Goldman Sachs CEO David Solomon on Leading Through The Noise; fragility of UK; Constructive US outlook
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 importance of getting policy right on both sides of the Atlantic, but ignoring the noise from the Trump administration and his constructive view on the US economy and Goldman's business over the next 18 months.
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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Stephanie Link: Brave, Bullish, and Beating the Noise
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, Boeing, Amazon, D.R. Horton and multiple banks), and her advice on investing and smashing it in a male dominated industry.
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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BONUS: Jeremy Grantham pt 2 - On Long Term Risks to the Market, and Humanity
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 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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The Master Investor Podcast with Wilfred Frost and Jim Mellon
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. Through his private investment company, Burnbrae Group, he has substantial real estate holdings in Germany and the Isle of Man, as well as holdings in private and public companies. Jim’s investment philosophy is underpinned by careful analysis of new industries or major shifts in markets.
Wilfred Frost is the presenter of the breakfast show on Sky News (7-10am Monday-Thursday), and a contributor for NBC News, CNBC and MSNBC. Until 2022 he was the anchor of CNBC’s flagship show, Closing Bell, which airs daily from the floor of the New York Stock Exchange. He began his career in finance, working for five years as a fund manager at Newton Investment Management, before switching to broadcast journalism in 2014. Behind the camera, he is CEO of Paradine Productions, one of the oldest independent production companies in the UK.
The Master Investor Podcast is for anyone passionate about business and investing. We are pro ambition, celebrate success and provide you the edge. Join us and learn from the most legendary investors and business leaders in the world.
You can watch the full video on The Master Investor YouTube channel.
And follow @WilfredFrost on X.
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
This podcast is produced by Paradine Productions, The Master Investor Ltd in association with Bird Lime Media.
About The Master Investor Podcast with Wilfred Frost
Hosted by Wilfred Frost, The Master Investor Podcast is for anyone passionate about business and investing. We are pro ambition, celebrate success and provide you the edge. Join us and learn from the most legendary investors and business leaders in the world.
Canada - english