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Artwork for The Master Investor Podcast with Wilfred Frost

The Master Investor Podcast with Wilfred Frost

Paradine Productions
Artificial Intelligence
US Economy
Robotics
Debt Crisis
Ethereum
Inflation
U.S. Markets
Interactive Brokers
Climate Change
UK Stocks
Investing
Debt
Apple
NVIDIA
Dollar
Deficit
Bipartisanship
Stock Market Bubbles
Population Decline
Cybersecurity

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 weeklyEpisodes45Founded9 months ago
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InvestingBusiness

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Artwork for The Master Investor Podcast with Wilfred Frost

Latest Episodes

In this special bonus episode, author, journalist and Founder and CIO of Breakout Capital, Ruchir Sharma, explores and interprets the market reaction to the US-Israel war with Iran so far. Ruchir, who is also Chairman of Rockefeller International, an... more

YouTube

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 Podcast offers a bond investing masterclass from the basics to the factors driving his current positioning... more

YouTube

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 at any point in his career.

Because of this he has “more cash in my portfolio now than at any time ... more

YouTube

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 defines ValueAct - “quiet” but highly engaged activism, using long-term partnerships with management... more

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Recent Guests

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
Mason Morfit
Co-CEO and CIO of ValueAct Capital
ValueAct Capital
Episode: Mason Morfit: New Technology is Terrifying, But Incumbents Can Win AI Race
Cameron Dawson
Chief Investment Officer at NewEdge Wealth.
NewEdge Wealth
Episode: Tectonic Shift or Head Fake? Cameron Dawson on the Market’s Next Move
Sonali Basak
Chief Investment Strategist at iCapital and former Bloomberg broadcaster
iCapital
Episode: “This is the Era of the Retail Trader": Sonali Basak on Democratising Private Markets
Rene Haas
CEO of Arm Holdings
Arm Holdings
Episode: The Hidden Force Behind the AI Revolution: Arm CEO Rene Haas
Helima Croft
Former CIA analyst and global head of Commodity Strategy at RBC Capital Markets
RBC Capital Markets
Episode: Oil as a Weapon: Helima Croft on How Geopolitics Moves Markets
David Tait
CEO of The World Gold Council
The World Gold Council
Episode: David Tait: Inside Gold’s Relentless Bull Market

Host

Wilfred Frost
Host of the show, engaging with industry leaders and providing insightful conversations on business and investing.

Reviews

4.8 out of 5 stars from 153 ratings
  • 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 Kingdoma month ago
  • Exceptional insight

    Exceptional insight

    Apple Podcasts
    5
    Brasstafari
    United Kingdoma month ago
  • One of the best Financial shows

    This is an amazing format and exceptional coverage on a range of different investments as well as current events around the globe.

    Wilf does an amazing job keeping the conversation going and also digging in when required to ensure a thorough discussion.

    Congrats, keep up the great work!

    Perhaps Jeffrey Gundlach would be a great guest?

    Thank you!

    Apple Podcasts
    5
    Jason1982withashoe
    Canada2 months ago
  • Great Podcast, solid guests and Wilfred is an incredible interviewer

    I love this podcast, thank you Wilfred for bringing such incredible guests. Love your question in the end on investing advice. LOVE the new podcast cover, the green is differentiated and attention grabbing. Great branding !

    Apple Podcasts
    5
    Jhart2020
    United States3 months ago
  • Excellent Podcast

    Excellent content with a variety of featured perspectives and qualifications. Very informative, well researched, and educational. Highly recommended.

    Apple Podcasts
    5
    kforey
    United States4 months ago

Listeners Say

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

Listeners appreciate the educational content and the diverse range of expert guests featured, plus the enlightening discussions that offer valuable investment insights.
The engaging interviewing style of the host and the depth of the conversations are often praised, making it a top choice for anyone keen on investment and economic trends.
Some listeners express concern regarding perceived biases in the host's views, particularly when it comes to political discussions impacting the narrative of investment topics.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Aswath Damodaran: I Am More Cautious Than Ever
Q: What is your take on AI's impact on corporate profitability and market pricing?
AI could lead to productivity gains but may cause profit compression if many firms deploy it similarly; a few winners may benefit, but widespread adoption could erode margins unless firms differentiate with exclusive, customized AI strategies.
Aswath Damodaran: I Am More Cautious Than Ever
Q: How do you determine the appropriate discount rate or equity risk premium for a stock?
I don't set a single number; I compute an implied return from the current price and expected cash flows, then reconcile it with the 30th or 70th percentile of a valuation distribution to incorporate margin of safety and diversification in decision-making.
Aswath Damodaran: I Am More Cautious Than Ever
Q: What drives your approach to valuing an individual company when you pick stocks?
The price you pay is crucial; I compare cash flows, growth, margins, and I value a company through a discounted cash flow lens, but only after considering the price to determine if it's a good investment.
Mason Morfit: New Technology is Terrifying, But Incumbents Can Win AI Race
Q: What does ValueAct seek in its investment strategy?
Mason states that they look for high-quality businesses aligned with megatrends, focusing on those that show signs of overextension or misalignment due to previous success.
Mason Morfit: New Technology is Terrifying, But Incumbents Can Win AI Race
Q: How did you engage with Microsoft and what worked during that process?
Mason explains that it involved a deep understanding of the company's operations and uncovering financial truths through analytical rigor.

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?

Focusing on business and investing, this podcast hosts a range of discussions primarily revolving around investment strategies, market dynamics, and economic insights. It's characterized by interviews with renowned investors, entrepreneurs, and financial experts who share their diverse perspectives on topics like technology stocks, cryptocurrency, ESG (Environmental, Social, and Governance) factors, and the global market landscape. The emphasis on long-term investment principles and navigating volatility makes it particularly valuable for both seasoned investors and newcomers looking to enhance their financial literacy. Moreover, the host's engaging conversational style often brings out actionable insights, making each episode a rich resour... more

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1. The Compound and Friends
2. The Real Eisman Playbook
3. The Memo by Howard Marks
4. Merryn Talks Money
5. Masters in Business

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this podcast launched 9 months ago and published 45 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. Ruchir Sharma
2. Greg Peters
3. Aswath Damodaran
4. Mason Morfit
5. Cameron Dawson
6. Sonali Basak
7. Rene Haas
8. Helima Croft

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