The Master Investor Podcast with Wilfred FrostTom Lee, founder of Fundstrat Global Advisors, tells Wilf why he thinks the stock market is entering the start of a new 10-year bull run. Tom explains how demographics drive that conviction, while he thinks people are overly concerned about inflation, but that maintaining Federal Reserve independence is critical. He outlines why understanding the companies you invest in is more important than ever and shares his views on top picks like Palantir and JPMorgan Chase. Wilf and Tom also cover the warning signs he watches for when calling a market top, which aren’t flashing yet. Crypto fans, don’t miss tomorrow's bonus episode, where Tom joins Wilf again to dive into his bullish case for Ethereum and Bitcoin.
Follow Tom on X: @Fundstrat And his colleague Mark on X: @MarkNewtonCMT To subscribe to Tom’s research, visit: fsinsight.com/our-services And learn more about his ETF here: grannyshots.com And his Ethereum treasury company here: bitminetech.io Please note that Tom has personal positions in these companies, and the content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.
Tom Lee: A New 10 Year Bull Market Has BegunThe Master Investor Podcast with Wilfred Frost2025-08-28 | Tom Lee, founder of Fundstrat Global Advisors, tells Wilf why he thinks the stock market is entering the start of a new 10-year bull run. Tom explains how demographics drive that conviction, while he thinks people are overly concerned about inflation, but that maintaining Federal Reserve independence is critical. He outlines why understanding the companies you invest in is more important than ever and shares his views on top picks like Palantir and JPMorgan Chase. Wilf and Tom also cover the warning signs he watches for when calling a market top, which aren’t flashing yet. Crypto fans, don’t miss tomorrow's bonus episode, where Tom joins Wilf again to dive into his bullish case for Ethereum and Bitcoin.
Follow Tom on X: @Fundstrat And his colleague Mark on X: @MarkNewtonCMT To subscribe to Tom’s research, visit: fsinsight.com/our-services And learn more about his ETF here: grannyshots.com And his Ethereum treasury company here: bitminetech.io Please note that Tom has personal positions in these companies, and the content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Niall Ferguson: Trump will end up in Beijing like NixonThe Master Investor Podcast with Wilfred Frost2025-10-08 | Renowned historian Sir Niall Ferguson discusses the comparisons between two of America’s most controversial leaders - Richard Nixon and Donald Trump.
On this week's Master Investor Podcast, Niall and Wilf discuss this topic with the help of Wilf's Dad's legendary Frost–Nixon interviews. They cover the boundaries of executive power, use of tariffs and other shock economic strategies, and the high-wire act of geopolitical brinkmanship with China and Russia. Ferguson reveals Nixon and Trump’s surprising parallels and unlikely connections, from early political prophecies to tariffs, anti-globalist instincts, and the shadow of constitutional crisis. Essential listening for anyone obsessed with the past and future of the American presidency, global power shifts, and what happens when history repeats itself—live on the world stage.
You can also find Wilf’s documentary series on his father’s interviews, including an episode on Nixon - David Frost Vs Richard Nixon - on Sky and Now.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Niall Ferguson Part II: Trump vs NixonThe Master Investor Podcast with Wilfred Frost2025-10-08 | Renowned historian Sir Niall Ferguson discusses the comparisons between two of America’s most controversial leaders - Richard Nixon and Donald Trump - with the help of Wilf's Dad's legendary Frost–Nixon interviews. They cover the boundaries of executive power, use of tariffs and other shock economic strategies, and the high-wire act of geopolitical brinkmanship with China and Russia. Ferguson reveals Nixon and Trump’s surprising parallels and unlikely connections, from early political prophecies to tariffs, anti-globalist instincts, and the shadow of constitutional crisis. Essential listening for anyone obsessed with the past and future of the American presidency, global power shifts, and what happens when history repeats itself—live on the world stage.
You can also find Wilf’s documentary series on his father’s interviews, including an episode on Nixon - David Frost Vs Richard Nixon - on Sky and Now.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Niall Ferguson: Were in a very 1890s AmericaThe Master Investor Podcast with Wilfred Frost2025-10-07 | Legendary financial historian Sir Niall Ferguson compares the current economic climate to the Gilded Age in 1890s America.
On this week's Master Investor podcast, Sir Niall joins Wilfred Frost for a wide-ranging discussion that uncovers the seismic shifts shaping today’s global economy. Ferguson explains why U.S. debt, surging interest payments, and new tariffs spell both warning and opportunity, and dissects the interplay between gold, Bitcoin, and the weakening dollar in a world primed for volatility. The conversation probes China's explosive yet fragile ascent, Europe’s Ukraine dilemma amid shifting American priorities, and Britain’s recurrent struggle with stagnation. Candid, brilliant, and often contrarian, Ferguson offers unflinching investment lessons from his own mistakes, and shares sharp insights on how the West must adapt as leadership and power move East.
