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 2 of 6

  1. 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…

  2. Is 4.7% the new magic number for sustainable pension withdrawals?

    · 28 min · Episode 150

    Our latest episode – our 150th – tackles the dilemma retirees face over how much money to take out of their pensions, while trying to ensure their lifetime savings last as long as they do. The famous strategy is the 4%…

  3. Why these three sectors stand out from the crowd

    · 26 min · Episode 149

    The focus for this episode is where investors can look for potentially undervalued opportunities. Kyle is joined by Michael Field, chief equity market strategist at Morningstar, who explains why three sectors stand out…

  4. How to spot shares with ‘multi-bagger’ potential

    · 23 min · Episode 148

    Kyle is joined by fund manager Jean Roche to discuss how she attempts to find top-performing ‘multi-bagger’ stocks. While it’s rare for a company to deliver a four or fivefold return, let alone become a 10-bagger…

  5. Four pension pitfalls and how to tackle them

    · 31 min · Episode 147

    In this episode, Kyle and colleague Craig Rickman focus on interactive investor’s market-leading Great British Retirement Survey. Kyle and Craig home in on four of the key findings and discuss ways in which these…

  6. Stock markets at record highs – is this a concern?

    · 32 min · Episode 146

    Following a number of listeners getting in touch over the summer, we’ve dedicated this episode to answering your questions. Kyle is joined by Craig Rickman, ii’s personal finance editor, to tackle questions related to…

  7. 10 tactics when researching funds, investment trusts and ETFs

    · 33 min · Episode 145

    Returning following a two-week break, Kyle is joined by colleague Sam Benstead for this episode. The duo run through what private investors should look for when researching funds. Topics discussed include charges, the…

  8. How to find defensive shares that can weather stock market storms

    · 18 min · Episode 144

    The sharp stock market sell-off earlier this year served as a reminder that volatility is par for the course in investing. During such periods, defensive growth businesses are expected to hold up better than those that…

  9. Why investors overexposed to the US should think twice

    · 23 min · Episode 143

    Most investors will have a sizeable weighting to the US stock market, particularly those who own global index funds or ETFs, which have weightings of around 70% to US companies. Some active global fund managers go…

  10. A dividend trend that investors tend to overlook

    · 17 min · Episode 142

    Over the past decade, Asia-Pacific companies have become more dividend friendly. This episode examines that trend, with the region arguably an overlooked one for generating income and generally seen as more of a growth…

  11. Why these are investors’ favourite funds

    · 26 min · Episode 141

    In this episode, Kyle is joined by interactive investor’s Sam Benstead to examine key trends among the 50 most-popular funds, investment trusts and exchange-traded funds (ETFs) in the second quarter of 2025. Among…

  12. Key takeaways from reforms to get Britain investing

    · 24 min · Episode 140

    Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to cover the key personal finance announcements made by Chancellor Rachel Reeves in her Mansion House speech this week. The duo examine…

  13. How this pro weighs up risks and rewards

    · 28 min · Episode 139

    The Asia-Pacific region is an adventurous area that can potentially add spice to a portfolio. Joining Kyle to share his outlook on the region and talk through how he aims to strike a balance between risks and…

  14. Key trends and top-performing funds so far in 2025

    · 29 min · Episode 138

    We’re halfway through the year and for investors it has been very eventful. This week’s episode takes a look back at key trends that have played out so far. Joining Kyle to help unpick it all is interactive investor’s…

  15. The income risk investors need to be aware of

    · 19 min · Episode 137

    For income-seeking investors, the UK stock market has a rich dividend heritage. However, an important thing to bear in mind is the highly concentrated nature of UK dividends. In 2024, figures from Computershare show…

  16. How to build and simplify an investment portfolio

    · 20 min · Episode 136

    On the back of stock market volatility picking up in the first half of 2025, our latest episode talks tactics on how to go about building or improving an investment portfolio. Kyle is joined by interactive investor’s…

  17. Should fund managers reveal their ‘skin in the game’?

    · 20 min · Episode 135

    This episode asks whether fund managers should divulge whether they invest in the fund or investment trust they oversee. To discuss the topic, Kyle is joined by interactive investor’s Sam Benstead. The duo cover a…

