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 · Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons · 20 Jul 2026 podcast

How much do you think of that resilience from March, April, May was because oil stocks were high?

And if this current shutting of the straight persists, might we not be so lucky this time around?

If the president sought your advice or if you were giving advice, can we afford as a country to pursue military objectives in Iran for months from now, the economy can handle that?

And your security and resiliency initiative is linked to that.

You want to make sure that the economy is always capable of these things.

No, I think we would agree with that, whether we're in the UK or the US.

You mentioned government deficits there, and it's obviously not just a US problem at all.

It's certainly a UK problem, French problem, Japanese problem.

I guess, how high on the list of risks is that for you?

Do you think it's a problem that we will solve calmly over five or 10 years before it catches up with one of those countries and goes up?

At the moment,

long-dated government bonds, would you be a buyer of those?

This episode is sponsored by BNY Investments.

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This sponsorship does not constitute investment advice.

This episode is sponsored by the World Gold Council, the global experts on gold.

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Let's talk about AI.

I know you think really carefully about when you make an investment as a company.

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