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.

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.

FED cuts, BOE holds. Tiktok saved? $250Bn to the UK.

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.

Business

Investing

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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FED cuts, BOE holds. Tiktok saved? $250Bn to the UK.

FED cuts, BOE holds. Tiktok saved? $250Bn to the UK.