Tariffs, Rate Cuts and AI Spending
This week on W4.0, Neil Woodford breaks down the biggest market stories shaping his investment strategies.
From Trump’s latest tariff move against India and the Bank of England’s rate cut, to a major UK court ruling for banks and huge AI spending plans from the tech giants, Neil shares his take on the political, economic, and company news that matters.
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.
