The Master Investor Podcast with Wilfred Frost

• Dan Morehead: Crypto - The Most Asymmetric Trade in History

  Dan Morehead pivoted his hedge fund - Pantera Capital - to a pure play crypto hedge fund before the rest in 2013 and has reaped the rewards since. He first bought Bitcoin when it was priced at $65 compared to the $115,000 price today. Dan talks in detail to Wilf about the extraordinary conviction he has in blockchain - "the most asymmetric trade of all time" - which has allowed him to maintain his positions in the face of massive gains and massive drawdowns. He outlines why he thinks blockchain will play a central role in the next decade and century of the financial industry, the attractions of Solana and why he has launched a Solana digital asset treasury company. He also explains why Bitcoin has won the use case of "digital gold" and won't be surpassed in that. Dan reflects on the important change in approach from President Trump towards crypto; why he is a believer in digital asset treasury companies (like Tom Lee's BitMine Immersion Technologies and Michael Saylor's Microstrategy) over crypto ETFs; and one of the key bull arguments for the space - that 'smart money' institutions don't own crypto...yet.   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 and Linked In   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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• BONUS: Sir Niall Ferguson on Trump vs Nixon

  Renowned historian Sir Niall Ferguson discusses the comparisons between two of America’s most controversial leaders - Richard Nixon and Donald Trump - with the help of Wilf's Dad's legendary Frost–Nixon interviews. They cover the boundaries of executive power, use of tariffs and other shock economic strategies, and the high-wire act of geopolitical brinkmanship with China and Russia. Ferguson reveals Nixon and Trump’s surprising parallels and unlikely connections, from early political prophecies to tariffs, anti-globalist instincts, and the shadow of constitutional crisis. Essential listening for anyone obsessed with the past and future of the American presidency, global power shifts, and what happens when history repeats itself—live on the world stage.   If you missed Wilf’s previous conversation with Sir Niall you can listen here: https://podcasts.apple.com/gb/podcast/niall-ferguson-navigating-the-new-gilded-age-debt/id1817702206?i=1000730342514 Or watch it here: https://www.youtube.com/watch?v=SURCZW_2Pzk   You can find Wilf’s documentary series on his father’s interviews, including an episode on Nixon - David Frost Vs Richard Nixon - on Sky and Now.   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 and Linked In   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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• Niall Ferguson: Navigating The New Gilded Age - Debt, Gold, AI & China

  Legendary financial historian Sir Niall Ferguson joins Wilfred Frost on The Master Investor Podcast for a wide-ranging discussion that uncovers the seismic shifts shaping today’s global economy. Ferguson explains why U.S. debt, surging interest payments, and new tariffs spell both warning and opportunity, and dissects the interplay between gold, Bitcoin, and the weakening dollar in a world primed for volatility. The conversation probes China's explosive yet fragile ascent, Europe’s Ukraine dilemma amid shifting American priorities, and Britain’s recurrent struggle with stagnation—drawing bold historical parallels from the Gilded Age in 1890s America to the 1970s. Candid, brilliant, and often contrarian, Ferguson offers unflinching investment lessons from his own mistakes, and shares sharp insights on how the West must adapt as leadership and power move East.    Make sure you subscribe so you don’t miss the upcoming bonus episode diving deep into the Trump vs Nixon comparison, with the help of some clips from Wilf's Dad's famous 1977 interviews with Richard Nixon. This is financial and geopolitical storytelling at its most incisive.   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 and Linked In   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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• Freddie Lait: Patience Pays - Lessons From Building a £1bn Business

  What is the most undervalued virtue when it comes to investing? In this episode of The Master Investor Podcast, Wilfred Frost sits down with Freddie Lait, founder of Latitude Investment Management, who reflects on his path to £1.2bn AUM, and explains why patience is the investor’s most undervalued asset. He also reflects on how investing is as much emotional as it is logical and financial. Freddie explains why growth—not glamour—creates real long-term value, and reveals the thinking behind big bets on companies like Tesco, AutoZone, and Sony. Hit play for sharp takes on AI hype, US market risks, the misunderstood value of inflation-linked bonds, and the single best piece of advice Freddie would give any investor: know yourself and build a repeatable process around your strengths.   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 and Linked In   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

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• CRYPTO BONUS: Cathie Wood pt 2 - Why Bitcoin Will Always Be #1 Cryptocurrency

  Cathie Wood, Founder and CEO of Ark Invest, makes the case for why she believes Bitcoin will be the biggest cryptocurrency by far and explains the role of Stablecoins. She also shares her friendly disagreement with Fundstrat’s Tom Lee, explaining why she doesn’t think Ethereum will surpass Bitcoin, though she’s warming up to Ether and has recently been buying BitMine. Cathie also discusses what the strong recent performance of Gold may signal for the crypto market and broader financial markets, offering insights for investors navigating this rapidly evolving landscape. If you missed our full conversation with Cathie Wood, where she shares her views on Tesla, Apple, Alphabet, Robotaxis, AI, and Robotics, you can listen here: https://podcasts.apple.com/gb/podcast/cathie-wood-turning-failure-into-innovation/id1817702206?i=1000728155212 Or watch it here:  https://www.youtube.com/watch?v=xH4fh1_EXX0&t=2s To find the relevant ticker for Ark Invest's Funds in the region you are in:   If you are in the US visit: https://www.ark-funds.com/our-etfs   If you are in the UK or EU visit: https://europe.ark-funds.com/funds/   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 and Linked In   This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.  

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