The Master Investor Podcast with Wilfred Frost
Episodes
Lloyd Blankfein: Lessons from 2008, Identifying the Next Trigger
24 Mar 2026
Contributed by Lukas
Former Goldman Sachs chairman and CEO Lloyd Blankfein joins Wilfred Frost in London for a candid conversation about risk, resilience and what it reall...
The Private Credit Unwind Is Coming – Tony Yoseloff
18 Mar 2026
Contributed by Lukas
Wilf sits down with Tony Yoseloff, executive managing member and CIO of Davidson Kempner, to explore how one of the world’s most enduring alternativ...
Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King
12 Mar 2026
Contributed by Lukas
Scott Bessent, US Treasury Secretary and one of the most successful global macro investors of his generation, joins Wilfred Frost in the Cash Room at ...
Is the US Market Finally Peaking? Ruchir Sharma’s Take
09 Mar 2026
Contributed by Lukas
Ruchir Sharma, Chair of Rockefeller International and Founder and CIO of Breakout Capital, joins The Master Investor Podcast for a sweeping tour of to...
IRAN WAR BONUS: Ruchir Sharma on Market Reaction to Us-Israel War
04 Mar 2026
Contributed by Lukas
In this special bonus episode, author, journalist and Founder and CIO of Breakout Capital, Ruchir Sharma, explores and interprets the market reaction ...
Greg Peters: Why Sovereign Bonds Now Beat Corporate Credit
02 Mar 2026
Contributed by Lukas
Greg Peters oversees $1.2 trillion of fixed income investment as the co-CIO of Fixed Income at PGIM, and in this episode of The Master Investor Podcas...
Aswath Damodaran: I Am More Cautious Than Ever
25 Feb 2026
Contributed by Lukas
Aswath Damodaran, Professor of Finance at NYU Stern School of Business, joins Wilf to reveal that he is more cautious of the equity market today than ...
Mason Morfit: New Technology Is Terrifying, but Incumbents Can Win AI Race
17 Feb 2026
Contributed by Lukas
Mason Morfit is the co-CEO and CIO of ValueAct Capital and in this incredibly rare extended interview he outlines the unique investment approach that ...
Tectonic Shift or Head Fake? Cameron Dawson on the Market’s Next Move
10 Feb 2026
Contributed by Lukas
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins Wilf to explore whether recent market rotation away from mega-cap growth marks the s...
“This is the Era of the Retail Trader": Sonali Basak on Democratising Private Markets
05 Feb 2026
Contributed by Lukas
Sonali Basak joins the Master Investor Podcast to discuss her transition from Bloomberg anchor to Chief Investment Strategist at iCapital, a key playe...
The Hidden Force Behind the AI Revolution: Arm CEO Rene Haas
02 Feb 2026
Contributed by Lukas
Rene Haas is CEO of Arm Holdings, the British chip designer at the heart of the global AI race and the previous smartphone revolution. Haas explains t...
Oil as a Weapon: Helima Croft on How Geopolitics Moves Markets
28 Jan 2026
Contributed by Lukas
Helima Croft, one of Wall Street’s most influential energy strategists and Head of Global Commodity Strategy at RBC Capital Markets, unpacks the new...
Tom Lee: Bear Market Coming in 2026 – Use It As Buying Opportunity
20 Jan 2026
Contributed by Lukas
Tom Lee returns to The Master Investor Podcast to lay out his bullish – but bumpy – roadmap for markets in 2026. He is the co-founder and head of ...
David Tait: Inside Gold’s Relentless Bull Market
12 Jan 2026
Contributed by Lukas
As CEO of The World Gold Council, David Tait oversees the physical gold that backs one of the biggest gold ETFs in the world (GLD) – some $180bn of ...
Jim Mellon: Why I'm Loading Up On Energy Stocks
07 Jan 2026
Contributed by Lukas
To kick off 2026, Wilfred Frost is joined by billionaire investor and Chairman of The Burnbrae Group, Jim Mellon who shares his big investment calls f...
Under-Owned, Undervalued, Unapologetic: Nick Train’s Case for UK Equities
18 Dec 2025
Contributed by Lukas
Legendary UK fund manager Nick Train joins Wilfred Frost on The Master Investor Podcast to discuss why, despite recent underperformance, he remains re...
Dan Ives: How To Pick Generational Tech Winners
15 Dec 2025
Contributed by Lukas
Dan Ives joins The Master Investor Podcast with Wilfred Frost for a high‑energy deep dive into the AI revolution, Big Tech’s next decade, and how ...
