Noise Cancelling with Neil Woodford
Welcome to Noise Cancelling with Neil Woodford. Neil has more than three decades of experience in financial markets, and provides deep analysis on economics, politics, investing, and global events that shape our world. On this channel, you can expect clear explainers, actionable takeaways, and a calm, no-nonsense perspective that you can use – whether you're an investor, policymaker, or simply a curious citizen.
We'll be sharing new market commentaries every week, offering candid discussions that challenge conventional thinking. Join us for fresh insights, clear perspectives, and practical advice that keep you informed and ahead of the curve.
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Noise Cancelling with Neil Woodford
AI stocks sold off hard last week. Neil Woodford thinks the boom is only in the foothills, but he's clear about who holds the bill if it doesn't pay for itself.
1 day ago | [YT] | 0
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Noise Cancelling with Neil Woodford
Neil Woodford on the £35bn Budget gap: the interest rate inside it comes from the futures market, and he says that market has it wrong. The IFS's own report shows two different paths.
1 week ago | [YT] | 0
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Noise Cancelling with Neil Woodford
Every £1 of stamp duty can cost a family £5 of house. It's paid in cash, out of the same money as the deposit on their next home. Neil explains how, and what he'd do about it.
3 weeks ago | [YT] | 0
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Noise Cancelling with Neil Woodford
Stamp duty on a typical house move has roughly doubled in 20 years, and nobody voted for a rise. Neil explains how it happened, why £1 of it can cost a family £5 of house, and what he would do about it.
3 weeks ago | [YT] | 0
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Noise Cancelling with Neil Woodford
Britain borrowed £3.5bn more than planned on Tuesday. Gilt yields fell the same day. Neil explains what the bond market is really watching, and the one market that would show a real UK debt crisis before any other.
4 weeks ago | [YT] | 1
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Noise Cancelling with Neil Woodford
Anthropic modelled AI's effect on the economy by 2030. In every scenario, the economy grows, and workers, in total, get none of it. Neil built his own 2030 on screen and explained where the money actually goes.
1 month ago | [YT] | 0
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Noise Cancelling with Neil Woodford
The Telegraph says inflation will be 4 to 5% by Christmas. Neil says closer to 3%, and he's put it on the record. This week Jon argues the consensus case as hard as he can, and Neil has to beat it. Who's right?
1 month ago | [YT] | 0
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Noise Cancelling with Neil Woodford
The ONS has admitted its flagship employment survey overstated the UK workforce by roughly half a million people.
In the latest episode of The Noise Cancelling Podcast, Neil Woodford and Jon Adair follow that one broken number into the two places it did the most damage: the OBR forecast that drove November's tax rises, and the Bank of England's case for holding rates high.
On the tax records, UK productivity has grown at about twice the official rate. If the correction sticks, the November Budget and the path of interest rates both look different.
Watch the full episode
1 month ago | [YT] | 1
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Noise Cancelling with Neil Woodford
The ONS just admitted the UK's flagship employment survey can't be trusted. On the tax data, productivity is growing at twice the rate the Bank of England and the OBR assumed. Neil has been saying this for two years. This week, the receipts.
1 month ago | [YT] | 1
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Noise Cancelling with Neil Woodford
UK banks and housebuilders are among the cheapest sectors in the market — priced as if the British mortgage market is dead. It isn't dead. It's sedated — and the sedative is one banking rule.
2 months ago | [YT] | 0
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