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

newest first · ▶ plays the moment

The Master Investor Podcast with Wilfred Frost · Equities Extremely Complacent; De-lever and Prepare to Buy The Dip · 3 Aug 2026 podcast

This episode is sponsored by BNY Investments. voice-verified

BNY Investments is part of BNY, a global financial services company supporting investors and institutions around the world. voice-verified

This sponsorship does not constitute investment advice. voice-verified

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

They champion gold as a trusted strategic asset, provided market leading research to help investors understand gold's role and modernize how gold is owned, traded and used, developing industry standards and market infrastructure. voice-verified

Learn more at goldhub.com. voice-verified

What I find interesting in this, and it brings me to something I've heard you talk about before, is that China doesn't so much want the yuan to become the reserve currency of the world, but they want gold to replace the US Treasury being the backstop safe asset of choice. voice-verified

Just expand on that for us a bit. voice-verified

So I have so many follow-up questions. voice-verified

And we're nearly out of time. voice-verified

And I want to ask you, obviously, I can conclude that you should tell your clients to buy gold, but where else they should put their money. voice-verified

But before getting to that, what voice-verified

If we get to this world that China is trying to design where the US Treasury bond ceases to be the backstop and gold is, what will the world's risk-free rate be? voice-verified

Which is bullish equities. voice-verified

Really interesting. voice-verified

So I guess you tell your clients that they should be buying this dip on gold. voice-verified

What are the other kind of core buys today in that environment? voice-verified

Really fascinating that. voice-verified

And again, I refer people back to our last episode with Jim Mellon, who made the bull case then for the Japanese yen as well. voice-verified

Luke, last couple of questions. voice-verified

Showing 61–80 of 2,338 · page 4 of 117