Tom Michaud

speaker

480 appearances 1 recordings 1 series first heard Jun 2026 last heard 3 Jun

Tom Michaud’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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The Master Investor Podcast with Wilfred Frost · “We’ve Seen the End of Times”: Tom Michaud on Market Extremes, IPO Red Flags, and 9/11 · 3 Jun 2026 podcast

And rarely does the pendulum know to stop at exactly where it ought to stop in hindsight.

But if you look at some of these incredible companies that are being built, they are going to be the market leaders for decades to come, many of them.

But that's not to say all of them.

So I think the typical caution for investors remains.

You can't just go buy them all.

I think individual stock selection absolutely matters.

And I know the area I'm most responsible for at my firm, we are as invested in research as we've ever been.

And we're not going to stop that individual company analysis.

I think M&A is going to remain very strong.

And I think it's for a variety of reasons.

The economy is good.

Rates have been steady.

I think the preference would be rates would be lower, but I would consider them steady and acceptable.

But you have to talk about the regulatory environment.

And probably the epicenter of that has been the financial services sector.

So in July of 2021, the newish President Biden issued an executive order.

If someone wants to read it, you can find it online.

And he talks about the dangers of consolidation and what he would like his administration to do.

And sure enough, in the bank world, for example, you could get a merger application approved in six months for really Republican and Democratic administrations previous.

In the Biden administration, it took a year and a half.

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