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Noise Cancelling with Neil Woodford

W4.0
UK Economy
NVIDIA
Bank Of England
AI Industrial Revolution
China
Semiconductor Industry
Ukraine
Inflation
UK Sector Performance
Openai
Brexit
UK Gilt Yields
France
Merck
UK Equity Market
Trump Administration
Federal Reserve
UK Inflation
Global Markets
Bond Yields

Noise Cancelling is the weekly podcast from W4.0, featuring Neil Woodford’s take on the real forces driving markets, long-term returns and investor behaviour.

Each episode cuts through the noise — the headlines, predictions and hype — to focus on the signal that actually matters for investors.

We explore:

Neil Woodford’s investment thinking

Global market trends and macro shifts

Where invest... more

PublishesTwice weeklyEpisodes16Founded3 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Noise Cancelling

Latest Episodes

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 explai... more

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 believ... more

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 governme... more

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 ev... more

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Host

Neil Woodford
Host of W4.0 Roundup of the Week

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The Truth About Buying Stocks at High Valuations
Q: Where do you think the line is between optimism and reality regarding AI investments?
Neil finds it hard to determine how hyperscalers will generate adequate returns from massive investments in AI.
The Truth About Buying Stocks at High Valuations
Q: What does it mean if the ONS productivity figures are wrong?
An understatement of productivity could lead to unnecessary tax increases, affecting business and consumer confidence.
The Truth About Buying Stocks at High Valuations
Q: What is wrong with how the ONS calculates productivity?
Neil argues that the ONS underestimates productivity and has flawed methodologies, particularly in measuring output and employment.
Are we in an AI bubble? And will the UK need an IMF bailout?
Q: What is the difference between the bailout in 1976 and what is happening now?
The economic circumstances today are vastly different from those in 1976, including public finance challenges but without the same extreme inflationary pressures.
Are we in an AI bubble? And will the UK need an IMF bailout?
Q: Are there signs to you of an early AI bubble forming?
Yes, there are many signs of a bubble forming, particularly indicated by the high valuations of AI technology companies.

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Frequently Asked Questions About Noise Cancelling

What is Noise Cancelling about and what kind of topics does it cover?

This podcast provides a weekly briefing focusing on the intricate relationships between markets, economics, and politics. Each episode is structured as a data-driven analysis, highlighting significant developments in global financial markets, with particular attention given to economic policy decisions and their implications. Listeners can expect discussions involving central banks' interest rate decisions, major corporate movements, and geopolitical events that impact economic landscapes. Notably, the host's insights often reflect a blend of skepticism about mainstream economic interpretations and a favorable outlook on the potential for growth amidst various challenges. This makes it suitable for individuals interested in informed discuss... more

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Which podcasts are similar to Noise Cancelling?

These podcasts share a similar audience with Noise Cancelling:

1. Money Makers
2. Investors' Chronicle
3. On The Money
4. The Master Investor Podcast with Wilfred Frost
5. Merryn Talks Money

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Noise Cancelling launched 3 months ago and published 16 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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