The Master Investor Podcast with Wilfred Frost
Business & Finance
About
Hosted by Wilfred Frost, The Master Investor Podcast is for anyone passionate about business and investing. We are pro ambition, celebrate success and provide you the edge. Join us and learn from the most legendary investors and business leaders in the world.
Episodes
- The Bull Case for China: The Best Opportunity Right Now? | Louis Gave
In this episode, Louis Gave argues for a bullish outlook on China, citing its low costs and economic preparedness. He also discusses the shifting geopolitical landscape, the impact of the Middle East conflict on inflation, and vulnerabilit…
- Stephanie Link: When to Buy the Dip
Stephanie Link, Chief Investment Officer at Hightower Advisors, presents a bullish outlook for US equities, advocating for buying during market dips. She highlights the transformative power of AI-driven capital expenditure, influencing sec…
- Jeremy Grantham: Lessons from 60 Legendary Years of Investing
Jeremy Grantham, a renowned investor, joins Wilfred Frost to discuss his 60-year career, his new book, and market insights. They explore topics such as market bubbles, value stocks, and current economic conditions including AI and meme sto…
- Larry McDonald: SP500 Is A Screaming Sell; But Buy The Dip In Energy
Larry McDonald, founder of The Bear Traps Report, discusses his view that the S&P 500 is a "screaming sell" and recommends buying energy stocks. He also shares insights on the hard-asset super-cycle, inflation, and market sentiment, includ…
- Peter Boockvar: How To Position Your Portfolio In The Face of The Iran War
In this episode of The Master Investor Podcast, Wilfred Frost interviews CIO Peter Boockvar on the market implications of the war in Iran. They discuss inflation, supply disruptions, and Boockvar’s outlook on commodities, international equ…
- Democratising Investing: Charles Schwab CEO Rick Wurster on the Future of Finance
Charles Schwab CEO Rick Wurster joins Wilf Frost to discuss the firm's growth, efforts to democratise finance, and future trends, including generational wealth shifts, new asset class access, and the role of AI in personalising services.
- Crypto Winter or Buying Opportunity? Dan Morehead’s 4-Year Outlook
Dan Morehead of Pantera Capital joins The Master Investor Podcast to discuss the current state of the cryptocurrency market, his outlook on Bitcoin, and the impact of geopolitical factors on digital assets. He also shares his views on stab…
- Lloyd Blankfein: Lessons from 2008, Identifying the Next Trigger
Former Goldman Sachs CEO Lloyd Blankfein joins host Wilfred Frost to discuss his career, lessons from the 2008 financial crisis, and current market risks. They also cover navigating corporate politics, social mobility, and his approach to…
- The Private Credit Unwind Is Coming – Tony Yoseloff
Tony Yoseloff, CIO of Davidson Kempner, joins Wilfred Frost to discuss his macro framework for the current market environment, the private credit sector, and event-driven investing strategies. They also explore international investment opp…
- Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King
Scott Bessent discusses his investment philosophy, his role as Treasury Secretary, and current geopolitical events including the Iranian conflict and its market impact. He shares insights on bond markets, tariffs, sanctions, and personal l…
- Is the US Market Finally Peaking? Ruchir Sharma’s Take
Ruchir Sharma, Chair of Rockefeller International, discusses the potential end of US market dominance and a shift toward international outperformance. He also covers his views on Fed policy, inflation, specific global markets, and his pers…
- IRAN WAR BONUS: Ruchir Sharma on Market Reaction to Us-Israel War
Author and CIO Ruchir Sharma discusses the market's reaction to the US-Israel conflict in this special bonus episode. He explores why he believes the market response has remained relatively calm and identifies indicators that could signal…
- Greg Peters: Why Sovereign Bonds Now Beat Corporate Credit
Greg Peters discusses bond investing, analyzing government debt sustainability, and comparing US Treasuries to other markets. He finds more value in sovereign bonds than corporate credit due to low spreads and emphasizes free cash flow for…
- Aswath Damodaran: I Am More Cautious Than Ever
Professor Aswath Damodaran discusses why he is cautious about the current equity market, his concerns regarding AI investment and economic shifts, and his core principles for investing and wealth preservation.
