Lloyd Blankfein: Lessons from 2008, Identifying the Next Trigger
Former Goldman Sachs chairman and CEO Lloyd Blankfein joins Wilfred Frost in London for a candid conversation about risk, resilience and what it really takes to survive multiple crises at the very top...
24 Maalis 54min
The Private Credit Unwind Is Coming – Tony Yoseloff
Wilf sits down with Tony Yoseloff, executive managing member and CIO of Davidson Kempner, to explore how one of the world’s most enduring alternative asset managers navigates today’s markets. Tony, wh...
18 Maalis 44min
Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King
Scott Bessent, US Treasury Secretary and one of the most successful global macro investors of his generation, joins Wilfred Frost in the Cash Room at the Treasury for a rare, wide-ranging conversation...
12 Maalis 53min
Is the US Market Finally Peaking? Ruchir Sharma’s Take
Ruchir Sharma, Chair of Rockefeller International and Founder and CIO of Breakout Capital, joins The Master Investor Podcast for a sweeping tour of today’s markets, the fading of “American exceptional...
9 Maalis 46min
IRAN WAR BONUS: Ruchir Sharma on Market Reaction to Us-Israel War
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...
4 Maalis 12min
Greg Peters: Why Sovereign Bonds Now Beat Corporate Credit
Greg Peters oversees $1.2 trillion of fixed income investment as the co-CIO of Fixed Income at PGIM, and in this episode of The Master Investor Podcast offers a bond investing masterclass from the bas...
2 Maalis 43min
Aswath Damodaran: I Am More Cautious Than Ever
Aswath Damodaran, Professor of Finance at NYU Stern School of Business, joins Wilf to reveal that he is more cautious of the equity market today than at any point in his career. Because of this he has...
25 Helmi 54min
Mason Morfit: New Technology is Terrifying, But Incumbents Can Win AI Race
Mason Morfit is the co-CEO and CIO of ValueAct Capital and in this incredibly rare extended interview he outlines the unique investment approach that defines ValueAct - “quiet” but highly engaged acti...
17 Helmi 59min
