All Episodes

Dan Niles: Be Nimble - 30-50% AI Crash By 2027

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

Stephanie Link: When to Buy the Dip

Jeremy Grantham: Lessons from 60 Legendary Years of Investing

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

Peter Boockvar: How To Position Your Portfolio In The Face of The Iran War

Democratising Investing: Charles Schwab CEO Rick Wurster on the Future of Finance

Crypto Winter or Buying Opportunity? Dan Morehead’s 4-Year Outlook

Lloyd Blankfein: Lessons from 2008, Identifying the Next Trigger

The Private Credit Unwind Is Coming – Tony Yoseloff

Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King

Is the US Market Finally Peaking? Ruchir Sharma’s Take

IRAN WAR BONUS: Ruchir Sharma on Market Reaction to Us-Israel War

Greg Peters: Why Sovereign Bonds Now Beat Corporate Credit

Aswath Damodaran: I Am More Cautious Than Ever

Mason Morfit: New Technology is Terrifying, But Incumbents Can Win AI Race

Tectonic Shift or Head Fake? Cameron Dawson on the Market’s Next Move

“This is the Era of the Retail Trader": Sonali Basak on Democratising Private Markets

The Hidden Force Behind the AI Revolution: Arm CEO Rene Haas

Oil as a Weapon: Helima Croft on How Geopolitics Moves Markets

Tom Lee: Bear Market Coming in 2026 – Use It As Buying Opportunity

David Tait: Inside Gold’s Relentless Bull Market

Jim Mellon: Why I'm Loading Up On Energy Stocks

Under-Owned, Undervalued, Unapologetic: Nick Train’s Case for UK Equities

Dan Ives: How To Pick Generational Tech Winners

Brian Moynihan: Inside the Mind of America’s Banker

TEASER: Brian Moynihan - Bank Of America CEO Commits to UK

Greg Fleming: How Great Wealth Managers Win in Any Cycle

Playing Asia Without China: Inside Jason Pidcock’s High-Conviction Portfolio

Harnessing Insecurity: Harvey Schwartz on Leadership & Markets

Mike Wilson: The Fed is NOT Independent, and That's Good for Stocks

Andrew Ross Sorkin: Echoes of 1929 and The Leverage Behind Every Crisis

Sara Eisen: The Surprising Truth About Trump's Tariffs, & The One Skill All Great Leaders Have in Common

Howard Marks: How I Mastered the Markets - My Advice From 50 Years of Investing

Dan Morehead: Crypto - The Most Asymmetric Trade in History

BONUS: Sir Niall Ferguson on Trump vs Nixon

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

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

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

Cathie Wood: Turning Failure Into Innovation

Baroness Morrissey: Seize The Moment - My Tips For Investing & Life

Nick Clegg: Why UK Free Speech is Under Threat; Silicon Valley Needs to Man Up; China Leading the AI Race

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

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

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

Tom Lee: A New 10 Year Bull Market Has Begun

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

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

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

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

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

Stephanie Link: Brave, Bullish, and Beating the Noise

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

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

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

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

The Master Investor Podcast with Wilfred Frost and Jim Mellon