Noise Cancelling with Neil Woodford

Rachel Reeves' second UK Budget as Chancellor might have been the most leaked Budget in history, but will her economic policy and change to taxes actually work? Neil Woodford and I discuss what she actually did, what she could have done and what the impact of her changes will be on the UK economy and the UK stockmarket.  If you're an investor in UK equities, this episode is for you. And if you'd l...

Is AI really a bubble? Is the UK economy broken with a huge “black hole” that forces Rachel Reeves to raise taxes? Is Bitcoin finally dead after the latest crash? In this episode of Noise Cancelling, Neil Woodford takes on the doom-mongers and explains what’s actually going on – and what it means for investors. This week’s headlines say it’s all over: • AI is a bubble or even a Ponzi scheme • The...

Are AI valuations out of control? Are investors blindly following the Mag7? In this episode of Noise Cancelling, Neil Woodford breaks down the real risks in the AI boom, why the S&P 500 is more concentrated than most people realise, and why he believes the consensus has completely misunderstood this moment in markets. Neil explains why he still questions the valuations of the largest AI compan...

Neil Woodford calls out Chancellor of the Exchequer Rachel Reeves' ‘expectation management’ speech ahead of the UK Budget — arguing that Britain’s economic problems aren’t caused by low taxes, Brexit or Liz Truss’s mini-Budget, but by record government spending. In this week’s episode, Neil dissects every claim from Rachel Reeves and exposes what he calls “the big lie” about Britain’s economy. He...

Nvidia just became the world’s first $5 trillion company, but can that kind of dominance really last? In this week’s conversation, Neil Woodford explains why he believes valuation is the financial law of gravity—and why even the strongest markets eventually have to obey it. Neil also answers quick-fire questions on the Magnificent Seven, the hype around AI infrastructure, and whether markets have...

Is Brexit really dragging down Britain’s economy and the stock market, or is there more to the story? Valuations in the UK stock market are low so is now the right time to invest? For a limited time only, join W4.0 with the discount code "PODCAST" to receive 30% off your first subscription. More details at: https://www.w4pz.com/landing/welcome-var1/  In this episode, Jon Adair and Neil Woodford di...

Is it better to buy the bubble or miss the boom? Join Neil Woodford and Jon Adair as they discuss the week’s major market developments. In this episode, they discuss the implications of high valuations on future returns, the performance of Neil's Top 40 investment strategy, and the significance of accurate productivity data in the UK. The conversation also touches on the ongoing trade tensions wit...

Join Neil Woodford and Jon Adair as they discuss the week’s major market developments. In this episode, they investigate the speculation surrounding a potential market crash, analyse the reasons behind gold reaching $4,000/oz, and examine the political turmoil in France.

Join Neil Woodford and Jon Adair as they discuss the week’s major market developments. In this episode, is an AI bubble forming? Neil unpacks the hype and reality of AI’s economic impact as well as how he's positioned the W4.0 strategies to benefit from the AI industrial revolution without having to accept ludicrous valuations. We also discuss the likelihood that the UK will need an IMF bailout.

Join Neil Woodford and Jon Adair as they discuss the week’s major market developments. In this episode, Neil shares his perspective on Donald Trump’s surprise shift on Ukraine and what it signals for geopolitics and markets. We cover the growing clash over drug pricing in the UK and why major pharma companies are pulling back investment. Neil also explains why he agrees with PIMCO that UK inflatio...

In this episode, Neil gives his view on the latest central bank rate decisions from the Fed and the Bank of England. We also cover US-China trade relations, with insights into the implications of TikTok’s deal, NVIDIA’s AI chip restrictions and how US investment in the UK could impact the economy and why caution is still advised despite a promising announcement.

Join Neil Woodford and Jon Adair as they discuss the week’s most significant market stories. In this episode, Neil shares his insights on Merck’s decision to halt its billion-pound research centre in London, central bank rate decisions, China’s latest stimulus measures, and Larry Ellison’s unprecedented wealth gain. Discover why bond yields are returning to previous levels and what this means for...

This week, the finance world has been anything but calm. Neil Woodford takes us through a story of unexpected market moves and the ripple effects across sectors and continents. Find out what’s really going on and why it matters to you. This podcast is for information and education purposes only. Nothing here should be considered investment advice.

Join Jon Adair and Neil Woodford for this week’s W4.0 Weekly Roundup, where they unpack the surge in UK 30-year gilt yields, debunk the so-called “UK hysteria,” explore France’s political and debt crisis, and analyse Nvidia’s latest earnings and what it means for the AI boom.

Neil and Jon catch up to discuss the week’s biggest stories — from Trump’s peace push in Ukraine and the knock-on effects for defence stocks and oil, to the ONS’s data delays, the latest UK inflation figures, and what it all means for markets. Neil explains what these developments reveal about the economy, the risks policymakers face, and what we should be watching in the weeks ahead.

Neil and Jon catch up to dissect the week’s biggest market stories — from stronger-than-expected UK GDP figures and growing pressure for US rate cuts, to DeepSeek’s AI training challenges, Harbour Energy’s North Sea retreat, and why UK wind farms are being paid not to produce nearly 40% of the time. Neil explains what these developments mean for the economy, and policy — and look ahead to what cou...

This week on W4.0, Neil Woodford breaks down the biggest market stories shaping his investment strategies. From Trump’s latest tariff move against India and the Bank of England’s rate cut, to a major UK court ruling for banks and huge AI spending plans from the tech giants, Neil shares his take on the political, economic, and company news that matters.