SCOUT· 65%44m·2026-07-28·Money

Big Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All Time

The Master Investor Podcast with Wilfred Frost · 69

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…

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Big Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All Time

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