Noise Cancelling with Neil Woodford

Bölümler

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  Stamp Duty Has Quietly Doubled. That's Why Britain Stopped Moving 02.10.2026 34dk

  Stamp duty on a typical UK house move has roughly doubled in 20 years without a single rate rise, and the number of homeowners moving house with a mortgage has more than halved.
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  Britain Borrowed £3.5bn Too Much. So Why Did Borrowing Get Cheaper? 25.09.2026 32dk

  UK gilt yields fell on the day Britain found out it had borrowed £3.5bn more than planned. So what is really setting the cost of UK government borrowing?
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  AI Could Take Your Job by 2030. Where Does The Money Go? 18.09.2026 39dk

  Will AI take your job? Anthropic’s economic scenarios model says AI could make the US economy 30% bigger by 2030 and put 1 in 5 knowledge workers out of work. Neil Woodford runs the model live and shows who gets the money when AI does the work.
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  UK Inflation Will Stay at 3% — Here’s Why the Market Is Wrong 04.09.2026 38dk

  UK inflation is falling while oil is up 35% and gilt yields are at an 18-year high. Neil Woodford explains why the 4-5% inflation forecasts are wrong again, what is actually in the CPI basket, and why the bond market may be pricing the wrong story.
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  Britain’s Productivity Crisis: A Great Deception? 28.08.2026 32dk

  Is the UK's productivity crisis actually real? The ONS has quietly admitted its Labour Force Survey overstated UK employment, and the HMRC tax data tells a completely different story about the UK economy, your taxes and interest rates. In this episode, Neil Woodford explains what the tax records really show about UK productivity, why the official survey invented half a million workers who don't exist, and how one wrong number fed both the OBR forecast that drove Rachel Reeves' tax rises and the Bank of England's view of how fast the economy can grow before rates must stay high. We also get into the collapse in graduate jobs and what it says about AI adoption in the UK, whether Britain's productivity has genuinely accelerated since 2024, and how the UK really compares with the G7. Stay to the end for what a correction means for the November Budget, mortgage rates, gilts and rate-sensitive UK stocks, and where Neil sees the opportunity. Read Neil's full written analysis Neil's first piece on this from 2024
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  The 7 Decisions Every Investor Faces (Part 1) 21.08.2026 32dk

  Neil Woodford has been answering questions about investing for 35 years – and every one of them comes down to seven decisions. In part one of this three-part series, Neil and Jon Adair cover the funnel: the three decisions that take you from every company in the world down to a shortlist worth owning.
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  One Banking Rule Locked a Generation Out of Housing. What Happens When It Goes? 14.08.2026 28dk

  Mortgage payments as a share of take-home pay are close to their long-run average, buying costs less per month than renting the same home, and real house prices have been falling for five years. So why can’t young people buy?
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  Britain Doesn't Have an Inequality Problem 07.08.2026 34dk

  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.
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  140 UK Data Centres Are Queuing for Power That Doesn't Exist. Here's Where the Money Goes. 31.07.2026 11dk

  The UK has announced $59 billion of data centre investment since 2023, and the National Grid cannot power it.
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  UK Interest Rates Are Heading Below 3% — And the New Prime Minister Can't Stop It 24.07.2026 42dk

  Neil Woodford explains why UK interest rates are heading below 3% next year regardless of the new Prime Minister’s promises, why Britain’s £500 billion savings mountain—not Westminster—will decide the economy’s fate, and what his 12-month rate call means for your money.
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  The People Who Got This War Wrong Set Your Interest Rate 17.07.2026 42dk

  Neil Woodford on the war the market refuses to price. Missiles are hitting the Gulf, America is back at war, and the S&P 500 finished the week up 1%. The institutions that modelled this conflict predicted catastrophe. The market looked at the same war and said no. One of them is wrong.
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  London Isn't Dying — It's On Sale. Here's Where To Look 10.07.2026 32dk

  UK stocks are being taken private at a record pace: this year, takeover bids for London-listed companies have run at roughly £60bn against under £600m raised in new IPOs, and Neil Woodford argues that this wave of M&A is the clearest sign in years that UK equities are undervalued.
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  Three Central Banks Made the Same Mistake in One Week 03.07.2026 39dk

  Oil hit $144 in April, the highest price ever paid for physical crude, and underlying inflation barely moved. Neil Woodford explains why the oil price doesn’t work the way most people think, why three central banks tightened into a shock that was already reversing, and why the next surprise is lower inflation and lower rates.
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  The Three Forces About to Crush Inflation 05.06.2026 41dk

  Inflation just hit a three-year high, and the consensus has decided the era of cheap is over for good. Neil Woodford thinks that’s exactly wrong — and that the inflation in the headlines is mostly one war showing up in the oil price.
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  Why Britain Can't Build a Trillion Dollar Giant 29.05.2026 31dk

  This week, a single American memory chip company became worth more than AstraZeneca, HSBC and Shell combined. So why has Britain never built one of its own?
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  The AI IPO Wave Is Coming 22.05.2026 35dk

  SpaceX has filed for IPO. OpenAI and Anthropic are next. The biggest AI listings in history are about to hit US markets — together worth more than the entire FTSE 100.
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  Why the IMF Is Wrong About Britain (And What To Do About It) 15.05.2026 36dk

  Jon Adair and Neil walk through why the 30-year gilt is the wrong number to look at, why the 10-year — which has been moving in lockstep with US treasuries since 2020 — is what actually matters for UK funding costs, and what the bond market is positioning for when the Iran war ends.
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  Forget China. Europe Is The Imbalance That Could Drag Britain Down. 08.05.2026 38dk

  Forget China. The biggest economic imbalance in the world right now is between America and Europe. In 2008, the EU was the same size as the US. Today it is 41% smaller.
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  The blockade is working. The cartel is breaking. Oil is going down. 01.05.2026 31dk

  Brent jumped 7% yesterday to over $120. The consensus says oil is heading higher and the UK is heading into stagflation. We think the consensus is wrong about oil — and wrong in two directions at once.
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  Britain's Energy Shock Won't Break the Economy — Here's What Will 24.04.2026 35dk

  Every major UK forecaster has downgraded Britain’s growth and blamed the energy shock. Neil Woodford thinks every one of them is wrong — and not about the numbers, but the diagnosis.