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Noise Cancelling with Neil Woodford

by Noise Cancelling

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Latest episodes

The AI Boom Is Only in the Foothills

October 23, 2026 · 41 min

AI stocks sold off hard last week, and the Financial Times called it a dress rehearsal for an AI reckoning. Is the AI bubble about to burst? Neil Woodford thinks the AI boom is only in the foothills, but he has a clear view on who is…
Does Britain Really Need £35bn of Tax Rises?

October 16, 2026 · 42 min

Does the UK need £35bn of tax rises at the 2026 Budget? The IFS Green Budget says Chancellor John Healey is £35bn short ahead of his first Budget on 28 October. Neil Woodford says the number rests on an interest rate nobody actually…
Stamp Duty Has Quietly Doubled. That's Why Britain Stopped Moving

October 2, 2026 · 34 min

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. The government's new Your First Home scheme is aimed at…
Britain Borrowed £3.5bn Too Much. So Why Did Borrowing Get Cheaper?

September 25, 2026 · 32 min

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? Neil Woodford and Jon Adair look past the "Truss moment" headlines at what gilt…
AI Could Take Your Job by 2030. Where Does The Money Go?

September 18, 2026 · 40 min

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…

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UK Inflation Will Stay at 3% — Here’s Why the Market Is Wrong

September 4, 2026 · 38 min

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…
Britain’s Productivity Crisis: A Great Deception?

August 28, 2026 · 32 min

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…
The 7 Decisions Every Investor Faces (Part 1)

August 21, 2026 · 32 min

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…
One Banking Rule Locked a Generation Out of Housing. What Happens When It Goes?

August 14, 2026 · 28 min

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…
Britain Doesn't Have an Inequality Problem

August 7, 2026 · 34 min

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

July 31, 2026 · 12 min

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…
UK Interest Rates Are Heading Below 3% — And the New Prime Minister Can't Stop It

July 24, 2026 · 43 min

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…

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About the show

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 distracted by noise How to interpret valuations, policy moves and sector cycles Big themes such as AI, technology, geopolitics and interest rates Most investment podcasts stop at the opinion. Noise Cancelling goes the extra step – into the decision, the outcome, and how it turned out.