The Noble Update Podcast

"Weakness is going to get more weakness": hedge fund manager on $10B of tech ETF buying

4 calls: why the AI names' falling shares raise their cost of capital, why he will not touch Anthropic, and why he is short tech and long gold

Nov 9 • Scuttlebutt

George Noble: Scott Bessent is either incompetent or lying about bonds

1 takeaways: Why he compares the Treasury Secretary to Norman Lamont, and says the bond market is proving him right

Sep 10 • Scuttlebutt

David Nicoski: the 50% biotech-versus-semis divergence since mid-June, why gold is nowhere near a bubble, and the CoreWeave swaps at 764…

The technician on health care beating the semis over the next year or two, Walmart at a 45 P/E against Target at eight, and AI's own cost inflation…

Aug 29 • Scuttlebutt

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts