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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.
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Big Tech Selloff: Dan Niles on What Happens Next
Is the AI boom approaching its peak, or are we simply witnessing a painful but temporary correction before the next leg goes higher? In this episode of The Master Investor Podcast, Wilfred Frost sits down with Dan Niles of Niles Investment
Picking Private Market Winners: Maggie Fanari on SpaceX, Anthropic & Stripe
Where will the next wave of AI investment opportunities emerge, and how can investors access them? In this episode of The Master Investor Podcast, Wilfred Frost speaks to Maggie Fanari, CEO of J. Rothschild Capital Management, which manages
How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing
What evidence do you use when weighing up an investing decision? In this masterclass on capital cycle investing, Wilf sits down with Django Davidson, founding partner and portfolio manager at Hosking Partners – an $8 billion global investme
The Bond Pivot: Jim Bianco on Why it’s Time to Start Buying Bonds
Jim Bianco, President and Macro Strategist at Bianco Research, sits down with Wilf for an in-depth look at global bond markets, central bank policy, and what it means for equities and your portfolio construction. After maintaining a bearish
Michael Hartnett: I coined “Mag7” - Here’s What Ends Their Run
In this rare extended interview, Wilf sits down with the famed market contrarian and man who coined the phrase "Magnificent Seven", Bank of America’s Chief Investment Strategist Michael Hartnett. Hartnett unpacks the structural forces resha
If Global Trade Breaks, It’s Worse Than 2008 | Ed Conway
What happens if the invisible system feeding and fuelling our planet suddenly breaks down? In this episode of The Master Investor Podcast, Wilfred Frost sits down with Ed Conway, Economics & Data Editor at Sky News and bestselling author of
Optimistic On AI, Calm About Yields – But Own Land – Thomas Peterffy
Thomas Peterffy is worth well over $100bn, making him one of the 20 wealthiest people in the world. He is a markets titan and the founder of Interactive Brokers, and joins Wilf on this week’s episode of The Master Investor Podcast. He break
Forget Tech: Why Hard Assets Will Win The Decade | Jeff Currie
This week on The Master Investor Podcast, Wilfred Frost sits down with one of the world’s foremost commodities experts, Jeff Currie. After nearly three decades building and leading commodities research at Goldman Sachs, Currie shares an unv
Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann Sonders
This week on The Master Investor Podcast, Wilfred Frost sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, which oversees $13.4 trillion in client assets. Liz Ann begins with the surge in global bond yields and t
Equities Extremely Complacent; De-lever and Prepare to Buy The Dip
Wilfred Frost sits down with macro strategist Luke Gromen, founder of independent macro research firm Forest For The Trees (FFTT), for a wide-ranging conversation on the growing fragility of Western sovereign bond markets, the economic fall
Big Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All Time
Wilfred Frost welcomes back legendary investor Jim Mellon for his fourth, and typically candid and outspoken, appearance on the podcast. Jim discusses investor fatigue with US mega-cap technology companies, noting the Magnificent 7’s 30% av
Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons
In this episode of The Master Investor Podcast, Wilfred Frost sits down with the undisputed heavyweight champion of global finance: Jamie Dimon, Chairman and CEO of JPMorgan Chase. Leading the world’s largest bank through 20 years of global
The Key CEO Traits Investors Are Missing | Kara Swisher
How do you separate genuine innovation from pure hype? That is perhaps THE question of the moment for investors when it comes to AI, and it is also the question Kara Swisher has thought about for her entire career as the premier tech journa
The New American Dream: Democratising Investing
Robinhood didn't just survive one of the sharpest reversals in fintech, it emerged bigger, stronger and more ambitious than ever. After its market value collapsed by 80% to around $6 billion in 2022, the fintech pioneer has rebounded to nea
How to Build Wealth (And Survive Failure) with Anthony Scaramucci
Wall Street veteran, SkyBridge Capital founder, broadcaster, author and former White House Communications Director Anthony Scaramucci, aka “the Mooch” sits down with Wilf for a candid conversation about the painful market lessons that shape
