Person

George Noble

Former Fidelity PM

Artwork for Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
The Real Eisman PlaybookGeorge Noble

Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76

George Noble and Steve Eisman argue that macro has reasserted itself, with deficits, higher rates, and inflation constraints reshaping how stocks trade. They also make bearish cases on AI capex, Nvidia concentration, and the valuations of Tesla and SpaceX.