Episode
$1 Trillion Gone From Software Stocks. Here's What It Means For Your Pension
- Published
- Feb 6, 2026
- Duration seconds
- 2481
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Summary
$1 trillion wiped from software stocks in weeks. If you own a global tracker, S&P 500, or pension fund, you're probably exposed—here's what you need to know about the AI selloff and what to do next. In this episode of Noise Cancelling, Neil Woodford breaks down: Why Claude and AI coding tools are crushing software valuations How your pension is exposed to tech stocks (even if you never bought any) The Bank of England's rate decision—and why Neil thinks they got it wrong Bitcoin's 40% crash: buying opportunity or death spiral? Where Neil sees value when the S&P 500 looks stretched