FED cuts, BOE holds. Tiktok saved? $250Bn to the UK.
In this episode, Neil gives his view on the latest central bank rate decisions from the Fed and the Bank of England. We also cover US-China trade relations, with insights into the implications of TikTok’s deal, NVIDIA’s AI chip restrictions and how US investment in the UK could impact the economy and why caution is still advised despite a promising announcement.
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The Anthropic IPO is weeks away, and its filing shows a business like no other: $17bn of sales in three months, still a loss, and $895bn signed away on computing power. Neil Woodford goes through the numbers and asks who actually keeps the profit from AI.
Show notesBritain Can Grow Its Way Out of This Budget
Budget 2026 raised the tax on your savings and rental income, on top of a rise already due in April, and the Chancellor barely mentioned it. Neil Woodford explains why John Healey did it, and why he thinks the official forecast that says more tax rises are coming is wrong.
Show notesThe AI Boom Is Only in the Foothills
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 holding the risk if it doesn’t pay for itself.
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