What podcasts say about George Noble
Every statement, with the speaker, the exact quote and the moment it was said.
What George Noble has said on podcasts
28 statements · 1 positive · 26 negative · 1 neutral
Rising interest rates make homebuilders and mortgage companies poor investments.
“when you have a gale force hurricane in your face. Say you want to own a home builder or a mortgage guy and rates are going up and to the right. It's hopeless.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 2:56
Scott Bessent should resign as Treasury Secretary.
“I said, resign.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 4:06
The economy is undergoing a regime change toward binding constraints.
“We're going through a regime change”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 6:56
Rate cuts and stimulus now have inflationary effects because of bottlenecks.
“So now if you go to cut rates, if you go to stimulate ... It's going to have a real inflationary”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 7:32
Since 2022, markets have consistently underestimated inflation.
“since 2022, the market's been constantly underestimating inflation”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 8:25
Scott Bessent’s attempts to suppress interest rates will not work.
“By trying to suppress rates, which it's not going to work.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 12:06
Market intervention works only when underlying fundamentals support it.
“intervention and stuff like that, and you know this, Steve, it only really works when the fundamentals are with you.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 13:22
AI funding will dry up if returns on investment fail to materialize.
“Because eventually, if the ROI is not there, the funding is going to dry up.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 15:04
The current AI investment ecosystem is likely to fail.
“AI is set up to fail.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 15:43
The broad AI market may be worth only $50–100 billion.
“Maybe the market's worth $50 or $100 billion.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 16:14
Insufficient Japanese interest rates are causing yen weakness.
“The reason the yen keeps weakening is because rates are not high enough.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 27:26
Japan’s 10-year government bond yield should be around 7%.
“It really should be around 7%.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 28:15
Markets imply the U.S. 10-year rate will be 6% in ten years.
“The market right now is saying 10 years forward, it's a 10-year US rate. Is it 6%?”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 29:16
Japanese investors will eventually stop accepting yen weakness.
“the Japanese are going to say enough.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 31:05
Japanese investors may stop being a significant funding source for U.S. markets.
“they may cease to be a significant source of funds flows into our market.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 31:59
Foreign partners are increasingly skeptical of investing in the United States.
“foreign partners look increasingly askance at, like, what are we doing here?”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 34:02
SpaceX is structurally likely to fail as an investment.
“Starting with SpaceX, it's built to fail.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 41:06
SpaceX shares will decline as its public float expands, absent fundamental improvement.
“if nothing changes fundamentally, And the flow goes from 55% to 25% to 50% to 75% to 100%. Stock's going to go down.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 41:46
Space-based data centers are technically impractical.
“data centers in space. It's ridiculous. Total insanity.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 42:39
Investors should avoid SpaceX.
“So SpaceX, stay away, run.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 44:01
Starlink is worth approximately $200–300 billion.
“Starlink, worth 200 billion, 300 billion, some number like that.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 44:57
SpaceX’s underlying businesses total roughly $300–500 billion versus a $1.7 trillion market value.
“you add it all up, you're going to come up with $300 billion, $400 billion, $500 billion. The markup's $1.7 billion.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 45:42
Tesla vehicle sales are declining in the U.S., Europe, and China.
“The U.S. sales in the month of July were down 26%. Europe's down. China's down.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 46:00
Tesla’s capital expenditure will reach approximately $30 billion this year.
“The CapEx is going to 30 billion this year.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 46:43
Tesla’s robotics initiative is not commercially credible.
“The robot thing is a complete freaking joke”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 47:02
Tesla’s self-driving-car initiative is not commercially credible.
“the self-driving car thing, that's a total joke.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 47:08
Tesla and SpaceX are worth roughly $30–60 per share.
“You're talking somewhere in the neighborhood of $30, $40, $50 a share. Since you're in a good mood, I'll give you $60.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 48:31
Tesla’s stock price has been unchanged over five years despite extensive hype.
“Tesla's stock price is unchanged over five years? It's done nothing, despite all the hype.”
Open the episode · Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76Listen at 49:54
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.