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CRYPTO BONUS: Cathie Wood pt 2 - Why Bitcoin Will Always Be #1 Cryptocurrency
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, expl
Cathie Wood: Turning Failure Into Innovation
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
Baroness Morrissey: Seize The Moment - My Tips For Investing & Life
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.
Nick Clegg: Why UK Free Speech is Under Threat; Silicon Valley Needs to Man Up; China Leading the AI Race
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
Liz Truss: UK Is Heading for Calamity, & Inside the Mini-Budget
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’
Jim Mellon: Bearish US, big opportunities UK, China & Robotics
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 opport
BONUS: Tom Lee pt 2 - How Ethereum Could Overtake Bitcoin
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-w
Tom Lee: A New 10 Year Bull Market Has Begun
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
Liz Ann Sonders: Retail Investors Are Winning - Don’t Miss the Rotation Beneath the S&P
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 s
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 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 Ch
Thomas Peterffy: Trump Is Smart & Rational, How I Built a $100bn Business, and Why the Bubble Is Still to Come
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 commu
Ray Dalio: The Risks Are NOT Priced In – Here's What Happens Next
This week, Wilf 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 h
Goldman Sachs CEO David Solomon on Leading Through The Noise; fragility of UK; Constructive US outlook
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 la
Stephanie Link: Brave, Bullish, and Beating the Noise
Hightower Advisors' Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager Stephanie Link outlines why she has been constructive on the US market in recent years despite the considerable noise. She also discu
BONUS: Jeremy Grantham pt 2 - On Long Term Risks to the Market, and Humanity
Some bonus content from Wilf's conversation earlier this week with the Founder, Chairman, and Long Term Investment Strategist at GMO, Jeremy Grantham. This time Jeremy focuses on the biggest long term risks he sees for the market, and human
Jeremy Grantham: How to Predict a Stock Market Bubble — and Why Nvidia May Lead the Mag 7 Crash
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 we're nearing the top of another major bubble,
Former Treasury Secretary Jack Lew on Trump, Deficits and the Dollar
This week Wilf speaks to Former US Treasury Secretary Jack Lew about President Trump's economic agenda, and reflects on how he helped President Clinton balance the budget in the 90s, in light of Trump's "One Big Beautiful Bill" making its w
Dan Niles: Apple Is Losing the AI War — Here’s Why I’m Bearish
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 reve
The Master Investor Podcast with Wilfred Frost and Jim Mellon
Wilfred Frost sits down for a teaser episode with his co-creator of The Master Investor Podcast, Jim Mellon, one of Britain's greatest investors, to outline why they have launched the podcast, and preview what they have to come in the weeks
