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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
China
Inflation
Investment Strategies
United States
US Economy
Ethereum
Robotics
Debt Crisis
Oil
Bank Of America
Uk Economy
Nvidia
Interactive Brokers
Donald Trump
Blockchain
Stable Coins
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 weeklyEpisodes59Foundeda year ago
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BusinessInvesting

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Artwork for The Master Investor Podcast with Wilfred Frost

Latest Episodes

Are we in an AI bubble, or are capital markets correctly funding the largest infrastructure build-out in human history?

In this episode of The Master Investor Podcast, Wilfred Frost sits down with Jan van Eck, CEO and owner of global asset managemen... more

Lori Calvasina – Head of US Equity Strategy at RBC Capital Markets – has one of the highest SP500 forecasts on Wall St at 7900. In this episode of The Master Investor Podcast we explore why that is, and do a deep dive into the five key factors she co... more

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Legendary tech investor Dan Niles cautions investors to consider raising their cash ratings in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more aggressive risk-on approach at the end of March

Wh... more

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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

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Recent Guests

Lori Calvasina
US equity strategist, RBC Capital Markets
RBC Capital Markets
Episode: Bull Case Holds for 2026 – Lori Calvasina
Dan Niles
Founder and portfolio manager at Niles Investment Management
Niles Investment Management
Episode: Dan Niles: Be Nimble - 30-50% AI Crash By 2027
Louis Gave
Founding partner and CEO of Gavekal
Gavekal
Episode: The Bull Case for China: The Best Opportunity Right Now? | Louis Gave
Stephanie Link
Chief Investment Officer and Portfolio Manager at Hightower Advisors
Hightower Advisors
Episode: Stephanie Link: When to Buy the Dip
Larry McDonald
Founder of The Bear Traps Report; author
Bear Traps Report
Episode: Larry McDonald: SP500 Is A Screaming Sell; But Buy The Dip In Energy
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
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

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 178 ratings
  • Grantham interview

    Great Grantham interview. Few will heed his advice. I’m 99% cash.

    Apple Podcasts
    5
    Prometheus---
    United Statesa month ago
  • 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 Kingdom2 months 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
    Australia2 months 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 States2 months ago
  • Awesome Show

    Outstanding pod : brilliant and varied guests. Great insights

    Apple Podcasts
    5
    RoryMcp1234
    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

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Talking Points

Recent interactions between the hosts and their guests.

Dan Niles: Be Nimble - 30-50% AI Crash By 2027
Q: What do you think are the best long-term bets among the mega caps?
Google stands out due to its full-stack maturity, monetization strength from ads, in-house AI model capability with Gemini, and distribution through its devices and ecosystem, making it the most compelling long-term bet among mega caps at this point.
The Bull Case for China: The Best Opportunity Right Now? | Louis Gave
Q: What is your overarching investment advice for listeners?
Know yourself and your risk tolerance, diversify across four broad asset classes (equities, fixed income, energy, and metals), and be prepared to adjust as policy and tech landscapes evolve rather than chasing crowded, high-flyer bets.
The Bull Case for China: The Best Opportunity Right Now? | Louis Gave
Q: Is the China investment case still attractive given current market conditions?
Yes, from a multi-prism view: China shows fundamentals like low costs, a supportive currency policy, and growing world-class companies, with momentum and positioning turning more favourable as western policy shifts align with Chinese resilience and production strength.
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.

Audience Metrics

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

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this podcast launched a year ago and published 59 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. Lori Calvasina
2. Dan Niles
3. Louis Gave
4. Stephanie Link
5. Larry McDonald
6. Peter Boockvar
7. Rick Wurster
8. Lloyd Blankfein

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