Are we in an AI bubble? And will the UK need an IMF bailout?
Join Neil Woodford and Jon Adair as they discuss the week’s major market developments. In this episode, is an AI bubble forming? Neil unpacks the hype and reality of AI’s economic impact as well as how he's positioned the W4.0 strategies to benefit from the AI industrial revolution without having to accept ludicrous valuations. We also discuss the likelihood that the UK will need an IMF bailout.
More episodes
Forget China. Europe Is The Imbalance That Could Drag Britain Down.
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.
Show notesThe blockade is working. The cartel is breaking. Oil is going down.
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.
Show notesBritain's Energy Shock Won't Break the Economy — Here's What Will
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.
Show notesGo deeper than the podcast
Access the strategies, research, and real-time portfolio data behind the conversations.
