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The Personal Investor

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

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

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Artwork for The Personal Investor

Latest Episodes

This week in the markets: 2022 revisited - a bad month for balanced portfolios.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Today on the show - we explain the sudden turnaround for interest rates and what that means for households. Are we really about to see three interest rates rises in 2026?

Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the la... more

Today on the show - what lessons do you need to teach your children to give them the knowledge they need to manage their own finances later in life? Finance guru Claer Barrett is here to share her wisdom on the good - and bad - habits we can pass on ... more

This week in the markets: investors welcome US de-escalation after a shaky start to the market week.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Key Facts

Accepts Guests
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

Holly Mead
Investment journalist and regular contributor to major publications
Episode: If I made my first investment today - here’s what I’d do
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
Jonathan Guthrie
A leading financial journalist and author of 'The Truth About Investing'.
Financial Times
Episode: Jonathan Guthrie: this is the truth about investing
Jemma Slingo
Expert from Fidelity discussing financial strategies in retirement.
Fidelity
Episode: How much cash should you hold in retirement?
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 and proud non-conformist investor
Fidelity
Episode: How to (really) be a contrarian investor
Vicky Reynal
Psychotherapist specializing in financial behavior
Episode: What your money habits say about your psychology
Tom Stevenson
Investment Director at Fidelity
Fidelity
Episode: Is the UK economy about to catch a cold?

Host

Ed Monk
Host of The Personal Investor; provides clear, jargon-free market analysis and retirement-focused guidance.

Reviews

4.7 out of 5 stars from 150 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 Kingdom7 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 States5 years ago

Listeners Say

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

Insightful market updates that are easy to follow.
Some US focus noted, but international perspective remains useful.
Guests bring strong expertise, especially on retirement planning.
A concise format that fits quick listening windows.
Balanced views with practical investment ideas.

Chart Rankings

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

Apple Podcasts
#70
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

If I made my first investment today - here’s what I’d do
Q: How should a new investor handle fees and costs?
Understand the total cost of investing, prioritize platforms that clearly display fees, and recognize that even small fees compound over time; the goal is to balance low costs with a strategy that actually performs well over the long term.
If I made my first investment today - here’s what I’d do
Q: What would you invest in as a first-time investor today?
A simple, global, low-cost approach such as a global tracker fund (or a one-stop robo-advisor) is recommended for beginners, with a plan to automate regular contributions and consider moving to more bespoke investments only as knowledge and confidence grow.
If I made my first investment today - here’s what I’d do
Q: Why is investing a wise thing to do?
Investing has proven to grow wealth over time and lets you participate in the success of companies you use, with the caveat that past performance is not a guarantee and there can be long-term variability, so a long horizon and consistent saving help manage risk.
Interest rates turned upside down - here’s what happens next
Q: What types of interest rates are we talking about and why do they matter?
The core rate is the Bank of England base rate, which underpins mortgage costs, credit rates, and bond yields; policy decisions hinge on inflation and economic growth, and movements in energy prices can influence inflation expectations and the policy response.
What to do 10 years, 5 years and 2 years from retirement
Q: How should people think about accessing pension money and the options available five years out?
The guest outlines the main options—lump sums, flexi-access drawdown, and annuities—emphasizing tax implications, longevity risk, and how investment risk should be managed as you transition toward retirement.

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 show targets individual investors seeking straight talk on markets, pensions, and savings, with a steady stream of market commentary, fund picks, and retirement planning strategies. Episodes consistently feature Fidelity experts and a trusted host who translates complex financial topics into clear, actionable guidance for UK-based investors. Notable strengths include jargon-free analysis, a balanced perspective on both traditional and newer asset classes, and a focus on long-term wealth building and retirement planning. The format tends to mix timely market analysis with practical investment ideas, making it helpful for listeners evaluating their portfolios or considering pension and savings options.

A standout aspect is the frequent ... more

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How many listeners does The Personal Investor get?

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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. On The Money
2. AJ Bell Money & Markets
3. Investors' Chronicle
4. Many Happy Returns
5. Switch Your Money On

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.

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What guests have appeared on The Personal Investor?

Recent guests on The Personal Investor include:

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

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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