{"podcast":{"title":"Noise Cancelling with Neil Woodford","slug":"noise-cancelling-with-neil-woodford-7475728","podcast_index_feed_id":7475728,"rss_url":"https://feed.podbean.com/w4pz/feed.xml","website_url":"https://w4pz.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/21280737/NOISE_CANCELLING8xbv6.png","author":"Noise Cancelling","episode_count":42,"summary":"Cutting through the noise to focus on what matters in investing and markets. Neil Woodford and Jon Adair share research insights, market analysis, and investment principles.","last_synced_at":"2026-07-11T02:18:15.031038+00:00","page_url":"https://stenobird.com/podcast/noise-cancelling-with-neil-woodford-7475728"},"episode":{"title":"$1 Trillion Gone From Software Stocks. Here's What It Means For Your Pension","slug":"1-trillion-gone-from-software-stocks-here-s-what-it-means-for-your-pension","published_at":"2026-02-06T13:17:29+00:00","page_url":"https://stenobird.com/podcast/noise-cancelling-with-neil-woodford-7475728/1-trillion-gone-from-software-stocks-here-s-what-it-means-for-your-pension","show_page_url":"https://stenobird.com/podcast/noise-cancelling-with-neil-woodford-7475728","url":"https://w4pz.podbean.com/e/1-trillion-gone-from-software-stocks-heres-what-it-means-for-your-pension/","audio_url":"https://mcdn.podbean.com/mf/web/achtuzm4k6rj44vu/PODCAST_TIMELINE_REORDERED6e39o.mp3","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","meta_description":"$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 t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2481,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/noise-cancelling-with-neil-woodford-7475728/episodes/1-trillion-gone-from-software-stocks-here-s-what-it-means-for-your-pension/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/noise-cancelling-with-neil-woodford-7475728/1-trillion-gone-from-software-stocks-here-s-what-it-means-for-your-pension.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}