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

Morgan, Bank of America, what percentage of deposits today and where will they be in 10 years in your eyes? voice-verified

Are they lacking growth targets there? 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

And if you've got time, please do give us a five-star rating and leave us a comment. voice-verified

It really helps other people find the podcast too. voice-verified

Now, back to the episode. voice-verified

Let's touch on rates and where we are at the moment. voice-verified

I mean, you shared with me one of your kind of chart decks ahead of this conversation. voice-verified

And one thing really jumped out to me, which was the yield curve inversion that existed in early 2023 till September 2024. voice-verified

and how irregular that was for banks. voice-verified

Talk me through the scale of that. voice-verified

You said it was 550 days. voice-verified

We're talking here about the 210-year. voice-verified

But I guess my question here is even if for the net interest margin point, things aren't as bad as they were when the yield curve was really inverted during 2023 and 2024, is there an opposite risk, which is sudden increase in long-term yields? voice-verified

which we've seen a couple of times in the last few months. voice-verified

We got up to 4.6% on the 10-year quite quickly. voice-verified

We've settled back to 4.5%. voice-verified

But we've had a few glimpses in the last year or two that long yields could gap up voice-verified

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