The Master Investor Podcast with Wilfred Frost

• Liz Truss: UK Is Heading for Calamity, & Inside the Mini-Budget

  Former UK Prime Minister Liz Truss warns that Britain is heading for calamity, with government too big and unaccountable. In this in-depth conversation, she defends the tax-cutting agenda she championed in 2022, backs the Labour government’s trade deal with President Trump, and explains why she has no sympathy for Chancellor Rachel Reeves. Truss also shares why she doesn’t think Kemi Badenoch will ever become Prime Minister. Reflecting on the fallout from the September 2022 mini-budget, she debates with Wilf who was ultimately responsible for the market turmoil that defined her short time in office. 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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• Jim Mellon: Bearish US, big opportunities UK, China & Robotics

  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, and where real opportunities lie in China, UK, silver, lithium, robotics, and quantum computing. Jim also shares lessons from his early investments, his approach to diversification and risk, and the importance of reading and research.     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: Tom Lee pt 2 - How Ethereum Could Overtake Bitcoin

  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 on Ethereum, Tom breaks down why ETH could surpass Bitcoin’s total network value.   Follow Tom on X: @Fundstrat And his colleague Mark on X: @MarkNewtonCMT To subscribe to Tom’s research, visit: https://fsinsight.com/our-services/ And learn more about his ETF here: https://grannyshots.com/ And his Ethereum treasury company here: https://www.bitminetech.io/ Please note that Tom has personal positions in these companies, and 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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• Tom Lee: A New 10 Year Bull Market Has Begun

  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 companies you invest in is more important than ever and shares his views on top picks like Palantir and JPMorgan Chase. Wilf and Tom also cover the warning signs he watches for when calling a market top, which aren’t flashing yet. Crypto fans, don’t miss tomorrow's bonus episode, where Tom joins Wilf again to dive into his bullish case for Ethereum and Bitcoin.   Follow Tom on X: @Fundstrat And his colleague Mark on X: @MarkNewtonCMT To subscribe to Tom’s research, visit: https://fsinsight.com/our-services/ And learn more about his ETF here: https://grannyshots.com/ And his Ethereum treasury company here: https://www.bitminetech.io/ Please note that Tom has personal positions in these companies, and 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 Podcast 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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• Liz Ann Sonders: Retail Investors Are Winning - Don’t Miss the Rotation Beneath the S&P

  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 Nvidia. She also discusses why valuations aren’t a reliable market timing tool, the latest inflation and labor market data - with recent revisions reminding her of 2007/08. She also discusses how her job has changed with shorter investor time horizons and how retail traders are gaining influence. Finally, she shares her top investment advice and insights for navigating today’s markets.   Read Schwab’s report on US inflation here: https://www.schwab.com/learn/story/inflation-heat-is-on   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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