George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart
About this episode
George Noble discusses the current state of the bond market, inflation, and investment strategies including consumer stocks and private credit.
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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