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. She argues that Elon Musk is the greatest innovator alive, and that founder-led companies are more important than ever in times of rapid disruption - enabling bold decisions and risk-taking that consensus-driven management can’t match.
Don’t miss our 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!
To find the relevant ticker for Ark Invest's Funds in the region you are in:
If you are in the US visit: https://www.ark-funds.com/our-etfs
If you are in the UK or EU visit: https://europe.ark-funds.com/funds/
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 watch the full video on The Master Investor YouTube channel
And follow @WilfredFrost on X and Linked In
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.
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42:30
Baroness Morrissey: Seize The Moment - My Tips For Investing & Life
Baroness Morrissey is one of Britain’s most successful investors, becoming CEO of Newton Investment Management at the age of 35, and more than doubling its size over 15 years. She was also Wilf’s first CEO – he started his career at Newton.
In this episode, Helena outlines how she’s managed to be so successful, reflecting on why the trade that made her career – buying UK Gilts in the late 90s before Bank Of England independence led to a massive rally - taught her to seize the moment.
As a founder of The 30% Club and Chair of The Diversity Project, she also discusses where the DEI movement lost its way, including its failure to highlight the improved outcomes of diversity of thought. Plus, her career advice, particularly for women: “leap before you look.”
Helena also suggests what the UK government needs to do to bring London back as a leading financial centre, and expresses caution over the current US market, which is in bubble territory.
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 watch the full video on The Master Investor YouTube channel
And follow @WilfredFrost on X and Linked In
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.
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35:56
Nick Clegg: Why UK Free Speech is Under Threat; Silicon Valley Needs to Man Up; China Leading the AI Race
Nick Clegg, former UK Deputy Prime Minister and President of Global Affairs at Meta, joins Wilfred Frost on The Master Investor Podcast to discuss politics, leadership, and the future of technology. In this wide-ranging conversation, Clegg explains why he believes Britain has 'fallen out of love with the future', the differences between US and UK attitudes to growth, why China might beat America in the AI race, and why he is skeptical about the AI hype in general.
Clegg expresses his discomfort at how close tech leaders have gotten to the Trump administration and tells Silicon Valley to “man up and grow some”. He believes free speech IS under threat in the UK, and that politics is much harder than business.
During the interview Wilf and Nick discussed the ongoing case in the US relating to the suicide of Adam Raine on 11 April 2025 having interacted with ChatGPT. Here is a statement provided to CNBC by an OpenAI spokesperson:
“We are deeply saddened by Mr. Raine’s passing, and our thoughts are with his family. ChatGPT includes safeguards such as directing people to crisis helplines and referring them to real-world resources. While these safeguards work best in common, short exchanges, we’ve learned over time that they can sometimes become less reliable in long interactions where parts of the model’s safety training may degrade. Safeguards are strongest when every element works as intended, and we will continually improve on them. Guided by experts and grounded in responsibility to the people who use our tools, we’re working to make ChatGPT more supportive in moments of crisis by making it easier to reach emergency services, helping people connect with trusted contacts, and strengthening protections for teens.”
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 watch the full video on The Master Investor YouTube channel
And follow @WilfredFrost on X and Linked In
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.
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40:46
Liz Truss: UK Is Heading for Calamity, & Inside the Mini-Budget
Former UK Prime Minister Liz Truss warns that Britain is heading for calamity, with government too big and unaccountable. In this in-depth conversation, she defends the tax-cutting agenda she championed in 2022, backs the Labour government’s trade deal with President Trump, and explains why she has no sympathy for Chancellor Rachel Reeves. Truss also shares why she doesn’t think Kemi Badenoch will ever become Prime Minister.
Reflecting on the fallout from the September 2022 mini-budget, she debates with Wilf who was ultimately responsible for the market turmoil that defined her short time in office.
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 watch the full video on The Master Investor YouTube channel
And follow @WilfredFrost on X and Linked In
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.
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53:46
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53:46
Jim Mellon: Bearish US, big opportunities UK, China & Robotics
Billionaire investor Jim Mellon, and co-founder of The Master Investor Podcast chats with Wilf about why he is surprised the US market has been so resilient in the face of multiple challenges, and why he continues to see much greater opportunity elsewhere. They discuss the risks of the US debt crisis, why Jim is cautious on the Mag7 tech giants, and where real opportunities lie in China, UK, silver, lithium, robotics, and quantum computing. Jim also shares lessons from his early investments, his approach to diversification and risk, and the importance of reading and research.
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 watch the full video on The Master Investor YouTube channel
And follow @WilfredFrost on X and Linked In
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.
About The Master Investor Podcast with Wilfred Frost
Hosted by Wilfred Frost, The Master Investor Podcast is for anyone passionate about business and investing. We are pro ambition, celebrate success and provide you the edge. Join us and learn from the most legendary investors and business leaders in the world.
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