# George Noble
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The Wheels Are Falling Off The AI Bandwagon
John Johnston (JJ) reacts to some a a recent conversation between Investors George Noble, Julien Garran, “Nobody Special”, and independent journalist Ed Zitron, about how the wheels may be starting to fall off the AI boom; that is, the AI Bubble may be showing early signs of bursting.
Referenced v…
Copilot Hacked Itself, Pennsylvania Targets Data Centers, Astra Security, SpaceX Warning
Microsoft Copilot helped researchers figure out how to hack Copilot itself. Pennsylvania launches one of the toughest data center crackdowns in the U.S. Google pays $10 million for the internal data of bankrupt Spirit Airlines. OpenAI adds new safeguards around Astra. And Scott Galloway says SpaceX…
Episode #4 - George Noble: Your Demise 2004
In today’s episode, I had the absolute pleasure of sitting down with my friend George Noble of Your Demise 2004.
Hailing from St Albans, England, YD04 released multiple demos, EPs, and LPs between 2003 and 2009, leaving behind an incredible legacy that still means so much to UKHC.
This was …
AI Safety and Rising Yields
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, September 15th, 2026
Featuring:
1) George Noble, Managing Partner at Noble Capital Advisors and former Fidelity…
Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
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On episode 76 of The Real Eisman Playbook, Steve Eisman sits down with George Noble, former portfolio manager at Fidelity and now a Substack newsletter writer, for a wide-ranging conversation covering Scott…
#411 George Noble: Market Is Entering a Dangerous Phase
George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, joins Julia in studio as the 10-year Treasury yield breaks 5% and the Fed hikes rates. George says his call is "rotation, not recession." He's passionately bearish on tech and consumer discretionary and …
Back to June 1999 | Live with George Noble
Macro Musings by Danny D joined me for a Substack live, and these are the 5 biggest takeaways from our conversation:
1. The low rate world was the anomaly, and it isn't coming back.
Danny explained why rates stayed so low for so long, and why those forces have flipped:
* Last cycle had baby boomers…
The Cheap Money Era Is Over | Protect the Pile Episode 27
00:00 – Meet George Noble: Four Decades in the Markets 03:50 – How Markets Changed: From Fundamentals to Financialization 07:30 – The Hidden Problem With Private Equity & Private Credit 14:20 – What Rising Cost of Capital Could Break Next 16:40 – Why Insurance Could Be the Next Big Risk 20:00 – Gol…
AI Bubble: ‘Canary in the Coal Mine’ AI Company Imploding?
John Johnston (JJ) gives an update on how the AI bubble is currently playing out, including an AI neocloud company, Coreweave, that looks to be in trouble. Is it the “canary in the coal mine”, in terms of the ballooning AI sector? We hear the thoughts of Brad Gershner, Mark Zuckerberg, Steve Eisman…
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