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.

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recordings per month · last 12 months

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

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And I wonder if there is going to be moments where even they can't actually put the floor in, so to speak. voice-verified

And what I was going to ask about on that is they're not the only country with the same kind of problem. voice-verified

And voice-verified

these things often kind of snowball in a way you can't control. voice-verified

When you look at other nations, which ones stand out to you as flashing red with similar problems or worse problems? voice-verified

So, so Luke, with that all in mind, how complacent do you think equity markets are? voice-verified

Even if a pullback will be short lived, but how complacent do you think they are at the moment? 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

Luke, my immediate follow-up to that is that the dollar hasn't priced what you're talking about in yet. voice-verified

It might be weak-ish over the last year or two, but are you expecting a much weaker dollar in the year ahead? voice-verified

That's really interesting. voice-verified

And I guess gold, obviously, as you said, hit 5,400. voice-verified

It sort of settled back to the low 4,000s. voice-verified

Interested to know what you think short term and long term on that price action. voice-verified

Yeah, it certainly does. voice-verified

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