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Market Talk with George Noble · Investment

Market Talk with George Noble

Market Talk with George Noble | Inside the Minds of Legendary Investors (Podcast + Market Interviews) Forget headlines. This is where serious investors, family offices, and capital allocators go for real market intelligence. 🎙️ Hosted by George Noble — 44-year Wall Street veteran: Handpicked by Peter Lynch to run Fidelity’s first international fund Managed the #1-ranked international mutual fund in the U.S. (1984–1991) Founder of Teton Partners, a $1B+ global long/short equity hedge fund Yale BA & Wharton MBA – academic rigor meets real-world mastery Each episode features unfiltered conversations with the world's top market practitioners, hedge fund managers, and macro thinkers—sharing hard-earned insights on risk, capital, and conviction. 👉 Subscribe to get weekly deep dives into macro, markets, and money—straight from those who’ve built and protected capital at scale. *For informational purposes only. Not investment advice.*

Episodes

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The AI Stock Trade Is About To Implode | Michael Kantrowitz, Michael Kramer & Dave Nicoski

24 Oct 2026AI processed

The "Goldilocks" market era has ended, forcing a fundamental shift in investment strategy as rising bond yields and fiscal pressures challenge expensive, long-duration growth assets. The AI and semiconductor trade, once the primary driver of market gains, now faces significant downside risk, with signs of exhaustion an...

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Julien Garran | AI: The Biggest Capital Misallocation in History | No Bull George Noble.

05 Feb 2026
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Zach Marx, Nobody Special, David Nicoski, and Eric Carter | AI Bust Coming, Software is a Disaster.

04 Feb 2026
2h 3m
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Matthew Tuttle, Nobody Special, Bob Coleman. | Degen ETFs, AI Trade no bueno, Gold & Silver - WTF?

02 Feb 2026
1h 47m
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David Nicoski, Vermilion Research | R is For Rotation. Let’s Get Real | No Bull George Noble.

30 Jan 2026
40m
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John Roque, Unicus, Bob Coleman | Gold, Silver, IWM, Rotation, Energy | No Bull George Noble.

25 Jan 2026
1h 25m
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JGB Collapse, Gold & Silver, AI - Biggest Fraud in History, Nuclear Stocks| No Bull George Noble.

21 Jan 2026
49m
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Nobody Special, Michael Kramer | AI, OKLO, Neoclouds - “WeWork with GPUs” | No Bull George Noble.

19 Jan 2026
2h 2m
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Tesla-The fundamentals are imploding. Fair value is down 80%. When will the market care? | Motorhead

16 Jan 2026
1h 1m
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The Golden Age of Emerging Markets and Commodities | Jay Pelosky, TPW Advisory|No Bull George Noble.

15 Jan 2026
1h 14m
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Bob Coleman. Ross Hendricks. Unicus Research. Michael Kantrowitz | No Bull George Noble.

13 Jan 2026
2h 26m
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Open Door Interview with Jonathan Stern and George Noble | No Bull George Noble.

04 Oct 2025
1h 16m
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OPENDOOR. ERIC JACKSON RAW AND UNSCRIPTED.| No Bull George Noble.

18 Sep 2025
22m
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Don Durrett. Got Gold? Pedal To The METAL(S). | No Bull George Noble.

23 Jul 2025
1h 10m
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Jim Iuorio. Taco Trade Gone Bad. 🚀| No Bull George Noble.

17 Jul 2025
1h 23m
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Danny Dayan. Drunk Fiscal and Mega Easy FCI. And Rate Cuts? Seriously?| No Bull George Noble.

10 Jul 2025
1h 17m
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Alberto Alvarez, PGM Metals, Gold, Silver, Copper.| No Bull George Noble.

01 Jul 2025
1h 6m
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Equities "Down Big Versus Gold" | No Bull George Noble.

27 Jun 2025
43m
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J Mintzmyer, Alue Investor’s Edge. Shipping: Tariffs, Iran And More.| No Bull George Noble.

27 Jun 2025
1h 20m
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Monetary + Market Misbehavior. | No Bull George Noble.

26 Jun 2025
1h 12m
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