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The Noble Update Podcast

George Noble
Gold
Artificial Intelligence
Investment Strategies
Emerging Markets
Silver
Financial Markets
Inflation
Bitcoin
Commodities
China
Semiconductors
United States
Housing Market
Wealth Management
U.S. Dollar
Nvidia
Investment Conference
Stock Investment Conference
Energy
Oil

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

PublishesTwice weeklyEpisodes80Founded5 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Noble Update Podcast

Latest Episodes

1. Strategic Actions and Decisions

* Monitor market sector rotations: Shift focus toward internal sector rotations and improving market breadth, specifically tracking the revival of underperformed financials and breakouts in consumer staples like Kr... more

In 1971, one year of work bought you 85 shares of the S&P 500.

Today that same year of work buys you only 11.

Same effort and hours - but a fraction of the result.

I’ve been going back and forth with Sam Kovacs on why that happened, and gold just ... more

1. Strategic Actions and Decisions

* Transitioning from tactical trades to a regime framework: Evaluate currency debasement as a long-term economic regime rather than a short-term trading event to protect 10- to 20-year portfolio values. [03:15]

* ... more

1. Strategic Actions and Decisions

* Identify structural vulnerabilities in AI valuations: Shift valuation metrics for semiconductor and AI-related companies away from standard P/E ratios and focus instead on normalized earnings using long-term marg... more

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Recent Guests

Sam Kovacs
Top 10 Seeking Alpha author; founder of Babylon Burns on Substack
Babylon Burns / Substack
Episode: Regime Shift | Sam Kovacs
Peter Berezin
Guest on the show, macro/strategist with insights on AI, semiconductors, and markets
Episode: Earnings Bubble to Deflate | Peter Berezin
Kevin Wadsworth
Economist and analyst, co-author of market theses using technical analysis
Episode: Gold to $16,000, Oil to $300? Kevin Wadsworth Explains
Melody Wright
Housing market analyst, frequent guest
Episode: Melody Wright | Daniel Frank | Nobody Special What could possibly go wrong?
Danny Frank
Finance veteran, real estate and macro market participant
Episode: Melody Wright | Daniel Frank | Nobody Special What could possibly go wrong?
Vikram Mansharamani
Economist, author of BoomBustology; MIT PhD in technological innovation and entrepreneurship; former Yale faculty and public speaker
Independent commentator; author
Episode: Globalization, Technology and Social Media are to blame | Vikram Mansharamani
Matthew Tuttle
Founder/CEO of Tuttle Capital, ETF sponsor, Halo and Photo ETFs
Tuttle Capital Management
Episode: Matthew Tuttle | Ross Hendricks | David Nicoski
Geoff Swartz
Quantitative market analyst and partner at Erlanger
QuantePartners / Erlanger
Episode: Nobody Special | Matthew Polyak | Geoff Garbacz.
Leo Nelissen
Prolific Seeking Alpha writer; creator of the Toll framework
Main Street Alpha / Seeking Alpha
Episode: Forget FANG, Buy TOLL | Leo Nelissen

Host

George Noble
Host of The Noble Update Podcast

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#29
Norway/Business/Investing
Apple Podcasts
#104
Norway/Business
Apple Podcasts
#165
Switzerland/Business/Investing
Apple Podcasts
#220
Austria/Business/Investing
Apple Podcasts
#244
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Gold to $16,000, Oil to $300? Kevin Wadsworth Explains
Q: How high can gold and related assets go in this cycle?
If the gold bull era continues, upside targets could extend to 16,000 or higher for gold, with substantial potential for oil to exceed 200–300 as part of a linked commodity bull run, depending on inter-market dynamics.
Gold to $16,000, Oil to $300? Kevin Wadsworth Explains
Q: What should a new client consider doing right away?
Begin with a clear stance on whether you are trading, investing, or stacking, and then follow a rule-based approach to enter positions only when technical signals confirm a breakout or favorable alignment across asset classes.
Gold to $16,000, Oil to $300? Kevin Wadsworth Explains
Q: What are Kevin's top convictions right now?
Kevin emphasizes a gold bull era supported by chart patterns and inter-market correlations, with oil and other commodities following higher, suggesting a long-term, favorable risk/reward landscape for investors.
Drill Baby Drill | Josh Young
Q: Why focus on onshore US drilling and how does that affect your stock picks?
Onshore US drilling has a structural set of tailwinds due to productivity declines and high base decline, implying a need for more rigs and capital allocation that supports select drillers with strong replacement-cost economics and cash flow generation.
Drill Baby Drill | Josh Young
Q: What are your working assumptions as you look at the world given the Strait of Hormuz situation?
The world may continue to see an extended period with a closed Strait; the underlying thesis is that inventories and storage act as a balancing factor, and persistent low inventories can keep oil prices elevated for longer than many expect.

Audience Metrics

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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?

The show consistently explores macro-finance themes, market structure, and capital allocation through long-form conversations with veteran investors, energy and commodity specialists, and data-driven market researchers. Episodes frequently cover price discovery, AI-driven demand for data centers, energy transitions, geopolitical risk, and the interplay between technology trends and capital markets. A recurring strength is its willingness to challenge conventional narratives with skeptical takes on momentum-driven investing, while offering practical frameworks for evaluating cycles, sector rotations, and asset allocation. Notable can-dos include data-centric market analysis, varied guest perspectives across finance and energy, and a candid, ... more

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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. Excess Returns
3. The Real Eisman Playbook
4. Monetary Matters with Jack Farley
5. On The Tape with Danny Moses

How many episodes of The Noble Update Podcast are there?

The Noble Update Podcast launched 5 months ago and published 80 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Noble Update Podcast?

Recent guests on The Noble Update Podcast include:

1. Sam Kovacs
2. Peter Berezin
3. Kevin Wadsworth
4. Melody Wright
5. Danny Frank
6. Vikram Mansharamani
7. Matthew Tuttle
8. Geoff Swartz

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