Fidelity Answers: The Investment Podcast
Hosted by Seb Morton-Clark and Stuart Rumble and Taosha Wang and Toasha Wang · Fidelity International
4.7from 17 ratings
- 143
- Episodes
- 47
- Transcribed
- 17
- Ratings
- Daily
- Cadence
- 2019
- First episode
About Fidelity Answers: The Investment Podcast
Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you. We also publish here our sister podcast, The Investor's Guide to Asia, to bring you ideas from our experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.
- Publisher
- Fidelity International
- Category
- business · news
- Language
- en
- Explicit
- No
- First episode
- 16 Sept 2019
- Latest episode
- 5 Oct 2026
Latest episodes
47 of 143 episodes have a transcript.
5 Oct 2026TRANSCRIPT
The Investor’s Guide to Asia: Asia's AI trade
30 Sept 2026TRANSCRIPT
Fidelity Answers: Is a turning point coming for fixed income?
30 Sept 2026TRANSCRIPT
Fidelity Answers BONUS: Is America borrowing too much? | With Salman Ahmed
Inside a recent episode
The Investor’s Guide to Asia: Asia's AI trade
Published 5 Oct 2026 · Transcript excerpt
[…] In the past, it was mostly smartphones, PCs, and you had a sliver of servers, but these were traditional servers, not AI servers. And those things were cyclical. You had your smartphone replacement cycle. You had a new iPhone every year. You had upgrades or downgrades in terms of the phones and its capabilities. And PCs are obviously very cyclical because you use a PC for four years and then you got to replace it. So you have these ebbs and flows. And that's why the semiconductor industry was cyclical. Now you have this big infrastructure build and you can debate whether it's overbuilt and you can debate the longevity of it. […]
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See plansWho has been a guest on Fidelity Answers: The Investment Podcast
Names identified in recent episode analyses. Showing up to five guests.
- James Durance
- Tim Foster
- Salman Ahmed
- Sukhy Kaur
- Sam Thomas
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.7 / 5
- 10 ratings
- Spotify
- 4.7 / 5
- 7 ratings
Podcast Authority Score: 48 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 60
- Social presence
- 0
- YouTube
- 0
- Engagement
- 92
Contact Fidelity Answers: The Investment Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Fidelity Answers: The Investment Podcast
Who hosts Fidelity Answers: The Investment Podcast?
Seb Morton-Clark and Stuart Rumble and Taosha Wang and Toasha Wang host the show. Published by Fidelity International.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Fidelity Answers: The Investment Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
47 of 143 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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