Alle afleveringen
133 afleveringen, van nieuw naar oud
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The Golden Age of Emerging Markets and Commodities | Jay Pelosky, TPW Advisory
15 januari 2026 · 1 uur 14 min
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, Jay explains why he believes we are in the early stages of a powerful bull market for emerging markets and commodities. Jay particularly favors Brazil and China. Lees meer
You can get more details on Jay’s work here and you can follow him on X here.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe
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Bob Coleman. Ross Hendricks. Unicus Research. Michael Kantrowitz
12 januari 2026 · 2 uur 26 min
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BEST STOCK IDEAS VIRTUAL SUMMIT. 16 ELITE SPEAKERS. JULY 30, 2025
25 juli 2025 · 2 min
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Danny Dayan. Drunk Fiscal and Mega Easy FCI. And Rate Cuts? Seriously?| No Bull George Noble.
10 juli 2025 · 1 uur 17 min
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Alberto Alvarez, PGM Metals, Gold, Silver, Copper.| No Bull George Noble.
1 juli 2025 · 1 uur 7 min
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Equities "Down Big Versus Gold" | With George Noble
27 juni 2025 · 43 min
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J Mintzmyer, Alue Investor’s Edge. Shipping: Tariffs, Iran And More.| No Bull George Noble.
27 juni 2025 · 1 uur 20 min
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David Keller, Monetary + Market Misbehavior. | No Bull George Noble.
26 juni 2025 · 1 uur 13 min
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Jared Dillian, Daily Dirtnap. Rule 62. Gamma And Geopolitical Risk.
25 juni 2025 · 1 uur 9 min
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Edwin Dorsey, The Bear Cave.| No Bull George Noble.
18 juni 2025 · 1 uur 26 min
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Bob Coleman. Gold and Silver. The Inside View
17 juni 2025 · 1 uur 28 min
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MOTÖRHEAD: $TSLA. The Best Bull Bear Debate In History. | No Bull George Noble.
15 juni 2025 · 2 uur 6 min
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Jay Pelosky, Where are Investment Opportunities Globally| No Bull George Noble.
14 juni 2025 · 52 min
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Adam Taggart, Thoughtful Money. Does Anybody Know Anything? | No Bull George Noble.
12 juni 2025 · 1 uur 1 min
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Legendary Investor George Noble Shares Secret Strategies to Managing Humbling Moments.
12 juni 2025 · 50 min
🔍 In this episode: Lees meer
-Topic 1: Impact of Interest Rates on the Economy
-Topic 2: Federal Reserve Actions and Strategy
-Topic 3: Market Conditions and Investor Reactions
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe
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Rudy HavenStein. Marc Cohodes. Melody Wright.
11 juni 2025 · 1 uur 54 min
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$PINK. HealthCare, $TLT, $PFE, $UNH. $PCT $TSLA | No Bull George Noble.
10 juni 2025 · 1 uur 41 min
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Final Countdown: We Go Live Tomorrow at 9 AM ET
4 juni 2025 · 1 min
The conference goes live tomorrow, June 5, at 9 AM ET. Lees meer
If you’re registered, check your inbox. Your confirmation email has the login details.
Can’t make it live? You’ll get the full recording — no extra steps, no fine print.Not registered yet? There’s still time. But not much.
This isn’t some sales-driven webinar. It’s independent research, real macro insight, and direct access to people who actually know what they’re talking about.
You’ll be able to submit questions live. You’ll walk away with something useful.
Register here while you still can: https://noble-capevents.com
Questions? Email me directly: gn@noble-cap.com
See you tomorrow.— George
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe
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Adam Parker, Trivariate Research. Game Over For Us Exceptionalism? 2.0| No Bull George Noble.
4 juni 2025 · 1 uur 13 min
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Peter St Onge, Is Japan Worse Than Greece? The Coming Sovereign Crisis| No Bull George Noble.
3 juni 2025 · 1 uur 9 min
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Eric Basmajian, EPB Research. Stocks are no longer a leading indicator. | No Bull George Noble.
31 mei 2025 · 1 uur 13 min
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe
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Andy Constan Damped Spring. What Island Are We On? | No Bull George Noble
31 mei 2025 · 1 uur 7 min
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The System Failed You — And Melody Wright Has the Receipts
30 mei 2025 · 1 min
“People are unprepared. They weren't taught these things.”— Melody Wright, Noble Capital Conference Lees meer
We never actually recovered from 2008. That’s not some fringe take. It’s in the numbers—the shadow data that lives beneath the polished headlines and carefully managed narratives of the mainstream financial press.
In her upcoming talk at the Noble Capital Conference, Melody will dive straight to the point: too many people were never given the tools to understand the system they’re operating in. The education was missing. The signals were wrong. And the stories we’ve been told since the Global Financial Crisis? Convenient, but incomplete.
