Best Paradine Productions/ Master Investor Ltd/ Will Frost Podcasts (2025)

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Jim Mellon: Bearish US, big opportunities UK, China & Robotics 36:11

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24m ago36:11

36:11

Billionaire investor Jim Mellon, and co-founder of The Master Investor Podcast chats with Wilf about why he is surprised the US market has been so resilient in the face of multiple challenges, and why he continues to see much greater opportunity elsewhere. They discuss the risks of the US debt crisis, why Jim is cautious on the Mag7 tech giants, an…

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BONUS: Tom Lee pt 2 - How Ethereum Could Overtake Bitcoin 20:09

3d ago20:09

20:09

Tom Lee remains a Bitcoin bull, confident it could one day hit $1M—but he’s even more bullish on Ethereum. In this episode, he explains why Bitcoin’s main appeal is as a store of value, while Ethereum is set to become the backbone of real-world applications. From tokenization outside the US to Wall Street building the infrastructure of the future o…

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Tom Lee: A New 10 Year Bull Market Has Begun 32:29

4d ago32:29

32:29

Tom Lee, founder of Fundstrat Global Advisors, tells Wilf why he thinks the stock market is entering the start of a new 10-year bull run. Tom explains how demographics drive that conviction, while he thinks people are overly concerned about inflation, but that maintaining Federal Reserve independence is critical. He outlines why understanding the c…

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Liz Ann Sonders: Retail Investors Are Winning - Don’t Miss the Rotation Beneath the S&P 32:47

12d ago32:47

32:47

Liz Ann Sonders is Chief Market Strategist at Charles Schwab, which manages $11 trillion in client assets. On this week's show she breaks down the current market complacency to Wilf, and explains why investors should pay attention to what small stocks and under-the-surface factors are signaling beneath the S&P 500 and away from mega cap stocks like…

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Larry McDonald: Inflation’s Not Dead, Commodities Are Just Starting, and Why Passive Investing Could Break the Market 36:27

19d ago36:27

36:27

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 …

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Thomas Peterffy: Trump Is Smart & Rational, How I Built a $100bn Business, and Why the Bubble Is Still to Come 30:40

29d ago30:40

30:40

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 capitalis…

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Ray Dalio: The Risks Are NOT Priced In – Here's What Happens Next 34:02

1M ago34:02

34:02

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…

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Goldman Sachs CEO David Solomon on Leading Through The Noise; fragility of UK; Constructive US outlook 43:02

1M ago43:02

43:02

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 imp…

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Stephanie Link: Brave, Bullish, and Beating the Noise 31:16

2M ago31:16

31:16

Hightower Advisors' Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager Stephanie Link outlines why she has been constructive on the US market in recent years despite the considerable noise. She also discusses being brave and buying during the April pullback, her top stock picks (Uber, Palo Alto Networks, Vertiv, …

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BONUS: Jeremy Grantham pt 2 - On Long Term Risks to the Market, and Humanity 14:11

2M ago14:11

14:11

Some bonus content from Wilf's conversation earlier this week with the Founder, Chairman, and Long Term Investment Strategist at GMO, Jeremy Grantham. This time Jeremy focuses on the biggest long term risks he sees for the market, and humanity, including toxicity, declining fertility and climate change. The content of The Master Investor Podcast is…

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Jeremy Grantham: How to Predict a Stock Market Bubble — and Why Nvidia May Lead the Mag 7 Crash 33:58

2M ago33:58

33:58

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 bear…

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Former Treasury Secretary Jack Lew on Trump, Deficits and the Dollar 32:34

2M ago32:34

32:34

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 hi…

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Dan Niles: Apple Is Losing the AI War — Here’s Why I’m Bearish 41:06

2M ago41:06

41:06

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 …

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The Master Investor Podcast with Wilfred Frost and Jim Mellon 15:25

3M ago15:25

15:25

Wilfred Frost sits down for a teaser episode with his co-creator of The Master Investor Podcast, Jim Mellon, one of Britain's greatest investors, to outline why they have launched the podcast, and preview what they have to come in the weeks ahead. Jim Mellon is a British entrepreneur, investor and philanthropist with a wide range of interests. Thro…