Make sure you subscribe so you don’t miss the upcoming bonus episode diving deep into the Trump vs Nixon comparison, with the help of some clips from Wilf's Dad's famous 1977 interviews with Richard Nixon. This is financial and geopolitical storytelling at its most incisive.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Niall Ferguson: Smart investors hold goldThe Master Investor Podcast with Wilfred Frost2025-10-06 | Legendary financial historian Sir Niall Ferguson dissects the interplay between gold, Bitcoin, and the weakening dollar in a world primed for volatility.
On this week's Master Investor podcast, Sir Niall joins Wilfred Frost for a wide-ranging discussion that uncovers the seismic shifts shaping today’s global economy. Ferguson explains why U.S. debt, surging interest payments, and new tariffs spell both warning and opportunity. The conversation probes China's explosive yet fragile ascent, Europe’s Ukraine dilemma amid shifting American priorities, and Britain’s recurrent struggle with stagnation—drawing bold historical parallels from the Gilded Age in 1890s America to the 1970s. Candid, brilliant, and often contrarian, Ferguson offers unflinching investment lessons from his own mistakes, and shares sharp insights on how the West must adapt as leadership and power move East.
Make sure you subscribe so you don’t miss the upcoming bonus episode diving deep into the Trump vs Nixon comparison, with the help of some clips from Wilf's Dad's famous 1977 interviews with Richard Nixon. This is financial and geopolitical storytelling at its most incisive.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Niall Ferguson: Navigating The New Gilded Age - Debt, Gold, AI & ChinaThe Master Investor Podcast with Wilfred Frost2025-10-06 | Legendary financial historian Sir Niall Ferguson joins Wilfred Frost on The Master Investor Podcast for a wide-ranging discussion that uncovers the seismic shifts shaping today’s global economy. Ferguson explains why U.S. debt, surging interest payments, and new tariffs spell both warning and opportunity, and dissects the interplay between gold, Bitcoin, and the weakening dollar in a world primed for volatility. The conversation probes China's explosive yet fragile ascent, Europe’s Ukraine dilemma amid shifting American priorities, and Britain’s recurrent struggle with stagnation—drawing bold historical parallels from the Gilded Age in 1890s America to the 1970s. Candid, brilliant, and often contrarian, Ferguson offers unflinching investment lessons from his own mistakes, and shares sharp insights on how the West must adapt as leadership and power move East.
Make sure you subscribe so you don’t miss the upcoming bonus episode diving deep into the Trump vs Nixon comparison, with the help of some clips from Wilf's Dad's famous 1977 interviews with Richard Nixon. This is financial and geopolitical storytelling at its most incisive.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Freddie Lait: US recession risks are undervaluedThe Master Investor Podcast with Wilfred Frost2025-10-03 | Freddie Lait, founder of Latitude Investment Management, discusses the market risks in the US.
On this week's Master Investor Podcast, Wilfred Frost sits down with Freddie Lait, founder of Latitude Investment Management, who reflects on his path to £1.2bn AUM, and explains why patience is the investor’s most undervalued asset. He also reflects on how investing is as much emotional as it is logical and financial. Freddie explains why growth—not glamour—creates real long-term value, and reveals the thinking behind big bets on companies like Tesco, AutoZone, and Sony. Hit play for sharp takes on AI hype, US market risks, the misunderstood value of inflation-linked bonds, and the single best piece of advice Freddie would give any investor: know yourself and build a repeatable process around your strengths.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Freddie Lait: Why patience leads to higher returnsThe Master Investor Podcast with Wilfred Frost2025-10-01 | Freddie Lait, founder of Latitude Investment Management, explains why patience is the investor’s most undervalued asset.
On this week's Master Investor Podcast, Wilfred Frost sits down with Freddie Lait, founder of Latitude Investment Management, who reflects on his path to £1.2bn AUM, and how investing is as much emotional as it is logical and financial. Freddie explains why growth—not glamour—creates real long-term value, and reveals the thinking behind big bets on companies like Tesco, AutoZone, and Sony. Hit play for sharp takes on AI hype, US market risks, the misunderstood value of inflation-linked bonds, and the single best piece of advice Freddie would give any investor: know yourself and build a repeatable process around your strengths.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Freddie Lait: Patience Pays - Lessons From Building a £1bn BusinessThe Master Investor Podcast with Wilfred Frost2025-10-01 | What is the most undervalued virtue when it comes to investing? In this episode of The Master Investor Podcast, Wilfred Frost sits down with Freddie Lait, founder of Latitude Investment Management, who reflects on his path to £1.2bn AUM, and explains why patience is the investor’s most undervalued asset. He also reflects on how investing is as much emotional as it is logical and financial. Freddie explains why growth—not glamour—creates real long-term value, and reveals the thinking behind big bets on companies like Tesco, AutoZone, and Sony. Hit play for sharp takes on AI hype, US market risks, the misunderstood value of inflation-linked bonds, and the single best piece of advice Freddie would give any investor: know yourself and build a repeatable process around your strengths.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Cathie Wood: Why Tom Lee is wrong on BitcoinThe Master Investor Podcast with Wilfred Frost2025-09-27 | Cathie Wood, CEO of Ark Invest makes the case for why she believes Bitcoin will be the biggest cryptocurrency by far.
