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 · “We’ve Seen the End of Times”: Tom Michaud on Market Extremes, IPO Red Flags, and 9/11 · 3 Jun 2026 podcast

So fast forward to today, the lessons from both 2008 and 2023, are you relaxed about the strength of the banking sector? voice-verified

It's interesting because I always used to have this argument a lot with both Jamie Dimon and Lloyd Blankfein and James Gorman about the excessive regulation and say, well, be careful what you wish for here because I think in the US, they kind of got it right. voice-verified

Does the pendulum always swing too far? voice-verified

Yes. voice-verified

But look at what happened in Europe and in the UK. voice-verified

I mean, yes, there's been a lot of regulation over a decade or two in the US that maybe needs to unwind a bit. voice-verified

But you've got comfortably the biggest banks in the world. voice-verified

So something went right in a way that perhaps didn't here. voice-verified

Let's just dwell on the risk there, which isn't necessarily directly for the bank stocks. voice-verified

But is private credit... voice-verified

sort of flashing red worry for you in the same way that there were some flashing worries before 2008? voice-verified

Has it grown far too fast to use your analogy? 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

Let's just dwell on how big the banking sector is as a whole before we get onto the winners and losers and various other themes. voice-verified

I mean, the bank stocks have been on a tear the last couple of years, some of them up double and tripling their size. voice-verified

Is it run too hot in the short term or is there further to go? voice-verified

Mm-hmm. voice-verified

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