George Noble

The Noble Update Podcast

Curating The Latest Deep Dive Investment Insights georgenoble.substack.com

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Autor

George Noble

Kategoria

Business

Strona podcastu

georgenoble.substack.com

Ostatni odcinek

30 wrz 2026

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Odcinki

Gold, Silver, IWM, Rotation, Energy | John Roque, Unicus, Bob Coleman, 25.01.2026

1. Strategic Actions and Decisions * Shift portfolio allocations toward commodities and small-caps, as a major market rotation is confirmed away from large-cap growth and toward natural resources and value. * Maintain or initiate positions in gold and silver, treating pullbacks as consolidation opportunities within a powerful bull market driven by macroeconomic fear, not short-term speculation. *...

JGB Collapse, Gold & Silver, AI Capital Incineration - The Biggest Financial Fraud in History, Nuclear Stocks | NobodySpecialFinance 21.01.2026

1. Strategic Actions and Decisions * Portfolio Rebalancing: Divest from government bonds (sovereign debt) and transition toward gold and silver to hedge against “default by inflation” and negative real yields [ 09:02 ]. * Sector Risk Mitigation: Avoid high-beta AI “Neocloud” stocks due to circular financing concerns and unsustainable capital expenditure cycles [ 29:52 ]. * Nuclear Position Adjustm...

AI, OKLO, Neoclouds - “WeWork with GPUs” | Nobody Special, Michael Kramer 19.01.2026

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

The Golden Age of Emerging Markets and Commodities | Jay Pelosky, TPW Advisory 15.01.2026

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, Jay explains why he believes we are in the early stages of a powerful bull market for emerging ma...

Bob Coleman. Ross Hendricks. Unicus Research. Michael Kantrowitz 12.01.2026

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

BEST STOCK IDEAS VIRTUAL SUMMIT. 16 ELITE SPEAKERS. JULY 30, 2025 25.07.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Danny Dayan. Drunk Fiscal and Mega Easy FCI. And Rate Cuts? Seriously?| No Bull George Noble. 10.07.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Alberto Alvarez, PGM Metals, Gold, Silver, Copper.| No Bull George Noble. 01.07.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Equities "Down Big Versus Gold" | With George Noble 27.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

J Mintzmyer, Alue Investor’s Edge. Shipping: Tariffs, Iran And More.| No Bull George Noble. 27.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

David Keller, Monetary + Market Misbehavior. | No Bull George Noble. 26.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Jared Dillian, Daily Dirtnap. Rule 62. Gamma And Geopolitical Risk. 25.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Edwin Dorsey, The Bear Cave.| No Bull George Noble. 18.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Bob Coleman. Gold and Silver. The Inside View 17.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

MOTÖRHEAD: $TSLA. The Best Bull Bear Debate In History. | No Bull George Noble. 15.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Jay Pelosky, Where are Investment Opportunities Globally| No Bull George Noble. 14.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Adam Taggart, Thoughtful Money. Does Anybody Know Anything? | No Bull George Noble. 12.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Legendary Investor George Noble Shares Secret Strategies to Managing Humbling Moments. 12.06.2025

🔍 In this episode: -Topic 1: Impact of Interest Rates on the Economy -Topic 2: Federal Reserve Actions and Strategy -Topic 3: Market Conditions and Investor Reactions This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Rudy HavenStein. Marc Cohodes. Melody Wright. 11.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

$PINK. HealthCare, $TLT, $PFE, $UNH. $PCT $TSLA | No Bull George Noble. 10.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Final Countdown: We Go Live Tomorrow at 9 AM ET 04.06.2025

The conference goes live  tomorrow, June 5, at 9 AM ET . If you’re registered, check your inbox. Your confirmation email has the login details. Can’t make it live? You’ll get the full recording — no extra steps, no fine print. Not registered yet? There’s still time. But not much. This isn’t some sales-driven webinar. It’s independent research, real macro insight, and direct access to people who ac...

Adam Parker, Trivariate Research. Game Over For Us Exceptionalism? 2.0| No Bull George Noble. 04.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Peter St Onge, Is Japan Worse Than Greece? The Coming Sovereign Crisis| No Bull George Noble. 03.06.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Eric Basmajian, EPB Research. Stocks are no longer a leading indicator. | No Bull George Noble. 31.05.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

Andy Constan Damped Spring. What Island Are We On? | No Bull George Noble 31.05.2025

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe

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