Uploaded September 2025 | Updated September 2026, 2 weeks ago
CEO of Ark Invest Cathie Wood argues that Elon Musk is the greatest innovator alive, and that founder-led companies are more important than ever in times of rapid disruption.
On this week's Master Investor Podcast, Cathie Wood, Founder and CEO of Ark Invest, which manages $35bn in disruptive, technology-enabled innovation, joins Wilf to share her market views - why she’s hugely bullish on Tesla, bearish on Apple, warming up to Alphabet, and convinced that both Robotaxis and AI will be “winner-takes-most” markets. She also explains why she’s so optimistic on Robotics as a theme.
Cathie reflects on the highs and lows of her own career, including the 80% drawdown her funds suffered in 2021/22, and why she believes failure is essential to great innovation.
Also - don’t miss our upcoming crypto-focused bonus episode, where Cathie Wood explains why she believes Bitcoin will be the biggest cryptocurrency, her take on Ethereum and Stablecoins, and what recent Gold trends mean for markets. Subscribe so you don’t miss it when it drops!
Watch the full video here: youtube.com/watch?v=xH4fh1_EXX0
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 follow Wilfred Frost on X: https://x.com/WilfredFrost
Listen to this podcast at:
Master Investor website: https://events.masterinvestor.co.uk/p...
Apple Podcasts: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/1sUFmQr...
Podbean App: https://www.podbean.com/pw/pbblog-d7h...
Amazon Music: https://music.amazon.com/podcasts/aee...
iHeartRadio: iheart.com/podcast/278446784
PlayerFM: https://player.fm/series/3668867
Podchaser: https://www.podchaser.com/podcasts/th...
BoomPlay: https://www.boomplaymusic.com/podcast...
Keep in touch:
Web | masterinvestor.co.uk
Substack | masterinvestoruk.substack.com
Newsletter | masterinvestor.co.uk/subscribe
X | https://x.com/masterinvestor
Facebook | / masterinvestor
LinkedIn | / masterinvestor
TikTok | / masterinvestoruk
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.
CEO of Ark Invest Cathie Wood argues that Elon Musk is the greatest innovator alive, and that founder-led companies are more important than ever in times of rapid disruption.
On this week's Master Investor Podcast, Cathie Wood, Founder and CEO of Ark Invest, which manages $35bn in disruptive, technology-enabled innovation, joins Wilf to share her market views - why she’s hugely bullish on Tesla, bearish on Apple, warming up to Alphabet, and convinced that both Robotaxis and AI will be “winner-takes-most” markets. She also explains why she’s so optimistic on Robotics as a theme.
Cathie reflects on the highs and lows of her own career, including the 80% drawdown her funds suffered in 2021/22, and why she believes failure is essential to great innovation.
Also - don’t miss our upcoming crypto-focused bonus episode, where Cathie Wood explains why she believes Bitcoin will be the biggest cryptocurrency, her take on Ethereum and Stablecoins, and what recent Gold trends mean for markets. Subscribe so you don’t miss it when it drops!
Watch the full video here: youtube.com/watch?v=xH4fh1_EXX0
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 follow Wilfred Frost on X: https://x.com/WilfredFrost
Listen to this podcast at:
Master Investor website: https://events.masterinvestor.co.uk/p...
Apple Podcasts: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/1sUFmQr...
Podbean App: https://www.podbean.com/pw/pbblog-d7h...
Amazon Music: https://music.amazon.com/podcasts/aee...
iHeartRadio: iheart.com/podcast/278446784
PlayerFM: https://player.fm/series/3668867
Podchaser: https://www.podchaser.com/podcasts/th...
BoomPlay: https://www.boomplaymusic.com/podcast...
Keep in touch:
Web | masterinvestor.co.uk
Substack | masterinvestoruk.substack.com
Newsletter | masterinvestor.co.uk/subscribe
X | https://x.com/masterinvestor
Facebook | / masterinvestor
LinkedIn | / masterinvestor
TikTok | / masterinvestoruk
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.
