The Personal Investor
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The Personal Investor
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 tak...
Recent Episodes
137 episodes
Cash ISA overhaul: what can savers do now?
Today on the show - cash ISAs are changing following a much-anticipated reform announced in the Budget. What does it mean for savers, and where else m...
Market news today - Fed weighs up another rate cut
This week in the markets: the Fed weighs up a third rate cut, the chancellor fields questions about her Budget, and predictions flood in for the year...
Market news today - November breaks market winning streak
This week in the markets: November breaks a seven-month winning streak for shares; we assess the odds of another Santa Rally; and the case for quality...
Budget tax rises - here’s where they hit the hardest
We’re giving our verdict as the dust settles on a much anticipated Budget delivered by Chancellor Rachel Reeves this week. How will the raft of tax ch...
How much cash should you hold in retirement?
This week - how much cash should you have in retirement? I don’t mean for holidays or to fix the boiler, but as an aid to your overall financial mix....
Market news today - late cycle volatility
This week in the markets: sentiment settles after last week’s volatility; Black Friday shines a spotlight on the US consumer economy; while here in th...
Does Warren Buffett still matter to investors?
How relevant is Warren Buffett to investors today? The Sage of Omaha has given his latest written update to shareholders - surely one of his last. Cou...
Is the UK State Pension less generous than other countries’?
Today on the show - arguments over the generosity, or otherwise, of the UK State Pension never seem to end - but how does the UK State Pension actuall...
Market news today - harvesting gains
This week in the markets: Investors harvest gains after a six-month rally; the UK struggles to price in Budget speculation; and Asian markets are hit...
Peak salary: why 47 may be the most important age of your financial life
At what age can you expect your earnings to peak, and then decline. It’s a vital question for anyone planning their financial life - and it might come...
Turning point for UK economy? Interest rate cuts edge closer
This week – what does a knife-edge interest rate decision at the Bank of England tell us about the state of the UK economy right now? When – and how f...
Market news today - strong earnings offset valuation fears
This week in the markets: strong earnings offset valuation concerns; the US government re-opens for business; while here in the UK, jobs and GDP data...
Gold price surge - is it too late to gain?
Gold has enjoyed an incredible run, but can that continue? The precious metal has dipped from its peak this year - what happens next?
Host Ed Mo...
The basics of building a retirement salary from investments
Today on the show - how do you turn those savings you’ve been making over the years into a secure and repeatable income in retirement? Fidelity’s Rich...
Market news today - shares continue their winning streak
This week in the markets: shares close out October on a winning streak; and will the Bank of England follow the Fed lower?
Fidelity’s Tom Steven...
Value investing - finding the cheapest stock markets
This week, what are cheapest stock markets in the world right now?
It is possible to put a figure on the relative valuations of one stock market...
Why this is the most extreme ‘fiscal drag’ in UK income tax
This week, we're talking income tax - and why, whatever happens in the Budget next month - it is already on the rise for many people. What is fiscal d...
Market news today - Fed and tech stocks test buoyant market
This week in the markets: central bank meetings and tech stock results provide plenty of tests for a buoyant stock market.
Fidelity’s Tom Steven...
Taking pension tax-free cash? Don’t make these mistakes
This week - should you take your pension tax-free cash now? Many of those near, or in retirement are asking themselves that question as rumours swirl...
Market news today - markets do the jitterbug
This week in the markets: Investors are jittery as the US bull run enters its fourth year.
Fidelity’s Jemma Slingo reviews the stories moving ma...
Market news today - 'Nervous Nineties'
This week in the markets: stock markets enter the ‘nervous nineties’; earnings season kicks off; and gold pushes above $4,000.
Fidelity’s Tom St...
AI bubble? Tax rises? Six answers investors need now
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 pensi...
Market news today - stock market bull turns three
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% ga...
Inheritance tax: what people get wrong about the 7-year rule
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 the...
Market news today - bull in the China shop
This week in the markets: the bull market grinds higher; China picks up the leadership baton; and gold hits another new high.
Fidelity’s...
Are we re-running the dot-com crash?
This week, are there parallels between today’s record-breaking stock market and another bull market from the past — one that ended in a devastating cr...
Market news today - investors ‘still dancing’
This week in the markets: the global bull market pushes higher as US monetary policy eases and investors ‘keep dancing’.
Fidelity’s Tom Stevenso...
Why are retirees rushing back to this income option?
This week, after a decade or more in the wilderness, annuities are back on the agenda for those looking for retirement income. Why is that, and how ca...
Market news today -
This week in the markets: the Fed gets ready for the year’s first US interest rate cut; Asian stocks lead a global bull market; IPOs bounce back in Am...
Bond market flashing - what it means for tax rises
This week - what is rumbling in the bond market? Why have the prices of some government bonds been falling? What does it mean politically here in the...
Market news today - final fling for markets
This week in the markets: shares shrug off political turmoil as they gear up for a possible final fling at the end of a long bull market.
Fideli...
Are you ready for the 100-year life?
This week, how would you cope if you lived to 100 years of age? More and more of us are reaching that milestone - and the odds of you reaching it may...
Market news today - didn’t sell in May? Good call
This week in the markets: It’s back to school after a summer in which once again it paid to ignore the traditional advice to Sell in May; but concerns...
Will this kill the stock market bull run?
This week - it is said that bull markets don’t die of old age, they are killed off - but who could the likely culprits be?
Will persistent infla...
Market news today - Rate hopes keep shares bubbling
This week in the markets: Fed independence and tech results vie for investors’ attention; gold miners reap the benefit of a hike in the precious metal...
Is big tech about to stumble?
This week - is it too late to buy those Magnificent 7 companies? They have driven returns for years now and are again making the running in 2025 - but...
Market news today - top marks for global stocks
This week in markets: corporate earnings season is drawing to a close, but we have a busy week of economic news ahead
Fidelity’s Jemma Slingo re...
Market news today - UK in the spotlight
This week in markets: The Bank of England has lowered interest rates to 4% - but its decision leaves us with more questions than answers.
Fideli...
IHT is changing - can I still count on my inheritance?
This week - the inheritance tax (IHT) net is soon to be cast more widely - will you be caught by it?
Why is IHT the subject of such disagreement...
Market news today - crunch time for tariffs
This week in markets: America’s tariff rate will reach its highest level since the second world war when new levies are introduced on Thursday.
...