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 Sep 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 Sep 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 Sep 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 Aug 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 Jul 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 Jul 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 Jul 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 Jul 56min
