CNBC star and Wilf’s former co-anchor, Sara Eisen, joins the Master Investor Podcast to reflect on the state of the US economy and stock market, as well as her career and the incredible people she has met and interviewed, from Secretary Bessent to Fed Chair Jay Powell.

From her front-row seat at CNBC, where she anchors “Squawk on the Street” and “Money Movers,” Sara offers an insider’s view on how America’s economy continues to defy expectations – and why business investment, AI innovation, and the Trump administration’s policies have combined to fuel a surprisingly strong economy. She also discusses the evolving role of tariffs and why they’re here to stay; the balancing act that Federal Reserve Chair Jerome Powell faces, and how and why Secretary Bessent has been able to reassure stock market investors in the face of huge volatility.

Beyond the headlines, Sara shares personal insights into her evolution as one of the world’s premier business journalists — from covering currencies at Bloomberg to interviewing central bankers, presidents, and CEOs. She reflects on her interviewing philosophy, what it takes to thrive under pressure, and why preparation and curiosity remain her superpowers.

In a lively and warm exchange, Wilf and Sara reminisce about their years on air together, swap stories about anchoring at dawn, and close with her take on the best leadership traits she's observed from the world’s top decision-makers – plus who’s still on her interview bucket list (hint: Taylor Swift and Sam Altman).

A must-listen for anyone interested in markets, media, and the art of asking better questions – featuring two of financial journalism’s finest in conversation.

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 Podcast YouTube channel

And follow @WilfredFrost on X and Linked In

This podcast is produced by Paradine Productions, Master Investor Ltd in association with Bird Lime Media.

Legendary investor Howard Marks, co-founder and co-chairman of Oaktree Capital Management, sits down with Wilf to discuss 35 years of his celebrated investment memos and the timeless lessons they contain from his 50+ year career. Marks reflects on his most influential writings - from “Bubble.com” (in January 2000) on the eve of the DotCom bust to “You Can’t Predict, You Can Prepare” (in November 2001) - exploring how cycles, risk, and human behavior continue to shape markets today.

He shares his views on today’s era of optimism, and why he's relaxed about the valuation of the Magnificent 7 but concerned about the rest of the SP500. He also discusses the lessons of prudence in a long bull run, his scepticism towards gold, why he’s NOT concerned about recent bankruptcies of Tricolor and First Brands, and why successful investing is less about prediction and more about preparation. Marks and Frost also revisit “Sea Change” (Marks' December 2022 memo) unpacking the shift in interest rate regimes and how investors should recalibrate in a world no longer defined by falling rates.

A conversation rich with history, humility, and hard-earned perspective, this episode distills decades of market wisdom from one of the financial world’s clearest thinkers.

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 Podcast YouTube channel

And follow @WilfredFrost on X and Linked In

This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

Dan Morehead pivoted his hedge fund - Pantera Capital - to a pure play crypto hedge fund before the rest in 2013 and has reaped the rewards since. He first bought Bitcoin when it was priced at $65 compared to the $115,000 price today. Dan talks in detail to Wilf about the extraordinary conviction he has in blockchain - "the most asymmetric trade of all time" - which has allowed him to maintain his positions in the face of massive gains and massive drawdowns. He outlines why he thinks blockchain will play a central role in the next decade and century of the financial industry, the attractions of Solana and why he has launched a Solana digital asset treasury company. He also explains why Bitcoin has won the use case of "digital gold" and won't be surpassed in that. Dan reflects on the important change in approach from President Trump towards crypto; why he is a believer in digital asset treasury companies (like Tom Lee's BitMine Immersion Technologies and Michael Saylor's Microstrategy) over crypto ETFs; and one of the key bull arguments for the space - that 'smart money' institutions don't own crypto...yet.

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 and Linked In

This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.