The
Master Investor
Podcast
with 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.
The
Master Investor
Podcast
with 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 Episode
Tectonic shift or head fake? Cameron Dawson on the market's next move
Episode 36
Tectonic shift or head fake? Cameron Dawson on the market's next move
10 February 2026
10 February 2026
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins Wilf to explore whether recent market rotation away from mega-cap growth marks the start of a new "tectonic shift" or just a counter-trend rally.
She compares today's market to the Nifty 50 era and the dot‑com bubble, and the warning signs those moments provide today, plus what it means for growth versus value over the next several years.
All Episodes
Tectonic shift or head fake? Cameron Dawson on the market's next move
Episode 36 | 10 February 2026
"This is the era of the retail trader": Sonali Basak on democratising private markets
Episode 35 | 5 February 2026
The hidden force behind the AI revolution: ARM CEO Rene Haas
Episode 34 | 2 February 2026
Oil as a weapon: Helima Croft on how geopolitics moves markets
Episode 33 | 28 January 2026
Tom Lee: bear market coming in 2026 – use it as buying opportunity
Episode 32 | 20 January 2026
David Tait: inside gold’s relentless bull market
Episode 31 | 12 January 2026
Jim Mellon: why I'm loading up on energy stocks
Episode 30 | 7 January 2026
Under-owned, undervalued, unapologetic: Nick Train’s case for UK equities
Episode 29 | 19 December 2025
Dan Ives: how to pick generational tech winners
Episode 28 | 15 December 2025
Brian Moynihan: inside the mind of America’s banker
Episode 27 | 8 December 2025
Brian Moynihan: Bank Of America CEO commits to UK
Episode 27 (Teaser) | 5 December 2025
Greg Fleming: how great wealth managers win in any cycle
Episode 26 | 4 December 2025
Playing Asia without China: inside Jason Pidcock’s high-conviction portfolio
Episode 25 | 26 November 2025
Harnessing insecurity: Harvey Schwartz on leadership & markets
Episode 24 | 19 November 2025
Mike Wilson: the Fed is NOT independent, and that's good for stocks
Episode 23 | 12 November 2025
Andrew Ross Sorkin: echoes of 1929 and the leverage behind every crisis
Episode 22 | 4 November 2025
Sara Eisen: the surprising truth about Trump's tariffs, and one skill all great leaders have in common
Episode 21 | 27 October 2025
Howard Marks: how I mastered the markets - my advice from 50 years of investing
Episode 20 | 20 October 2025
Dan Morehead: crypto - the most asymmetric trade in history
Episode 19 | 14 October 2025
Niall Ferguson Part II: Trump vs Nixon
Episode 18 (Bonus) | 8 October 2025
Niall Ferguson: navigating the new gilded age - debt, gold, AI & China
Episode 18 | 6 October 2025
Freddie Lait: patience pays - lessons from building a £1bn business
Episode 17 | 1 October 2025
Cathie Wood Part II: why Bitcoin will always be #1 cryptocurrency
Episode 16 (Bonus) | 27 September 2025
Cathie Wood: turning failure into innovation
Episode 16 | 24 September 2025
Baroness Morrissey: seize the moment - my tips for investing & life
Episode 15 | 15 September 2025
Nick Clegg: why UK free speech is under threat, Silicon Valley needs to man up, China leads AI race
Episode 14 | 10 September 2025
Liz Truss: UK is heading for calamity, & inside the mini-budget
Episode 13 | 3 September 2025
Jim Mellon: bearish US, big opportunities in the UK, China & robotics
Episode 12 | 2 September 2025
Tom Lee Part II: how Ethereum could overtake Bitcoin
Episode 11 (Bonus) | 29 August 2025
Tom Lee: a new 10 year bull market has begun
Episode 11 | 28 August 2025
Liz Ann Sonders: retail investors are winning - don't miss the rotation beneath the S&P
Episode 10 | 21 August 2025
Larry McDonald: inflation's not dead, commodities are just starting, and why passive investing could break the market
Episode 9 | 13 August 2025
Thomas Peterffy: Trump is smart, how I built a $100bn business, and why the bubble is still to come
Episode 8 | 4 August 2025
Ray Dalio: debt doom loop has begun – alarming signals explained
Episode 7 | 28 July 2025
Goldman Sachs CEO David Solomon: What's really ahead for markets in the next 18 months
Episode 6 | 23 July 2025
Stephanie Link: brave, bullish, and beating the noise
Episode 5 | 16 July 2025
Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity
Episode 4 (Bonus) | 13 July 2025
Jeremy Grantham: How to predict a stock market bubble - and why NVIDIA may lead the Mag 7 crash
Episode 4 | 10 July 2025
Former Treasury Secretary Jack Lew on Trump, deficits and the dollar
Episode 3 | 2 July 2025
Dan Niles: Apple is losing the AI war - here's why I'm bearish
Episode 2 | 25 June 2025
Featuring Jim Mellon
Episode 1 | 30 May 2025
Your Host
Meet Wilfred Frost
Wilfred Frost is the presenter of the breakfast show on Sky News (7-10am Monday-Thursday), and a contributor for NBC News, CNBC and MSNBC. Until 2022 he was the anchor of CNBC’s flagship show, Closing Bell, which airs daily from the floor of the New York Stock Exchange. He begun his career in finance, working for five years as a fund manager at Newton Investment Management, before switching to broadcast journalism in 2014. Behind the camera, he is CEO of Paradine Productions, one of the oldest independent production companies in the UK.