On this bonus episode of The Master Investor Podcast, CEO of Ark Invest Cathie Wood does a deep dive on crypto, explaining why she backs Bitcoin and explaining the role of Stablecoins.
She also shares her friendly disagreement with Fundstrat’s Tom Lee, explaining why she doesn’t think Ethereum will surpass Bitcoin, though she’s warming up to Ether and has recently been buying BitMine.
Cathie also discusses what the strong recent performance of Gold may signal for the crypto market and broader financial markets, offering insights for investors navigating this rapidly evolving landscape.
If you missed our full conversation with Cathie Wood, where she shares her views on Tesla, Apple, Alphabet, Robotaxis, AI, and Robotics, you can watch it here: youtube.com/watch?v=xH4fh1_EXX0
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Cathie Wood Part II: Why Bitcoin Will Always Be #1 CryptocurrencyThe Master Investor Podcast with Wilfred Frost2025-09-27 | Cathie Wood, Founder and CEO of Ark Invest, makes the case for why she believes Bitcoin will be the biggest cryptocurrency by far and explains the role of Stablecoins. She also shares her friendly disagreement with Fundstrat’s Tom Lee, explaining why she doesn’t think Ethereum will surpass Bitcoin, though she’s warming up to Ether and has recently been buying BitMine.
Cathie also discusses what the strong recent performance of Gold may signal for the crypto market and broader financial markets, offering insights for investors navigating this rapidly evolving landscape.
If you missed our full conversation with Cathie Wood, where she shares her views on Tesla, Apple, Alphabet, Robotaxis, AI, and Robotics, you can watch it here: youtube.com/watch?v=xH4fh1_EXX0&t=2s
To find the relevant ticker for Ark Invest's Funds in the region you are in:
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Cathie Wood: Who Im backing in the robotaxi raceThe Master Investor Podcast with Wilfred Frost2025-09-25 | CEO of Ark Invest Cathie Wood explains why she's backing robotaxis and where the investment opportunities lie.
On this week's Master Investor Podcast, Cathie Wood, Founder and CEO of Ark Invest, which manages $35bn in disruptive, technology-enabled innovation, joins Wilf to share her market views - why she’s hugely bullish on Tesla, bearish on Apple, warming up to Alphabet, and convinced that both Robotaxis and AI will be “winner-takes-most” markets. She also explains why she’s so optimistic on Robotics as a theme.
Cathie reflects on the highs and lows of her own career, including the 80% drawdown her funds suffered in 2021/22, and why she believes failure is essential to great innovation. She argues that Elon Musk is the greatest innovator alive, and that founder-led companies are more important than ever in times of rapid disruption - enabling bold decisions and risk-taking that consensus-driven management can’t match.
Also - don’t miss our upcoming crypto-focused bonus episode, where Cathie Wood explains why she believes Bitcoin will be the biggest cryptocurrency, her take on Ethereum and Stablecoins, and what recent Gold trends mean for markets. Subscribe so you don’t miss it when it drops!
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Cathie Wood: Elon is a geniusThe Master Investor Podcast with Wilfred Frost2025-09-24 | CEO of Ark Invest Cathie Wood argues that Elon Musk is the greatest innovator alive, and that founder-led companies are more important than ever in times of rapid disruption.
On this week's Master Investor Podcast, Cathie Wood, Founder and CEO of Ark Invest, which manages $35bn in disruptive, technology-enabled innovation, joins Wilf to share her market views - why she’s hugely bullish on Tesla, bearish on Apple, warming up to Alphabet, and convinced that both Robotaxis and AI will be “winner-takes-most” markets. She also explains why she’s so optimistic on Robotics as a theme.
Cathie reflects on the highs and lows of her own career, including the 80% drawdown her funds suffered in 2021/22, and why she believes failure is essential to great innovation.
Also - don’t miss our upcoming crypto-focused bonus episode, where Cathie Wood explains why she believes Bitcoin will be the biggest cryptocurrency, her take on Ethereum and Stablecoins, and what recent Gold trends mean for markets. Subscribe so you don’t miss it when it drops!
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Cathie Wood: Turning Failure Into InnovationThe Master Investor Podcast with Wilfred Frost2025-09-24 | Cathie Wood, Founder and CEO of Ark Invest, which manages $35bn in disruptive, technology-enabled innovation, joins Wilf to share her market views - why she’s hugely bullish on Tesla, bearish on Apple, warming up to Alphabet, and convinced that both Robotaxis and AI will be “winner-takes-most” markets. She also explains why she’s so optimistic on Robotics as a theme.
Cathie reflects on the highs and lows of her own career, including the 80% drawdown her funds suffered in 2021/22, and why she believes failure is essential to great innovation. She argues that Elon Musk is the greatest innovator alive, and that founder-led companies are more important than ever in times of rapid disruption - enabling bold decisions and risk-taking that consensus-driven management can’t match.
Don’t miss our crypto-focused bonus episode, where Cathie Wood explains why she believes Bitcoin will be the biggest cryptocurrency, her take on Ethereum and Stablecoins, and what recent Gold trends mean for markets. Subscribe so you don’t miss it when it drops!
