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The Personal Investor

Fidelity International
Inflation
Federal Reserve
Gold
Fidelity
S&P 500
Stock Market
Pensions
Donald Trump
Bank Of England
Artificial Intelligence
State Pension
United States
US Stock Market
Tariffs
Interest Rates
FTSE 100
UK Stock Market
China
Retirement Planning
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

PublishesDailyEpisodes100Founded10 years ago
Number of ListenersCategory
Business

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Latest Episodes

This week in markets: after a bumpy few days for equities, earnings season could restore investor confidence.

Fidelity’s Jemma Slingo reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Today on the show - Jemma Slingo is here to walk us through the government’s proposed change to how the State Pension will rise in the future. Is this really still a triple lock? And why are so many misunderstanding the reform? That’s our focus today... more

This week in the markets: the equity bull market is four years old this week and, as third quarter earnings season kicks off with high expectations, shares are holding their gains despite the growing pressure of rising bond yields.

Fidelity’s Tom S... more

Today on the show - Jemma Slingo is with us to answer whether it pays for parents to give up work to raise children - and explain ways to avoid the punishing hit from tax and the withdrawal of benefits that can happen when your pay reaches key cliff-... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jemma Slingo
Fidelity's Jemma Slingo
Fidelity
Episode: ‘People are getting this wrong’: State Pension under a new ‘Triple Lock’‘People are getting this wrong’: State Pension under a new ‘Triple Lock’
Tom Stevenson
Investment Director at Fidelity
Fidelity
Episode: Time for bonds? IHT threat to pensions? What you’re asking us right now
Stacey Duguid
Writer and campaigner who shares her midlife career loss story
Self-described campaigner and author
Episode: "I wish someone had told me this" - Stacey Duguid on mid-life career loss
Marianna Hunt
Fidelity executive, guest expert on pensions and retirement planning
Fidelity
Episode: Should I use my pension to pay off my mortgage?
Jo Lewis
Fidelity colleague discussing power of attorney
Fidelity
Episode: Who needs Power of Attorney - and when?
James Browne
Senior Policy Advisor on Economic Policy for the Tony Blair Institute
Tony Blair Institute for Global Change
Episode: Is this really the future of the State Pension?
Jasmine Yeo
Fund manager, Ruffa Investment Company
Ruffer Investment Company
Episode: What to do when the 60/40 portfolio no longer works
Richard Evans
Fidelity's financial journalist and author
Fidelity
Episode: Smart investors use these investments for income - here’s how
Claer Barrett
Money expert, consumer editor at Financial Times
Financial Times
Episode: These are the money lessons to teach your children

Host

Ed Monk
Host of The Personal Investor

Reviews

4.7 out of 5 stars from 158 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 Kingdoma year ago
  • My go-to podcast for quality, regular personal investing information

    Podcast Addict
    5
    TomHague
    2 years 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.

Listeners appreciate concise market overviews with international perspective.
Guests bring practical pension and retirement planning insights.
The show provides balanced, clear analysis ideal for long-term investors.
Content stays relevant across market cycles with actionable takeaways.

Chart Rankings

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

Apple Podcasts
#115
United Kingdom/Business
Apple Podcasts
#238
Ukraine/Business

Talking Points

Recent interactions between the hosts and their guests.

Time for bonds? IHT threat to pensions? What you’re asking us right now
Q: Bit of an old chestnut: the case for active management via stock picking is weak. Why does it carry on?
Active management can theoretically outperform by stock selection, but in practice the big mega-cap tech weights in many indexes make outperformance difficult; a blended approach (some active, some passive) often balances the benefits and risks.
Time for bonds? IHT threat to pensions? What you’re asking us right now
Q: When do you think the current series of anticipated interest rises will peak, and when might rates fall assuming Iran conflict ends and no new shocks?
Markets are pricing multiple rate rises over the next one to two years, but the trajectory is uncertain; some forecasters expect a peak later followed by a gradual move lower if inflation cools and growth moderates, though the timing is highly dependent on macro variables.
Time for bonds? IHT threat to pensions? What you’re asking us right now
Q: Does Tom think markets are now pricing in the worst case for bonds? If so, is it attractive to invest in bonds now?
Bonds have risen from ultra-low levels; they are not yet priced for the worst case, and as yields rise, the potential for higher income and eventual capital gains when rates fall makes bonds increasingly attractive over the longer term, though near-term volatility remains.
Time for bonds? IHT threat to pensions? What you’re asking us right now
Q: With the US markets seemingly high from the AI trade, how can the average investor avoid contagion from a big sell-off if the AI trade comes crashing down?
Diversify by geography and sector; consider UK exposure and traditional, non-tech sectors (energy, banks, industrials) that may outperform if AI sentiment falters, and maintain a balanced, multi-level approach to AI exposure rather than concentrated bets.
Time for bonds? IHT threat to pensions? What you’re asking us right now
Q: I currently have 15% of my investment ISA in a money market fund at Fidelity. Will this be taxed next year? What else can I hold my money in for a low-risk type investment?
From next April, cash inside a stocks and shares ISA will incur a 22% tax on uninvested cash, but money market funds are not taxed in that way; you can hold up to 100% in money market funds without triggering the charge, though there are anti-avoidance limits within the ISA that prevent 100% allocation to money market funds.

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 centers on practical investing, market analysis, and macroeconomics with a clear, jargon-free approach aimed at UK-based investors. Episodes frequently cover market developments, portfolio strategies, retirement planning, and policy shifts that impact savers, with guest experts from Fidelity providing context on pensions, retirement planning, and tax-relief mechanisms. Noteworthy is the steady blend of timely market commentary and in-depth retirement planning discussions, often balancing cautious caution with actionable ideas for individual investors and financial professionals 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. On The Money
2. AJ Bell Money & Markets
3. Investors' Chronicle
4. Many Happy Returns
5. This is Money Podcast

How many episodes of The Personal Investor are there?

The Personal Investor launched 10 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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What guests have appeared on The Personal Investor?

Recent guests on The Personal Investor include:

1. Jemma Slingo
2. Tom Stevenson
3. Stacey Duguid
4. Marianna Hunt
5. Jo Lewis
6. James Browne
7. Jasmine Yeo
8. Richard Evans

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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