Why UK Investors Need to Rethink Dollar Exposure NOW
Ray Dalio warns the monetary order is breaking down. Gold hits all-time highs. ASML & SK Hynix post record earnings. This week on Noise Cancelling, Neil Woodford breaks down what it means for your strategy.
We discuss whether the dollar is really dying, if gold and silver are in a bubble, and why the "picks and shovels" approach to AI investing is finally paying off. Plus: why UK equities remain dramatically undervalued, how to stress-test your investment strategy, and Warren Buffett's timeless advice on valuation.
⚠️ Disclaimer: This is not financial advice. We're sharing how we think about markets. Always do your own research and consult a professional.
More episodes
Why Neil Woodford Won’t Buy the Anthropic IPO
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.
Show notesGo deeper than the podcast
Access the strategies, research, and real-time portfolio data behind the conversations.
