Nvidia vs Gold; Which is the greater fools rally?

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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 facing investors right now: should you bother picking single stocks, is gold worth buying again, and are equities entering a more difficult phase?

With 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.

From 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.

Portfolio Snapshot - Week 54:

No changes were made to the portfolio this week.

📊 Weekly portfolio performance: +0.5%

📈 Total return since inception: +25.4%