, to Budget chaos, bond market nerves and why selling well matters more th
The Christmas Party Edition: Portfolio Planning, Money Lessons, Market Movers
This week’s episode is the Christmas Party Special. The tone is festive, but the market conversation is anything but fluffy.Rich McDonald, Mark “Spice” Holden and Chris Fellingham reflect on a volatile end to the year, asking whether the long-awaited Santa Rally is simply late… or quietly getting back on track. With US markets lagging, tech wobbling, commodities rallying and rate cuts fin
Quantitative Easing Explained: Has the Golden Santa Rally Begun?
Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined once again by economist Stu Thompson for a wide-ranging episode that uncovers why QE and the Fed Cuts might just be kicking off the Santa Rally, and how it's multiplying your portfolio returns.From blockbuster takeover bids and trillion-dollar IPO rumours, to a surprise return of quantitative easing and rising long-dated b
Why Copper Belongs on Your Christmas List: How to Position Your Portfolio for a Santa Rally
🏆 NOW AN AWARD-WINNING PODCASTHuge thank you to everyone who voted! TAOI just won Best Financial Podcast, Best Financial Analysis, and Best Investing Education at the Good Money Guide Awards.This week, Rich McDonald, Chris Fellingham and Mark “Spice” Holden break down one of the most complex macro weeks of the year. From Japan’s shock rate-rise chatter to a crypto wipeout, a commodities s
Reeves Budget Breakdown: Why We Are Reducing Our FTSE 250 Position
🏆Enjoying the show? Cast your vote for us in the Good Money Guide Awards: https://goodmoneyguide.com/awards/finfluencer-awards/This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris Fellingham break down one of the most dramatic weeks since the portfolio launched – a UK Budget that surprised market and confused economists.With the FTSE wobbling, the pound drifting
Inside the Budget: Secrets, Strategies & Surprises with Adam Smith
🏆Enjoying the show? Cast your vote for us in the Good Money Guide Awards: https://goodmoneyguide.com/awards/finfluencer-awards/This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by Adam Smith, former Special Advisor to the Chancellor, for the most inside-Treasury Budget preview we’ve ever recorded.With Rachel Reeves’ first Budget just day
The Psychology That Makes Or Breaks Investing - With Lee Freeman-Shor
🏆Enjoying the show? Cast your vote for us in the Good Money Guide Awards: https://goodmoneyguide.com/awards/finfluencer-awards/Welcome to Episode 19 of The Art of Investing - brought to you by IG, the global investing platform.This week, the team hand over the mic to Lee Freeman-Shor, fund manager turned author of The Art of Execution - the book that proves great investors aren’t defined
Britain's Budget Blunders & Bitcoin Enters A Bear Market
Welcome to Episode 18 of The Art of Investing - brought to you by IG, the global investment platform.Rich McDonald, Mark “Spice” Holden, and Chris Fellingham take a trip through financial history to explore one of the most important questions facing the UK government right now: what happens when a budget goes wrong?With just weeks until Rachel Reeves delivers her first budget, the team lo
Mag 7 Earnings, Fed Spooks the Market & Corporate Bonds Explained
Welcome to Episode 17 of The Art of Investing – brought to you by IG, the global investing platform.Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by special guest Chris Bowie, one of the UK’s leading bond managers, to demystify the world of corporate bonds - what they are, how they fit into a portfolio, and when they shine. As markets hit fresh highs, the team unpack
Exploring Oil & Unloved UK Stocks in the FTSE 250 Index
Welcome to Episode 16 of The Art of Investing - brought to you by IG, the global investing platform.Rich McDonald, Mark “Spice” Holden and Chris Fellingham dig into a rollercoaster week for markets as crypto sells off, AI stocks wobble, and the FTSE 100 pushes back toward record highs. The trio debate whether this is just another healthy correction, or the first cracks in the bull market.
Market Bubbles, Crypto Crashes. Why we aren’t cashing out just quite yet?