Brian Moynihan: Inside the Mind of America’s Banker
08 Dec 2025
Contributed by Lukas
Brian Moynihan, long‑serving Chairman and CEO of Bank of America and host Wilfred Frost sit down for a wide‑ranging conversation exploring what it...
TEASER: Brian Moynihan - Bank Of America CEO Commits to UK
04 Dec 2025
Contributed by Lukas
A special teaser episode with Bank Of America Chairman and CEO Brian Moynihan, who says he is absolutely committed to the UK regardless of the recent ...
Greg Fleming: How Great Wealth Managers Win in Any Cycle
03 Dec 2025
Contributed by Lukas
Gregory J. Fleming, President and CEO of Rockefeller Capital Management, tells Wilf what it takes to build a great wealth management business, how to ...
Playing Asia Without China: Inside Jason Pidcock’s High-Conviction Portfolio
26 Nov 2025
Contributed by Lukas
Jason Pidcock, manager of the Jupiter Asian Income Fund, reflects with Wilf on his 35 years of investing in the continent and how he has built his str...
Harnessing Insecurity: Harvey Schwartz on Leadership & Markets
19 Nov 2025
Contributed by Lukas
Harvey Schwartz, CEO of Carlyle, reflects on his unconventional journey from a challenging upbringing and early career uncertainties, to the peak of g...
Mike Wilson: The Fed is NOT Independent, and That's Good for Stocks
12 Nov 2025
Contributed by Lukas
Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley, sits down with Wilf this week to outline his bullish view fo...
Andrew Ross Sorkin: Echoes of 1929 and The Leverage Behind Every Crisis
04 Nov 2025
Contributed by Lukas
Renowned financial journalist and author Andrew Ross Sorkin joins Wilf on this week's episode of The Master Investor Podcast to dissect the mechanics,...
Sara Eisen: The Surprising Truth About Trump's Tariffs, & The One Skill All Great Leaders Have in Common
27 Oct 2025
Contributed by Lukas
CNBC star and Wilf’s former co-anchor, Sara Eisen, joins the Master Investor Podcast to reflect on the state of the US economy and stock market, as ...
Howard Marks: How I Mastered the Markets - My Advice From 50 Years of Investing
19 Oct 2025
Contributed by Lukas
Legendary investor Howard Marks, co-founder and co-chairman of Oaktree Capital Management, sits down with Wilf to discuss 35 years of his celebrated i...
Dan Morehead: Crypto - The Most Asymmetric Trade in History
14 Oct 2025
Contributed by Lukas
Dan Morehead pivoted his hedge fund - Pantera Capital - to a pure play crypto hedge fund before the rest in 2013 and has reaped the rewards since. He ...
BONUS: Sir Niall Ferguson on Trump vs Nixon
08 Oct 2025
Contributed by Lukas
Renowned historian Sir Niall Ferguson discusses the comparisons between two of America’s most controversial leaders - Richard Nixon and Donald Trump...
Niall Ferguson: Navigating The New Gilded Age - Debt, Gold, AI & China
06 Oct 2025
Contributed by Lukas
Legendary financial historian Sir Niall Ferguson joins Wilfred Frost on The Master Investor Podcast for a wide-ranging discussion that uncovers the se...
Freddie Lait: Patience Pays - Lessons From Building a £1bn Business
01 Oct 2025
Contributed by Lukas
What is the most undervalued virtue when it comes to investing? In this episode of The Master Investor Podcast, Wilfred Frost sits down with Freddie L...
CRYPTO BONUS: Cathie Wood pt 2 - Why Bitcoin Will Always Be #1 Cryptocurrency
27 Sep 2025
Contributed by Lukas
Cathie Wood, Founder and CEO of Ark Invest, makes the case for why she believes Bitcoin will be the biggest cryptocurrency by far and explains the rol...
Cathie Wood: Turning Failure Into Innovation
24 Sep 2025
Contributed by Lukas
Cathie Wood, Founder and CEO of Ark Invest, which manages $35bn in disruptive, technology-enabled innovation, joins Wilf to share her market views - w...
Baroness Morrissey: Seize The Moment - My Tips For Investing & Life
14 Sep 2025
Contributed by Lukas
Baroness Morrissey is one of Britain’s most successful investors, becoming CEO of Newton Investment Management at the age of 35, and more than doubl...
