George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart
Sonntag, 17. Mai 2026 · 56 min
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Shownotes
Legendary investor George Noble (georgenoble.substack.com/?source=ie_podcast:ge…) talks inflation, bond market disarray and the Best Income Ideas Online Summit (noble-capevents.com/sa-rena/?source=ie_podcast…) () Yields, gold miners, and shorting consumer stocks () Avoid private credit, private equity () Tesla, SpaceX mega bearishness ()
Show Notes:
Blue Owl Capital: Don't Believe The (Negative) Hype (seekingalpha.com/article/4891407-blue-owl-capi…)
Avoid S&P + Bonds, Buy Gold + Energy - George Noble (seekingalpha.com/article/4883870-avoid-s-and-p…)
Episode Transcripts (seekingalpha.com/author/investing-experts-podc…)
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