Podcasts · Business

On The Money

interactive investor

300 episodes

Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.

Episodes page 1 of 6

  1. 200 episodes: 11 golden rules we keep coming back to

    · 19 min · Episode 200

    After 200 episodes of On The Money, one thing has become clear: successful investing is often less about finding the next big winner and more about sticking to a handful of proven principles. Kyle and Dave look back on…

  2. Autumn Budget preview and what’s happening to state pension triple lock

    · 26 min · Episode 199

    Ahead of Chancellor John Healey delivering his first Autumn Budget on 28 October, Kyle is joined by interactive investor’s personal finance editor Craig Rickman to talk through the changes that may be in store, with…

  3. Can this market darling finally make a recovery?

    · 27 min · Episode 198

    With investors focused on Taiwan and Korea, India has really fallen out of favour as a market. This week's episode looks at what could bring it back to life - and what risks investors need to bear in mind. Important…

  4. What are investors buying? Inside the top 20 index funds and ETFs

    · 26 min · Episode 197

    In this episode, the focus is on the funds that are most popular among investors looking to track the ups and downs of a particular market, theme, or investment type. Kyle is joined by Dave Baxter to discuss the key…

  5. This sector is booming - but have investors missed the boat?

    · 28 min · Episode 196

    With biotech and healthcare stocks making massive gains, a sector specialist looks at what has happened - and what might come next. Important information: This podcast is intended for information purposes only and is…

  6. Solutions to the UK’s biggest pension problems

    · 27 min · Episode 195

    Our just-published, market-leading Great British Retirement Survey, which draws on the experiences of nearly 8,000 people, reveals the biggest challenges facing UK pension savers and suggests a range of remedies.…

  7. Key tax and pension issues in Andy Burnham’s in-tray

    · 20 min · Episode 194

    This week, the focus is on the key tax and pension issues in new Prime Minister Andy Burnham’s in-tray now that the Makerfield MP has had some time to size up the tasks at hand. Joining Kyle to discuss these topics,…

  8. Portfolio Dilemma: we tackle six investment problems

    · 26 min · Episode 193

    In this episode, Kyle and Dave give their thoughts on a range of topics submitted by DIY investors, including whether there’s too much crossover when owning both US and global trackers, how to decide whether to cut…

  9. How to navigate extreme valuations

    · 23 min · Episode 192

    A respected academic metric popularised by well-known economist Robert Shiller points to valuations for the US stock market being higher only once, during the dot.com boom and bust. Joining Kyle to explain what history…

  10. The overlooked defensive sectors to size up

    · 27 min · Episode 191

    Markets are currently obsessed with the artificial intelligence story, meaning plenty of companies are getting left behind if they don't fit the bill. This episode looks at the shares that have fallen out of favour,…

  11. Terry Smith’s overhaul: what’s behind it and what’s changed?

    · 23 min · Episode 190

    Terry Smith, arguably the most famous fund manager running money in Britain today, has abandoned his buy and hold “do nothing” strategy and carried out a major overhaul of the Fundsmith Equity portfolio. Joining Kyle…

  12. Why this investment type shouldn’t be ignored

    · 24 min · Episode 189

    In our latest episode, we tackle a topic that a listener asked us to cover: how bonds work and the role they play in a portfolio. Joining Kyle to cover all things bonds is Damien Hill, manager of BNY Mellon Responsible…

  13. Top-performing funds and outlook for rest of 2026

    · 29 min · Episode 188

    In this half-time report, Kyle is joined by Dave Baxter to look back on the top-performing funds and sectors in the first six months of the year. The duo also consider key drivers for stock markets for the rest of…

  14. What's going on in private markets and why it matters

    · 23 min · Episode 187

    The SpaceX IPO has highlighted how much potential there is in private companies but how do investors get exposure ahead of the game? This week’s guest, Mat Masters, Chief Executive of Caledonia Investments, talks about…

  15. How ISA tax rules are changing from April 2027

    · 21 min · Episode 186

    In a big shake-up to ISAs, it was recently announced that a new flat-rate charge of 22% will be applied on interest paid on cash within a stocks and shares ISA from the start of the next tax year on 6 April 2027. The…

  16. How to capture the emerging markets rally

    · 28 min · Episode 185

    Korea, Taiwan and other "emerging" markets have made huge amounts of money for investors in the last year. We look at what's driving it, and what to consider if you're interested in getting involved. On The Money is…