Nick Clegg: Why UK Free Speech is Under Threat; Silicon Valley Needs to Man Up; China Leading the AI Race
10 Sep 2025
Contributed by Lukas
Nick Clegg, former UK Deputy Prime Minister and President of Global Affairs at Meta, joins Wilfred Frost on The Master Investor Podcast to discuss pol...
Liz Truss: UK Is Heading for Calamity, & Inside the Mini-Budget
03 Sep 2025
Contributed by Lukas
Former UK Prime Minister Liz Truss warns that Britain is heading for calamity, with government too big and unaccountable. In this in-depth conversatio...
Jim Mellon: Bearish US, big opportunities UK, China & Robotics
01 Sep 2025
Contributed by Lukas
Billionaire investor Jim Mellon, and co-founder of The Master Investor Podcast chats with Wilf about why he is surprised the US market has been so res...
BONUS: Tom Lee pt 2 - How Ethereum Could Overtake Bitcoin
29 Aug 2025
Contributed by Lukas
Tom Lee remains a Bitcoin bull, confident it could one day hit $1M—but he’s even more bullish on Ethereum. In this episode, he explains why Bitcoi...
Tom Lee: A New 10 Year Bull Market Has Begun
28 Aug 2025
Contributed by Lukas
Tom Lee, founder of Fundstrat Global Advisors, tells Wilf why he thinks the stock market is entering the start of a new 10-year bull run. Tom explains...
Liz Ann Sonders: Retail Investors Are Winning - Don’t Miss the Rotation Beneath the S&P
20 Aug 2025
Contributed by Lukas
Liz Ann Sonders is Chief Market Strategist at Charles Schwab, which manages $11 trillion in client assets. On this week's show she breaks down the cur...
Larry McDonald: Inflation’s Not Dead, Commodities Are Just Starting, and Why Passive Investing Could Break the Market
13 Aug 2025
Contributed by Lukas
Larry McDonald, author of The Bear Traps Report newsletter, former Lehman trader, and NYT bestselling author of A Colossal Failure of Common Sense is ...
Thomas Peterffy: Trump Is Smart & Rational, How I Built a $100bn Business, and Why the Bubble Is Still to Come
04 Aug 2025
Contributed by Lukas
This week, Wilf talks to Thomas Peterffy, the digital trading pioneer and founder of Interactive Brokers. With a personal fortune of over $75bn, Peter...
Ray Dalio: The Risks Are NOT Priced In – Here's What Happens Next
28 Jul 2025
Contributed by Lukas
This week, Wilf sits down with legendary investor and Bridgewater founder Ray Dalio to discuss the growing risks in global debt markets, the complacen...
Goldman Sachs CEO David Solomon on Leading Through The Noise; fragility of UK; Constructive US outlook
23 Jul 2025
Contributed by Lukas
This week Wilf sits down for a rare, extended conversation with Goldman Sachs Chairman and CEO David Solomon in London, who shares his leadership advi...
Stephanie Link: Brave, Bullish, and Beating the Noise
15 Jul 2025
Contributed by Lukas
Hightower Advisors' Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager Stephanie Link outlines why she has been co...
BONUS: Jeremy Grantham pt 2 - On Long Term Risks to the Market, and Humanity
13 Jul 2025
Contributed by Lukas
Some bonus content from Wilf's conversation earlier this week with the Founder, Chairman, and Long Term Investment Strategist at GMO, Jeremy Grantham....
Jeremy Grantham: How to Predict a Stock Market Bubble — and Why Nvidia May Lead the Mag 7 Crash
10 Jul 2025
Contributed by Lukas
This week Wilf speaks to the man who has predicted some of the biggest stock market bubbles of the last 5 decades - Jeremy Grantham - who, on the day ...
Former Treasury Secretary Jack Lew on Trump, Deficits and the Dollar
02 Jul 2025
Contributed by Lukas
This week Wilf speaks to Former US Treasury Secretary Jack Lew about President Trump's economic agenda, and reflects on how he helped President Clinto...
Dan Niles: Apple Is Losing the AI War — Here’s Why I’m Bearish
25 Jun 2025
Contributed by Lukas
This week Wilf talks to Founder and Portfolio Manager of Niles Investment Management, Dan Niles, about his latest views on the market, and the career ...
The Master Investor Podcast with Wilfred Frost and Jim Mellon
30 May 2025
Contributed by Lukas
Wilfred Frost sits down for a teaser episode with his co-creator of The Master Investor Podcast, Jim Mellon, one of Britain's greatest investors, to o...