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