{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"Nvidia vs Gold; Which is the greater fools rally?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/3bdf9140\"></iframe>","width":"100%","height":180,"duration":3609,"description":"📈 Download the full Portfolio Performance Slides\nView the portfolio breakdown: here\n📧 Get in touch: theartofinvesting@ig.com\n📱 Behind the scenes: @_theartofinvesting on TikTok\n🎧 Listen on: Apple, Spotify, YouTube \n\nThis 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 facing investors right now: should you bother picking single stocks, is gold worth buying again, and are equities entering a more difficult phase?\n\nWith Nvidia delivering another extraordinary update, Bitcoin back above $80,000, oil falling sharply, and bond markets still waiting on Jackson Hole, the team unpack a market where confidence is returning in some places, but the warning signs have not disappeared.\n\nFrom the challenge of beating ETFs to the case for gold, AI infrastructure spending, and the hidden effect of new share issuance, this episode asks whether investors should be adding risk, sitting tight, or preparing for a harder turn in markets.\n\nPortfolio Snapshot - Week 54:\nNo changes were made to the portfolio this week.\n\n📊 Weekly portfolio performance: +0.5%\n📈 Total return since inception: +25.4%\n📅 2026 year-to-date return: +12.9%\n\nTop Performers:\n📈 BlackRock World Mining Trust PLC: +4.7% WoW\n📈 WisdomTree Copper ETF: +1.9% WoW\n📈 iShares Core MSCI EM IMI ETC: +1.8% WoW\n\nUnderperformers:\n📉 XLI SPDR US Industrials ETF: -1.2% WoW\n📉 iShares Russell 2000 ETF: -1.2% WoW\n📉 Invesco EQQQ Nasdaq 100 UCITS ETF: -1.1% WoW\n\nThis Week’s Highlights:\n\n📊 Portfolio Edges Higher\nThe model portfolio rises around +0.5% on the week, taking performance to +25.4% since inception and +12.9% year-to-date.\n🤖 Nvidia Reignites the AI Debate\nNvidia guides to 70% revenue growth for the year ending January 2028, but the team debate whether the market is still right to stay cautious.\n📉 Bonds Stay in Focus\nStanley Druckenmiller criticises Scott Bessent’s Treasury bond-buying plan, keeping fiscal...","thumbnail_url":"https://img.transistorcdn.com/thywArVFDknjVUW9JEkpwtTGr3zY240Mo7hbQ7_Y3qM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NzU5/ZjBhMzdkMWU1MTMy/OWMxNTk1OGU4ZjU2/YWYwZC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}