  18. How diversified is the global stock market?

    · 16 min · Episode 134

    In this episode, we look at whether global equity markets are sufficiently diversified. Are they too tech heavy and too reliant on the fortunes of the US? Joining Kyle to give his views on the topic is Dean Cook, a…

  19. How to approach periods of stock market weakness

    · 24 min · Episode 133

    In this episode, the focus is on the UK stock market. We examine the sharp sell-off that occurred in early April in response to US tariff uncertainty, and then consider the outlook ahead. Joining Kyle this week is…

  20. Where next for tech shares following the tariff turmoil?

    · 24 min · Episode 132

    Kyle is joined by Mike Seidenberg, who specialises in technology shares and manages Allianz Technology Trust. The episode focuses on how Mike has approached the uptick in volatility for tech shares in 2025 as tariff…

  21. The key trends a decade on from pension freedoms

    · 26 min · Episode 131

    Having recently passed the first 10 years of pension freedoms, Kyle is joined by friend of the pod Craig Rickman to discuss how pension savers have been taking advantage. The duo explain how income drawdown, where you…

  22. Gold’s in a bull market - will it last?

    · 31 min · Episode 130

    For this week’s episode, the focus is on gold, an asset that’s been performing very well over the past 18 months or so. Kyle is joined by Georges Lequime, a fund manager at Amati Global Investors, to discuss the pros…

  23. Investment lessons learnt during stock market volatility

    · 20 min · Episode 129

    Stock markets have experienced an uptick in volatility over the past couple of months amid uncertainty over US President Donald Trump’s tariff policies. In this episode, Kyle is joined by Craig Rickman to discuss the…

  24. What are active ETFs and should you invest in them?

    · 29 min · Episode 128

    In this week's On The Money podcast, interactive investor’s Sam Benstead discusses how active exchange-traded funds (ETFs) work with HANetf head of research Tom Bailey. They cover how active ETFs accurately track their…

  25. Why ISA reform is on the cards

    · 25 min · Episode 127

    With Kyle away, Sam Benstead is back in the chair to host the latest On The Money podcast, which is focused on speculation the government may make changes to the Cash ISA allowance. To examine the topic, Sam is joined…

  26. Is it still worth investing in American stocks?

    · 21 min · Episode 126

    Sam Benstead is joined by Felix Wintle, manager of the Tyndall North American fund, to discuss the outlook for American shares. With American shares briefly “correcting” 10% this year, they speak about a range of…

  27. How to invest like an ISA millionaire

    · 25 min · Episode 125

    Kyle is joined by Myron Jobson, senior personal finance analyst at interactive investor, to discuss ISA millionaires. They cover the number of ISA millionaires on the ii platform and how they invest, as well as their…

  28. Why this top-performing stock market has fallen out of form

    · 17 min · Episode 124

    Today’s episode looks at the prospects for investing in India, which has been a top-performing stock market over the past decade, and performed particularly very well following the Covid-19 pandemic. However, returns…

  29. Three ways to generate £10,000 of income

    · 26 min · Episode 123

    Kyle is joined by Lee Wild, head of equity strategy, to discuss three hypothetical portfolios intended to provide food for thought as part of income investors’ wider research. Kyle and Lee explain how they’ve…

  30. ISA ideas: most-popular funds, trends and overlooked areas

    · 25 min · Episode 122

    This week Kyle’s joined by friend of the pod Sam Benstead to explain why certain funds are consistently popular with investors. The duo also discuss trends, including investors looking to increase diversification…

  31. Investment trust discounts: problem or opportunity for investors?

    · 25 min · Episode 121

    Activist investor Saba Capital has put investment trust discounts in the spotlight. In its view, discounts can leave investors trapped. In this episode, we take a deep dive into discounts, examining whether they are a…

  32. Do portfolios need to be built differently?

    · 14 min · Episode 120

    This episode looks at the investment implications of inflation being more volatile and uncertain over the next decade. According to our guest, Tom Hibbert, multi-asset strategist at Canaccord Genuity Wealth Management,…

  33. Q&A episode: tackling your pension and investment questions

    · 25 min · Episode 119

    This week Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to answer a range of listeners’ pension and investment questions. The subjects covered include inheritance tax changes to…

  34. Three big factors that influence financial markets

    · 19 min · Episode 118

    This week’s episode focuses on the big picture, explaining how the macroeconomic backdrop influences how financial markets perform. To discuss the impact of interest rates, inflation and fiscal policies on stocks and…