  17. How to build a World Cup-winning portfolio

    · 24 min · Episode 184

    Football fever is sweeping the nation again after the men’s World Cup kicked off. There are parallels between the beautiful game and investing, particularly when it comes to team selection. In our latest On The Money…

  18. How to spot cheap investment trusts

    · 22 min · Episode 183

    The yields and discounts on investment trusts can look appealing but there's lots to weigh up. Dave Baxter asks Winterflood's Emma Bird what we should consider first. On The Money is an interactive investor (ii)…

  19. How to navigate the big risk worrying the pros

    · 25 min · Episode 182

    One of the biggest economic concerns for asset allocators is the prospect of a return to a 1970s-style period of stagflation. To discuss the reasons why a stagflation shock is on the cards, and how investors can…

  20. Most-popular funds for lump sum and regular investing

    · 26 min · Episode 181

    In this week’s episode Kyle and Dave weigh up the pros and cons of lump sum and regular investing. The duo also run through key trends among the top 15 most-bought funds, investment trusts and ETFs for both approaches.…

  21. The risks and rewards of investing in hot themes

    · 27 min · Episode 180

    Whether it’s artificial intelligence, space exploration or defence spending, investment themes have driven plenty of the big recent gains in markets. But the funds that target such themes can come with plenty of…

  22. Q&A episode: retirement income from £250K, IHT pension planning, and are ETFs riskier than funds?

    · 29 min · Episode 179

    Our latest episode answers questions sent in by listeners. Kyle is joined by Craig Rickman, interactive investor’s personal finance editor, to cover a wide range of topics including a realistic retirement income from a…

  23. My 10-point checklist for picking smaller company shares

    · 26 min · Episode 178

    Smaller company shares can make for exciting investments but they carry plenty of risk. The latest episode of our On The Money podcast looks at the checks DIY investors can apply when trying to sort the winners from…

  24. Tax traps to be aware of and how to beat them

    · 24 min · Episode 177

    Frozen thresholds mean more people are being caught by an effective 60% tax rate. To discuss this topic, including providing practical pointers on how to beat this tax trap and the child benefit tax trap, Kyle is…

  25. Three ways to build an ISA portfolio from scratch

    · 22 min · Episode 176

    Putting together a portfolio to weather different conditions is no easy task, even in calmer times. For beginner investors it can be particularly puzzling, given there are thousands of funds to choose from. To help…

  26. The outperforming funds flying under the radar

    · 28 min · Episode 175

    Many top funds deliver their best returns in the early years, when the portfolio is small and the investment team is hungry for success. But spotting these names before the crowd is easier said than done if you're a…

  27. How to get your finances in shape ahead of big rule changes

    · 23 min · Episode 174

    The new tax year brings fresh annual allowances for ISAs and SIPPs. While it always makes sense to invest in a tax-efficient manner, the mantra of ‘use it or lose it’ has arguably never been as important. This is…

  28. Top tactics on how ISA millionaires invest

    · 25 min · Episode 173

    With just days until this tax year ends and a new one begins, the focus for this week’s episode is on the increasing number of ISA millionaires and how you can join them. To discuss how ISA millionaires invest, the…

  29. When to sell a fund, investment trust or ETF

    · 21 min · Episode 172

    In another ISA-focused episode ahead of tax year end, Kyle is once again joined by Dave Baxter, senior fund content specialist at ii, to discuss how to review a portfolio. As well as examining the benefits of…

  30. The most-popular ISA funds today vs five years ago

    · 24 min · Episode 171

    With tax year end only a couple of weeks away, Kyle is joined by ii fund content specialist Dave Baxter to run through the funds, investment trusts and ETFs piquing investors’ interest. Kyle and Dave also look at back…

  31. State pension changes: are you prepared?

    · 17 min · Episode 170

    The focus for this week’s episode is pensions ahead of changes to the state pension age, which is rising from 66 to 67. In a worst-case scenario, those turning 66 around this time next year face a delay of up to a year…

  32. Is the tide starting to turn for UK smaller companies?

    · 24 min · Episode 169

    Before the outbreak of conflict in the Middle East, the performance gap between UK smaller companies and the country’s largest businesses had started to narrow. In an interview recorded in mid-February, Kyle and…

  33. Shares, funds and investment trusts: how to generate £10,000 of income

    · 37 min · Episode 168

    For investors looking to generate income from their investments, there are various ways to approach the task. For many years, interactive investor has complied three hypothetical portfolios to provide inspiration and…

