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Google’s 100-Year Bond vs UK Stock Market | Is Britain the Biggest Value Opportunity?

Google just raised $32bn in 24 hours. The main buyers of its 100-year sterling bond? UK pension funds. The same institutions that abandoned British equities. Neil Woodford explains how three regulatory decisions broke the UK stock market — and why that may have created a generational opportunity.

⚠️ DISCLAIMER: This content is for educational purposes only. It's not financial advice or a recommendation to buy or sell any security. Always do your own research and consult a qualified financial adviser before making investment decisions.

Neil's articles referenced in this episode:
🔗 A Quarter Century of Damaging Reforms – https://woodfordviews.com/post/a-quar...
🔗 Can the UK Equity Market Recover? – https://woodfordviews.com/post/can-th...
▶️ Is Now the Right Time to Buy UK Stocks? –    • Is Now the Right Time to Buy UK Stocks?  

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-- TIMESTAMPS --
0:00 Introduction
0:31 Google's $32bn bond and who bought it
3:17 How did we get here? Three hits in 25 years
3:59 Hit 1: Pension rules that forced the biggest sellers
10:39 Hit 2: MiFID 2 destroyed the research ecosystem
17:48 Hit 3: Brexit and the international sell-off
19:18 The evidence -- IPOs, delistings, foreign takeovers
20:21 The two jobs of a stock market
22:38 Britain is funding America's AI revolution
25:03 Neil's reform wishlist
27:31 So why is this an opportunity?
30:08 The doom loop is ending
31:19 The number you should take away from this episode
33:55 What the S&P 500 relationship predicts: zero
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Noise Cancelling is available on your favourite podcast platforms
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