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The Master Investor Podcast with Wilfred Frost — Equities Extremely Complacent; De-lever and Prepare to Buy The Dip
Buzzing ratingBUZZING· 73%54m·2026-08-03·Money

Equities Extremely Complacent; De-lever and Prepare to Buy The Dip

The Master Investor Podcast with Wilfred Frost · 70

Wilfred Frost sits down with macro strategist Luke Gromen, founder of independent macro research firm Forest For The Trees (FFTT), for a wide-ranging conversation on the growing fragility of Western sovereign bond markets, the economic fallout from the Iran war, and why he believes gold is quietly replacing US…

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