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EP 209 Jan 202656:45

103 Economists Are Wrong About The UK (Here's the Data)

In December, Neil published his 2026 outlook, calling for 2% UK growth while the consensus predicted just 1%. This week, the FT polled 103 economists — two-thirds expect even MORE tax rises due to "persistently weak growth."

Neil thinks they're wrong. Again.

In this episode, we stress-test Neil's thesis against the consensus view. We cover:
- Why the same economists who were wrong in 2025 are making the same mistakes again
- The Venezuela shock — why oil DROPPED when everyone expected chaos
- The AI "bubble" that isn't — it's a new arms race
- The really undiscovered story about UK domestic stocks

 

📥 DOWNLOAD Neil's Full 2026 Outlook: https://www.w4pz.com/global-economic-outlook-2026/

🎬 WATCH our 2026 Outlook Podcast: https://youtu.be/z-Vuk2qlk0s

More episodes

EP 504 Sept 2026

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

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.

Show notes
EP 4928 Aug 2026

Britain’s Productivity Crisis: A Great Deception?

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

Show notes
EP 4821 Aug 2026

The 7 Decisions Every Investor Faces (Part 1)

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.

Show notes

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