Episode

George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart

Podcast: Investing Experts
Published: May 17, 2026
Duration seconds: 3377
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Summary

Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness (31:10) Show Notes: Blue Owl Capital: Don't Believe The (Negative) Hype Avoid S&P + Bonds, Buy Gold + Energy - George Noble Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.