Wilfred Frost

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.

Wilfred Frost

Latest Episode

Tom Lee: bear market coming in 2026 – use it as buying opportunity

Episode 32

Episode 32

Tom Lee: bear market coming in 2026 – use it as buying opportunity
20 January 2026

Tom Lee returns to The Master Investor Podcast to lay out his bullish – but bumpy – roadmap for markets in 2026. He is the co-founder and head of research at Fundstrat Global Advisors, chair of Ethereum treasury company Bitmine Immersion and CIO of Fundstrat Capital which runs the rapidly growing Granny Shots ETF suite (now $4.7bn AUM).

In this episode Tom explains why he still thinks we are early in a 10‑year bull market that began in 2022, even as he forecasts a sharp pullback this year that will feel like a bear market, before equities finish 2026 strongly. He breaks down the three big transitions investors must navigate this year – a new Fed, a more interventionist White House and an AI narrative that is still being repriced – and sets out why he still likes the Magnificent 7 but thinks cyclicals, energy, basic materials, financials and small caps could be the more interesting trade from here.

All Episodes

Tom Lee: bear market coming in 2026 – use it as buying opportunity

Tom Lee: bear market coming in 2026 – use it as buying opportunity

Episode 32 | 20 January 2026

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David Tait: inside gold’s relentless bull market

David Tait: inside gold’s relentless bull market

Episode 31 | 12 January 2026

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Jim Mellon: why I'm loading up on energy stocks

Jim Mellon: why I'm loading up on energy stocks

Episode 30 | 7 January 2026

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Under-owned, undervalued, unapologetic: Nick Train’s case for UK equities

Under-owned, undervalued, unapologetic: Nick Train’s case for UK equities

Episode 29 | 19 December 2025

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Dan Ives: how to pick generational tech winners

Dan Ives: how to pick generational tech winners

Episode 28 | 15 December 2025

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Brian Moynihan: inside the mind of America’s banker

Brian Moynihan: inside the mind of America’s banker

Episode 27 | 8 December 2025

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TEASER - Brian Moynihan: Bank Of America CEO commits to UK

Brian Moynihan: Bank Of America CEO commits to UK

Episode 27 (Teaser) | 5 December 2025

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Greg Fleming: how great wealth managers win in any cycle

Greg Fleming: how great wealth managers win in any cycle

Episode 26 | 4 December 2025

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Playing Asia without China: inside Jason Pidcock’s high-conviction portfolio

Playing Asia without China: inside Jason Pidcock’s high-conviction portfolio

Episode 25 | 26 November 2025

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Harnessing insecurity: Harvey Schwartz on leadership & markets

Harnessing insecurity: Harvey Schwartz on leadership & markets

Episode 24 | 19 November 2025

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Mike Wilson: the Fed is NOT independent, and that's good for stocks

Mike Wilson: the Fed is NOT independent, and that's good for stocks

Episode 23 | 12 November 2025

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Andrew Ross Sorkin: echoes of 1929 and the leverage behind every crisis

Andrew Ross Sorkin: echoes of 1929 and the leverage behind every crisis

Episode 22 | 4 November 2025

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Sara Eisen: the surprising truth about Trump's tariffs, and one skill all great leaders have in common

Sara Eisen: the surprising truth about Trump's tariffs, and one skill all great leaders have in common

Episode 21 | 27 October 2025

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The Master Investor Podcast with Wilfred Frost - Episode 19: featuring Dan Morehead

Howard Marks: how I mastered the markets - my advice from 50 years of investing

Episode 20 | 20 October 2025

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Dan Morehead: crypto - the most asymmetric trade in history

Dan Morehead: crypto - the most asymmetric trade in history

Episode 19 | 14 October 2025

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Niall Ferguson Part II: Trump vs Nixon

Niall Ferguson Part II: Trump vs Nixon

Episode 18 (Bonus) | 8 October 2025

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Niall Ferguson: navigating the new gilded age - debt, gold, AI & China

Niall Ferguson: navigating the new gilded age - debt, gold, AI & China

Episode 18 | 6 October 2025

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Freddie Lait: patience pays - lessons from building a £1bn business

Freddie Lait: patience pays - lessons from building a £1bn business

Episode 17 | 1 October 2025

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Cathie Wood Part II: why Bitcoin will always be #1 cryptocurrency

Cathie Wood Part II: why Bitcoin will always be #1 cryptocurrency

Episode 16 (Bonus) | 27 September 2025

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Cathie Wood: turning failure into innovation

Cathie Wood: turning failure into innovation

Episode 16 | 24 September 2025

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Baroness Morrissey: seize the moment - my tips for investing & life

Baroness Morrissey: seize the moment - my tips for investing & life

Episode 15 | 15 September 2025

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Nick Clegg: why UK free speech is under threat, Silicon Valley needs to man up, China leads AI race

Nick Clegg: why UK free speech is under threat, Silicon Valley needs to man up, China leads AI race

Episode 14 | 10 September 2025

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Liz Truss: UK is heading for calamity, & inside the mini-budget

Liz Truss: UK is heading for calamity, & inside the mini-budget

Episode 13 | 3 September 2025

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Jim Mellon: bearish US, big opportunities in the UK, China & robotics

Jim Mellon: bearish US, big opportunities in the UK, China & robotics

Episode 12 | 2 September 2025

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Tom Lee Part II: how Ethereum could overtake Bitcoin

Tom Lee Part II: how Ethereum could overtake Bitcoin

Episode 11 (Bonus) | 29 August 2025

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Tom Lee: a new 10 year bull market has begun

Tom Lee: a new 10 year bull market has begun

Episode 11 | 28 August 2025

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Liz Ann Sonders: retail investors are winning - don't miss the rotation beneath the S&P

Liz Ann Sonders: retail investors are winning - don't miss the rotation beneath the S&P

Episode 10 | 21 August 2025

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Larry McDonald: inflation's not dead, commodities are just starting, and why passive investing could break the market

Larry McDonald: inflation's not dead, commodities are just starting, and why passive investing could break the market

Episode 9 | 13 August 2025

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Thomas Peterffy: Trump is smart, how I built a $100bn business, and why the bubble is still to come

Thomas Peterffy: Trump is smart, how I built a $100bn business, and why the bubble is still to come

Episode 8 | 4 August 2025

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Ray Dalio: the risks are NOT priced in – here's what happens next

Ray Dalio: debt doom loop has begun – alarming signals explained

Episode 7 | 28 July 2025

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The Master Investor Podcast with Wilfred Frost - Episode 6: featuring David Solomon

Goldman Sachs CEO David Solomon: What's really ahead for markets in the next 18 months

Episode 6 | 23 July 2025

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Stephanie Link: brave, bullish, and beating the noise

Stephanie Link: brave, bullish, and beating the noise

Episode 5 | 16 July 2025

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Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity

Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity

Episode 4 (Bonus) | 13 July 2025

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Jeremy Grantham: How to predict a stock market bubble - and why NVIDIA may lead the Mag 7 crash

Jeremy Grantham: How to predict a stock market bubble - and why NVIDIA may lead the Mag 7 crash

Episode 4 | 10 July 2025

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Former Treasury Secretary Jack Lew on Trump, deficits and the dollar

Former Treasury Secretary Jack Lew on Trump, deficits and the dollar

Episode 3 | 2 July 2025

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Dan Niles: Apple is losing the AI war - here's why I'm bearish

Dan Niles: Apple is losing the AI war - here's why I'm bearish

Episode 2 | 25 June 2025

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The Master Investor Podcast with Wilfred Frost - Episode 1

Featuring Jim Mellon

Episode 1 | 30 May 2025

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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.

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