To find the relevant ticker for Ark Invest's Funds in the region you are in:
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Baroness Morrissey: Why DEI needs to evolveThe Master Investor Podcast with Wilfred Frost2025-09-19 | Founder of the 30% Club and Chair of The Diversity Project Baroness Morrissey discusses where the DEI movement lost its way.
Baroness Morrissey is one of Britain’s most successful investors, becoming CEO of Newton Investment Management at the age of 35, and more than doubling its size over 15 years. She was also Wilf’s first CEO – he started his career at Newton.
In this episode of The Master Investor Podcast, , Helena outlines how she’s managed to be so successful, reflecting on why the trade that made her career – buying UK Gilts in the late 90s before Bank Of England independence led to a massive rally - taught her to seize the moment.
As a founder of The 30% Club and Chair of The Diversity Project, she also discusses where the DEI movement lost its way, including its failure to highlight the improved outcomes of diversity of thought. Plus, her career advice, particularly for women: “leap before you look.”
Helena also suggests what the UK government needs to do to bring London back as a leading financial centre, and expresses caution over the current US market, which is in bubble territory.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Baroness Morrissey: My investment advice - leap before you lookThe Master Investor Podcast with Wilfred Frost2025-09-17 | One of Britain’s most successful investors, Baroness Morrissey, gives her top investment advice.
Baroness Morrissey is one of Britain’s most successful investors, becoming CEO of Newton Investment Management at the age of 35, and more than doubling its size over 15 years. She was also Wilf’s first CEO – he started his career at Newton.
In this episode of The Master Investor Podcast, , Helena outlines how she’s managed to be so successful, reflecting on why the trade that made her career – buying UK Gilts in the late 90s before Bank Of England independence led to a massive rally - taught her to seize the moment.
As a founder of The 30% Club and Chair of The Diversity Project, she also discusses where the DEI movement lost its way, including its failure to highlight the improved outcomes of diversity of thought. Plus, her career advice, particularly for women: “leap before you look.”
Helena also suggests what the UK government needs to do to bring London back as a leading financial centre, and expresses caution over the current US market, which is in bubble territory.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Baroness Morrissey: How I seized the moment on UK GiltsThe Master Investor Podcast with Wilfred Frost2025-09-15 | Baroness Morrissey reflects on the trade that made her career – buying UK Gilts in the late 90s before Bank of England independence led to a massive rally - and how it taught her to seize the moment.
Baroness Morrissey is one of Britain’s most successful investors, becoming CEO of Newton Investment Management at the age of 35, and more than doubling its size over 15 years. She was also Wilf’s first CEO – he started his career at Newton.
In the latest episode of the Master Investor Podcast, Helena outlines how she’s managed to be so successful, and why.
As a founder of The 30% Club and Chair of The Diversity Project, she also discusses where the DEI movement lost its way, including its failure to highlight the improved outcomes of diversity of thought. Plus, her career advice, particularly for women: “leap before you look.”
Helena also suggests what the UK government needs to do to bring London back as a leading financial centre, and expresses caution over the current US market, which is in bubble territory.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Baroness Morrissey: Seize The Moment - My Tips For Investing & LifeThe Master Investor Podcast with Wilfred Frost2025-09-14 | Baroness Morrissey is one of Britain’s most successful investors, becoming CEO of Newton Investment Management at the age of 35, and more than doubling its size over 15 years. She was also Wilf’s first CEO – he started his career at Newton.
In this episode, Helena outlines how she’s managed to be so successful, reflecting on why the trade that made her career – buying UK Gilts in the late 90s before Bank of England independence led to a massive rally - taught her to seize the moment.
As a founder of The 30% Club and Chair of The Diversity Project, she also discusses where the DEI movement lost its way, including its failure to highlight the improved outcomes of diversity of thought. Plus, her career advice, particularly for women: “leap before you look.”
Helena also suggests what the UK government needs to do to bring London back as a leading financial centre, and expresses caution over the current US market, which is in bubble territory.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Nick Clegg: Why free speech IS under threat in the UKThe Master Investor Podcast with Wilfred Frost2025-09-12 | Nick Clegg, former UK Deputy Prime Minister and President of Global Affairs at Meta, joins Wilfred Frost on The Master Investor Podcast to discuss politics, leadership, and the future of technology.
In this wide-ranging conversation, Clegg explains why he believes Britain has 'fallen out of love with the future', the differences between US and UK attitudes to growth, and why China might beat America in the AI race, and why he is skeptical about the AI hype in general.
Clegg expresses his discomfort at how close tech leaders have gotten to the Trump administration and tells Silicon Valley to “man up and grow some”. He believes free speech IS under threat in the UK, and that politics is much harder than business.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Nick Clegg: Why China is Leading the AI RaceThe Master Investor Podcast with Wilfred Frost2025-09-10 | Nick Clegg, former UK Deputy Prime Minister and President of Global Affairs at Meta, joins Wilfred Frost on The Master Investor Podcast to discuss politics, leadership, and the future of technology.
In this wide-ranging conversation, Clegg explains why he believes Britain has 'fallen out of love with the future', the differences between US and UK attitudes to growth, and why China might beat America in the AI race, and why he is skeptical about the AI hype in general.
