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
Iran war bonus: Ruchir Sharma on market reaction to US-Israel war
Episode 40 (Bonus)
4 March 2026
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, and former Chief Investment Strategist at Morgan Stanley Investment Management, argues the market reaction is relatively calm and that most of the negative reaction has been de-grossing of markets that had recently outperformed. He explains what he is looking out for that would suggest things are spinning out of control and warrant a deeper, longer lasting sell off. Wilf’s full conversation with Ruchir drops on Monday 9 March - make sure you hit follow or subscribe so you don’t miss it!
All Episodes
Iran war bonus: Ruchir Sharma on market reaction to US-Israel war
Greg Peters: why sovereign bonds now beat corporate credit
Aswath Damodaran: I am more cautious than ever
Tectonic shift or head fake? Cameron Dawson on the market's next move
"This is the era of the retail trader": Sonali Basak on democratising private markets
The hidden force behind the AI revolution: ARM CEO Rene Haas
Oil as a weapon: Helima Croft on how geopolitics moves markets
Tom Lee: bear market coming in 2026 – use it as buying opportunity
David Tait: inside gold’s relentless bull market
Jim Mellon: why I'm loading up on energy stocks
Under-owned, undervalued, unapologetic: Nick Train’s case for UK equities
Dan Ives: how to pick generational tech winners
Episode 28 | 15 December 2025
Brian Moynihan: inside the mind of America’s banker
Brian Moynihan: Bank Of America CEO commits to UK
Greg Fleming: how great wealth managers win in any cycle
Playing Asia without China: inside Jason Pidcock’s high-conviction portfolio
Harnessing insecurity: Harvey Schwartz on leadership & markets
Mike Wilson: the Fed is NOT independent, and that's good for stocks
Andrew Ross Sorkin: echoes of 1929 and the leverage behind every crisis
Sara Eisen: the surprising truth about Trump's tariffs, and one skill all great leaders have in common
Howard Marks: how I mastered the markets - my advice from 50 years of investing
Dan Morehead: crypto - the most asymmetric trade in history
Niall Ferguson Part II: Trump vs Nixon
Niall Ferguson: navigating the new gilded age - debt, gold, AI & China
Freddie Lait: patience pays - lessons from building a £1bn business
Cathie Wood Part II: why Bitcoin will always be #1 cryptocurrency
Cathie Wood: turning failure into innovation
Baroness Morrissey: seize the moment - my tips for investing & life
Nick Clegg: why UK free speech is under threat, Silicon Valley needs to man up, China leads AI race
Liz Truss: UK is heading for calamity, & inside the mini-budget
Jim Mellon: bearish US, big opportunities in the UK, China & robotics
Tom Lee Part II: how Ethereum could overtake Bitcoin
Tom Lee: a new 10 year bull market has begun
Liz Ann Sonders: retail investors are winning - don't miss the rotation beneath the S&P
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
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
Stephanie Link: brave, bullish, and beating the noise
Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity
Jeremy Grantham: How to predict a stock market bubble - and why NVIDIA may lead the Mag 7 crash
Former Treasury Secretary Jack Lew on Trump, deficits and the dollar
Dan Niles: Apple is losing the AI war - here's why I'm bearish
