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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
Bank Of America
UK Economy
Oil
NVIDIA
Interactive Brokers
Commodities
Donald Trump
Stable Coins
Blockchain

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.

PublishesWeeklyEpisodes72Foundeda year ago
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InvestingBusiness

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Artwork for The Master Investor Podcast with Wilfred Frost

Latest Episodes

This week on The Master Investor Podcast, Wilfred Frost sits down with one of the world’s foremost commodities experts, Jeff Currie. After nearly three decades building and leading commodities research at Goldman Sachs, Currie shares an unvarnished m... more

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This week on The Master Investor Podcast, Wilfred Frost sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, which oversees $13.4 trillion in client assets.

Liz Ann begins with the surge in global bond yields and the growin... more

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Wilfred Frost sits down with macro strategist Luke Gromen, founder of independent macro research firm Forest For The Trees (FFTT), for a wide-ranging conversation on the growing fragility of Western sovereign bond markets, the economic fallout from t... more

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Wilfred Frost welcomes back legendary investor Jim Mellon for his fourth, and typically candid and outspoken, appearance on the podcast.

Jim discusses investor fatigue with US mega-cap technology companies, noting the Magnificent 7’s 30% average dro... more

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Recent Guests

Jeff Currie
Founder of Rail Macro and ABAC's Markets; former head of commodities at Goldman Sachs
Rail Macro; ABAC's Markets; Goldman Sachs (former)
Episode: Forget Tech: Why Hard Assets Will Win The Decade | Jeff Currie
Liz Ann Sonders
Chief Investment Strategist, Charles Schwab
Charles Schwab
Episode: Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann Sonders
Luke Gromen
Founder of Forest For The Trees (FFTT LLC)
Forest For The Trees
Episode: Equities Extremely Complacent; De-lever and Prepare to Buy The Dip
Jim Mellon
Legendary investor, chairman of the Birnberry Group
Birnberry Group
Episode: Big Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All Time
Jamie Dimon
Chairman and CEO of JPMorgan Chase
JPMorgan Chase
Episode: Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons
Kara Swisher
Leading tech journalist, co-founder and editor-at-large of Recode
Recode/Vox Media
Episode: The Key CEO Traits Investors Are Missing | Kara Swisher
Vlad Tenev
CEO and co-founder of Robinhood
Robinhood
Episode: The New American Dream: Democratising Investing
Anthony Scaramucci
founder and CEO of SkyBridge Capital; former White House Communications Director
SkyBridge Capital
Episode: How to Build Wealth (And Survive Failure) with Anthony Scaramucci
Ned Naylor-Leyland
Manager of the Jupiter Gold and Silver Strategy
Jupiter Asset Management
Episode: Being Short Your Government: The Real Case for Gold & Silver

Host

Wilfred Frost
Host of The Master Investor Podcast

Reviews

4.9 out of 5 stars from 457 ratings
  • Jamie Dimon

    Wilfred Frost is a great interlocutor and needless to say, Jamie Dimon sharing his ‘wealth of experience’ was an absolute pleasure. Thank you

    Apple Podcasts
    5
    Lorse72
    United Kingdom2 months ago
  • Awesome Podcast

    The guest list is quite impressive! I appreciate Wilfred’s ability to ask thoughtful and meaningful questions. I usually get one or two important gems regarding investing or the financial markets. Miss you on CNBC. However, your work here is much more beneficial to the retail investing public.

    Future suggested guest: Dan Loeb, Bill Ackman, Robert Smith, Brad Gerstner

    Apple Podcasts
    5
    The $$$$Game
    United States3 months ago
  • Excellent

    One of my favourite investment podcasts - interesting and well informed guests who are challenged by WF . Interesting rationale for the gold price increase - I thought it was accepted as being central bank funded but apparently not !

    Apple Podcasts
    5
    stubiej
    United Kingdom3 months ago
  • Mr. Frost at his best

    I have always enjoyed his interviews in CNBC but this format is custom made for him.

    Apple Podcasts
    5
    Dutch Nenja
    United States3 months ago
  • Becky Quick Perspective

    As an investor for 35 years and a parent for most of those, I found this insightful and moving. A genuine perspective on what is actually important.

    Apple Podcasts
    5
    mvkddyy
    United Kingdom3 months ago

Listeners Say

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

Guests are consistently impressive and provide actionable investment ideas
Some listeners note the host's perceived political bias in certain episodes
The show is considered a high-quality, educational resource for serious investors
Listeners praise the host's preparation and ability to pull valuable insights from top guests

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Talking Points

Recent interactions between the hosts and their guests.

Forget Tech: Why Hard Assets Will Win The Decade | Jeff Currie
Q: How do geopolitics and underinvestment in refining affect the energy and commodities outlook?
Geopolitics amplify supply risk through chokepoints like Hormuz and the Black Sea, while underinvestment in refining creates a sustained deficit in refined products. Together, these factors support higher real prices for energy and related commodities, keeping inflation pressures buoyant and sustaining the case for owning a broad basket of hard assets.
Forget Tech: Why Hard Assets Will Win The Decade | Jeff Currie
Q: What is the core driver behind your bullish stance on hard assets and gold?
The core driver is financial repression—policy actions and debt dynamics are designed to keep yields artificially low and protect debtors, which erodes fiat value. In that environment, hard assets—especially gold—offer a store of value independent of central banks and fiscal pressures, acting as a hedge against inflation and debt debasement.
Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann Sonders
Q: How should individual investors adjust their portfolios given the rotation into energy and financials and the risk of a more general market setback?
Investors should maintain diversification, avoid concentration risk, and use portfolio-based rebalancing to trim overperformers and add to underperformers with solid fundamentals. Favor factors over simple sector bets and be mindful of the rising importance of cash-flow stability and balance-sheet strength.
Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann Sonders
Q: Do you think policy actions around the long end and debt issuance will derail the price of stocks, or can equities continue to perform in a higher yield world?
Equities can continue to perform if growth remains supported and yields move in an orderly fashion. The consolidation of yields and the evolution of the macro backdrop means stocks may still benefit from a non-accelerating inflation path and balanced growth, though dispersion and sector rotation will be the defining features.
Equities Extremely Complacent; De-lever and Prepare to Buy The Dip
Q: What is the big, overarching investment takeaway
Be unlevered and own gold as a hedge against systemic shifts; long-term, equities may rally as dynamics shift, but risk management through low leverage is essential.

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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 consistently features high-profile investors, macro strategists, and business leaders to explore markets, investing theses, and broader economic themes. Episodes often center on macro trends, asset allocation, and the evolving tech and finance landscape, with guests ranging from longtime financiers to pioneering tech entrepreneurs. The host frequently steers conversations toward practical takeaways, leadership insights, and actionable investing ideas, sometimes weaving in policy and geopolitical context. Noteworthy is the roster of legendary investors and industry chiefs, which helps listeners gain diverse perspectives on risk, opportunity, and portfolio construction. The format tends to favor deep, long-form dialogue, data-driven... more

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

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this podcast launched a year ago and published 72 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. Jeff Currie
2. Liz Ann Sonders
3. Luke Gromen
4. Jim Mellon
5. Jamie Dimon
6. Kara Swisher
7. Vlad Tenev
8. Anthony Scaramucci

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