- Mason Morfit: New Technology is Terrifying, But Incumbents Can Win AI Race
Mason Morfit of ValueAct Capital discusses the firm's model of engaged activism, focusing on long-term partnerships to drive strategic change. He highlights past investments in Microsoft and Salesforce, alongside his perspective on how inc…
- Tectonic Shift or Head Fake? Cameron Dawson on the Market’s Next Move
Cameron Dawson, CIO of NewEdge Wealth, discusses whether recent market trends signal a significant shift or a temporary rally. She covers the US economy, investment strategies for 2026, and her career trajectory from professional ballet to…
- “This is the Era of the Retail Trader": Sonali Basak on Democratising Private Markets
Sonali Basak, Chief Investment Strategist at iCapital, discusses the democratisation of private markets, investment risks, and her career transition from Bloomberg to iCapital with host Wilfred Frost. The conversation also covers market tr…
- The Hidden Force Behind the AI Revolution: Arm CEO Rene Haas
Arm CEO Rene Haas discusses the company's role in the semiconductor industry, its contributions to the AI revolution, and strategic insights into global tech competition. He also shares perspectives on the UK technology sector and advice f…
- Oil as a Weapon: Helima Croft on How Geopolitics Moves Markets
Helima Croft, Head of Global Commodity Strategy at RBC Capital Markets, explores how geopolitics impacts energy markets. The episode discusses energy as a tool of statecraft, the shifting international landscape concerning oil and gas, and…
- Tom Lee: Bear Market Coming in 2026 – Use It As Buying Opportunity
Tom Lee discusses his market outlook for 2026, including a potential pullback, the impact of AI, and opportunities in sectors like cyclicals and small caps. The conversation also explores trends in gold, crypto assets like Bitcoin and Ethe…
- David Tait: Inside Gold’s Relentless Bull Market
David Tait, CEO of The World Gold Council, discusses drivers of the recent gold bull market, including central bank buying and concerns over US debt. Additionally, he shares his personal journey from overcoming childhood trauma to raising…
- Jim Mellon: Why I'm Loading Up On Energy Stocks
Billionaire investor Jim Mellon joins host Wilfred Frost to discuss his investment outlook for 2026. Topics include his bullish stance on energy stocks, views on robotics over AI, and his strategy regarding gold, silver, the Japanese Yen,…
- Under-Owned, Undervalued, Unapologetic: Nick Train’s Case for UK Equities
Fund manager Nick Train discusses his philosophy of long-term, concentrated investing and his optimistic outlook for UK equities despite recent performance challenges. He highlights specific stocks and the potential of London-listed compan…
- Dan Ives: How To Pick Generational Tech Winners
Dan Ives joins The Master Investor Podcast to discuss the AI revolution, Big Tech's future, and the current tech bull market. He shares insights on identifying generational winners, the state of AI adoption, and potential investment opport…
- Brian Moynihan: Inside the Mind of America’s Banker
Brian Moynihan, CEO of Bank of America, shares insights on leading the financial institution, the US economy, and leadership. He discusses his customer-centric approach, navigating challenges, and offers an economic outlook with a warning…
- TEASER: Brian Moynihan - Bank Of America CEO Commits to UK
Bank of America Chairman and CEO Brian Moynihan reaffirms his commitment to the UK, despite recent budget changes. He notes the bank's UK workforce and discusses business concerns about rising taxes. A teaser for the full episode, which wi…
- Greg Fleming: How Great Wealth Managers Win in Any Cycle
Greg Fleming of Rockefeller Capital Management shares insights on building a successful wealth management business, navigating market challenges, and the transformative potential of AI. He also touches on inflation, asset allocation, and t…
- Playing Asia Without China: Inside Jason Pidcock’s High-Conviction Portfolio
Jason Pidcock, manager of the Jupiter Asian Income Fund, shares insights from his 35-year career in Asian investing, detailing his concentrated portfolio strategy focused on large, cash-generative companies in Taiwan, Australia, Singapore,…
- Harnessing Insecurity: Harvey Schwartz on Leadership & Markets
Harvey Schwartz, CEO of Carlyle, shares his unconventional path in finance, insights into the evolution and growth of private markets, and his views on public versus private capital. He also discusses harnessing insecurity, leadership less…
- Mike Wilson: The Fed is NOT Independent, and That's Good for Stocks
Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley, shares his bullish outlook for US equities, arguing that the Federal Reserve's lack of independence is beneficial for stocks. He discusses his investment framework, market naviga…
- Andrew Ross Sorkin: Echoes of 1929 and The Leverage Behind Every Crisis
Financial journalist Andrew Ross Sorkin joins Wilfred Frost to discuss his book on the 1929 market crash. Sorkin draws parallels between the 1920s and current markets, highlighting the role of leverage in financial crises and sharing insig…
- Sara Eisen: The Surprising Truth About Trump's Tariffs, & The One Skill All Great Leaders Have in Common
Sara Eisen joins Wilfred Frost to discuss the US economy, the impact of Trump's tariffs, AI innovation, and Federal Reserve Chair Jerome Powell's balancing act. Eisen also shares insights into her career in financial journalism and key lea…
- Howard Marks: How I Mastered the Markets - My Advice From 50 Years of Investing
Legendary investor Howard Marks shares insights from his 50+ year career and 35 years of investment memos with Wilfred Frost. Marks discusses market cycles, risk, human behavior, current market conditions, and the importance of preparation…
- Dan Morehead: Crypto - The Most Asymmetric Trade in History
Dan Morehead details his early investment in Bitcoin and his strong belief in blockchain technology as a significant financial innovation. He discusses the potential of Solana, Bitcoin's position as digital gold, and the growing interest f…
- BONUS: Sir Niall Ferguson on Trump vs Nixon
Sir Niall Ferguson discusses parallels between Richard Nixon and Donald Trump, covering executive power, economic strategies, and geopolitical brinkmanship, drawing on the Frost–Nixon interviews. The episode explores surprising connections…
- Niall Ferguson: Navigating The New Gilded Age - Debt, Gold, AI & China
Financial historian Niall Ferguson joins Wilfred Frost to discuss global economic shifts, including U.S. debt, gold, Bitcoin, and China's ascent, drawing parallels from the Gilded Age and the 1970s.
