The Fed is Cook-ed, Long Live the Fed

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The Art of Investing

IG UK

19 episodes

1 week ago

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 with skin in the game. Are you ready to master the art of investing? This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are for educational purposes only. Past performance is not an indication of future results. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.

All content for The Art of Investing is the property of IG UK and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The Fed is Cook-ed, Long Live the Fed

The Art of Investing

56 minutes 9 seconds

2 months ago

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 gains.

Plus: your burning questions on profit-taking, currency hedging, and why global ETFs are basically just expensive ways to buy American stocks.

What’s Hot This Episode

The Spice Market Update: S&P 500 hits all-time highs while French politicians practice musical chairs
AI Revolution 2.0: Snowflake surges 15% as companies finally figure out what to do with all that data
Nvidia Reality Check: $38bn guidance gap sends shares on a rollercoaster (spoiler: they recovered)
Fed Independence Crisis: Trump’s chess moves to stack the FOMC and what it means for your money
The One Big Beautiful Bill: Manufacturing jobs vs. AI job losses in the ultimate economic cage match

Portfolio Action

Our first live trade! The team dumps 5% of gilts to buy Russell 2000 exposure.
Mark gets his way on US small caps while Chris mutters about political risks from the sidelines.
Current performance: Up 0.59% (crypto leads the charge, India gives back last week’s gains)

Your Questions Answered

Portfolio Building 101: The three factors that actually matter for the next five years
Currency Headaches: Why your dollar ETF isn’t matching the S&P 500 (hint: sterling happened)
Profit vs. Loss Paranoia: When to cut and run vs. diamond hands strategy
2008 PTSD: What the team learned from Lehman’s collapse and Mario Draghi’s “whatever it takes” moment

Book Recommendation

The Art of Execution by Lee Freeman-Shor – discover whether you’re a rabbit, assassin, hunter, raider, or connoisseur (spoiler: we’re all rabbits at heart).

📧 Get in touch: theartofinvesting@ig.com

Disclaimer:

This podcast is provided for educational and informational purposes only. It does not constitute investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any securities. All portfolio discussions are for educational purposes only. Past performance is not a reliable indicator of future results. Your capital is at risk.