Can it last? Nvidia’s dominance, Trump’s truce and cheap UK stocks
Nvidia just became the world’s first $5 trillion company, but can that kind of dominance really last? In this week’s conversation, Neil Woodford explains why he believes valuation is the financial law of gravity—and why even the strongest markets eventually have to obey it.
Neil also answers quick-fire questions on the Magnificent Seven, the hype around AI infrastructure, and whether markets have lost the ability to separate signal from noise.
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
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