Clegg expresses his discomfort at how close tech leaders have gotten to the Trump administration and tells Silicon Valley to “man up and grow some”. He believes free speech IS under threat in the UK, and that politics is much harder than business.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Nick Clegg: Why UK Free Speech is Under Threat; Silicon Valley Needs to Man Up, China Leads AI RaceThe Master Investor Podcast with Wilfred Frost2025-09-10 | The former UK Deputy Prime Minister and President of Global Affairs at Meta, joins Wilfred Frost on The Master Investor Podcast to discuss politics, leadership, free speech, and the future of technology.
In this wide-ranging conversation, Nick Clegg explains why he believes Britain has “fallen out of love with the future”, the differences between US and UK attitudes to growth, and why China may beat America in the AI race. He also shares why he is skeptical of the current AI hype.
Clegg also reflects on: - Why he believes free speech IS under threat in the UK - His discomfort with how close tech leaders have become to Trump and US politics - Why he thinks Silicon Valley must “man up and grow some” - And why politics is harder than business
A candid Nick Clegg interview on the big questions shaping technology, democracy, and global leadership.
During the interview Wilf and Nick discuss the ongoing case in the US relating to the suicide of Adam Raine on 11 April 2025 having interacted with ChatGPT. Here is a statement provided to CNBC by an OpenAI spokesperson:
“We are deeply saddened by Mr. Raine’s passing, and our thoughts are with his family. ChatGPT includes safeguards such as directing people to crisis helplines and referring them to real-world resources. While these safeguards work best in common, short exchanges, we’ve learned over time that they can sometimes become less reliable in long interactions where parts of the model’s safety training may degrade. Safeguards are strongest when every element works as intended, and we will continually improve on them. Guided by experts and grounded in responsibility to the people who use our tools, we’re working to make ChatGPT more supportive in moments of crisis by making it easier to reach emergency services, helping people connect with trusted contacts, and strengthening protections for teens.”
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Liz Truss: Who was responsible for market turmoil caused by disastrous mini budget?The Master Investor Podcast with Wilfred Frost2025-09-05 | Former UK Prime Minister debates with Wilfred Frost about who was ultimately responsible for the market turmoil that defined her short time in office.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Liz Truss: I feel no sympathy for Rachel ReevesThe Master Investor Podcast with Wilfred Frost2025-09-04 | Former UK Prime Minister Liz Truss explains why she doesn't sympathise with UK Chancellor Rachel Reeves
On this week's Master Investor Podcast, Former UK Prime Minister Liz Truss warns that Britain is heading for calamity, with government too big and unaccountable. In this in-depth conversation, she defends the tax-cutting agenda she championed in 2022, backs the Labour government’s trade deal with President Trump, and explains why she has no sympathy for Chancellor Rachel Reeves. Truss also shares why she doesn’t think Kemi Badenoch will ever become Prime Minister.
Reflecting on the fallout from the September 2022 mini-budget, she debates with Wilf who was ultimately responsible for the market turmoil that defined her short time in office.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Liz Truss: Impressed by the UKs trade deal with TrumpThe Master Investor Podcast with Wilfred Frost2025-09-03 | Former UK Prime Minister Liz Truss reflects on the UK trade deal with Trump
On this week's Master Investor Podcast, Former UK Prime Minister Liz Truss warns that Britain is heading for calamity, with government too big and unaccountable. In this in-depth conversation, she defends the tax-cutting agenda she championed in 2022, backs the Labour government’s trade deal with President Trump, and explains why she has no sympathy for Chancellor Rachel Reeves. Truss also shares why she doesn’t think Kemi Badenoch will ever become Prime Minister. Reflecting on the fallout from the September 2022 mini-budget, she debates with Wilf who was ultimately responsible for the market turmoil that defined her short time in office.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Liz Truss: UK Is Heading for Calamity, & Inside the Mini-BudgetThe Master Investor Podcast with Wilfred Frost2025-09-03 | Former UK Prime Minister Liz Truss warns that Britain is heading for calamity, with government too big and unaccountable. In this in-depth conversation, she defends the tax-cutting agenda she championed in 2022, backs the Labour government’s trade deal with President Trump, and explains why she has no sympathy for Chancellor Rachel Reeves. Truss also shares why she doesn’t think Kemi Badenoch will ever become Prime Minister.
Reflecting on the fallout from the September 2022 mini-budget, she debates with Wilf who was ultimately responsible for the market turmoil that defined her short time in office.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Jim Mellon: Why Im Investing in RoboticsThe Master Investor Podcast with Wilfred Frost2025-09-02 | Billionaire investor Jim Mellon on why he thinks robotics are a safer bet than AI or the Mag 7.
