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Artwork for The Master Investor Podcast with Wilfred Frost

The Master Investor Podcast with Wilfred Frost

Paradine Productions
Artificial Intelligence
Gold
Bitcoin
Inflation
Investment Strategies
US Economy
China
Ethereum
United States
Robotics
Debt Crisis
Bank Of America
UK Economy
Oil
Nvidia
Interactive Brokers
Donald Trump
Stable Coins
Blockchain
U.S. Economy

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.

PublishesTwice weeklyEpisodes56Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Master Investor Podcast with Wilfred Frost

Latest Episodes

Wilfred Frost is joined by Louis Gave, the founding partner and CEO of Gavekal, one of the world’s leading independent research firms. With a focus on the shifting geopolitical landscape, Gave outlines why traditional investment assumptions – from th... more

YouTube

Stephanie Link, Chief Investment Officer and Portfolio Manager at Hightower Advisors, returns to The Master Investor Podcast to offer a constructive, theme-driven, bullish case for US equities. She explains why she has repeatedly “bought the dip” at ... more

YouTube

Jeremy Grantham is one of the greatest investors of all time, and is famous for correctly identifying the four major stock market bubbles of his 60 year investment career. He joins Wilf to discuss the key ideas of his new book The Making of a Perma B... more

YouTube

Wilfred Frost welcomes back Larry McDonald, founder of The Bear Traps Report and bestselling author of “A Colossal Failure of Common Sense” (2009) and “How to Listen When Markets Speak” (2024), for a timely, in-person conversation in London.

Larry t... more

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Recent Guests

Peter Boockvar
CIO of OnePoint BFG Wealth Partners and editor of The Book Report on Substack
OnePoint BFG Wealth Partners; The Book Report
Episode: Peter Boockvar: How To Position Your Portfolio In The Face of The Iran War
Rick Wurster
CEO of Charles Schwab
Charles Schwab
Episode: Democratising Investing: Charles Schwab CEO Rick Wurster on the Future of Finance
Dan Morehead
Founder and CEO of Pantera Capital
Pantera Capital
Episode: Crypto Winter or Buying Opportunity? Dan Morehead’s 4-Year Outlook
Lloyd Blankfein
Chairman and CEO of Goldman Sachs (2006-2018)
Goldman Sachs
Episode: Lloyd Blankfein: Lessons from 2008, Identifying the Next Trigger
Tony Yoseloff
Executive managing member and CIO of Davidson Kempner
Davidson Kempner Capital Management
Episode: The Private Credit Unwind Is Coming – Tony Yoseloff
Scott Bessent
US Treasury Secretary, former hedge fund CIO at Soros Fund Management, founder of Key Square
US Government
Episode: Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King
Ruchir Sharma
Founder and CIO of Breakout Capital
Breakout Capital
Episode: IRAN WAR BONUS: Ruchir Sharma on Market Reaction to Us-Israel War
Greg Peters
Co-Chief Investment Officer of Fixed Income at PGIM
Prudential Global Investment Management (PGIM)
Episode: Greg Peters: Why Sovereign Bonds Now Beat Corporate Credit
Aswath Damodaran
Kirchner Family Chair in Finance Education; Professor of Finance at NYU Stern
New York University (Stern School of Business)
Episode: Aswath Damodaran: I Am More Cautious Than Ever

Host

Wilfred Frost
Host of The Master Investor Podcast, often guiding in-depth conversations on macro investing, markets, and strategy.

Reviews

4.8 out of 5 stars from 169 ratings
  • Fascinating guests and thoughtful interviewer

    This has become one of my go to podcasts to find out what the great investors and financiers are thinking about the world. Wilf does an excellent job asking insightful questions and getting the balance right between setting out some of his own thoughts whilst letting his guests expand their positions.

    Apple Podcasts
    5
    ChrisJonesSwindon
    United Kingdoma month ago
  • Educating the masses

    Love your interviews Wilfred they help me and others in better understanding the world of finance, the stock market and leadership… keep up the great work

    Apple Podcasts
    5
    Sean from Brisbane down under
    Australiaa month ago
  • Excellent podcast

    Wilfred Frost does an excellent job interviewing financial and political leaders. One of my favorite podcasts!

