The Master Investor Podcast with Wilfred Frost

• Larry McDonald: Inflation’s Not Dead, Commodities Are Just Starting, and Why Passive Investing Could Break the Market

  Larry McDonald, author of The Bear Traps Report newsletter, former Lehman trader, and NYT bestselling author of A Colossal Failure of Common Sense is one of the best connected men in markets globally. Drawing on lessons from legends like Charlie Munger, David Tepper, and David Einhorn — all featured in his new book How To Listen When Markets Speak — Larry explains his view that the 'serpent of inflation is nowhere near dead', what that means for your portfolio construction, why passive investing could break the market and his fears for Meta’s share price. He also shares his top investing principles: avoid over-trading and wait patiently for moments of true capitulation.   To sign up to Larry's daily newsletter - The Bear Traps Report - please email [email protected]   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.   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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• Thomas Peterffy: Trump Is Smart & Rational, How I Built a $100bn Business, and Why the Bubble Is Still to Come

  This week, Wilf talks to Thomas Peterffy, the digital trading pioneer and founder of Interactive Brokers. With a personal fortune of over $75bn, Peterffy is one of the most successful entrepreneurs of all time. Arriving in the US from communist Hungary at 22 with no English, he embodies the American Dream. In this conversation, he defends capitalism and Donald Trump, reflects on building a $100bn business, and reveals his simple secret to success: using technology to deliver better, cheaper products for customers.   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.   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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• Ray Dalio: The Risks Are NOT Priced In – Here's What Happens Next

  This week, Wilf sits down with legendary investor and Bridgewater founder Ray Dalio to discuss the growing risks in global debt markets, the complacency he sees in bond pricing, and the warning signals beginning to flash. Dalio shares how he's positioning his own portfolio with gold and a small amount of Bitcoin, and why he believes the Magnificent 7 stocks are looking expensive. He also reflects on historical patterns of collapse, currency devaluation, and what it will take for the UK and US to navigate what's coming.   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.   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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• Goldman Sachs CEO David Solomon on Leading Through The Noise; fragility of UK; Constructive US outlook

  This week Wilf sits down for a rare, extended conversation with Goldman Sachs Chairman and CEO David Solomon in London, who shares his leadership advice while reflecting on the strategy that has seen his bank outperform his rivals in the last few years. He shares stark warnings about London's fragile position in the global financial system, the importance of getting policy right on both sides of the Atlantic, but ignoring the noise from the Trump administration and his constructive view on the US economy and Goldman's business over the next 18 months.   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.   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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• Jeremy Grantham: How to Predict a Stock Market Bubble — and Why Nvidia May Lead the Mag 7 Crash

  This week Wilf speaks to the man who has predicted some of the biggest stock market bubbles of the last 5 decades - Jeremy Grantham - who, on the day that Nvidia hits $4trn market cap, predicts we're nearing the top of another major bubble, likening Nvidia's success to the "guy selling the shovels at the peak of the gold rush". Striking a very bearish note on the US Magnificent 7, he discusses the pain that predicting crashes too early causes finance professionals, but how private individuals have advantages as long as they step back and look at the data, as he shares his advice for investors following a legendary career.   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.   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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