Wilfred (Wilf) Frost
speaker
2,338 appearances
15 recordings
1 series
first heard May 2026
last heard 3 Aug
Wilfred (Wilf) Frost’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 6.
Appearances
welcome to the master investor podcast with me wilfred frost where we celebrate and learn from the success of the greatest investors business leaders and politicians in the world giving you our listeners an edge the master investor podcast is sponsored by lseg interactive brokers the world gold council and bmy investments
voice-verified
Please do remember the views expressed in this podcast are for general information purposes only.
voice-verified
Nothing in the podcast constitutes a financial promotion, investment advice or a personal recommendation.
voice-verified
More on that in the show notes.
voice-verified
My guest today is Luke Groman, the founder of Forest for the Trees, FFTT, an independent macro research outfit that tries to look where others aren't and identify major long-term actionable ideas that most market participants are missing.
voice-verified
Luke, it's fabulous to have you with us.
voice-verified
Welcome to the podcast.
voice-verified
Thanks for having me here, Wilfred.
voice-verified
It's great to be here.
voice-verified
I think I need to start by saying that I love the name of your firm, but I also, for the Brits that are listening, wanted to point out, of course, that you draw the title from a phrase that is slightly different over here, which is not seeing the wood from the trees as opposed to the forest.
voice-verified
But we get the gist, which is that you're trying to identify big themes that Wall Street is missing.
voice-verified
It's certainly a very stimulating kind of set of topics to cover, and I'm delighted that we're going to get to do that together for the next 45 to 60 minutes.
voice-verified
And let's dive right in.
voice-verified
I want to talk about the Iran war.
voice-verified
I know you've been looking at this a lot and talking about bottlenecks.
voice-verified
Obviously, the Strait of Hormuz has been one that's come into focus.
voice-verified
The fact that the war has restarted in the last two weeks
voice-verified
Is that something that you think warrants more immediate attention than has been getting?
voice-verified
was
voice-verified
So what's really interesting about that, Luke, is I guess this idea that it'll keep continuing as long as oil prices are obviously elevated from where they started the year, but not over $100 a barrel or above in the way that they were for parts of the early March, April phase of the war.
voice-verified
Showing 1–20 of 2,338 · page 1 of 117
Next →