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The Noble Update Podcast

George Noble
China
Financial Markets
Bitcoin
Investment Conference
Emerging Markets
Healthcare
United States
Gold
Tesla
Housing Market
Adverse Economic Conditions
Commodities
Renewable Energy
Shipping
Inflation
Real Estate
Consumer Confidence
Financial Literacy
Trade Talks
Investment Strategies

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

PublishesTwice weeklyEpisodes47Foundeda month ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Noble Update Podcast

Latest Episodes

1. Strategic Actions and Decisions

* Re-evaluate the “Gold vs. Bonds” trade as a core portfolio hedge: While the long-gold position has been successful, the short-bond component has been less effective in US Treasuries. Consider implementing this th... more

1. Strategic Actions and Decisions

* Fade the AI Hype, Focus on Fundamentals: Based on Nvidia’s earnings action and the unsustainable business models of “neocloud” providers like CoreWeave, investors should avoid or consider shorting overvalued AI h... more

1. Strategic Actions and Decisions

* Rotate portfolio weights away from the U.S. and into non-U.S. developed markets: The structural overweight to the U.S. (75% of global market cap vs. 25% of global GDP) is an extreme anomaly that is likely to reve... more

1.Strategic Actions and Decisions

* Aggressively rotate portfolio exposure away from US large-cap tech: The “Magnificent Seven,” and passive index funds, redirecting capital into international markets, small/mid-cap value, energy, and gold. The grou... more

Key Facts

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Recent Guests

Albert Saporta
CEO of GAM Investments with decades of experience in global markets
GAM Investments
Episode: Regime Change | Albert Saporta, GAM Holding
Mary Ann Bartels
Market technician and noted speaker on investment strategies
Sanctuary Wealth
Episode: Rotational Bull Market. Go For The Gold. Mary Ann Bartels
Julien Garran
Independent macro analyst and writer attending the podcast to discuss AI's economic impact.
Global Macro Strategy Partnership
Episode: AI: The Biggest Capital Misallocation in History | Julien Garran
Nobody Special
An engineer by trade and finance commentator
YouTube Channel focusing on finance and precious metals
Episode: JGB Collapse, Gold & Silver, AI Capital Incineration - The Biggest Financial Fraud in History, Nuclear Stocks | NobodySpecialFinance
Michael Kramer
Economic analyst and speaker on finance
Episode: AI, OKLO, Neoclouds - “WeWork with GPUs” | Nobody Special, Michael Kramer
Jay Pelosky
Founder and strategist at TPW Advisory, previously Global Markets Strategist for Morgan Stanley
TPW Advisory
Episode: The Golden Age of Emerging Markets and Commodities | Jay Pelosky, TPW Advisory
Danny Dayan
Economic analyst and commentator
Substack
Episode: Danny Dayan. Drunk Fiscal and Mega Easy FCI. And Rate Cuts? Seriously?| No Bull George Noble.
Edwin Dorsey
Founder of The Bear Cave Newsletter, focusing on short-sellers' insights
The Bear Cave
Episode: Edwin Dorsey, The Bear Cave.| No Bull George Noble.
Adam Taggart
Interviewed frequency in the financial space and known for his platform educating about economics and personal finance.
Thoughtful Money
Episode: Adam Taggart, Thoughtful Money. Does Anybody Know Anything? | No Bull George Noble.

Host

George Noble
Host and Head of Noble Capital Advisors, specializing in market insights and investment strategies.

Chart Rankings

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

Apple Podcasts
#184
United States/Business/Investing
Apple Podcasts
#245
Canada/Business/Investing
Apple Podcasts
#215
Australia/Business/Investing
Apple Podcasts
#50
Poland/Business/Investing
Apple Podcasts
#56
Spain/Business/Investing
Apple Podcasts
#92
Denmark/Business/Investing
Apple Podcasts
#115
Switzerland/Business/Investing
Apple Podcasts
#173
Spain/Business
Apple Podcasts
#193
Belgium/Business/Investing
Apple Podcasts
#199
Netherlands/Business/Investing
Apple Podcasts
#239
Austria/Business/Investing
Apple Podcasts
#248
Poland/Business

Talking Points

Recent interactions between the hosts and their guests.

Sell Tech. Buy Energy. Swing Trades | Brian Shannon
Q: What are your convictions, most importantly, how do we help folks in the room make money?
Brian expresses the importance of educating investors and separating good information from noise to identify profitable opportunities.
Sell Tech. Buy Energy. Swing Trades | Brian Shannon
Q: So Brian, a lot of moving parts, the market's all over the place. What should they do with their portfolios?
Brian emphasizes the need to help people make money and avoid losing money, focusing on interesting opportunities regardless of market trends.
Edwin Dorsey, The Bear Cave.| No Bull George Noble.
Q: What is your approach to identifying short candidates?
I generally prefer to look for companies that are not heavily talked about and have problematic relationships with their customers.
Edwin Dorsey, The Bear Cave.| No Bull George Noble.
Q: What have you really learned in the last few years that you wish you knew starting out?
You really want to do your own work and think independently, rather than relying on others.
Jay Pelosky, Where are Investment Opportunities Globally| No Bull George Noble.
Q: Are you at all concerned about possible prohibitions on the trading or ownership of Chinese stocks in the US?
This is a risk, but we think the upside in China tech is significant, and the ecosystem is much larger and growing faster than the U.S.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Noble Update Podcast

What is The Noble Update Podcast about and what kind of topics does it cover?

A wealth of insights surrounding investment strategies, financial markets, and emerging economic trends are explored throughout various episodes. Discussions frequently focus on commodities, particularly gold and silver, rising inflation, the impact of artificial intelligence on the economy, and the dynamic nature of global markets. Unique perspectives from expert guests complement the host's analysis, making it appealing for financial enthusiasts and investors looking to stay ahead in an ever-evolving marketplace. The series often critiques the prevailing market trends and offers actionable guidance on navigating uncertainties in the financial landscape, emphasizing the importance of informed decision-making.

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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 Real Eisman Playbook
2. The Julia La Roche Show
3. On The Tape with Danny Moses
4. Excess Returns
5. Thoughtful Money with Adam Taggart

How many episodes of The Noble Update Podcast are there?

The Noble Update Podcast launched a month ago and published 47 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. Albert Saporta
2. Mary Ann Bartels
3. Julien Garran
4. Nobody Special
5. Michael Kramer
6. Jay Pelosky
7. Danny Dayan
8. Edwin Dorsey

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.

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