The Art of Investing
Business & Finance
About
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 mo...
Episodes
- Global Tech Surges as FTSE Suffers Political Uncertainty
This episode of The Art of Investing features Rich McDonald, Mark Holden, Chris Fellingham, and Adam Smith discussing global markets. Topics include US equities, AI and semiconductor stock surges, falling oil prices, and potential bubbles…
- British Debt Gloom vs US Stock Euphoria — What Comes Next?
This episode of The Art of Investing explores the current state of financial markets, focusing on the contrast between US stock market growth and UK debt concerns. It also delves into topics like algorithmic trading, the Bank of England ra…
- Forget Stock Picking. What Makes a Great Investor?
This episode of The Art of Investing discusses what makes a great investor, focusing on behavior over stock picking. It also covers global market trends, including US equities, emerging markets, Japan, and the impact of AI.
- US Equities Rally 11 Days in a Row - Why Panicking Can Cost You?
On "The Art of Investing," Rich McDonald, Mark Holden, and Chris Fellingham analyze the recent US equities rally, exploring the factors driving market movements and the psychology behind investor behavior. They discuss the growth of big te…
- Switching Out of Bonds into Equities for the New ISA Year
On "The Art of Investing," Rich McDonald, Mark Holden, and Chris Fellingham analyze a market rebound, revisiting the case for the US, Japan, and bonds. They also address listener questions about market positioning and discuss the impact of…
- Q1 Portfolio Review: The Good, The Bad, The Ugly
This episode of The Art of Investing reviews the first quarter's portfolio performance. It covers various market drivers and sector performances, including standout gains from BlackRock World Mining Trust and challenges faced by investment…
- Rate Hikes Back on the Table. Does This Spell Recession?
In this episode of The Art of Investing, the team and economic strategist Stu Thompson discuss shifting interest rate expectations, stress in private credit, and the impact of oil and geopolitics on inflation. They also examine why bond ma…
- Investing Through a Crisis with Geopolitical Strategist, Roger Lee
The team analyzes recent market volatility, including cooling commodities and shifting equity leadership. Geopolitical strategist Roger Lee joins the discussion to explore how historical conflicts and crises influence market behavior.
- War, Oil Shocks & Private Credit Cracks – Are Markets Too Calm?
Rich McDonald, Mark Holden, and Chris Fellingham discuss global market volatility driven by energy prices and geopolitical instability. The episode explores the implications of these trends on rate expectations, private credit liquidity, a…
- War, Oil and Market Volatility: The Iran Conflict Explained
The Art of Investing podcast episode discusses market volatility driven by geopolitical tensions, banking sector nerves, and energy policy. Hosts analyze market reactions, bank stock sell-offs, and the importance of diversification and dis…
- Profit Warnings, Private Equity Pain & Portfolio Returns
The Art of Investing episode discusses portfolio gains led by commodities and emerging markets, while questioning the rotation away from US mega caps. It covers topics like private equity valuations, investor psychology with losing positio…
- Equities Surge Higher: Why aren’t Bonds Panicking?
Rich McDonald, Mark Holden, and Chris Fellingham discuss rising European markets and the stability of the bond market despite geopolitical and macroeconomic uncertainty. The episode also covers the impact of AI on inflation, the silver mar…
- Why Investors Are Selling Their US Tech Holdings, and What Are They Buying Instead?
Rich McDonald, Mark Holden, and Chris Fellingham discuss shifting market trends, including the rotation from US tech into value, Japan's market breakout, and potential risks in software and private equity. The team also reviews their portf…
- New Fed Chair Crashes Bitcoin & Silver. For Better or for Warsh?
Rich McDonald, Mark Holden, and JP Smith discuss a volatile week in markets, including flash crashes in gold and silver, crypto tumbling, and a tech rotation, following the nomination of a new Fed Chair. They analyze the impact on liquidit…
- Gold & Silver Warning: Has the US Become an Emerging Market?