    Apple Podcasts
    5
    Tom Conboy
    United Statesa month ago
  • Awesome Show

    Outstanding pod : brilliant and varied guests. Great insights

    Apple Podcasts
    5
    RoryMcp1234
    United Kingdom2 months ago
  • Engaging yet accessible

    Seriously good pod this. I’m not an expert by any stretch, which is what makes this so good; the barrier of entry isn’t high, but the conversations are deep and engaging. Informative and entertaining without being too niche or ‘in’. Highly recommend!

    Apple Podcasts
    5
    mdegroo1
    United Kingdom3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Conversations are deep and informative but accessible, not overly niche.
The host brings on legendary investors and leaders, delivering valuable lessons for serious business and investing fans.
Listeners praise preparation, interviewing skill, and actionable takeaways; some note perceived political bias in certain episodes.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#148
United States/Business/Investing
Apple Podcasts
#30
United Kingdom/Business/Investing
Apple Podcasts
#85
Canada/Business/Investing
Apple Podcasts
#88
United Kingdom/Business
Apple Podcasts
#222
Canada/Business
Apple Podcasts
#93
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Jeremy Grantham: Lessons from 60 Legendary Years of Investing
Q: What role did the ideas in your book play in shaping your investment approach and how you test ideas against a dividend-discount framework?
He explains that the core method was a disciplined testing of ideas using a dividend discount framework, measuring fair value to gauge whether the sum of small cheap stocks justified overall portfolio cheapness.
Jeremy Grantham: Lessons from 60 Legendary Years of Investing
Q: I wanted to begin, Jeremy, by getting into your mindset as a person and how that led to the type of investor you are.
Grantham describes a background shaped by value, frugality, and an appetite for finding cheap assets, coupled with a willingness to rethink ideas and return to them later, which he compares to butterflies in a garden rather than a straight line of thinking.
Stephanie Link: When to Buy the Dip
Q: Which stock ideas stand out given the AI theme and backdrop?
High-conviction picks include Palo Alto Networks, Marvell as an AI-adjacent chip infrastructure play, Vertiv for data-center cooling and backlog growth, Amazon for AI-driven capacity expansion, and Meta for AI-enabled monetization in ads.
Stephanie Link: When to Buy the Dip
Q: How do you maintain the confidence to buy the dip amidst volatility?
By sticking to a big-picture themes framework and selectively adding on weakness when those secular themes (AI, data centers, cybersecurity, housing cycle, robotics) remain intact and have clear long-term demand, while watching indicators like consumer resilience and bank credit quality.
Larry McDonald: SP500 Is A Screaming Sell; But Buy The Dip In Energy
Q: Is Bitcoin a viable long-term part of a portfolio according to the guest?
Bitcoin is viewed as a short-term trading component with longer-term questions about its role; there is bipartisan support for favorable regulation, but it remains high risk and high beta compared to traditional assets.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This show focuses on high-level investing, macro policy, and market dynamics, often featuring legendary investors and financial leaders who illuminate how global events and technology shape opportunities across stocks, bonds, and commodities. Episodes commonly explore macro themes (monetary policy, inflation, energy markets), geopolitical risk, and the implications of AI and tech disruption for investing strategy, with practical takeaways on risk management, valuation, and portfolio construction. A notable strength is the breadth of guests—from policymakers to top investors and industry CEOs—delivering both strategic context and actionable insights for serious listeners.

A standout aspect is the consistent ability to blend big-picture anal... more

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These podcasts share a similar audience with this podcast:

1. RiskReversal Pod
2. The Compound and Friends
3. On The Tape with Danny Moses
4. The Meb Faber Show - Better Investing
5. The Real Eisman Playbook

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this podcast launched a year ago and published 56 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Peter Boockvar
2. Rick Wurster
3. Dan Morehead
4. Lloyd Blankfein
5. Tony Yoseloff
6. Scott Bessent
7. Ruchir Sharma
8. Greg Peters

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