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The Personal Investor

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

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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Latest Episodes

This week in the markets: Volatility increases as cracks show in the AI boom; Andy Burnham sets out his long-term vision for rising living standards in the UK; and the IPO market shows some signs of life.

Fidelity’s Tom Stevenson reviews the storie... more

Today on the show - Jemma Slingo is here to walk us through analysis which turns existing thinking about retirement investing on its head. Is this the secret to maximising your retirement prosects? You can read Jemma's article on this topic here: Why... more

This week in the markets: shares tread water amid multiple uncertainties, as UK Prime Minister Keir Starmer resigns, the US and Iran circle each other suspiciously, central banks weigh conflicting inflation and growth data, and the AI boom persists -... more

Today on the show - Jemma Slingo is here to tell us how much money you need for a ‘comfortable’ retirement. What kind of lifestyle can you expect - and how much do you need to save to get there. That’s our focus today.

Ed Monk is joined by Jemma Sl... more

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Number of Listeners
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Recent Guests

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
Jemma Slingo
Investment expert at Fidelity
Fidelity
Episode: 5 essential checks to make for the new tax year
Claer Barrett
Money expert, consumer editor at Financial Times
Financial Times
Episode: These are the money lessons to teach your children
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
Richard Evans
Author of 'Your Retirement Salary' and expert on retirement income strategies
Fidelity
Episode: The basics of building a retirement salary from investments

Host

Ed Monk
Host of The Personal Investor

Reviews

4.7 out of 5 stars from 157 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 Kingdom10 months 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.

Covers pensions and investments with clear, actionable tips.
Appreciated for plain language and credible guests.
Balanced, concise market updates that help with decision-making.
US focus occasionally noted but overall practical for UK savers.

Chart Rankings

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

Apple Podcasts
#154
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Mood shift: this is why stock markets have turned negative again
Q: What was the sequence of events that led up to the wobble?
Tom explains the wobble began with stronger-than-expected US jobs data, suggesting the Fed might need to keep rates higher for longer, which unsettled markets and contributed to a rapid, though short-lived, sell-off that spilled into Asia before stabilizing.
Can you time the market? Here’s what happened when we tried
Q: Does it ever pay to wait for the perfect time to invest?
The guest explains that while waiting may feel prudent, historical behavior shows that missing long periods of market exposure often costs more in potential gains; a disciplined, automated approach tends to outperform attempts to time entry and exit.
What to do when the 60/40 portfolio no longer works
Q: Tell us why that mix of assets has worked in the past.
Jasmine explains that the 60/40 mix historically benefited from broad countercyclic moves between stocks and bonds, providing growth with downside protection, but that recent years have broken that relationship due to higher inflation and regime shifts.
Markets defying gravity? The indicators for what happens next
Q: What is there to suggest that markets actually do still face significant difficulties over the next 12 months?
The bear case points to the enduring impact of energy shocks on the real economy, potential stagflation from persistent inflation, constraints on central banks' ability to cut rates, and slower growth in oil-intensive sectors, which historically led to sharper market declines after initial shocks.
Taking 11 years of income from £100k investments - here’s what’s left
Q: What caveats did the hosts note about these scenarios?
These are simplified, backward-looking scenarios; actual outcomes depend on market sequences, timing of withdrawals, and individual circumstances, including potential for volatility and drawdowns.

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?

A concise, adviser-focused show that helps individual investors navigate markets, pensions, and personal finance with a UK-tilted lens. Episodes frequently feature policy discussions around state pensions, retirement income sequencing, and asset allocation strategies, often anchored by sector experts from Fidelity and senior policy commentators. Noteworthy is the blend of practical, how-to guidance with longer-horizon planning and a clear emphasis on cost-conscious, tax-efficient investing for retirement. Listeners are likely seeking actionable advice, accessible market context, and credible inputs from seasoned professionals without heavy jargon.

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. Many Happy Returns
4. Investors' Chronicle
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.

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. Jo Lewis
2. James Browne
3. Jasmine Yeo
4. Jemma Slingo
5. Claer Barrett
6. Holly Mead
7. Alex Wright
8. Jonathan Guthrie

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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