On this week's Master Investor Podcast, Jim chats with Wilf about why he is surprised the US market has been so resilient in the face of multiple challenges, and why he continues to see much greater opportunity elsewhere. They discuss the risks of the US debt crisis, why Jim is cautious on the Mag7 tech giants, and where real opportunities lie in China, UK, silver, lithium, robotics, and quantum computing. Jim also shares lessons from his early investments, his approach to diversification and risk, and the importance of reading and research.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Jim Mellon: Bearish US, big opportunities in the UK, China & RoboticsThe Master Investor Podcast with Wilfred Frost2025-09-01 | Billionaire investor Jim Mellon, and co-founder of The Master Investor Podcast chats with Wilf about why he is surprised the US market has been so resilient in the face of multiple challenges, and why he continues to see much greater opportunity elsewhere. They discuss the risks of the US debt crisis, why Jim is cautious on the Mag7 tech giants, and where real opportunities lie in China, UK, silver, lithium, robotics, and quantum computing. Jim also shares lessons from his early investments, his approach to diversification and risk, and the importance of reading and research.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Tom Lee: Why The Fed needs to stay independentThe Master Investor Podcast with Wilfred Frost2025-08-30 | Tom Lee, founder of Fundstrat Global Advisors, tells Wilfred Frost why Fed independence is so important.
On this episode of The Master Investor Podcast, Tom
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Tom Lee: The case for Ethereum vs BitcoinThe Master Investor Podcast with Wilfred Frost2025-08-29 | Tom Lee, founder of Fundstrat Global Advisors, remains a Bitcoin bull, confident it could one day hit $1M—but he’s even more bullish on Ethereum.
On this bonus episode of the Master Investor Podcast, Tom explains why Bitcoin’s main appeal is as a store of value, while Ethereum is set to become the backbone of real-world applications. From tokenization outside the US to Wall Street building the infrastructure of the future on Ethereum, Tom breaks down why ETH could surpass Bitcoin’s total network value.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Tom Lee Part II: How Ethereum Could Overtake BitcoinThe Master Investor Podcast with Wilfred Frost2025-08-29 | Tom Lee remains a Bitcoin bull, confident it could one day hit $1M—but he’s even more bullish on Ethereum. In this episode, he explains why Bitcoin’s main appeal is as a store of value, while Ethereum is set to become the backbone of real-world applications. From tokenization outside the US to Wall Street building the infrastructure of the future on Ethereum, Tom breaks down why ETH could surpass Bitcoin’s total network value.
Follow Tom on X: @Fundstrat And his colleague Mark on X: @MarkNewtonCMT To subscribe to Tom’s research, visit: fsinsight.com/our-services And learn more about his ETF here: grannyshots.com And his Ethereum treasury company here: bitminetech.io
Please note that Tom has personal positions in these companies, and the content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Tom Lee: I think we are in a new bull marketThe Master Investor Podcast with Wilfred Frost2025-08-28 | Tom Lee, founder of Fundstrat Global Advisors, tells Wilfred Frost why he thinks the stock market is entering the start of a new 10-year bull run.
On this week's Master Investor Podcast, Tom explains how demographics drive his conviction, while he thinks people are overly concerned about inflation, but that maintaining Federal Reserve independence is critical. He outlines why understanding the companies you invest in is more important than ever and shares his views on top picks like Palantir and JPMorgan Chase. Wilf and Tom also cover the warning signs he watches for when calling a market top, which aren’t flashing yet.
Crypto fans, don’t miss our upcoming bonus episode, where Tom joins Wilf again to dive into his bullish case for Ethereum and Bitcoin.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Liz Ann Sonders: Good News Beneath The SurfaceThe Master Investor Podcast with Wilfred Frost2025-08-22 | Liz Ann Sonders is Chief Market Strategist at Charles Schwab, which manages $11 trillion in client assets. On this week's show she breaks down the current market complacency to Wilf, and explains why investors should pay attention to what small stocks and under-the-surface factors are signaling beneath the S&P 500 and away from mega cap stocks like Nvidia. She also discusses why valuations aren’t a reliable market timing tool, the latest inflation and labor market data - with recent revisions reminding her of 2007/08. She also discusses how her job has changed with shorter investor time horizons and how retail traders are gaining influence. Finally, she shares her top investment advice and insights for navigating today’s markets.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
You can watch the full video on The Master Investor Podcast YouTube channel.
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Liz Ann Sonders: Why Retail Traders Arent Dumb MoneyThe Master Investor Podcast with Wilfred Frost2025-08-21 | Liz Ann Sonders is Chief Market Strategist at Charles Schwab, which manages $11 trillion in client assets. On this week's show she breaks down the current market complacency to Wilf, and explains why investors should pay attention to what small stocks and under-the-surface factors are signaling beneath the S&P 500 and away from mega cap stocks like Nvidia. She also discusses why valuations aren’t a reliable market timing tool, the latest inflation and labor market data - with recent revisions reminding her of 2007/08. She also discusses how her job has changed with shorter investor time horizons and how retail traders are gaining influence. Finally, she shares her top investment advice and insights for navigating today’s markets.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
You can watch the full video on The Master Investor YouTube channel.
