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Is it better to buy the bubble or miss the boom?
Join Neil Woodford and Jon Adair as they discuss the week’s major market developments. In this episode, they discuss the implications of high valuations on future returns, the performance of Neil's Top 40 investment strategy, and the significance of accurate productivity data in the UK.
The conversation also touches on the ongoing trade tensions with China and the role of central banks in shaping economic growth and important announcements from TSMC and ASML.