Rich McDonald, Mark Holden, and Chris Fellingham are joined by strategist JP Smith to discuss emerging markets, geopolitical risks, and the future of the US dollar. The discussion covers lessons from the 1998 Russian crisis, China's govern…
- Japanese Bonds, Greenland Brinkmanship and Iran Threats. When Risks Outweigh Rewards: Taking 10% to Cash
Rich McDonald, Mark Holden, and Chris Fellingham discuss recent market volatility triggered by Japanese bond yields, geopolitical developments, and shifts in asset momentum. The team evaluates portfolio adjustments, including a decision to…
- Frances Donald: The 5 Forces Reshaping Financial Markets That Investors Need to Know
Frances Donald, Chief Economist at the Royal Bank of Canada, joins The Art of Investing team to discuss structural changes in global financial markets. Topics include the shifting business cycle, labour market impacts from demographics, in…
- Year-End Rally Delivers Portfolio Performance Despite Trump's Best Efforts. What's Next for 2026?
Rich McDonald, Mark “Spice” Holden, and Chris Fellingham review the portfolio's Q4 performance, highlighting the impact of the year-end rally and commodities leadership. The team also announces portfolio adjustments as they navigate market…
- Our Outlook for 2026, With Stu Thompson
Host Stu Thompson joins The Art of Investing to discuss potential market-shaping themes for 2026, challenging complacent forecasts. Topics include Japan's bond market, rising yields, inflation risks, a weaker dollar, political volatility,…
- Best Bits of 2025: Markets, Mistakes & Money Lessons
The Art of Investing revisits 2025's market highlights, including investor psychology with Lee Freeman-Shor, investment stories, AI trends, the Truss mini-budget's impact, and economic forecasts. Discussions cover the UK stock market, bond…
- The Christmas Party Edition: Portfolio Planning, Money Lessons, Market Movers
The Christmas Party Edition of The Art of Investing features hosts discussing end-of-year market volatility, the delayed Santa Rally, and strategies for 2026. Key topics include tech valuations, US market underperformance, commodity comeba…
- Quantitative Easing Explained: Has the Golden Santa Rally Begun?
Economist Stu Thompson joins the hosts to discuss quantitative easing and Fed rate cuts potentially triggering a Santa Rally. They analyze bond market warnings, rising yields, and market signals like takeover bids and IPO rumors, while als…
- Why Copper Belongs on Your Christmas List: How to Position Your Portfolio for a Santa Rally
The Art of Investing podcast, an award-winning show, reviews a complex macro week with Japan rate-hike rumors, crypto market swings, and commodity price increases. Hosts Rich McDonald, Chris Fellingham, and Mark Holden discuss adding coppe…
- Reeves Budget Breakdown: Why We Are Reducing Our FTSE 250 Position
The Art of Investing episode analyzes a surprising UK Budget, its market and economic implications including gilt yields and taxes, alongside US market performance and crypto volatility. The hosts debate the UK's investability and discuss…
- Inside the Budget: Secrets, Strategies & Surprises with Adam Smith
Adam Smith, former Special Advisor to the Chancellor, joins The Art of Investing hosts to discuss the inner workings of UK Budget creation, including political pressures and fiscal rules. The episode also covers recent market volatility in…
- The Psychology That Makes Or Breaks Investing - With Lee Freeman-Shor
Lee Freeman-Shor, author of The Art of Execution, joins The Art of Investing podcast to discuss how psychology impacts investment success. The episode covers investor tribes (Rabbit, Assassin, Hunter, Raider, Connoisseur), key behavioral t…
- Britain's Budget Blunders & Bitcoin Enters A Bear Market
This episode of The Art of Investing reviews UK budget blunders, including the 1976 IMF bailout and the 2022 mini-budget, discussing lessons for markets. It also covers Bitcoin entering a bear market, AI stock performance, and Bank of Engl…
- Mag 7 Earnings, Fed Spooks the Market & Corporate Bonds Explained
In this episode of The Art of Investing, hosts Rich McDonald, Mark Holden, and Chris Fellingham, with guest Chris Bowie, explore corporate bonds, Mag 7 earnings, and market movements. They cover topics like credit spreads, yields, Fed rate…
- Exploring Oil & Unloved UK Stocks in the FTSE 250 Index
This episode of The Art of Investing discusses a volatile market week with crypto sell-offs and AI stock wobbles, alongside the FTSE 100's rise. The hosts debate market corrections and a potential bull market shift. They also cover oil pri…
- Market Bubbles, Crypto Crashes. Why we aren’t cashing out just quite yet?
