Fed Interest Rate cuts, Timing your Exponential Exit & Elon Musks $17 Billion Trade

Sep 19, 2025

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This week, it’s all about monetary policy madness. With the Fed cutting rates for the first time in a year, the Bank of England holding fire, and central banks from Canada to Japan making moves, Rich McDonald, Chris Fellingham and Mark “Spice” Holden dive into what interest rate decisions really mean for markets.

From Fed independence under Trump to the risks of policy mistakes, the team debate whether we’re seeing the start of a full rate-cutting cycle, or just an insurance tweak. Plus: Elon Musk regains the top spot as the world’s richest man, Alphabet joins the $3 trillion club, and TikTok gets a last-minute reprieve in the US.

What’s Hot This Episode

Fed Cuts Rates: First move since Dec 2024 – is it the start of a cycle?
Bank of England Watch: Inflation keeps UK policymakers on edge
Elon Musk Strikes Back: Tesla up 30% after a $1bn buy-in
Alphabet Joins $3 Trillion Club: Only the fourth company ever to do it
TikTok Survives: What it means for US tech giants
Policy Mistakes Through History: From the Great Depression to the GFC

💼 Portfolio Update

Performance: +3.46% in six weeks (vs 10% annual target)
Big Winner: VanEck Blockchain ETF up 25% since purchase (but is it time to take profits?)
Other Moves: Nikkei +1.9%, India +1.55%, S&P 500 (GBP-hedged) +1%
Laggard: DAX down 3% since initiation

❓ Your Questions Answered

When to Take Profits: How the team think about trimming winners
Fragile vs Anti-Fragile Assets: Why diversification matters more than ever
Currency Risk: Hedged vs unhedged ETFs explained in plain English
Is Monetary Policy Broken? Why rate cuts might not hit the economy like they used to

📄 Download the Portfolio ETFs List: here

📧 Get in touch: theartofinvesting@ig.com

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