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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
Bond Yields
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

PublishesTwice weeklyEpisodes19Founded4 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Noise Cancelling

Latest Episodes

Neil walks through his big calls for 2026: the AI industrial revolution, whether China is really “uninvestable”, why he thinks the EU is still a story of missed opportunities, the hidden fragilities in the US, and why he believes the consensus on the... more

US financial system fragility, private credit, Treasury basis trade, Japan’s BOJ and Bitcoin—Neil Woodford explains what could break next (and what probably won’t).

Jon and Neil stress-test the popular “2007 again?” narrative and separate market pan... more

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 ... more

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

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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 eve... more

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" t... 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

Recent interactions between the hosts and their guests.

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?

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. CONKERS' CORNER
3. On The Money
4. Investors' Chronicle
5. MoneyWeek Talks

How many episodes of Noise Cancelling are there?

Noise Cancelling launched 4 months ago and published 19 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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