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 · Should You Buy Space X? | IPO Special · 9 Jun 2026 podcast

Thank you so much for joining us. voice-verified

Thanks for having me. voice-verified

This episode of the Master Investor Podcast with Wilfred Frost is sponsored by BMY Investments, a trusted partner for many delivering financial solutions to investors and institutions worldwide. voice-verified

This sponsorship does not constitute financial 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

Well, we turn now to Larry McDonald, a good friend of the Master Investor podcast, the founder of the Bear Traps Report and author of How to Listen When Markets Speak. voice-verified

Larry, it's great to see you. voice-verified

Thanks for joining us. voice-verified

Hi, Wolf. voice-verified

Thanks for having me. voice-verified

So I have to say, you know, it was great to have Nicholas on and of Morningstar, of course. voice-verified

It was so hard to find Nick. voice-verified

a big Wall Street company with a bearish rating on this IPO. voice-verified

What does that tell you? voice-verified

And what do you think about the valuation? voice-verified

I mean, obviously, projections going forward, the sky quite literally is the limit or not the limit. voice-verified

If we look backwards, you're talking about an astronomical price to sales ratio, but way more even than being talked about for anthropic and open AI. voice-verified

When we say 1.8 trillion, which is the projected market cap, as you say, relative to GDP, 6% of GDP, it's off the charts, comfortably the biggest. voice-verified

It's going to make it the seventh or so biggest company in the world at the point of pricing it. voice-verified

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