“Getting back to the basics and education is really, really important to me. And I just feel like we've gotten so much of it wrong.”
She’s not trying to scare anyone. She’s trying to prepare them.
Because beneath the surface of consumer sentiment and equity market strength lies something far more fragile. And more dangerous.
“We have never really recovered since the global financial crisis. And you can see it in all of the, what I'll call, shadow data—not the mainstream data.”
This is not about fear.It’s about recognition.Recognition that real financial literacy starts with seeing things clearly, even when the dominant narratives try to keep you comfortable.
For Those Who’ve Been Left Out of the Conversation
Melody speaks for more than just the market-wary.
She speaks for the under-informed, the underrepresented, and the underestimated.
She speaks to the woman trying to take control of her financial life but unsure where to begin.
To the younger investor who knows something feels off, but hasn’t found the language for it.
To anyone who has ever felt like the system was built around them—not for them.
“Right now people are going around whenever the stock market dips saying this is a generational buying... That is not true. The fundamentals are so terrifying right now.”
This is the kind of message that cuts through noise…
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Peter Boockvar. Black Swans, Grey Swans, White Swans.
29 mei 2025 · 1 uur 11 min
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The Edge Is in the Question
27 mei 2025 · 4 min
This Isn’t a Conference. It’s a Wake-Up Call. Lees meer
June 5, 2025 | Virtual | $349
If you’re still leaning on mainstream media soundbites and consensus sell-side calls, I’ve got news for you: that train left the station. And it’s not coming back.
This isn’t a feel-good investor summit filled with safe opinions and recycled charts. This is a one-day, zero-fluff, high-signal financial intelligence event built for professionals who need an edge—and don’t have time to waste.
We're bringing together some of the most accurate, forward-looking minds in global macro, commodities, liquidity, and cross-asset strategy. Every session is built to sharpen your portfolio positioning and challenge your thinking.
No decks. No pitches. Just unfiltered insight from people with real skin in the game.
If You're Managing Capital, This Is the Room You Want to Be In
This is a different kind of investment event. It’s not run by a bank. No sponsors. No softballs. Just high-conviction trade ideas and frameworks for how to survive—and win—in a fractured global market.
If you’ve been watching cracks form in U.S. equity leadership, wondering where the next rotation lands… you’re not alone. The global capital shift isn’t coming—it’s here. The only question is whether you see it early, or catch it after it’s priced in.
This is where that clarity begins.
What You’ll Actually Take Away
This isn’t another headline-chasing event. We’re looking around the corner. You’ll come away with:
* Actionable frameworks for capital rotation across asset classes and geographies
* Real-world risk management tools for a post-dollar-peak, structurally volatile environment
* Insight into capital flows and liquidity that front-run price—not lag it
* Hard truths about alpha erosion in crowded trades, and where it still exists
You’ll get full session replays within 24 hours. So even if you miss a session, the value’s still there.
The Lineup: Real Thinkers, Not Salespeople
We’ve curated this group because they…
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The Highest IQ in Global Macro, All in One Place.
23 mei 2025 · 1 min
The Highest IQ Investment Event of the Year Lees meer
This isn’t a CNBC echo chamber.It’s 12 independent thinkers. All battle-tested. All managing real money. No fluff.
* John Roque — Pure chart clarity. No bias. Just price.
* Jordi Visser — 30+ years ahead of the curve: AI, Bitcoin, macro volatility.
* Jay Pelosky — The global equity lens most Americans never see.
* Michael Howell — If you don’t understand liquidity, you’re flying blind.
And that’s just the first four.Every speaker here could headline their own event—we've got twelve.
🗓️ June 5💻 100% Virtual💳 $349🔗 Reserve your spot now → https://noble-capevents.com/
This is for independent thinkers only.If you follow the herd, this isn’t for you.But if you want edge—real macro edge—this is the room.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe
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Michael Kramer. Rising Yields. @GNOSTIC1977 On Canada.
23 mei 2025 · 1 uur 53 min
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David Hay. The Haymaker. What, Me Worry? 3.0
21 mei 2025 · 1 uur 8 min
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Steve Eisman. The Big Short. Is it 2008 all over again?
16 mei 2025 · 1 uur 30 min
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LE Shrub, ShrubStack. We are so B⃫A⃫C⃫K⃫ Trump.
15 mei 2025 · 1 uur 39 min
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Jack Farley, Monetary Matters Network. Will The Bears Be Right?
13 mei 2025 · 1 uur 23 min
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Peter Berezin, BCA, Chief Global Strategist, Look out below
12 mei 2025 · 1 uur 20 min
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Samantha Laduc. Macro To Micro Trading. Tequila. Liquidity Hunting
8 mei 2025 · 1 uur 29 min
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