$1 Trillion Gone From Software Stocks. Here's What It Means For Your Pension
$1 trillion wiped from software stocks in weeks. If you own a global tracker, S&P 500, or pension fund, you're probably exposed—here's what you need to know about the AI selloff and what to do next.
In this episode of Noise Cancelling, Neil Woodford breaks down:
- Why Claude and AI coding tools are crushing software valuations
- How your pension is exposed to tech stocks (even if you never bought any)
- The Bank of England's rate decision—and why Neil thinks they got it wrong
- Bitcoin's 40% crash: buying opportunity or death spiral?
- Where Neil sees value when the S&P 500 looks stretched
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