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 months

Recordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 6.

Appearances

newest first · ▶ plays the moment

The Master Investor Podcast with Wilfred Frost · Big Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All Time · 28 Jul 2026 podcast

you have been very bullish uh on the end long term. voice-verified

And and well, I mean listen, it's interesting that you ask you have continually reassessed the position and you do stick stick with it. voice-verified

In in the short term, um clearly it's it's interesting that voice-verified

you think the Fed is gonna hike potentially or maybe the risk of a Fed hike is higher than the market expects. voice-verified

Are those types of factors priced in again in the short do do you think that would hit the yen to the downside in the short term or is it not really reacting too much to those yield differentials? voice-verified

And just elaborate for a little bit on on you mentioned China there because voice-verified

Y there's sort of similar arguments towards at the start of the year towards the Chinese Yuan and the the Yen, but the Yuan has sort of responded. voice-verified

So why has there been a difference, do you think, there? voice-verified

And and then just remind people the scale of your conviction, if we're uh uh one sixty ish. voice-verified

If if your view plays out, where does it go to? voice-verified

Hi guys, it's Wilf. voice-verified

I hope you're enjoying this episode. voice-verified

Just a quick reminder to please hit follow or subscribe on your podcast or video app so that you never miss an episode. voice-verified

And if you've got time, please do give us a five-star rating and leave us a comment. voice-verified

It really helps other people find the podcast too. voice-verified

Now, back to the episode. voice-verified

And for people that want more on this, um I I suggest they go back to our episode with Louis Gav from GavCal. voice-verified

We talked about that as it relates to uh China as well and how cheap it is to to stay in you know a four seasons in Beijing compared to to London or New York and uh also in uh in Tokyo. voice-verified

Um Jim, let's talk about gold and silver because again, this is a call you got you got very right over you from your first appearance on the podcast over a year. voice-verified

Yeah. voice-verified

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