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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
Artificial Intelligence
UK Gilt Yields
France
Merck
UK Equity Market
Trump Administration
Federal Reserve
UK Inflation
Global Markets

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

PublishesWeeklyEpisodes23Founded5 months ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

$1 trillion wiped from software stocks in weeks. If you own a global tracker, S&P 500, or pension fund, you're probably exposed—here's what you need to know about the AI selloff and what to do next.

In this episode of Noise Cancelling, Neil Woodford... more

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Ray Dalio warns the monetary order is breaking down. Gold hits all-time highs. ASML & SK Hynix post record earnings. This week on Noise Cancelling, Neil Woodford breaks down what it means for your strategy.

We discuss whether the dollar is really dy... more

Neil Woodford predicted Trump's second year would be calmer. But in January alone, Venezuela's President Nicolás Maduro has been captured, there's been talk of Greenland and Canada annexation, and Taiwan tensions continue to escalate – he was wrong. ... more

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In December, Neil published his 2026 outlook, calling for 2% UK growth while the consensus predicted just 1%. This week, the FT polled 103 economists — two-thirds expect even MORE tax rises due to "persistently weak growth."

Neil thinks they're wron... more

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Host

Neil Woodford
Host of the weekly podcast providing insights into market trends, long-term investment strategies, and macroeconomic factors influencing investors.

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Talking Points

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How I'm Investing in 2026 (What If I'm Wrong?)
Q: What is it about the geopolitical situation that you think will not significantly impact the markets?
Trump's recent statements and actions do not change the underlying economic fundamentals that guide my investment strategies.
How I'm Investing in 2026 (What If I'm Wrong?)
Q: What should investors be watching and what would it mean for their portfolios?
Investors should be cautious about geopolitical tensions, particularly between the US and China, and assess the impacts on their portfolios based on economic fundamentals.
The Most Leaked Budget in History: But Will It Work?
Q: Does Reeves' approach improve the 1.5% growth forecast? Or do you think it's likely that that 1.5% growth forecast will be achieved?
The OBR's forecast of 1.5% will I think be exceeded by the UK economy, but it will have absolutely nothing to do with anything that she's in house today.
The Most Leaked Budget in History: But Will It Work?
Q: How does the £39 billion figure compare with what you were expecting?
That's bigger. It's bigger. It's bigger than I thought.
The Most Leaked Budget in History: But Will It Work?
Q: If you'd been chancellor, what would your objective have been today?
I wouldn't have increased taxes at the last budget, and I wouldn't have increased taxes at this budget.

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Frequently Asked Questions About Noise Cancelling

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

Focuses on unearthing the real dynamics influencing financial markets and investment strategies, emphasizing Neil Woodford's investment philosophies. Discussions traverse global market trends, macroeconomic shifts, and how current events distract from key signals that genuinely matter to investors. Noteworthy episodes tackle significant topics such as the implications of AI advancements, geopolitical tensions, and the intricacies of interest rate movements, presenting a clear and nuanced perspective on complex market conditions. This podcast is especially relevant for both seasoned investors and those looking for insightful, grounded market analysis, offering guidance amidst sometimes overwhelming financial news and noise.

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Which podcasts are similar to Noise Cancelling?

These podcasts share a similar audience with Noise Cancelling:

1. Money Makers
2. JohnBaronPortfolios.co.uk
3. CONKERS' CORNER
4. On The Money
5. Investors' Chronicle

How many episodes of Noise Cancelling are there?

Noise Cancelling launched 5 months ago and published 23 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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