Welcome to Woodford Views by Neil Woodford! With decades of experience in financial markets, I provide deep analysis on economics, politics, investing, and global events that shape our world. On this channel, you can expect clear explainers, actionable takeaways, and a calm, no-nonsense perspective that you can use - whether you're an investor, policymaker, or simply a curious citizen.
I’ll be sharing new market commentaries every week, offering candid discussions that challenge conventional thinking. Join me for fresh insights, clear perspectives, and practical advice that keep you informed and ahead of the curve.
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Woodford Views by Neil Woodford
The consensus says cheap is over. Neil Woodford disagrees.
Three forces, all building at once. New episode out now.
2 weeks ago | [YT] | 0
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Woodford Views by Neil Woodford
Britain has never built a trillion dollar company. Taiwan and South Korea both have. Why?
This week Neil tells the Glaxo story properly, walks through AZN and BP, and gives you the three things he looks for in any company before he buys it.
3 weeks ago | [YT] | 1
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Woodford Views by Neil Woodford
The biggest AI listings in history are about to hit the market. Three companies, combined market cap worth more than the entire FTSE 100. Find out what it means for your portfolio...
1 month ago | [YT] | 3
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Woodford Views by Neil Woodford
The IMF says Britain is uniquely badly positioned. The 30-year gilt is at 5.8%. The front pages say it's proof of a fiscal crisis.
The data says they're pointing at the wrong number.
1 month ago | [YT] | 0
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Woodford Views by Neil Woodford
Forget China. The biggest imbalance in the global economy is between America and Europe. In 2008 the EU was the same size as the US. Today it's 41% smaller. Here's why that matters...
1 month ago | [YT] | 1
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Woodford Views by Neil Woodford
The consensus says brace for $150 oil. We think it's going the other way.
This week, two stories the headlines aren't connecting — and what they mean for the long-term price of everything.
1 month ago | [YT] | 1
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Woodford Views by Neil Woodford
When Trump confirms your thesis six days after you publish.
In last Friday's episode, Neil laid out the mechanism behind the Iran blockade: 13 days of storage, then shut-ins, then permanent reservoir damage.
Yesterday in the Oval Office:
"You know who's under time pressure? They are, because if they don't get their oil moving, their whole oil infrastructure is going to explode… they have no place to store it."
Exactly the mechanism we walked through. Episode still worth watching if you haven't yet 👇
2 months ago | [YT] | 2
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Woodford Views by Neil Woodford
The IMF cut UK growth to 0.8% on Monday.
By Wednesday, February GDP came in at 0.5% — nearly the IMF’s entire-year forecast in a single month.
This week on The Noise Cancelling Podcast, Neil Woodford explains why the IMF’s doom scenario was out of date within 48 hours, and why the Iran war may end faster than markets expect.
2 months ago | [YT] | 1
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Woodford Views by Neil Woodford
New episode out now — this might be the most time-sensitive one we've done.
Iran has approximately 13 days of oil storage left. After that, wells start shutting down. And in Iran's mature fields, the damage is permanent.
We think that's why Iran's stance at the negotiating table has changed — and why a deal may come together faster than the headlines suggest.
We also update our three Iran war scenarios, demolish the IMF's just-published UK forecast, and look at what a resolution means for oil prices, UK interest rates, and UK equities.
2 months ago | [YT] | 1
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Woodford Views by Neil Woodford
What if everyone shouting about inflation (or worse, stagflation) has it wrong? Neil thinks they do.
We walk through four forces that are structurally pushing prices down — in goods, services, energy and labour — and ask whether five weeks of war has genuinely reversed any of them.
Plus: what it means for your mortgage, gilts and savings. And our update on the Iran ceasefire and the three scenarios from last week.
2 months ago | [YT] | 0
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