Tectonic Shift or Head Fake? Cameron Dawson on the Market’s Next Move
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins Wilf to explore whether recent market rotation away from mega-cap growth marks the start of a new “tectonic shift” or just a counter-t...
10 Feb 38min
“This is the Era of the Retail Trader": Sonali Basak on Democratising Private Markets
Sonali Basak joins the Master Investor Podcast to discuss her transition from Bloomberg anchor to Chief Investment Strategist at iCapital, a key player in democratising access to private markets. The ...
5 Feb 42min
The Hidden Force Behind the AI Revolution: Arm CEO Rene Haas
Rene Haas is CEO of Arm Holdings, the British chip designer at the heart of the global AI race and the previous smartphone revolution. Haas explains to Wilf in plain English where Arm sits in the semi...
2 Feb 47min
Oil as a Weapon: Helima Croft on How Geopolitics Moves Markets
Helima Croft, one of Wall Street’s most influential energy strategists and Head of Global Commodity Strategy at RBC Capital Markets, unpacks the new geopolitics of energy in a world reshaped by wars i...
28 Jan 45min
Tom Lee: Bear Market Coming in 2026 – Use It As Buying Opportunity
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 Ethere...
20 Jan 50min
David Tait: Inside Gold’s Relentless Bull Market
As CEO of The World Gold Council, David Tait oversees the physical gold that backs one of the biggest gold ETFs in the world (GLD) – some $180bn of gold – and he brought along one 13kg bar to show Wil...
12 Jan 51min
Jim Mellon: Why I'm Loading Up On Energy Stocks
To kick off 2026, Wilfred Frost is joined by billionaire investor and Chairman of The Burnbrae Group, Jim Mellon who shares his big investment calls for 2026. Jim reveals he is loading up on energy st...
7 Jan 41min
Under-Owned, Undervalued, Unapologetic: Nick Train’s Case for UK Equities
Legendary UK fund manager Nick Train joins Wilfred Frost on The Master Investor Podcast to discuss why, despite recent underperformance, he remains relentlessly optimistic on equities, on the opportun...
18 Dec 202540min