Welcome to Episode 15 of The Art of Investing - brought to you by IG, the global investing platform.Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by behavioral economist Stuart Thompson to unpack one of the biggest questions in finance right now: are we in a market bubble?From crypto crashes and record equity highs to the psychology driving investor behaviour, the tea
Investing in Emerging Markets, & The Canary in the Gold Mine
Welcome to Episode 14 of The Art of Investing - brought to you by IG, the global investing platform.This week, Rich McDonald, Mark “Spice” Holden and Chris Fellingham tackle the markets head-on - from new all-time highs and a stronger dollar, to Japan’s new Prime Minister and China’s next big play.It’s also decision week for the team as they decide whether to trim, add, or double down in
Government Shutdown, Soaring Global Markets & our FIRST Quarterly review
This week, the team face a packed agenda: a looming US government shutdown, soaring global markets, and the first part of their quarterly portfolio review. Rich McDonald, Chris Fellingham, and Mark “Spice” Holden dig into everything from pharma stocks to sovereign wealth funds - before voting on whether the Chairman should keep his crown for another quarter.What’s Hot This EpisodeBest Sep
Can YOU time the market? Digging Into Commodities & Mining stocks
Rich McDonald, Chris Fellingham and Mark “Spice” Holden get their hands dirty with a deep dive into mining and metals - from copper powering AI data centres to uranium’s surprising comeback. Along the way, they tackle your big questions: is long-term investing really just about “time in the market,” or can timing it make all the difference?This week’s market action:Rate cuts + record high
Fed Interest Rate cuts, Timing your Exponential Exit & Elon Musks $17 Billion Trade
This week, it’s all about monetary policy madness. With the Fed cutting rates for the first time in a year, the Bank of England holding fire, and central banks from Canada to Japan making moves, Rich McDonald, Chris Fellingham and Mark “Spice” Holden dive into what interest rate decisions really mean for markets.From Fed independence under Trump to the risks of policy mistakes, the team d
FTSE vs Wall Street: Can the UK compete?
This week marks a first: our debut guest, Charles Hall, Head of Research at Peel Hunt, joins Sophie (making her own debut as host) alongside Chris Fellingham and Mark “Spice” Holden. Together, they tackle one of the hottest topics in finance right now: what happened to the UK stock market, and can it make a comeback?From pensions and regulation to stamp duty and sovereign wealth funds, th
Financial Fight or Flight: The Risks Every Investor Should Know
September is here - historically the worst month for markets - and the team are all over the risks. Rich McDonald, Chris Fellingham and Mark “Spice” Holden dig into bond yields spiking to 25-year highs, gold smashing new records, and why Apple is cashing $20bn a year from Google.With the model portfolio up 1% since launch, this week is all about risk vs reward: which assets are fragile, w
The Fed is Cook-ed, Long Live the Fed
Rich McDonald, Chris Fellingham and Mark "Spice" Holden debate whether Jackson Hole’s dovish vibes can offset Trump’s Fed takeover plans. Spoiler alert: they disagree. A lot.This week’s drama includes French governments falling faster than their bond prices, Nvidia disappointing despite making buckets of cash, and our first portfolio shake-up as the team goes hunting for Russell 2000 gain
S&P 500: Are stocks in a Bubble or Rational Exuberance?
Welcome to Episode 7 of The Art of Investing – This week, Rich McDonald, Chris Fellingham, and Mark Holden dive into the strength of U.S. equities and ask the big question: can the S&P 500 keep climbing, or is a correction on the horizon? With U.S. indices testing record levels, shifting rate expectations, and mixed signals in global markets, the team break down what it all means for
FTSE All Time Highs: Is the UK Stock Market about to Boom?
Welcome to Episode 6 of The Art of Investing – our deep dive into the UK market.Rich MacDonald, Chris Fellingham, and Mark Holden explore why the FTSE 100 has underperformed for years, the key factors driving its performance, and whether the tide might finally be turning. With 12 new all-time highs this year, could a catalyst spark a comeback?We also answer listener Matt Carter’s question
The Bull, The Bear, and The Chairman: Portfolio Launch Day
Welcome to episode 5 of The Art of Investing, entitled "Live Portfolio Launch" - the moment when real-life investment decisions meet real-life consequences. Join Rich McDonald, Chris Fellingham, and Mark Holden as they launch their live model portfolio, unveiling the asset allocation for a targeted 10% annual return. This episode kicks off with a market update, including the recent 4% fal
All That Glitters – Commodities, gold & Bitcoin
Welcome to episode 4 of The Art of Investing, entitled "All That Glitters" - our commodity special exploring various forms of gold, from black gold (oil) and green gold (copper) to traditional gold and digital gold (Bitcoin). Join Rich McDonald, Chris Fellingham and Mark Holden as they complete their deep dive into asset classes ahead of next week's big portfolio launch.This week covers a
Bonds 101: Licence to yield. Building a smarter portfolio
The Art of Investing is back for episode 3, and this week we’re exploring another asset class - how bonds serve as a powerful tool for diversification, offering a counterbalance to equities in your portfolio. Join Rich McDonald, Chris Fellingham and Mark Holden to discover the secrets hidden in the attributes of bonds - issuer, interest rate, and maturity. Hear about the recent highs in g
Equities explained: how to manage risk in your portfolio
After last week’s launch episode, The Art of Investment is back!Brought to you by IG, global investing platform, FTSE 250 and over 50 years in the markets. Every Friday, hosts Rich McDonald, Mark Holden & Chris Fellingham – three investing legends bring you a combined century of market wisdom. This is your go-to podcast for inspiration and insights on the latest market movements with
When is the right time to start saving for your retirement?
Welcome to the launch episode of The Art of Investment, 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,
