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The Noble Update Podcast

George Noble
Gold
Investment Strategies
Artificial Intelligence
Emerging Markets
Financial Markets
Silver
Inflation
Bitcoin
Commodities
China
United States
Semiconductors
NVIDIA
Investment Conference
U.S. Dollar
Wealth Management
Stock Investment Conference
Energy
Renewable Energy
Capital Misallocation

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

PublishesTwice weeklyEpisodes72Founded5 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Noble Update Podcast

Latest Episodes

1. Strategic Actions and Decisions

* Maintain very small position sizing in speculative bottleneck trades (Space, Photonics, Memory): A space ETF doubled in two months since launch. The speakers advise position sizing of 1%, 0.5%, or 2% maximum so t... more

1. Strategic Actions and Decisions

* Address collapsing consumer confidence and negative real incomes: Prepare corporate strategies for prolonged economic strain as Michigan’s consumer confidence survey hits consecutive all-time historical lows desp... more

1. Strategic Actions and Decisions

* Shift Portfolio Focus to Hard Assets & Infrastructure: The traditional 60/40 portfolio is declared “dead.” Executives should reallocate income-focused capital toward “TOLL” assets: Tangible assets (pipelines, lan... more

1. Strategic Actions and Decisions

* Prepare for Persistent High Prices: Underwrite investments for a scenario where oil prices remain high for 18 months or more due to record inventory draws, even if the Strait of Hormuz reopens tomorrow. Supply no... more

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Recent Guests

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
Josh Young
Energy investor and fund manager
Bison Interest
Episode: Drill Baby Drill | Josh Young
George Robertson
Investor with decades in the market, veteran practitioner
Independent investor
Episode: Markets are Broken | George Robertson
Matt Polyak
Partner at Hummingbird Capital, energy investor
Hummingbird Capital
Episode: Got Energy? | Matt Polyak, Hummingbird Capital
Bob Coleman
Precious metals investor and market commentator
Independent trader/investor
Episode: Nobody Special | David Nicoski | Bob Coleman | Zach Marx.
Peter Boockvar
Investment strategist, author
The Noble Update
Episode: Peter Boockvar | Nobody Special | Geoff Garbacz | Ross Hendricks.
Geoff Garbacz
Market researcher and data expert
Quant8 Partners / Market Rebellion
Episode: Peter Boockvar | Nobody Special | Geoff Garbacz | Ross Hendricks.

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
#154
Canada/Business/Investing
Apple Podcasts
#249
Germany/Business/Investing
Apple Podcasts
#52
South Africa/Business/Investing
Apple Podcasts
#176
South Africa/Business
Apple Podcasts
#188
Belgium/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Got Energy? | Matt Polyak, Hummingbird Capital
Q: How do you think the Middle East situation will affect oil prices and energy investments?
Short-term, volatility will persist as geopolitical developments hit supply expectations, but longer term the market will price in a higher-for-longer regime. The key is identifying beneficiaries—companies with durable, long-term contracts, diversified energy portfolios, and the ability to capitalize on broader energy and AI-driven demand growth while managing geopolitical risk.
Got Energy? | Matt Polyak, Hummingbird Capital
Q: What's top of mind for you right now in the energy space?
The main point is that we're at a regime-changing moment with unprecedented dispersion. Despite volatility, there are clear secular themes—AI-driven demand, data-center power needs, and a push toward resilient, long-duration energy contracts—that create significant opportunities for investors who stick with high-quality, cash-flowing names.
Peter Boockvar | Nobody Special | Geoff Garbacz | Ross Hendricks.
Q: What are your thoughts on SpaceX and the AI hype around XAI, given the current market?
Jack argues SpaceX demonstrates remarkable technology but is ultimately a business with a daunting TAM claim. He cautions that extraordinary projections (like a trillion-dollar TAM) may be self-referential or inflated, and stresses evaluating SpaceX as a potential IPO with solid fundamentals and earnings visibility rather than taking the TAM at face value.

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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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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. Monetary Matters with Jack Farley
5. Thoughtful Money with Adam Taggart

How many episodes of The Noble Update Podcast are there?

The Noble Update Podcast launched 5 months ago and published 72 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. Matthew Tuttle
2. Geoff Swartz
3. Leo Nelissen
4. Josh Young
5. George Robertson
6. Matt Polyak
7. Bob Coleman
8. Peter Boockvar

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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