The Noble Update Podcast
George NobleCurating The Latest Deep Dive Investment Insights georgenoble.substack.com
| Publishes | Twice weekly | Episodes | 90 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
1. Strategic Actions and Decisions
* Capitalize on Oil Services and Drilling Platforms: Position investments into leveraged offshore oil service companies like Transocean to take advantage of rising daily rig rates and expanding free cash flows.
* ... more
1. Strategic Actions and Decisions
* Identify single point of failure: OpenAI functions as the primary load-bearing foundation for the entire AI trade, accounting for $17.2 billion in Microsoft Azure spend and driving 69% of its annual growth.
* A... more
I'm tired of the fakers.
I'm tired of the posers.
I'm tired of watching people with a million followers say absolutely NOTHING and get paid handsomely for it.
Everyone's a Fed expert today. Last month everyone was a shipping expert. Before that ... more
1. Strategic Actions and Decisions
* Reevaluate valuation targets following Austin FSD launch: Officially releasing FSD put Tesla on an enforceable execution timeline, exposing the fundamental limitations of vision-only technology without LiDAR/rada... more
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Apple Podcasts | #124 |  Singapore/Business/Investing |
Apple Podcasts | #205 |  South Korea/Business/Investing |
Apple Podcasts | #232 |  Switzerland/Business/Investing |
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Frequently Asked Questions About The Noble Update Podcast
What is The Noble Update Podcast about and what kind of topics does it cover?
A data-driven, macro-focused investment show that consistently foregrounds risk management, stock-picking frameworks, and the dynamics between AI hype, energy markets, and macro policy. Across episodes, listeners encounter panels and solo analyses critiquing market narratives, exploring dispersion between headline AI narratives and real cash flow, and weighing sector rotations from mega-cap tech to financials, semiconductors, and energy. The discussions blend tactical trade ideas with broader structural themes like monetary debasement, global realignments, and geopolitical risk, offering practical guidance for active investors and institutional marketers alike. A standout throughline is the emphasis on disciplined positioning, skepticism to... more
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How many listeners does The Noble Update Podcast get?
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How many subscribers and views does The Noble Update Podcast have?
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Which podcasts are similar to The Noble Update Podcast?
These podcasts share a similar audience with The Noble Update Podcast:
1. The Julia La Roche Show
2. Thoughtful Money with Adam Taggart
3. Monetary Matters with Jack Farley
4. The Real Eisman Playbook
5. Forward Guidance
How many episodes of The Noble Update Podcast are there?
The Noble Update Podcast launched 7 months ago and published 90 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Noble Update Podcast?
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What guests have appeared on The Noble Update Podcast?
Recent guests on The Noble Update Podcast include:
1. Mike Rothman
2. Michael Kantro
3. Brent Erensel
4. Haydar Acun
5. Dave Vermillion
6. Sam Kovacs
7. Peter Berezin
8. Kevin Wadsworth
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.