This episode of The Art of Investing, featuring guest Stuart Thompson, examines the current market bubble question, crypto volatility, and investor psychology driving market confidence. The team reviews portfolio performance and positionin…
- Investing in Emerging Markets, & The Canary in the Gold Mine
The Art of Investing podcast episode 14 discusses global market highs, central bank policies, Japan's new Prime Minister, and the risks and rewards of emerging markets, including China and India. The hosts also review their live portfolio'…
- Government Shutdown, Soaring Global Markets & our FIRST Quarterly review
The Art of Investing podcast reviews the US government shutdown, global market performance including equities and gold, and the first quarterly portfolio review. The team discusses stock performance, asset allocation, and investor takeaway…
- Can YOU time the market? Digging Into Commodities & Mining stocks
Rich McDonald, Chris Fellingham, and Mark “Spice” Holden explore mining and metals, including copper for AI data centers and uranium. They debate market timing versus time in the market and review recent market actions, including record hi…
- Fed Interest Rate cuts, Timing your Exponential Exit & Elon Musks $17 Billion Trade
The Art of Investing discusses recent central bank decisions, including the Fed
- FTSE vs Wall Street: Can the UK compete?
This episode of The Art of Investing features guest Charles Hall discussing the UK stock market's challenges and potential comeback strategies. The discussion covers pensions, regulation, taxation, and the shrinking pool of UK-listed compa…
- Financial Fight or Flight: The Risks Every Investor Should Know
The Art of Investing podcast episode "Financial Fight or Flight" discusses current market risks including high bond yields and record gold prices. Hosts analyze the Apple-Google deal, antitrust concerns, and upcoming economic data, while u…
- The Fed is Cook-ed, Long Live the Fed
The Art of Investing podcast features a debate on the Federal Reserve's future, with hosts discussing potential political influence and its market implications. The episode includes market updates, a portfolio adjustment adding Russell 200…
- S&P 500: Are stocks in a Bubble or Rational Exuberance?
In this episode, hosts Rich McDonald, Chris Fellingham, and Mark Holden discuss the S&P 500's performance, considering whether current market highs indicate a bubble or rational exuberance. They analyze U.S. equities, Fed policy expectatio…
- FTSE All Time Highs: Is the UK Stock Market about to Boom?
This episode of The Art of Investing examines the FTSE 100's recent all-time highs, discusses its historical underperformance and potential catalysts for a comeback, and provides a beginner's guide to opening an investment account.
- The Bull, The Bear, and The Chairman: Portfolio Launch Day
In episode 5, "Live Portfolio Launch," hosts Rich McDonald, Chris Fellingham, and Mark Holden unveil their live model portfolio, targeting a 10% annual return. They discuss market updates, including recent volatility and tariff impacts, an…
- All That Glitters – Commodities, gold & Bitcoin
This episode of The Art of Investing explores commodities, including oil, copper, and gold, alongside Bitcoin. It discusses market dynamics, China's significant demand, supply constraints, and the role of the US dollar.
- Bonds 101: Licence to yield. Building a smarter portfolio
This episode of The Art of Investing explores bonds, covering their role in portfolio diversification, key attributes like issuer and maturity, and how market sentiment, trade negotiations, and commodity prices influence financial markets.
- Equities explained: how to manage risk in your portfolio
This episode of The Art of Investing, hosted by Rich McDonald, Mark Holden, and Chris Fellingham, delves into managing risk within equity portfolios. It covers portfolio construction, the influence of economic and political factors on mark…
- When is the right time to start saving for your retirement?
The Art of Investing podcast launches with a discussion on retirement saving. Hosts Rich McDonald, Mark Holden, and Chris Fellingham cover topics including the risks of holding cash versus stocks, how supply and demand affect prices, build…