
Noise Cancelling is a weekly podcast 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 investors are being... more
| Publishes | Weekly | Episodes | 47 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Britain's housing crisis is a myth. Neil Woodford has run money for over 35 years, and in this episode he tests the UK housing market's most repeated story against 55 years of data: mortgage payments as a share of take-home pay are close to their lon... more
Is UK wealth inequality actually rising? Wes Streeting calls inequality "the fracture running through modern Britain", and the coming budget leans on the same story. Neil Woodford has spent weeks in the data, and it says something very different.
In... more
The UK has announced $59 billion of data centre investment since 2023, and the National Grid cannot power it. 140 data centres are sitting in the connection queue asking for 50GW; the UK's peak demand this year was 45GW. In this episode of Noise Canc... more
Neil Woodford says UK interest rates are heading below 3% next year, and the new Prime Minister has almost nothing to do with it. The consensus says Britain has a structural growth problem. The data says something different: the UK economy is waiting... more
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This is a superb podcast with points of view you don’t hear elsewhere. Whilst I don’t always agree with the narrative, it always delivers food for thought. Thanks.
Great episode today, learnt a lot as always. Just to add another significant reason why consumers have such high savings rates compared to historical norms is the lack of housing market activity. No house moving means less DIY ahead of a sale and no new kitchen / garden / sofa / DIY / you name it after moving into your new home to get it just how you want it.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #208 |
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A market-focused analysis show where seasoned investors dissect macro trends, policy shifts, and valuation signals to separate signal from noise. Topics frequently orbit AI-driven disruption, energy markets, inflation dynamics, and central bank policy, with a strong emphasis on data-driven framework and long-horizon investing. Notable strengths include a pragmatic, skeptical stance toward sensational headlines and a steady reliance on economic fundamentals to frame investment decisions. The format often features a longtime fund manager as a guest, providing macro perspectives and strategic viewpoints for risk-aware decision-makers.
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5. Behind the Balance Sheet
Noise Cancelling launched a year ago and published 47 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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Recent guests on Noise Cancelling include:
1. Neil Woodford
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