The Master Investor Podcast — sniff.trade

The Master Investor Podcast

Wilfred Frost (former CNBC and Sky News anchor) interviews legendary investors and business leaders, who pitch specific named stocks and positions.

5 episodes · 31 trades · 2 speakers

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TRACKED TRADES

@The Master Investor Podcast

3d

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

IDEAS · 18

MSFMSFTSHORTMicrosoft's core business model is under threat as massive AI capital expenditures turn the company cash-flow negative.$473.69-23.20%›AMZAMZNSHORTAmazon faces investor fatigue as massive AI capital expenditures drag the tech giant from cash-flow positive to negative.$267.79-15.69%›GOOGOOGLSHORTGoogle is burning cash on AI infrastructure with no real sign of profitability, shifting its model to cash-flow negative.$355.26-5.59%›METMETASHORTMeta's massive AI spending is destroying its cash-flow positive model without any clear path to profitability.$565.90+2.55%›

+14 more ideas →

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1w

Jamie Dimon: the Debt Crisis is Coming

IDEAS · 1

TLTTLTSHORTLong-dated government bonds face structural downside as massive global deficits and sticky inflation threaten to drive yields significantly higher.$84.24-0.69%›

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2w

The Key CEO Traits Investors Are Missing | Kara Swisher

IDEAS · 4

GOOGOOGLLONGGoogle is the clear AI winner as Gemini beautifully integrates into its core business and neutralizes the threat to search.$333.71-7.18%›TSLTSLASHORTTesla is masking the fundamental failure of the Cybertruck by attempting to fold itself into SpaceX.$309.09+20.14%›AAPAAPLLONGApple's elite management talent consistently drives long-term product iteration and recovery across hardware cycles.$303.89-2.74%›MSFMSFTLONGMicrosoft benefits from having the best executive in tech who focuses strictly on operational execution rather than public performativeness.$393.35+2.19%›

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4w

How to Build Wealth (And Survive Failure) with Anthony Scaramucci

IDEAS · 2

BTCBTCLONGBitcoin will reach half the market capitalization of gold, driving a 10x return over the next decade as younger generations adopt digital scarcity.$62,974+4.90%›GLDGLDLONGGold continues to appreciate as runaway deficit spending and inflation erode trust in fiat currencies.$369.90+1.51%›

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1mo

Should You Buy Space X? | IPO Special

IDEAS · 6

GOOGOOGLSHORTShort Google: The company is aggressively dumping stock to raise capital, issuing an $80 billion mandatory convertible note which serves as a classic warning sign of market hubris and liquidity drain.$355.26+4.70%›METMETASHORTShort Meta: The company's free cash flow is being decimated, dropping from $80 billion to almost negative, as it is forced to fund massive space infrastructure and AI capital expenditures.$565.90+3.35%›ORCORCLSHORTShort Oracle: The company is burning through cash at an astronomical rate, swinging from $50 billion in positive free cash flow to negative $20 billion to fund massive infrastructure buildouts.$127.77+37.95%›SPYSPYSHORTShort the S&P 500: The index is dangerously concentrated with 50% in technology, setting up a high probability of a serious market hit as massive IPOs suck liquidity out of the system.$735.01-1.22%›

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