Uploaded June 2025 | Updated September 2026, 2 weeks ago
This week Wilf talks to Founder and Portfolio Manager of Niles Investment Management, Dan Niles, about his latest views on the market, and the career path that's led to his position as the most respected tech investor in the world. Dan reveals that he is terrified by the US debt position and bearish on the market on any medium term outlook, albeit believing it will make new all time highs in the short term. He reveals his top 5 picks, and explains why he is incredibly bearish on Apple. He also gives listeners a rare insight into his core investing principles while reflecting on the best and worst investments he has ever made.
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
Listen to this podcast at:
Master Investor website: events.masterinvestor.co.uk/podcast
Apple Podcasts: podcasts.apple.com/us/podcast/the-master-investor-podcast-with-wilfred-frost/id1817702206
Spotify: open.spotify.com/show/1sUFmQrtoxs7n0oyEsaMU3
Podbean App: podbean.com/pw/pbblog-d7hrn-13df684
Amazon Music: music.amazon.com/podcasts/aeec2f22-72a6-4df7-8fa0-e1677cd06c18
iHeartRadio: iheart.com/podcast/278446784
PlayerFM: https://player.fm/series/3668867
Podchaser: podchaser.com/podcasts/the-master-investor-podcast-wi-6110996
BoomPlay: boomplaymusic.com/podcasts/133159
Keep in touch:
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/@masterinvestoruk
This week Wilf talks to Founder and Portfolio Manager of Niles Investment Management, Dan Niles, about his latest views on the market, and the career path that's led to his position as the most respected tech investor in the world. Dan reveals that he is terrified by the US debt position and bearish on the market on any medium term outlook, albeit believing it will make new all time highs in the short term. He reveals his top 5 picks, and explains why he is incredibly bearish on Apple. He also gives listeners a rare insight into his core investing principles while reflecting on the best and worst investments he has ever made.
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
Listen to this podcast at:
Master Investor website: events.masterinvestor.co.uk/podcast
Apple Podcasts: podcasts.apple.com/us/podcast/the-master-investor-podcast-with-wilfred-frost/id1817702206
Spotify: open.spotify.com/show/1sUFmQrtoxs7n0oyEsaMU3
Podbean App: podbean.com/pw/pbblog-d7hrn-13df684
Amazon Music: music.amazon.com/podcasts/aeec2f22-72a6-4df7-8fa0-e1677cd06c18
iHeartRadio: iheart.com/podcast/278446784
PlayerFM: https://player.fm/series/3668867
Podchaser: podchaser.com/podcasts/the-master-investor-podcast-wi-6110996
BoomPlay: boomplaymusic.com/podcasts/133159
Keep in touch:
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/@masterinvestoruk
