
Curating The Latest Deep Dive Investment Insights georgenoble.substack.com
| Publishes | Twice weekly | Episodes | 38 | Founded | 17 days ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||

1. Strategic Actions and Decisions
* Pivot away from speculative technology investments (AI, crypto, high-valuationsoftware) toward sectors like commodities (gold/silver miners), energy, and international markets [00:02:31 – 00:02:49].
* The AI tra... more
1. Strategic Actions and Decisions
* Rotate out of tech, software, and crypto—“just say no to technology, just say no to Bitcoin, just say no to software”—and move into energy, materials, and physical assets. [00:07:49 – 00:08:13]
* Reassess AI inv... more
1. Strategic Actions and Decisions
* Shift portfolio allocations toward commodities and small-caps, as a major market rotation is confirmed away from large-cap growth and toward natural resources and value.
* Maintain or initiate positions in gold ... more
1. Strategic Actions and Decisions
* Portfolio Rebalancing: Divest from government bonds (sovereign debt) and transition toward gold and silver to hedge against “default by inflation” and negative real yields [09:02].
* Sector Risk Mitigation: Avoi... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Listeners, social reach, demographics and more for this podcast.
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The Noble Update Podcast launched 17 days ago and published 38 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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