- Freddie Lait: Patience Pays - Lessons From Building a £1bn Business
In this episode, Freddie Lait joins Wilfred Frost to discuss patience as an investor's most undervalued asset, reflecting on his journey building Latitude Investment Management to £1.2bn AUM. Lait emphasizes that investing is as much emoti…
- CRYPTO BONUS: Cathie Wood pt 2 - Why Bitcoin Will Always Be #1 Cryptocurrency
In this episode, Cathie Wood explains her rationale for Bitcoin being the dominant cryptocurrency, discusses Stablecoins, and shares her perspective on why Ethereum may not surpass Bitcoin. She also touches on the implications of Gold's pe…
- Cathie Wood: Turning Failure Into Innovation
Cathie Wood, CEO of Ark Invest, shares market insights on Tesla, Apple, Alphabet, Robotaxis, and AI, noting their potential as winner-takes-most markets. She also discusses her career, the importance of failure in innovation, and views Elo…
- Baroness Morrissey: Seize The Moment - My Tips For Investing & Life
Baroness Morrissey discusses her investment success, emphasizing seizing opportunities like her career-making UK Gilts trade. She also shares advice for women, critiques the DEI movement's focus, and offers thoughts on London's financial f…
- Nick Clegg: Why UK Free Speech is Under Threat; Silicon Valley Needs to Man Up; China Leading the AI Race
Nick Clegg joins Wilfred Frost on The Master Investor Podcast to discuss the UK's perceived loss of faith in the future, contrasting US and UK growth mindsets, and the potential for China to lead in AI development. Clegg also touches on fr…
- Liz Truss: UK Is Heading for Calamity, & Inside the Mini-Budget
Former UK Prime Minister Liz Truss discusses her concerns about Britain heading for calamity due to an oversized government. She defends her 2022 tax-cutting agenda, comments on a trade deal, and debates responsibility for the 2022 mini-bu…
- Jim Mellon: Bearish US, big opportunities UK, China & Robotics
Billionaire investor Jim Mellon shares his views on the US market's surprising resilience and discusses opportunities in China, the UK, and various tech sectors like robotics and quantum computing. He also touches on diversification, risk…
- BONUS: Tom Lee pt 2 - How Ethereum Could Overtake Bitcoin
Tom Lee believes Ethereum could surpass Bitcoin in network value, differentiating Bitcoin as a store of value and Ethereum as a platform for real-world applications and future infrastructure development.
- Tom Lee: A New 10 Year Bull Market Has Begun
Tom Lee of Fundstrat Global Advisors explains his thesis for a new 10-year bull market, citing demographics and downplaying inflation concerns. He emphasizes understanding companies, names Palantir and JPMorgan Chase as picks, and discusse…
- Liz Ann Sonders: Retail Investors Are Winning - Don’t Miss the Rotation Beneath the S&P
Liz Ann Sonders, Chief Market Strategist at Charles Schwab, analyzes market complacency and explains why investors should focus on small stocks and factors beneath the S&P 500. She also touches on valuation, inflation data, changing invest…
- Larry McDonald: Inflation’s Not Dead, Commodities Are Just Starting, and Why Passive Investing Could Break the Market
Larry McDonald, author of The Bear Traps Report, shares his insights on persistent inflation, the potential for commodities, and why passive investing might pose systemic risks to the market. He also offers investing principles learned fro…
- Thomas Peterffy: Trump Is Smart & Rational, How I Built a $100bn Business, and Why the Bubble Is Still to Come
Thomas Peterffy, founder of Interactive Brokers, shares insights on building his $100bn business by delivering better, cheaper products using technology. He also discusses his views on capitalism, Donald Trump, and the potential for a futu…
- Ray Dalio: The Risks Are NOT Priced In – Here's What Happens Next
Legendary investor Ray Dalio joins The Master Investor Podcast to discuss heightened risks in global debt markets and complacency in bond pricing. He shares his portfolio positioning with gold and Bitcoin, and analyzes the UK and US econom…
- Goldman Sachs CEO David Solomon on Leading Through The Noise; fragility of UK; Constructive US outlook
David Solomon, Chairman and CEO of Goldman Sachs, shares leadership strategies and discusses London's financial standing and the US economic outlook. He also touches on ignoring market noise and the bank's performance.