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

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

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