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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34:02
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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43:02
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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33:58
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33:58
Former Treasury Secretary Jack Lew on Trump, Deficits and the Dollar
This week Wilf speaks to Former US Treasury Secretary Jack Lew about President Trump's economic agenda, and reflects on how he helped President Clinton balance the budget in the 90s, in light of Trump's "One Big Beautiful Bill" making its way through Congress. Lew reflects on the growing size of the US deficit, the weakening US dollar, and gives his advice for leaders on how to build bridges with those on the opposing team.
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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32:34
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32:34
Dan Niles: Apple Is Losing the AI War — Here’s Why I’m Bearish
This week Wilf talks to Founder and Portfolio Manager of Niles Investment Management, Dan Niles, about his latest views on the market, and the career path that’s led to his position as the most respected tech investor in the world. Dan reveals that he is terrified by the US debt position and bearish on the market on any medium term outlook, albeit believing it will make new all time highs in the short term. He reveals his top 5 picks, and explains why he is incredibly bearish on Apple. He also gives listeners a rare insight into his core investing principles while reflecting on the best and worst investments he has ever made.
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.
Acerca de The Master Investor Podcast with Wilfred Frost
Hosted by Wilfred Frost, The Master Investor Podcast is for anyone passionate about business and investing. We are pro ambition, celebrate success and provide you the edge. Join us and learn from the most legendary investors and business leaders in the world.
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