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.

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.

Are we in an AI bubble? And will the UK need an IMF bailout?

Noise Cancelling is the weekly podcast from W4.0, featuring Neil Woodford’s take on the real forces driving markets, long-term returns and investor behaviour.
Each episode cuts through the noise — the headlines, predictions and hype — to focus on the signal that actually matters for investors.
We explore:
<ul>
<li class="p1">Neil Woodford’s investment thinking</li>
<li class="p1">Global market trends and macro shifts</li>
<li class="p1">Where investors are being distracted by noise</li>
<li class="p1">How to interpret valuations, policy moves and sector cycles</li>
<li class="p1">Big themes such as AI, technology, geopolitics and interest rates</li>
</ul>
Whether you follow W4.0’s strategies or simply want clear, grounded market insight, Noise Cancelling helps you stay focused on the signal, not the noise.

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Noise Cancelling is the weekly podcast from W4.0, featuring Neil Woodford’s take on the real forces driving markets, long-term returns and investor behaviour. Each episode cuts through the noise — the headlines, predictions and hype — to focus on the signal that actually matters for investors. We explore: Neil Woodford’s investment thinking Global market trends and macro shifts Where investors are being distracted by noise How to interpret valuations, policy moves and sector cycles Big themes such as AI, technology, geopolitics and interest rates Whether you follow W4.0’s strategies or simply want clear, grounded market insight, Noise Cancelling helps you stay focused on the signal, not the noise.

Noise Cancelling is the weekly podcast from W4.0, featuring Neil Woodford’s take on the real forces driving markets, long-term returns and investor behaviour.
Each episode cuts through the noise — the headlines, predictions and hype — to focus on the signal that actually matters for investors.
We explore:
<ul>
<li>Neil Woodford’s investment thinking</li>
<li>Global market trends and macro shifts</li>
<li>Where investors are being distracted by noise</li>
<li>How to interpret valuations, policy moves and sector cycles</li>
<li>Big themes such as AI, technology, geopolitics and interest rates</li>
</ul>
Whether you follow W4.0’s strategies or simply want clear, grounded market insight, Noise Cancelling helps you stay focused on the signal, not the noise.

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Are we in an AI bubble? And will the UK need an IMF bailout?

Are we in an AI bubble? And will the UK need an IMF bailout?