  34. How to invest in times of turmoil

    · 26 min · Episode 167

    From ongoing conflicts to tariffs, global tensions and disputes only seem to be on the rise. And while this presents major humanitarian issues, it’s also something investors are seeking to navigate. What does a world…

  35. How to perform a deep dive on funds, investment trusts and ETFs

    · 35 min · Episode 166

    When researching funds, investment trusts, and exchange-traded funds (ETFs), it’s important to look under the bonnet. But what does that entail? To explain how to understand how funds invest and the key things to look…

  36. US exceptionalism: is era of strong returns over?

    · 20 min · Episode 165

    The US stock market has delivered stellar returns over the past 15 years, which has led to the country becoming a larger part of the global stock market, meaning it now has greater influence over its performance. But…

  37. Seven pension tips to get you retirement ready

    · 29 min · Episode 164

    What are the main items to put on your to-do list in the latter stages of saving and investing for retirement? To tackle this topic Kyle is joined by Craig Rickman, personal finance editor at interactive investor.…

  38. How to spot (and survive) a market bubble

    · 23 min · Episode 163

    The artificial intelligence boom has produced great returns for investors but they increasingly worry that we have entered a bubble – with a painful ‘bust’ around the corner. Franklin Templeton investment strategist…

  39. How we invest and lessons learnt

    · 29 min · Episode 162

    We’ve all been there and made some investing mistakes. The good news is that there are ways to limit any impact, such as by having a diversified portfolio and investing regularly. In this episode, Kyle and Dave explain…

  40. Key changes impacting your money in 2026 and beyond

    · 24 min · Episode 161

    We kick off discussing the key personal finance and tax changes that will come into force in 2026. Among the topics discussed by Kyle and interactive investor’s personal finance editor Craig Rickman are ‘fiscal drag’,…

  41. Reasons to be bearish and bullish in 2026

    · 25 min · Episode 160

    In our last episode of 2025, Kyle is joined by interactive investor’s head of markets Richard Hunter to look ahead to key drivers for stock markets in 2026. Richard shares reasons to be both bullish and bearish, and…

  42. The big trends shaking up investment trusts

    · 28 min · Episode 159

    This week, Kyle is joined by ii’s Dave Baxter to discuss key developments and trends impacting investment trusts. The duo run through why US activist investor Saba Capital is targeting the sector and which trusts it…

  43. Where next for one of 2025’s best-performing investments?

    · 19 min · Episode 158

    Commodities has been one of the hottest investment areas of 2025, with both gold and silver prices soaring. To explain why commodities are in a bull market, and to examine future prospects, Kyle is joined by Olivia…

  44. Autumn Budget 2025: the key takeaways for savers and investors

    · 31 min · Episode 157

    Kyle is joined by Craig Rickman to cover the personal finance contents of the famous red briefcase. The duo discuss the cut to the cash ISA allowance, reform to the Lifetime ISA, changes to pension salary sacrifice…

  45. Fundsmith Equity and key trends among most-popular funds

    · 35 min · Episode 156

    The latest episode of On The Money covers key trends in the latest edition of the ii Top 50 Fund Index (Q3 2025), which ranks the most-bought funds, investment trusts and ETFs among ii customers. Kyle and senior fund…

  46. Long-term themes good for health and growing wealth

    · 16 min · Episode 155

    In this episode, the focus is on healthcare, a sector with enduring appeal. Joining Kyle to explain the key long-term trends he’s tapping into is Jamie Douglas, manager of Polar Capital Global Healthcare Trust. Douglas…

  47. US tariffs or AI: which is the biggest risk for S&P 500?

    · 28 min · Episode 154

    In this episode, Kyle is joined by Julian Bishop, manager of Brunner Investment Trust, to discuss US tariffs, including whether stock markets have become complacent to the risk following a strong spell of performance…

  48. Budget 2025: how pensions and ISAs could change

    · 32 min · Episode 153

    We’re now less than a month away from Chancellor Rachel Reeves delivering this year’s Budget. As ever, there have been plenty of rumours regrading the contents of the famous red briefcase, with reform mooted for both…

  49. Three rules for picking sensible stocks

    · 17 min · Episode 152

    With various stock markets and assets, including gold, reaching or close to record highs, investors who’ve failed to get in on the rallies may be concerned that they’ve missed the boat. However, one area of the market…

  50. How to decide whether to take profits or run a winner

    · 19 min · Episode 151

    This week’s episode examines the dilemma of whether to run a winner or take some profits from an investment that’s performed well. Joining Kyle to offer his expert insight is Richard Hunter, head of markets at…

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