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The Personal Investor

Fidelity International
Federal Reserve
NVIDIA
Inflation
US Jobs Data
Nikkei Index
FTSE 100
Japan
Small Companies
Oil Prices
Middle East Tensions
Global Stock Markets
US Inflation
Interest Rates
Fidelity
Investment Opportunities
Earnings Season
United Kingdom
Rachel Reeves
Bitcoin
United States

With its approachable style and no-nonsense views, The Personal Investor is the essential weekly investing podcast for smart investors. Join Ed Monk as he explores investing, financial news, stock markets and economics.

With his 360˚ view of the world of investment, Ed provides a well-balanced take on the latest developments together with expert insights to help you grow your capital, manage y... more

PublishesDailyEpisodes100Founded9 years ago
Number of ListenersCategory
Business

Listen to this Podcast

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Latest Episodes

This week in the markets: equities and bonds fall after a historic surge in the oil price as the Middle East conflict enters its second week.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy info... more

Today on the show - what plans do you need to have in place a decade from retirement? Then five years out, and finally two years from the point you quit work for good? Marianna Hunt joins us to discuss.

Ed Monk is joined by Marianna Hunt to provid... more

Today on the show - does it make sense to invest a whole lump sum into investments, or to phase your money over time? The method you chose can make a big difference to your returns overall - we’re breaking down the numbers.

Ed Monk is joined by Jem... more

This week in the markets: Investors react to conflict in the Middle East and the UK awaits the government's Spring Statement.

Fidelity’s Jemma Slingo reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Alex Wright
Portfolio manager of Fidelity Special Situations and Special Values Investment Trust
Fidelity
Episode: Why it’s a myth that UK shares have a problem
Jemma Slingo
Financial expert from Fidelis
Fidelis
Episode: £250k pension: here’s the retirement income you can expect
Jonathan Guthrie
A leading financial journalist and author of 'The Truth About Investing'.
Financial Times
Episode: Jonathan Guthrie: this is the truth about investing
Richard Evans
Author of 'Your Retirement Salary' and expert on retirement income strategies
Fidelity
Episode: The basics of building a retirement salary from investments
Marianna Hunt
Colleague at Fidelity
Fidelity
Episode: IHT is changing - can I still count on my inheritance?
Andrew Oxlade
Colleague at Fidelity
Fidelity
Episode: Avoiding the cliff edge - the secret to a richer (and happier) retirement?
Vicky Reynal
Psychotherapist specializing in financial behavior
Episode: What your money habits say about your psychology
Tom Stevenson
Investment director at Fidelity
Fidelity
Episode: Help! I missed the ‘Trump Bump’
Iona Bain
A regular money expert for BBC and ITV, published two books on personal finance.
Episode: The Personal Investor - Getting on top of your pension, with Iona Bain

Host

Ed Monk
Host and expert in investment, presenting market news, insights, and analyses.

Reviews

4.7 out of 5 stars from 146 ratings
  • great news digest

    i subscribed to this podcast when i retired a few years ago. the news digest is enough to signpost me to check on my pension and investments. many thanks

    Apple Podcasts
    5
    Cindy YA
    United Kingdom6 months ago
  • My go-to podcast for quality, regular personal investing information

    Podcast Addict
    5
    TomHague
    a year ago
  • Solid

    Never disappoints. Good quality program. Great for those wanting to grow.

    Apple Podcasts
    5
    moving on-missu
    United States2 years ago
  • Good overview each week

    Stumbled upon this while looking for podcasts by the U.S.-based brokerage firm Fidelity. Even as a U.S.-based lay investor, I enjoy the very quick but also comprehensive overviews - and the touch of (for me) international perspective is great. Thanks!

    Apple Podcasts
    5
    Sunshine on my shoulders...
    United States3 years ago
  • Excellent and always balanced

    Excellent and always balanced, maybe a little too US focused

    Thanks

    Apple Podcasts
    5
    Wilf Boggins
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Praise is given for the podcast's ability to break down complex financial topics into understandable discussions.
Reviewers appreciate the blend of market news with practical investment advice for everyday investors.
Listeners commend the show for its clear analysis and realistic insights into market trends.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#118
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Why don’t UK investors like UK companies?
Q: What is the right amount to hold in the UK market?
Tom suggests around 10% exposure to the UK market as reasonable, especially considering the valuation difference compared to the US market.
Why don’t UK investors like UK companies?
Q: What is the evidence that UK investors are shunning their own markets?
There has been a persistent outflow of investments from UK funds, totaling 71 billion pounds over a decade, despite a good performance last year.
Jonathan Guthrie: this is the truth about investing
Q: How should the mentality change around retirement regarding investments?
Retirees should decumulate gradually rather than buy annuities at one time to minimize risks and potentially maximize returns.
Jonathan Guthrie: this is the truth about investing
Q: What lessons have you learned from observing market crashes?
Markets are innately unstable and will crash; thus, having a long-term investment strategy is critical.
Jonathan Guthrie: this is the truth about investing
Q: Why did you want to write this book now?
There are many people who need to make investment decisions who didn't before, and I wanted to help them navigate this landscape.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Personal Investor

What is The Personal Investor about and what kind of topics does it cover?

This series offers weekly insights into the world of investing, financial news, stock markets, and economics, making it an essential listen for those looking to enhance their investing knowledge. The approach emphasizes market analysis and expert opinions without overwhelming jargon, aimed at helping listeners effectively manage their investment portfolios and navigate the complexities of financial markets. Episodes cover a wide range of topics including interest rates, economic forecasts, comparative pension systems, and the dynamics of asset classes, all presented with a fresh perspective and clarity that appeals to both seasoned investors and novices alike.

Where can I find podcast stats for The Personal Investor?

Rephonic provides a wide range of podcast stats for The Personal Investor. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Personal Investor and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Personal Investor get?

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What are the audience demographics for The Personal Investor?

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How many subscribers and views does The Personal Investor have?

To see how many followers or subscribers The Personal Investor has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Personal Investor?

These podcasts share a similar audience with The Personal Investor:

1. Making Money
2. The Martin Lewis Podcast
3. The Rest Is Politics: Leading
4. On The Money
5. Newscast

How many episodes of The Personal Investor are there?

The Personal Investor launched 9 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Personal Investor?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Personal Investor?

Rephonic pulls ratings and reviews for The Personal Investor from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for The Personal Investor?

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What guests have appeared on The Personal Investor?

Recent guests on The Personal Investor include:

1. Alex Wright
2. Jemma Slingo
3. Jonathan Guthrie
4. Richard Evans
5. Marianna Hunt
6. Andrew Oxlade
7. Vicky Reynal
8. Tom Stevenson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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