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 · Being Short Your Government: The Real Case for Gold & Silver · 23 Jun 2026 podcast

Fair to say then that that was a a short term exaggeration to the upside. voice-verified

And we we've we've obviously pulled back significantly to the low four thousands from it. voice-verified

It's a layered topic. voice-verified

But but just uh let's we'll talk about the Fed in a second, but in terms of it not being in the price, I guess you've acknowledged that the institutional investor voice-verified

is priced in the fear of in debasement already, if that's what was driving it last year. voice-verified

But you're saying that the retail investor or the average portfolio hasn't yet done so? voice-verified

Is that fair? voice-verified

Let's talk a little bit then about central bank action and and start with the Fed for obvious reasons. voice-verified

What did you make of Kevin Walsh's first press conference last week and how much of a a change are we looking at? voice-verified

What do you watch more in terms of, say, the the next year of his actions? voice-verified

Is it the interest rate? voice-verified

Is it the balance sheet? voice-verified

And how big a swing factor do you think either could make? voice-verified

To gold. voice-verified

But on the balance sheet, if you if we listen to what he said. voice-verified

Hm, you know, clearly had to say what he needed to say to get nominated, and that might imply more rate cuts than hikes. voice-verified

But it's pretty clear throughout on the balance sheet, him and Scott Besson, that long term structurally they want to reduce the balance sheet. 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

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