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 monthsRecordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 6.
Appearances
Yeah.
voice-verified
Let's talk about uh implications for for the uh Iran war restarting.
voice-verified
I mean it's interesting timing to to to ask you about this, because we had eleven, twelve days in a row of uh the US hitting Iran o on overnight each night, and then we've had two in a row where they haven't done so.
voice-verified
So just assess for us what you think is is going on there, and if this two days is a a temporary high
voice-verified
status and the war does persist, the strait does remain closed for months from now.
voice-verified
Um how how big a hit is that do you think to to the global economy?
voice-verified
Now let's talk about oil prices.
voice-verified
First phase of the war, uh oil went from s if we talk about Brent, went from sixty seventy up to one hundred and fifteen, settled at seventy when the peace deal was signed, and and then got up to ninety nine last week and it's at uh about ninety one this morning.
voice-verified
It's pulled back a bit this morning.
voice-verified
Uh you last joined us in in January, Jim, and very, very loud and clear you made a big call for energy stocks and oil and gas stocks, which turned out to be
voice-verified
a fantastic call, uh obviously with the war that then began start of March.
voice-verified
Wh where do you stand now on those energy stocks?
voice-verified
O oil is obviously elevated from where it started the year but off its uh you know, uh April highs.
voice-verified
And and how have they traded uh in in the last year?
voice-verified
And early at the start of the year in January when you joined us making a big call for a s the broader kind of either oil majors globally or or some of the sort of services names and and gas names in the US, have you faded some of those positions?
voice-verified
Definitely.
voice-verified
That's really interesting.
voice-verified
Um let's touch on yields, which has obv obviously picked up in in the last month quite quite significantly, uh partly because of the war restarting, but I th I think it's broader than that.
voice-verified
It was a factor, by the way, that Jamie Dimon warned about very clearly in our last episode and refer people back to that if they haven't um haven't gone to it yet.
voice-verified
Showing 141–160 of 2,338 · page 8 of 117
← Previous
Next →