# Wilfred Frost

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Lloyd Blankfein: Lessons from 2008, Identifying the Next Trigger

Former Goldman Sachs chairman and CEO Lloyd Blankfein joins Wilfred Frost in London for a candid conversation about risk, resilience and what it really takes to survive multiple crises at the very top of global finance. In this episode of The Master Investor Podcast, Lloyd reflects on his journey f…

Larry McDonald: SP500 Is A Screaming Sell; But Buy The Dip In Energy

Wilfred Frost welcomes back Larry McDonald, founder of The Bear Traps Report and bestselling author of “A Colossal Failure of Common Sense” (2009) and “How to Listen When Markets Speak” (2024), for a timely, in-person conversation in London.  Larry thinks the SP500 is “a screaming sell” and would …

The Bull Case for China: The Best Opportunity Right Now? | Louis Gave

Wilfred Frost is joined by Louis Gave, the founding partner and CEO of Gavekal, one of the world’s leading independent research firms. With a focus on the shifting geopolitical landscape, Gave outlines why traditional investment assumptions – from the safety of US Treasuries to the dominance of US …

Is Keir Starmer making the UK less safe?

After a shocking resignation from John Healey as Defence Secretary over investment into keeping the country safe, it's another tricky week for the Prime Minister. Culture Secretary Lisa Nandy joins Wilfred Frost to explain what the government is doing to increase defence spending. We also hear fro…

Big Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All Time

Wilfred Frost welcomes back legendary investor Jim Mellon for his fourth, and typically candid and outspoken, appearance on the podcast. Jim discusses investor fatigue with US mega-cap technology companies, noting the Magnificent 7’s 30% average drop since their June highs. He also highlights the …

Equities Extremely Complacent; De-lever and Prepare to Buy The Dip

Wilfred Frost sits down with macro strategist Luke Gromen, founder of independent macro research firm Forest For The Trees (FFTT), for a wide-ranging conversation on the growing fragility of Western sovereign bond markets, the economic fallout from the Iran war, and why he believes gold is quietly …

The Bond Pivot: Jim Bianco On Why It’s Time To Start Buying Bonds

Jim Bianco, President and Macro Strategist at Bianco Research, sits down with Wilf for an in-depth look at global bond markets, central bank policy, and what it means for equities and your portfolio construction.  After maintaining a bearish stance on bonds since 2020, Bianco reveals why he has fi…

Why has the US removed all its bomber planes from RAF Fairford?

Cheat Sheet - all the news you need to know in 10 minutes. On today's episode, Wilfred Frost and Rob Powell discuss how the US has removed all its bomber planes from RAF Fairford. The decision comes just over a week after the arrest of five men near the base sparked a counter-terror investigation. …

How would the Tories' plan for a 'British Iron Dome' work?

Cheat Sheet - all the news you need to know in 10 minutes. On today’s episode, Wilfred Frost and Sophy Ridge discuss how Donald Trump said the US moved its bombers out of RAF Fairford because of “some threats” to the base. Meanwhile, the Conservatives have announced plans for a so-called ‘British I…

Can the Tories convince voters to trust them again?

Cheat Sheet - all the news you need to know in 10 minutes. On today’s episode, Wilfred Frost and Lucy McDaid discuss whether there could be a “Badenoch bounce” following the Tory leader’s party conference speech later. Meanwhile, a death row inmate is said to be “conscious and speaking” after survi…