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 monthsRecordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 6.
Appearances
I mean, do you think you kind of got it away just in time?
Because capital markets then were not particularly supportive of your type of transaction for a couple of years after that.
So what I wanted to then come to in a sort of roundabout way for this opening section is whether...
You feel a little sense of deja vu with SpaceX now listing, you know, that sense that you got yours away.
If it had been a bit later, you might not have done.
Markets had a tough year or two after that.
Could there be a bit of a deja vu with SpaceX getting away?
And now people wondering, can all of these companies follow OpenAI?
I've now said they're probably not going to try and get theirs away.
Yeah.
What do you think about the sort of market dynamics today compared to then?
But I guess the underlying market dynamics, to go back to where we started from, that you observed in your clients behavior before the big market pullback of 2022, you're not seeing that today.
You're not seeing the kind of
look, SpaceX is not a meme stock, clearly.
It's worth trillions of dollars.
But there's similar comparisons of it's being driven up with a lack of earnings to crazy levels, falls back down again.
I'm not comparing it to GameStop, but do you know what I mean?
Are you seeing in your client's behavior anything that makes you think back to 2020, 2021, before the pullback in 2022?
Yeah, unquestionably, huge leading companies, huge revenues, growing revenues, I agree, even if the P multiples can be steep.
This podcast is sponsored by Interactive Brokers.
Showing 681–700 of 2,338 · page 35 of 117
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