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Liz Ann Sonders: Retail Investors Are Winning - Don’t Miss the Rotation Beneath the S&PThe Master Investor Podcast with Wilfred Frost2025-08-20 | Liz Ann Sonders is Chief Market Strategist at Charles Schwab, which manages $11 trillion in client assets. On this week's show she breaks down the current market complacency to Wilf, and explains why investors should pay attention to what small stocks and under-the-surface factors are signaling beneath the S&P 500 and away from mega cap stocks like Nvidia. She also discusses why valuations aren’t a reliable market timing tool, the latest inflation and labor market data - with recent revisions reminding her of 2007/08. She also discusses how her job has changed with shorter investor time horizons and how retail traders are gaining influence. Finally, she shares her top investment advice and insights for navigating today’s markets.
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
You can watch the full video on The Master Investor YouTube channel.
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Larry McDonald: The bottom line on tech stocksThe Master Investor Podcast with Wilfred Frost2025-08-15 | Larry McDonald, author of The Bear Traps Report newsletter, former Lehman trader, and NYT bestselling author of A Colossal Failure of Common Sense is one of the best connected men in markets globally. Drawing on lessons from legends like Charlie Munger, David Tepper, and David Einhorn — all featured in his new book How To Listen When Markets Speak — Larry explains his view that the 'serpent of inflation is nowhere near dead', what that means for your portfolio construction, why passive investing could break the market and his fears for Meta’s share price. He also shares his top investing principles: avoid over-trading and wait patiently for moments of true capitulation.
To sign up to Larry's daily newsletter - The Bear Traps Report - please email info@thebeartrapsreport.com
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
You can watch the full video on The Master Investor YouTube channel.
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Larry McDonald: Why commodities are surgingThe Master Investor Podcast with Wilfred Frost2025-08-14 | Larry McDonald, author of The Bear Traps Report newsletter, former Lehman trader, and NYT bestselling author of A Colossal Failure of Common Sense is one of the best connected men in markets globally. Drawing on lessons from legends like Charlie Munger, David Tepper, and David Einhorn — all featured in his new book How To Listen When Markets Speak — Larry explains his view that the 'serpent of inflation is nowhere near dead', what that means for your portfolio construction, why passive investing could break the market and his fears for Meta’s share price. He also shares his top investing principles: avoid over-trading and wait patiently for moments of true capitulation.
To sign up to Larry's daily newsletter - The Bear Traps Report - please email info@thebeartrapsreport.com
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
You can watch the full video on The Master Investor YouTube channel.
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Larry McDonald: Inflation’s Not Dead and Why Passive Investing Could Break the MarketThe Master Investor Podcast with Wilfred Frost2025-08-13 | Larry McDonald, author of The Bear Traps Report newsletter, former Lehman trader, and NYT bestselling author of A Colossal Failure of Common Sense is one of the best connected men in markets globally. Drawing on lessons from legends like Charlie Munger, David Tepper, and David Einhorn — all featured in his new book How To Listen When Markets Speak — Larry explains his view that the 'serpent of inflation is nowhere near dead', what that means for your portfolio construction, why passive investing could break the market and his fears for Meta’s share price. He also shares his top investing principles: avoid over-trading and wait patiently for moments of true capitulation.
To sign up to Larry's daily newsletter - The Bear Traps Report - please email info@thebeartrapsreport.com
The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
You can watch the full video on The Master Investor YouTube channel.
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.Thomas Peterffy: What he learned from growing up in post-war HungaryThe Master Investor Podcast with Wilfred Frost2025-08-06 | This week, Wilf talks to Thomas Peterffy, the digital trading pioneer and founder of Interactive Brokers. With a personal fortune of over $75bn, Peterffy is one of the most successful entrepreneurs of all time. Arriving in the US from communist Hungary at 22 with no English, he embodies the American Dream. In this conversation, he defends capitalism and Donald Trump, reflects on building a $100bn business, and reveals his simple secret to success: using technology to deliver better, cheaper products for customers.
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
Web | masterinvestor.co.uk Substack | masterinvestoruk.substack.com Newsletter | masterinvestor.co.uk/subscribe X | https://x.com/masterinvestor Facebook | facebook.com/masterinvestor LinkedIn | linkedin.com/company/masterinvestor TikTok | tiktok.com/@masterinvestorukThomas Peterffy: Why people misunderstood Trumps tarriffsThe Master Investor Podcast with Wilfred Frost2025-08-05 | This week, Wilf talks to Thomas Peterffy, the digital trading pioneer and founder of Interactive Brokers. With a personal fortune of over $75bn, Peterffy is one of the most successful entrepreneurs of all time. Arriving in the US from communist Hungary at 22 with no English, he embodies the American Dream. In this conversation, he defends capitalism and Donald Trump, reflects on building a $100bn business, and reveals his simple secret to success: using technology to deliver better, cheaper products for customers.
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
Web | masterinvestor.co.uk Substack | masterinvestoruk.substack.com Newsletter | masterinvestor.co.uk/subscribe X | https://x.com/masterinvestor Facebook | facebook.com/masterinvestor LinkedIn | linkedin.com/company/masterinvestor TikTok | tiktok.com/@masterinvestorukThomas Peterffy: Trump Is Smart, How I Built a $100bn Business, and Why the Bubble Is Still to ComeThe Master Investor Podcast with Wilfred Frost2025-08-04 | This week, Wilf talks to Thomas Peterffy, the digital trading pioneer and founder of Interactive Brokers. With a personal fortune of over $75bn, Peterffy is one of the most successful entrepreneurs of all time. Arriving in the US from communist Hungary at 22 with no English, he embodies the American Dream. In this conversation, he defends capitalism and Donald Trump, reflects on building a $100bn business, and reveals his simple secret to success: using technology to deliver better, cheaper products for customers.
