The Master Investor Podcast with Wilfred Frost6 Loka 2025

Niall Ferguson: Navigating The New Gilded Age - Debt, Gold, AI & China

Legendary financial historian Sir Niall Ferguson joins Wilfred Frost on The Master Investor Podcast for a wide-ranging discussion that uncovers the seismic shifts shaping today’s global economy. Ferguson explains why U.S. debt, surging interest payments, and new tariffs spell both warning and opportunity, and dissects the interplay between gold, Bitcoin, and the weakening dollar in a world primed for volatility. The conversation probes China's explosive yet fragile ascent, Europe’s Ukraine dilemma amid shifting American priorities, and Britain’s recurrent struggle with stagnation—drawing bold historical parallels from the Gilded Age in 1890s America to the 1970s. Candid, brilliant, and often contrarian, Ferguson offers unflinching investment lessons from his own mistakes, and shares sharp insights on how the West must adapt as leadership and power move East.

Make sure you subscribe so you don’t miss the upcoming bonus episode diving deep into the Trump vs Nixon comparison, with the help of some clips from Wilf's Dad's famous 1977 interviews with Richard Nixon. This is financial and geopolitical storytelling at its most incisive.

The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions

You can watch the full video on The Master Investor YouTube channel

And follow @WilfredFrost on X and Linked In

This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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Optimistic On AI, Calm About Yields – But Own Land – Thomas Peterffy

Thomas Peterffy is worth well over $100bn, making him one of the 20 wealthiest people in the world. He is a markets titan and the founder of Interactive Brokers, and joins Wilf on this week’s episode ...

16 Syys 47min

Forget Tech: Why Hard Assets Will Win The Decade | Jeff Currie

This week on The Master Investor Podcast, Wilfred Frost sits down with one of the world’s foremost commodities experts, Jeff Currie. After nearly three decades building and leading commodities researc...

7 Syys 59min

Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann Sonders

This week on The Master Investor Podcast, Wilfred Frost sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, which oversees $13.4 trillion in client assets. Liz Ann begins wi...

2 Syys 56min

Equities Extremely Complacent; De-lever and Prepare to Buy The Dip

Wilfred Frost sits down with macro strategist Luke Gromen, founder of independent macro research firm Forest For The Trees (FFTT), for a wide-ranging conversation on the growing fragility of Western s...

3 Elo 54min

Big Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All Time

Wilfred Frost welcomes back legendary investor Jim Mellon for his fourth, and typically candid and outspoken, appearance on the podcast. Jim discusses investor fatigue with US mega-cap technology comp...

28 Heinä 44min

Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons

In this episode of The Master Investor Podcast, Wilfred Frost sits down with the undisputed heavyweight champion of global finance: Jamie Dimon, Chairman and CEO of JPMorgan Chase. Leading the world’s...

20 Heinä 1h

The Key CEO Traits Investors Are Missing | Kara Swisher

How do you separate genuine innovation from pure hype? That is perhaps THE question of the moment for investors when it comes to AI, and it is also the question Kara Swisher has thought about for her ...

14 Heinä 47min

The New American Dream: Democratising Investing

Robinhood didn't just survive one of the sharpest reversals in fintech, it emerged bigger, stronger and more ambitious than ever. After its market value collapsed by 80% to around $6 billion in 2022, ...

6 Heinä 56min