Uploaded July 2025 | Updated September 2026, 2 weeks ago
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
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
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Amazon Music: music.amazon.com/podcasts/aeec2f22-72a6-4df7-8fa0-e1677cd06c18
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Podchaser: podchaser.com/podcasts/the-master-investor-podcast-wi-6110996
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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 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
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