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
Web | masterinvestor.co.uk Substack | masterinvestoruk.substack.com Newsletter | masterinvestor.co.uk/subscribe X | https://x.com/masterinvestor Facebook | facebook.com/masterinvestor LinkedIn | linkedin.com/company/masterinvestor TikTok | tiktok.com/@masterinvestorukRay Dalio: Are current risks priced in to the markets?The Master Investor Podcast with Wilfred Frost2025-07-31 | This week, Wilfred Frost sits down with legendary investor and Bridgewater founder Ray Dalio to discuss the growing risks in global debt markets, the complacency he sees in bond pricing, and the warning signals beginning to flash. Dalio shares how he's positioning his own portfolio with gold and a small amount of Bitcoin, and why he believes the Magnificent 7 stocks are looking expensive. He also reflects on historical patterns of collapse, currency devaluation, and what it will take for the UK and US to navigate what's coming.
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
Web | masterinvestor.co.uk Substack | masterinvestoruk.substack.com Newsletter | masterinvestor.co.uk/subscribe X | https://x.com/masterinvestor Facebook | facebook.com/masterinvestor LinkedIn | linkedin.com/company/masterinvestor TikTok | tiktok.com/@masterinvestorukRay Dalio: Why UK debt costs are so highThe Master Investor Podcast with Wilfred Frost2025-07-30 | This week, Wilfred Frost sits down with legendary investor and Bridgewater founder Ray Dalio to discuss the growing risks in global debt markets, the complacency he sees in bond pricing, and the warning signals beginning to flash. Dalio shares how he's positioning his own portfolio with gold and a small amount of Bitcoin, and why he believes the Magnificent 7 stocks are looking expensive. He also reflects on historical patterns of collapse, currency devaluation, and what it will take for the UK and US to navigate what's coming.
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
Web | masterinvestor.co.uk Substack | masterinvestoruk.substack.com Newsletter | masterinvestor.co.uk/subscribe X | https://x.com/masterinvestor Facebook | facebook.com/masterinvestor LinkedIn | linkedin.com/company/masterinvestor TikTok | tiktok.com/@masterinvestorukRay Dalio: The Risks Are NOT Priced In – Heres What Happens NextThe Master Investor Podcast with Wilfred Frost2025-07-28 | This week, Wilfred Frost sits down with legendary investor and Bridgewater founder Ray Dalio to discuss the growing risks in global debt markets, the complacency he sees in bond pricing, and the warning signals beginning to flash. Dalio shares how he's positioning his own portfolio with gold and a small amount of Bitcoin, and why he believes the Magnificent 7 stocks are looking expensive. He also reflects on historical patterns of collapse, currency devaluation, and what it will take for the UK and US to navigate what's coming.
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
Web | masterinvestor.co.uk Substack | masterinvestoruk.substack.com Newsletter | masterinvestor.co.uk/subscribe X | https://x.com/masterinvestor Facebook | facebook.com/masterinvestor LinkedIn | linkedin.com/company/masterinvestor TikTok | tiktok.com/@masterinvestorukGoldman Sachs David Solomon discusses Londons position as a financial centreThe Master Investor Podcast with Wilfred Frost2025-07-25 | This week Wilf sits down for a rare, extended conversation with Goldman Sachs Chairman and CEO David Solomon in London, who shares his leadership advice while reflecting on the strategy that has seen his bank outperform his rivals in the last few years. He shares stark warnings about London's fragile position in the global financial system, the importance of getting policy right on both sides of the Atlantic, but ignoring the noise from the Trump administration and his constructive view on the US economy and Goldman's business over the next 18 months.
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
Web | masterinvestor.co.uk Substack | masterinvestoruk.substack.com Newsletter | masterinvestor.co.uk/subscribe X | https://x.com/masterinvestor Facebook | facebook.com/masterinvestor LinkedIn | linkedin.com/company/masterinvestor TikTok | tiktok.com/@masterinvestorukJeremy Grantham: How to predict a stock market bubble - and why NVIDIA may lead the Mag 7 crashThe Master Investor Podcast with Wilfred Frost2025-07-23 | This week Wilf speaks to the man who has predicted some of the biggest stock market bubbles of the last 5 decades - Jeremy Grantham - who, on the day that NVIDIA hits $4trn market cap predicts that we are nearing the top of another major bubble, likening Nvidia's success to the "guy selling shovels at the peak of the gold rush". Striking a very bearish note on the US Magnificent 7, he discusses the pain that predicting crashes too early causes finance professionals but how private individuals have advantages as long as they step back and look at the data, as he shares his advice for investors following a legendary career.
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost
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.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
You can follow Wilfred Frost on X: https://x.com/WilfredFrost