Dan Niles: Be Nimble - 30-50% AI Crash By 2027
Legendary tech investor Dan Niles cautions investors to consider raising their cash ratings in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more a...
12 Mai 50min
The Bull Case for China: The Best Opportunity Right Now? | Louis Gave
Wilfred Frost is joined by Louis Gave, the founding partner and CEO of Gavekal, one of the world’s leading independent research firms. With a focus on the shifting geopolitical landscape, Gave outline...
4 Mai 45min
Stephanie Link: When to Buy the Dip
Stephanie Link, Chief Investment Officer and Portfolio Manager at Hightower Advisors, returns to The Master Investor Podcast to offer a constructive, theme-driven, bullish case for US equities. She ex...
28 Apr 40min
Jeremy Grantham: Lessons from 60 Legendary Years of Investing
Jeremy Grantham is one of the greatest investors of all time, and is famous for correctly identifying the four major stock market bubbles of his 60 year investment career. He joins Wilf to discuss the...
20 Apr 51min
Larry McDonald: SP500 Is A Screaming Sell; But Buy The Dip In Energy
Wilfred Frost welcomes back Larry McDonald, founder of The Bear Traps Report and bestselling author of “A Colossal Failure of Common Sense” (2009) and “How to Listen When Markets Speak” (2024), for a ...
13 Apr 47min
Peter Boockvar: How To Position Your Portfolio In The Face of The Iran War
In this episode of The Master Investor Podcast, Wilfred Frost sits down with Peter Boockvar, CIO of OnePoint BFG Wealth Partners and editor of The Boock Report, to dissect what the Iran War means for ...
7 Apr 48min
Democratising Investing: Charles Schwab CEO Rick Wurster on the Future of Finance
Rick Wurster, CEO of Charles Schwab – who have $12 TRILLION of client assets across 38 million accounts – joins Wilf to explain how the world’s biggest retail investment platform is trying to “democra...
2 Apr 41min
Crypto Winter or Buying Opportunity? Dan Morehead’s 4-Year Outlook
Dan Morehead returns to The Master Investor Podcast for a timely update on why he still believes Bitcoin – and the broader digital asset space – remains “the most asymmetric trade” of his career, even...
31 Mar 46min
