SCOUT· 59%44m·2026-07-28·MoneyBig Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All Time
Wilfred Frost welcomes back legendary investor Jim Mellon for his fourth, and typically candid and outspoken, appearance on the podcast. Jim discusses investor fatigue with US mega-cap technology companies, noting the Magnificent 7’s 30% average drop since their June highs. He also highlights the recent struggles of…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
- Platform
- 50%
- Community
- 70%
- Value
- no read yet
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
What people are saying
“Chinese stocks, are a fraction as extensive as comparable U.S. stocks, because China is a fraction of the nation, that the U.S. is. Individual liberties and privacy, are virtually non-existent in China..individual propery "rights" are essen…”
“I’ve come to realize that the hardest part of investing isn’t finding opportunities, it’s knowing how to build a portfolio that can handle the inevitable mistakes along the way. Buying stocks sounds simple enough, but consistently choosing…”
“SpaceX sucked because they left nothing on the table for the next guy. Ie it was valued too high. If it debut at 200b market cap then it would 4x from listing price. If was an exit for the private investors”
“That is really one of the best podcasts. He does a great job interviewing people”
More from The Master Investor Podcast with Wilfred Frost
See all episodes →
68%Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons
65%Forget Tech: Why Hard Assets Will Win The Decade | Jeff Currie
63%Equities Extremely Complacent; De-lever and Prepare to Buy The Dip
Similar episodes from other shows
More like The Master Investor Podcast with Wilfred Frost →
Jim Mellon: What I'm buying now – UK stocks, agtech and commodities
Live From The Master Investor Show: Jim Mellon and Stephen Yiu
Pete Davies: Where are the Risks and Rewards Over the Next Decade? | #24
Japanese Bonds, Greenland Brinkmanship and Iran Threats. When Risks Outweigh Rewards: Taking 10% to Cash
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.