Master Investor

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Master Investor

@masterinvestor

Empowering investors through educational content and events. Research | Analyse | Invest Save the date: The Master Investor Show | 25th April 2026

London, United Kingdom Katılım Mayıs 2012
553 Takip Edilen5.4K Takipçiler
Master Investor
Master Investor@masterinvestor·
🚨 BONUS POD Ruchir Sharma on the market reaction to the US-Israel war with Iran. • Why markets have stayed relatively calm • De-grossing of recent out-performers • What would signal a deeper sell-off Full episode drops Monday. Watch/listen: tinyurl.com/2njs68pp
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Master Investor
Master Investor@masterinvestor·
🚨 NEW POD with Greg Peters, @PGIM fixed income CIO, with $1.2tn AUM He shares: • How he analyses long-term government debt • Why US Treasuries still hold unique safe-haven status • Why he sees long-term US yields trending higher Watch/Listen: tinyurl.com/2njs68pp
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Master Investor
Master Investor@masterinvestor·
🚨 NEW Podcast with @AswathDamodaran Aswath shares: • Why he’s more cautious on equities than at any point in his career • Why it’s time to harvest profits - not sow new crops • Why he recently sold Nvidia $NVDA Full conversation: tinyurl.com/2njs68pp
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Master Investor
Master Investor@masterinvestor·
🚨 NEW POD with ValueAct co-CEO Mason Morfit on: • Transforming Microsoft (2013) & Salesforce (2022) • A NEW position in BlackRock $BLK • Defending Salesforce $CRM & Marc Benioff “the incumbents have time” • The latest on Disney $DIS Watch here: tinyurl.com/2njs68pp
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Master Investor
Master Investor@masterinvestor·
🚨 New pod episode with @CameronDawson Cameron discusses: - Mega-cap tech rotation - tectonic shift or counter-trend? - Wealth effect: could it turn negative? - Is gold losing its shine? Watch or Listen here: tinyurl.com/2njs68pp
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Master Investor
Master Investor@masterinvestor·
🚨New Pod episode with @Arm CEO, @renehaas Rene explains why Arm's designs power almost every tech device on the planet, and shares his take on AI valuations, overinvestment bubbles and why LLMs may top out. Listen/Watch here: tinyurl.com/2njs68pp
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