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
6 · Jun OctJan 26AprJulnow

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

Appearances

newest first · ▶ plays the moment
Welcome to the Master Investor Podcast.
I'm
Thrilled to be here.
It's always good to see you, Wilf.
It's really a treat to have you.
We've done about seven or eight interviews together, but I've never done something as long form as this.
So thank you for your time.
Let's go in the short term, first of all, though.
And your earnings just a few days ago, blockbuster, the highest ever quarterly profit, $21.2 billion, up 41%.
I don't want to put a negative question on it, but can things go on that well?
In a relative sense, and I guess setting you up for the long term.
And as you say, the current environment, we had, again, good economic data this morning on the retail sales front.
The environment for your stock is good.
The environment for your company is good.
The environment for the economy is good.
At the same time, do you think the probability of a major risk suddenly arising is a bit higher than, you know, you've been in charge for 20 years?
If you took out 2008 and COVID, is the risk, the tail risk bigger than outside of those moments?
You said on the earnings call that the, well, the US economy, but the global economy quite impressively shrugged off oil price spikes with Iran, and it was quite resilient in the face of that.
That said, fighting's obviously started again.
The Strait is obviously shut again.
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