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

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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

I didn't know you'd made it that explicit. voice-verified

Yeah. voice-verified

That's amazing. voice-verified

And I guess this could be one of the biggest ones, so we shall see. voice-verified

Um do you think it'll list here in the UK? voice-verified

So bring it back to the broader markets for us, Jim, uh in terms of how you're feeling about the rest of twenty twenty six. voice-verified

I as you said, the US can keep going as it is for the time being. voice-verified

Do do you think that will be reflected in the S P five hundred by the end of the year, or do you think things have started to turn in a way that those heavy market cap stocks will will will drag everything down? voice-verified

Yeah, some of them are pretty extraordinary, aren't they? voice-verified

The by the way, to your point about the investment bank's earnings last week or or two weeks ago. voice-verified

You know, record quarterly profit for JP Morgan, but Jamie Diamond said it's as good as it gets. voice-verified

So he's sort of hinting quite clearly at a a similar theme to you. voice-verified

Yeah, I agree. voice-verified

And uh it was was great to have him on last week. voice-verified

So Jim, as we wrap up, um I I guess we asked this to you on your first appearance, but it was a year ago. voice-verified

So um I'm interested if the answer has changed um and uh and your view at the moment. voice-verified

But but what is your overriding piece of investment advice this this July twenty twenty six for our list of the Do you voice-verified

I don't. voice-verified

I need to refer to it. voice-verified

Jim, it's always a pleasure. voice-verified

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