Wilfred Frost

The latest episode of The Master Investor Podcast is an exclusive 50 min conversation with @USTreasury @SecScottBessent - from trading the markets to being their guardian. Find it here: YT: youtu.be/zq_L011kMLs?si… Apple: podcasts.apple.com/gb/podcast/the… Spotify:   open.spotify.com/episode/1n5QRd…

Another close run race in North Korea.

📽️ From Donald Trump to Britain's wind power trade body, there's a growing coalition calling for more drilling in the North Sea. Raising the question: if we DID encourage more exploration, how much oil & gas could we actually get? Our MEGA primer on the North Sea👇 Ps it's longer than usual, but it turns out this topic has SO MANY misconceptions. Time to put some of them right. Let me know what you think

This was the part of the speech where I cringed. 8% is not credible. GBP devaluation, investment flatlining and trade frictions since 2016 can get you to 2%-3% - but 8% would suggest that the other, simultaneous anti-growth measures (rationing of land, energy and capital) had next to no impact vs US. If you believe that, I also have a bridge....

🚨NEW EP w TONY YOSELOFF of Davidson Kempner: -private credit unwind is coming -software is most exposed -balance of art v science of event driven investing -inflation not contained even before Iran YT youtu.be/W_386O_-Gzg?si… 🍏podcasts.apple.com/gb/podcast/the… 🔵open.spotify.com/episode/4726XD…

In a volatile and dangerous world, great to see some certainties endure. 👏

Sky's @DominicWaghorn says he may have felt the massive explosions which reportedly killed Iran's security chief from his hotel. Latest updates: trib.al/xTCjtTe

Chelsea have been given a suspended one-year transfer ban and fined £10.75m after admitting historical breaches of Premier League rules Sheffield Wednesday fan @SophyRidgeSky reflects on how the punishment compares to the 18-point deduction received by her team this season

@AntiBarca2011 always and forever #COYG

OMG!! .@WilfredFrost is one of us!!!!! x.com/i/status/20338…

WOW. My interview with @SecScottBessent has crossed **25 MILLION** views in just 5 days (including shorts). You can find the full 50 minute conversation via the links below YT: youtu.be/zq_L011kMLs?si… Apple: podcasts.apple.com/gb/podcast/the… Spotify: open.spotify.com/episode/1n5QRd…

As expected, the Reserve Bank of Australia (RBA) hiked interest rates by 25 basis points. Markets suspect this telegraphs what's on the cards for other single-mandate central banks (namely, stable prices), such as the Bank of England and the ECB. While a hike isn't expected this week for them, the escalating inflationary risks stemming from the Middle East War make future tightening likely. The view shifts, however, for dual-mandate central banks (stable prices and maximum employment) like the Federal Reserve. For the Fed, markets are still expecting a rate cut —though the timeline has shifted further out into the year. #economy #markets #rba #australia

This is a great episode by @WilfredFrost and his convo with @SecScottBessent - this is the episode where Scott had to step away for a meeting with the administration

The latest episode of The Master Investor Podcast is an exclusive 50 min conversation with @USTreasury @SecScottBessent - from trading the markets to being their guardian. Find it here: YT: youtu.be/zq_L011kMLs?si… Apple: podcasts.apple.com/gb/podcast/the… Spotify:   open.spotify.com/episode/1n5QRd…

THREAD (1/8): Why I now think Britain should revive North Sea gas activities. My analysis in the @FT: as.ft.com/r/e35da9b3-858…

How has the war in Iran impacted the price of oil, UK borrowing costs and the markets? Sky's @WilfredFrost takes a look ⬇️ trib.al/dV2AODL 📺 Sky 501, Virgin 602, Freeview 233 and YouTube

In the month of March so far: Oil is up a massive +49% SP500 is down a meagre -3.6% Equities are majorly pricing in that this war is temporary and going to end soon. Are they right to do so?

Can’t believe they went with this title when they could have called it “The Tiger Who Came To Tee”

Why did @SecScottBessent turn down the offer of @FederalReserve Chair & prefer the job of @USTreasury Secretary? Answer attached. And full episode here: YT: youtu.be/zq_L011kMLs?si… Apple: podcasts.apple.com/gb/podcast/the… Spotify: open.spotify.com/episode/1n5QRd…

Blue Owl…Blackstone…Blackrock…Cliffwater…Morgan Stanley…Deutsche Bank…. “Don’t worry, it’s idiosyncratic…” “Just don’t ask for your money back!” “Gotta go, Jamie Dimon is calling me.”

Max Dowman. The youngest ever goalscorer in the Premier League.