Podcast · 75 episodes
The Master Investor Podcast with Wilfred Frost
by Paradine Productions · English
Hosted by Wilfred Frost, The Master Investor Podcast is for anyone passionate about business and investing. We are pro ambition, celebrate success and provide you the edge. Join us and learn from the most legendary investors and business leaders in the world.
Latest episodes
Michael Hartnett: I coined “Mag7” - Here’s What Ends Their RunMichael Hartnett (Bank of America) argues the decade’s “nominal boom” from COVID-era fiscal/monetary excess has kept equities strong while bonds suffered, but rising yields threaten AI capex and the…28 Sep 2026 · 1 h
If Global Trade Breaks, It’s Worse Than 2008 | Ed ConwayThe episode argues that global trade and supply chains are far more fragile and geopolitically exposed than most people realize.22 Sep 2026 · 1 h 3 min
Optimistic On AI, Calm About Yields – But Own Land – Thomas PeterffyThomas Peterffy (Interactive Brokers founder) discusses why IBKR’s earnings and stock have surged, his views on interest rates and bond yields, his optimistic take on AI’s impact on productivity and…16 Sep 2026 · 47 min
All episodes
Michael Hartnett: I coined “Mag7” - Here’s What Ends Their RunMichael Hartnett (Bank of America) argues the decade’s “nominal boom” from COVID-era fiscal/monetary excess has kept equities strong while bonds suffered, but rising yields threaten AI capex and the…28 Sep 2026 · 1 h · 22 chapters
If Global Trade Breaks, It’s Worse Than 2008 | Ed ConwayThe episode argues that global trade and supply chains are far more fragile and geopolitically exposed than most people realize.22 Sep 2026 · 1 h 3 min · 20 chapters
Optimistic On AI, Calm About Yields – But Own Land – Thomas PeterffyThomas Peterffy (Interactive Brokers founder) discusses why IBKR’s earnings and stock have surged, his views on interest rates and bond yields, his optimistic take on AI’s impact on productivity and…16 Sep 2026 · 47 min · 17 chapters
Forget Tech: Why Hard Assets Will Win The Decade | Jeff CurrieJeff Currie argues the West is using “financial repression” to keep bond yields down, which he says boosts inflationary pressure and erodes debt holders’ value.7 Sep 2026 · 59 min · 22 chapters
Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann SondersLiz Ann Sonders (Charles Schwab) discusses why rising global bond yields haven’t yet caused a major stock selloff, what could make the move “disorderly,” and how the bond-yield/stock-price…2 Sep 2026 · 57 min · 23 chapters
Equities Extremely Complacent; De-lever and Prepare to Buy The DipLuke Groman argues markets are “extremely complacent” about the Iran war’s spillover into oil, inflation, and especially rising Western bond yields.3 Aug 2026 · 55 min · 20 chapters
Big Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All TimeJim Mellon argues markets are at a “tipping point” for big tech and US equities, citing MAG7 drawdowns, cash-flow deterioration, and investor fatigue.28 Jul 2026 · 45 min · 22 chapters
Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership LessonsJamie Dimon (JPMorgan Chase CEO) discusses why he wouldn’t buy long-dated government bonds, how he thinks about tail risks (geopolitics, deficits, wars), AI’s ROI and job impacts, and leadership…20 Jul 2026 · 1 h 1 min · 20 chapters
The Key CEO Traits Investors Are Missing | Kara SwisherAI IPOs and the AI “bubble” debate; how to judge tech companies and CEOs; regulation and lawsuits for social/AI; plus podcasting and career advice.14 Jul 2026 · 48 min · 18 chapters
The New American Dream: Democratising InvestingRobinhood CEO Vlad Tenev discusses “democratizing investing” and broad ownership, lessons from retail trading during COVID/meme-stock era, and Robinhood’s expansion into UK brokerage, crypto…6 Jul 2026 · 56 min · 20 chapters
