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The Personal Investor

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

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: Jobs data trigger AI air pocket.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Fidelity’s Jo Lewis is here to talk about Power of Attorney. This vital legal protection is simple to set up and can save you money and precious time if you or a loved one is unable to make their own decisions - but it is often overlooked. We discuss... more

This week in the markets: share prices continue to climb the wall of worry; despite no clear progress in the Gulf and with little in the way of economic and corporate data this week, investors are sticking with the positive AI narrative.

Fidelity’s... more

In this episode of the podcast we welcome James Browne from the Tony Blair Institute. James has co-authored a radical new plan for the State Pension that has sparked fierce debate about the future of the payment. Could his plan work - and what would ... more

Key Facts

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Number of Listeners
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Recent Guests

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
Richard Evans
Fidelity's financial journalist and author
Fidelity
Episode: Smart investors use these investments for income - here’s how
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
Marianna Hunt
Colleague at Fidelity discussing financial trends related to aging and longevity
Fidelity
Episode: Are you ready for the 100-year life?
Tom Stevenson
Investment Director at Fidelity
Fidelity
Episode: Premium Bonds: should you ever buy them?

Host

Ed Monk
Host of The Personal Investor

Reviews

4.7 out of 5 stars from 155 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 Kingdom9 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
#241
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Taking 11 years of income from £100k investments - here’s what’s left
Q: How do the results differ if a 60-40 portfolio is used instead of 100% shares?
The 60-40 mix would end around £162,000 at 4% withdrawals, showing smoother returns but lower final value compared to a 100% equity portfolio in this period.
Taking 11 years of income from £100k investments - here’s what’s left
Q: What did the analysis find about someone starting with £100,000 and withdrawing 4% from a 100% equity portfolio over 11 years?
The pot would grow to about £264,000, more than double the starting amount, illustrating the potential strength of drawdown during a favorable market period.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
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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.

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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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How many subscribers and views does The Personal Investor have?

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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?

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

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What guests have appeared on The Personal Investor?

Recent guests on The Personal Investor include:

1. James Browne
2. Jasmine Yeo
3. Jemma Slingo
4. Richard Evans
5. Holly Mead
6. Alex Wright
7. Jonathan Guthrie
8. Marianna Hunt

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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