  35. China: opportunities, risks, and Trump’s tariff threats

    · 16 min · Episode 117

    In this episode the focus is on China, including what the threat of tariffs following Donald Trump’s return to the White House means for Chinese companies and the stock market. To discuss this topic and highlight the…

  36. Why one US activist is taking aim at the investment trust industry

    · 28 min · Episode 116

    This episode takes a deep dive into news that US activist investor Saba Capital is attempting to oust the boards of seven investment trusts in which it is the largest shareholder. In addition, it wants to introduce two…

  37. How to get your personal finances in shape in 2025

    · 24 min · Episode 115

    The start of a year is a good time to consider setting some financial goals. Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to run through practical pointers related to pensions and…

  38. Seven key things for investors to watch in 2025

    · 20 min · Episode 114

    In our first episode of 2025, Kyle is joined by Richard Hunter, head of markets at interactive investor, to discuss key drivers for stock markets in the year ahead. On The Money is an interactive investor (ii)…

  39. How 2024’s investment predictions fared

    · 21 min · Episode 113

    In our last episode of 2024, Kyle is joined by Richard Hunter, head of markets at interactive investor, to reflect on investment predictions made at the start of the year. Topics discussed include M&A, artificial…

  40. How this fund attempts to capitalise on AI winners

    · 22 min · Episode 112

    This episode takes a deep dive into the artificial intelligence (AI) theme. To discuss the topic, Kyle is joined by Chris Ford, manager of the Sanlam Global Artificial Intelligence fund. Ford explains how the theme has…

  41. What this region offers investors looking beyond Magnificent Seven

    · 14 min · Episode 111

    Since the start of 2023, global stock market returns have been heavily influenced by a small number of US technology companies, the so-called Magnificent Seven. However, there are plenty of opportunities for investors…

  42. Changes to inheritance tax on pensions explained

    · 13 min · Episode 110

    This episode focuses on Chancellor Rachel Reeves’ decision, announced in the Autumn Budget, to scrap the inheritance tax (IHT) exemption on unspent pensions from April 2027. Kyle is joined by Craig Rickman, personal…

  43. How can retail investors trust private equity valuations?

    · 25 min · Episode 109

    Over the long term, some private equity investment trusts have delivered a strong performance, but in the short term it's been more challenging owing to interest rate rises. This has led to some uncertainty over the…

  44. What the US election result means for investors

    · 18 min · Episode 108

    In this episode Kyle is joined by Richard Hunter, head of markets at interactive investor, to discuss what the US election result means for investors. The duo explain how stock markets and bonds initially reacted, and…

  45. What this alternative asset class adds to a portfolio

    · 22 min · Episode 107

    In this episode, we focus on infrastructure, an asset class that behaves differently to shares and bonds. Joining Kyle to explain what this investment area can add to a portfolio is Donal Reynolds, manager of abrdn…

  46. Budget 2024: what it means for pensions and investments

    · 15 min · Episode 106

    Kyle is joined by friend of the pod Craig Rickman, personal finance editor at interactive investor, to examine key announcements in the Labour Party’s first Budget in 14 years. The duo discuss how the measures could…

  47. Are takeovers good or bad for shareholders?

    · 18 min · Episode 105

    In this episode, on the back of a pick-up in takeover activity, we discuss the good, the bad and the ugly in stock market acquisitions. Joining Kyle to discuss the topic is Ken Wotton, who manages various funds,…

  48. How and why Alliance Trust and Witan have joined forces

    · 17 min · Episode 104

    Kyle finds out the reasons for the largest-ever investment trust merger involving Alliance Trust and Witan, which have combined to form Alliance Witan. Joining Kyle to explain how the two trust portfolios will be…

  49. How rule change could hurt one area of the stock market

    · 14 min · Episode 103

    Kyle is joined by friend of the pod Sam Benstead to discuss speculation that the inheritance tax (IHT) break that most AIM stocks qualify for could be removed in this month’s Budget. The duo explain how the removal of…

  50. Is this a smarter way to invest in stock markets?

    · 16 min · Episode 102

    This week, Kyle talks to Rob Arnott, founder of Research Affiliates, about a new way of owning the market passively by backing underdog stocks that have been kicked out of big indices, such as the S&P 500. The duo…

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