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

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Text version: https://stenobird.com/podcast/investing-experts-5798955/george-noble-on-bonds-private-credit-consumer-stocks-tesla-falling-apart.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-05-17T19:53:48+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:george_noble_tesla_falling_apart
Audio file: https://api.spreaker.com/download/episode/72044264/ie_g_noble_5_17_5_17_26_12_32_pm.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/george-noble-on-bonds-private-credit-consumer-stocks-tesla-falling-apart
Duration seconds: 3377

## Resource

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.

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## Transcript

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