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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
Investment Opportunities
Interest Rates
Earnings Season
Rachel Reeves
United Kingdom
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

PublishesTwice weeklyEpisodes100Founded9 years ago
Number of ListenersCategory
Business

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Latest Episodes

This week in the markets: stock markets enter the ‘nervous nineties’; earnings season kicks off; and gold pushes above $4,000.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Today on the show - we’re answering your questions as we head - believe it or not - into the final months of 2025.

Will markets crash? Are pensioners in the crosshairs as the Budget approaches? What next for AI and for gold? We’ll attempt to answer... more

This week in the markets: gold and Japanese stocks pick up the leadership baton as the US bull market heads towards its third anniversary and a 90% gain.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for ... more

Today on the show, if you know anything about inheritance tax, it’s probably that you can give your money away and, as long as you survive 7 years there’s no tax to pay.

But do you really understand the 7-year rule for IHT? That’s the focus today. more

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

Marianna Hunt
Colleague at Fidelity discussing financial trends related to aging and longevity
Fidelity
Episode: Are you ready for the 100-year life?
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?
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
Claer Barrett
Consumer editor of the Financial Times who regularly appears on ITV's Lorraine show, and discusses financial matters.
Financial Times
Episode: Why are women still losing out financially?
Claer Dwyer
Head of investment companies at Fidelity, who is involved in the Women and Money campaign.
Fidelity
Episode: Why are women still losing out financially?

Host

Ed Monk
Host offering accessible insights on investment topics with a clear and engaging style.

Reviews

4.6 out of 5 stars from 131 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 month 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 Statesa year 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 States2 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.

The clarity and relevance of the market updates are frequently highlighted, aiding listeners in their investment decisions.
Many find the blend of expert guests and straightforward analysis beneficial for their understanding of complex financial themes.
Listeners appreciate the accessible and concise financial insights provided, often praising the jargon-free explanations.

Chart Rankings

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

Apple Podcasts
#169
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

AI bubble? Tax rises? Six answers investors need now
Q: What's your view on current annuity prices? Is it better to receive a higher fixed income in the earlier years or to get 3% escalation on your annuity?
Current annuity rates are attractive due to high bond yields, making early fixed incomes appealing, but considering long-term spending patterns and inflation is crucial in making the best choice.
AI bubble? Tax rises? Six answers investors need now
Q: How is the upcoming budget likely to affect pensioners?
The government may seek to generate revenue through pension-related changes due to budget constraints, but significant changes are politically sensitive and not easily enacted without backlash from voters.
AI bubble? Tax rises? Six answers investors need now
Q: Is the AI bubble about to burst?
The AI investment landscape is marked by significant spending, and while some projects may not yield returns, the technology itself is likely to have transformative effects, balancing the potential for bubble concerns.
AI bubble? Tax rises? Six answers investors need now
Q: Why is everybody predicting a strong market correction?
There's anxiety about the stock market levels, but the reality is that not everyone is predicting a correction. Bull markets typically don't end without a recession or significant economic shifts, which are not clearly indicated at the moment.
2025 - what investors want to know now
Q: What might be the impact of the Mansion House agreement and cash ISA allowances on the FTSE All Share?
It may have a positive impact if funds are funneled into stocks, but it depends on market behavior and investor sentiment.

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 engaging weekly investing podcast offers a comprehensive overview of current financial markets, investment strategies, and economic insights, catering to the needs of both novice and experienced investors. By providing clear, jargon-free discussions on financial trends, stock market fluctuations, and key economic indicators, it strives to empower listeners to make informed decisions regarding their investments. The podcast frequently features expert guests who contribute further perspective and analysis, ensuring a well-rounded understanding of the various factors impacting investment landscapes.

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?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Personal Investor, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

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. Switch Your Money On
4. Investors' Chronicle
5. Many Happy Returns

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. Marianna Hunt
2. Andrew Oxlade
3. Vicky Reynal
4. Tom Stevenson
5. Iona Bain
6. Claer Barrett
7. Claer Dwyer

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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