Being Short Your Government: The Real Case for Gold & Silver
Wilf is joined by Ned Naylor-Leyland, newly crowned Investment Week Precious Metals Fund Manager of the Year and manager of the nearly $3 billion Jupiter Gold & Silver Fund. Known for his characteristically contrarian, deeply analytical per
Becky Quick: Warren Buffett's Biggest Lessons, CNBC, and Finding Purpose Through Adversity
Powerhouse of business journalism and co-anchor of CNBC’s Squawk Box, Becky Quick, joins Wilf straight from live morning TV to break down a massive, fast-moving moment in the markets and share rare, deeply personal insights into both her ca
Should You Buy Space X? | IPO Special
In this special episode of The Master Investor Podcast we explore the upcoming IPO of SpaceX - the largest IPO of all time, set to begin trading on Friday 12 June, raising $75bn in fresh capital, valuing the firm at close to $1.8trn. Wilf i
AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo
What happens the day after ChatGPT launches? If you’re Dominic Rizzo, you take over the helm of the $8.7bn T. Rowe Price Global Technology Fund and embark on an incredible run, delivering an outstanding 43.6% per annum return. In this episo
“We’ve Seen the End of Times”: Tom Michaud on Market Extremes, IPO Red Flags, and 9/11
What separates a temporary market pullback from a systemic, catastrophic collapse? And how do the world’s greatest financial institutions build the resilience required to survive the absolute "end of times"? In this episode of The Master In
Memory Is A Bubble, But Nvidia Protected – Jan Van Eck On Semis Surge
Are we in an AI bubble, or are capital markets correctly funding the largest infrastructure build-out in human history? In this episode of The Master Investor Podcast, Wilfred Frost sits down with Jan van Eck, CEO and owner of global asset
Bull Case Holds for 2026 – Lori Calvasina
Lori Calvasina – Head of US Equity Strategy at RBC Capital Markets – has one of the highest SP500 forecasts on Wall St at 7900. In this episode of The Master Investor Podcast we explore why that is, and do a deep dive into the five key fact
Dan Niles: Be Nimble - 30-50% AI Crash By 2027
Legendary tech investor Dan Niles cautions investors to consider raising their cash ratings in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more aggressive risk-on approach at the end of
The Bull Case for China: The Best Opportunity Right Now? | Louis Gave
Wilfred Frost is joined by Louis Gave, the founding partner and CEO of Gavekal, one of the world’s leading independent research firms. With a focus on the shifting geopolitical landscape, Gave outlines why traditional investment assumptions
Stephanie Link: When to Buy the Dip
Stephanie Link, Chief Investment Officer and Portfolio Manager at Hightower Advisors, returns to The Master Investor Podcast to offer a constructive, theme-driven, bullish case for US equities. She explains why she has repeatedly “bought th
Jeremy Grantham: Lessons from 60 Legendary Years of Investing
Jeremy Grantham is one of the greatest investors of all time, and is famous for correctly identifying the four major stock market bubbles of his 60 year investment career. He joins Wilf to discuss the key ideas of his new book The Making of
Larry McDonald: SP500 Is A Screaming Sell; But Buy The Dip In Energy
Wilfred Frost welcomes back Larry McDonald, founder of The Bear Traps Report and bestselling author of “A Colossal Failure of Common Sense” (2009) and “How to Listen When Markets Speak” (2024), for a timely, in-person conversation in London
Peter Boockvar: How To Position Your Portfolio In The Face of The Iran War
In this episode of The Master Investor Podcast, Wilfred Frost sits down with Peter Boockvar, CIO of OnePoint BFG Wealth Partners and editor of The Boock Report, to dissect what the Iran War means for markets - highlighting the stocks and co
Democratising Investing: Charles Schwab CEO Rick Wurster on the Future of Finance
Rick Wurster, CEO of Charles Schwab – who have $12 TRILLION of client assets across 38 million accounts – joins Wilf to explain how the world’s biggest retail investment platform is trying to “democratise” every corner of finance, what has
Crypto Winter or Buying Opportunity? Dan Morehead’s 4-Year Outlook
Dan Morehead returns to The Master Investor Podcast for a timely update on why he still believes Bitcoin – and the broader digital asset space – remains “the most asymmetric trade” of his career, even after a 50% drawdown from the cycle pea
