There’s a famous story that dead investors’ portfolios outperform living ones, it’s more myth than confirmed fact, but the lesson holds: not touching your positions often beats overtrading. The team’s warning, leverage without discipline is like a dog bigger than you, it drags you into traffic.
Full episode: youtu.be/V54hIQz0tP0?si=2_ng…
Why does the market keep snapping back to the same level no matter what happens?
Rich, Piers and guest Will Nutting explain dealer gamma, the options positioning quietly pinning the index in place, until the structure breaks and it moves hard in either direction.
Did you know this was happening behind the scenes? youtu.be/V54hIQz0tP0
Regeneron makes $14 billion a year, is profitable, trades on 12 times earnings. Moderna makes almost nothing and was recently valued higher.
Rich and Piers explains why they’re short the stock, and why even good trial data might not be enough to hold the price up. Fascinated to see how this plays out, are you watching this one?
Full episode: youtu.be/KvA3_wMeaIA
Bond yields are hurting parts of the market, but AI equities are shrugging it off completely and hitting new highs. The team’s scoreline so far: AI one, bond market nil. How long do you think that lasts?
Full episode: youtu.be/HYMmAVKabPc
Nike just guided full year earnings to $1.15 to $1.35 a share, well below the $1.61 consensus, another profit warning. The team explains why companies and analysts rarely cut forecasts all at once, they "kitchen sink it" over two or three warnings instead. Worth knowing next time you see a stock on a surprisingly high PE.
Full episode: youtu.be/HYMmAVKabPc
One of the biggest mistakes traders make: running losses into oblivion because of ego, thinking they're right and the market's wrong. The fix is simple, a hard 1% stop loss on every position. Do you stick to a rule like this, or let conviction override it?
Full episode: youtu.be/KvA3_wMeaIA?si=nmj1…
Nike trades on a seemingly expensive 25 times earnings. But its confirmed $2.5 billion Pace cost savings plan could push earnings sharply higher over the next few years, which would make today's price look cheap, not expensive. The team explains the maths behind reading a high PE on a turnaround story.
Full episode: youtu.be/HYMmAVKabPc?si=SGai…
The Fed hiked rates again last night, Rich and Piers debate whether it was enough. Plus Qualcomm as a potential stock of 2027, Micron's next leg up, and the speculation around a SpaceX Tesla merger.
Where do you think the S&P 500 closes the year? Drop your prediction below.
Full episode: youtu.be/RaRL-DCDzgU
Oil sliding to $97, and Rich and Piers can't agree on what's next. Rich says says new highs by this time next week.
Only 20 to 30 stocks can actually lead the market from here. Who do you side with?
Full episode: youtu.be/RaRL-DCDzgU
If you treat inflation as transitory, it becomes permanent. If you treat it as permanent, it'll probably be transitory. The Art of Investing team on why "transitory" might be the word bond markets trust least, and why nobody can actually see into the future.
Full episode: youtu.be/rbpcnehu9UE
Apple, Samsung and Chinese chipmakers all hate paying Qualcomm's licensing fees. A decade of trying, and nobody's cracked the Snapdragon chip.
Rich and Piers explain why that's exactly what makes the stock worth 140, not 80. What's your read on the risk here?
Full episode: youtu.be/RaRL-DCDzgU
Everyone blames inflation for rising bond yields. The Art of Investing team thinks it's actually a shortage of capital, and that's not going away. Which explanation do you buy?
Full episode: youtu.be/_jT-XP-Zlio
Trump's pledged $5,000 to every American adult if Republicans hold Congress, a promise that could cost $1.2 trillion on top of $40 trillion in existing debt. The team breaks down the fiscal math.
Full episode: youtu.be/_jT-XP-Zlio
Stock market up 40% at its highest in 7 months, everyone's pension riding on it, and central banks ready to step in if it wobbles.
There's only one thing that can break that safety net: inflation.
Full episode: youtu.be/Ch2sQDwmeEY
Chris Rokos is rumoured to have paid £330 million in UK tax last year, more than the entire cider tax raises. He's reportedly leaving over wealth tax fears.
The Art of investing team says replacing that would take 40,000 average earners. Good riddance, or a real cost?
Full episode: youtu.be/_jT-XP-Zlio
"FTSE 250 is cheap, I'm gonna buy it." That mistake cost the team 10 years of underperformance.
The lesson: being right about value means nothing without a catalyst. Ever made this same mistake?
Full episode: youtu.be/lg24w5_Sgb0
ASML has a complete monopoly on the machines that make the world's most advanced chips.
Rich and Piers break down the new $400 million machine that could reshape the entire industry, and why TSMC held off buying them for years.
Full episode: youtu.be/Ch2sQDwmeEY
Nuclear power without concrete containment domes, Deep Fission builds reactors a mile underground instead.
Piers talk to founder Liz Muller about the engineering and what's next. Early stage, high risk, illiquid.
Watch: youtu.be/3mhYG4X32DI
Not investment advice. Capital at risk. Views are those of the interviewee, not IG.
IG retweeted
Deep Fission CEO Liz Muller joined @IGCom's The Long and the Short to talk about why we're building nuclear reactors a mile underground.
Liz walks through our path to commercial power in Parsons, KS, and the customer demand behind our growing pipeline.
youtu.be/3mhYG4X32DI