How to Build Wealth (And Survive Failure) with Anthony ScaramucciBuilding long-term wealth while surviving market and career failures; how to think about inflation/deflation, technology-driven productivity, and crypto/blockchain; plus lessons from Wall Street vs…29 Jun 2026 · 54 min · 21 chapters
Being Short Your Government: The Real Case for Gold & SilverThe episode argues that investors should “be short” government behavior—i.e., expect debasement, weak real returns, and purchasing-power loss—and therefore hold gold and silver (physical and related…23 Jun 2026 · 57 min · 25 chapters
Becky Quick: Warren Buffett's Biggest Lessons, CNBC, and Finding Purpose Through AdversityBecky Quick discusses CNBC/Squawk Box, market reactions to a Trump-Iran peace framework, SpaceX’s IPO performance, Warren Buffett’s investing lessons, and her CNBC Cures initiative for rare diseases…16 Jun 2026 · 48 min · 20 chapters
Should You Buy Space X? | IPO SpecialA debate on the upcoming SpaceX IPO—whether the company’s ~$1.8T valuation and ~$75–$80B raise (pricing $135/share; 555M shares; small float; oversubscribed) is justified by its vertically integrated…9 Jun 2026 · 54 min · 22 chapters
AI Could Turn Software Into “Dumb Data Pipes” | Dom RizzoThe AI-driven shift from enterprise software to “dumb data pipes” feeding ChatGPT/Claude, plus how that changes the AI capex cycle and which parts of the semiconductor stack benefit (GPUs, CPUs,…8 Jun 2026 · 59 min · 20 chapters
“We’ve Seen the End of Times”: Tom Michaud on Market Extremes, IPO Red Flags, and 9/11Warnings from past banking crises (2008 and 2023), how leverage and deposit confidence drive bank runs, and what today’s rate/yield-curve and private-credit/IPO booms mean for investors.3 Jun 2026 · 56 min · 25 chapters
Memory Is A Bubble, But Nvidia Protected – Jan Van Eck On Semis SurgeJan van Eck discusses the AI-driven semiconductor rally (SMH ETF), why Nvidia is viewed as the key long-term “moat” holding, and why memory stocks may be a short-lived bubble.27 May 2026 · 54 min · 24 chapters
Bull Case Holds for 2026 – Lori CalvasinaLori Calvasina discusses why her “bull case” for the S&P 500 holds into 2026, using a data-led framework (earnings, sentiment, valuation, GDP, and a new Fed model).18 May 2026 · 50 min · 19 chapters
Dan Niles: Be Nimble - 30-50% AI Crash By 2027Dan Niles argues markets are in a late-1990s-style “rhyme” phase driven by AI infrastructure, especially agentic AI, but warns of macro risks from oil, bond yields, and potential AI-company shakeouts.12 May 2026 · 50 min · 22 chapters
The Bull Case for China: The Best Opportunity Right Now? | Louis GaveLouis Gave’s “bull case” that China is the best opportunity now, framed by global shocks from the Middle East (Hormuz/Red Sea), supply-chain/inflation risks, and a structural shift in geopolitics and…4 May 2026 · 45 min · 18 chapters
Stephanie Link: When to Buy the DipStephanie Link argues investors can “buy the dip” during war-driven volatility by sticking to long-duration themes, especially the “AI food chain” (semiconductors, energy, industrials, data centers,…28 Apr 2026 · 41 min · 19 chapters
Jeremy Grantham: Lessons from 60 Legendary Years of InvestingJeremy Grantham (GMO founder) explains long-term value investing, why “timing the market” is often a mislabel, how bubbles form, and why today’s macro risks (population decline, climate damage,…20 Apr 2026 · 52 min · 20 chapters
Larry McDonald: SP500 Is A Screaming Sell; But Buy The Dip In EnergyLarry McDonald argues the S&P 500 is a “screaming sell” on rallies, even after a potential Iran ceasefire relief bounce.13 Apr 2026 · 47 min · 20 chapters
Peter Boockvar: How To Position Your Portfolio In The Face of The Iran WarPositioning portfolios amid the Iran war’s inflation/energy shock, arguing inflation is still persistent, the Strait of Hormuz will reopen but with lasting supply-chain mindset changes, and…7 Apr 2026 · 48 min · 18 chapters