The Julia La Roche Show #262 George Noble: We're In A Regime Shift — End of US Dominance And Now Is The Time For Gold And Foreign Markets
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May 30, 2025 George Noble, CIO of Noble Capital Advisors with over 44 years in investing, discusses the end of US economic dominance and the need for a shift in investment strategy. He predicts a rotation from dollar assets to gold and foreign markets, emphasizing the instability of US equities. Noble critiques rising bond yields and the fiscal mess, advocating for scarce assets as protection. With forecasts of a recession looming, he warns investors to consider markets outside the US and continue investing in gold rather than relying on traditional paper money.
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Regime Shift Ends US Exceptionalism
- We are in a regime shift with the decline of US exceptionalism in global markets.
- US equities may underperform foreign markets as capital begins to rotate abroad.
Foreign Capital Exits US Assets
- Foreign capital is starting to pull out of US assets amid poor treatment and rising deficits.
- This rotation contributes to the falling US dollar despite still being overvalued.
Key Foreign Market Beneficiaries
- European markets benefit from new fiscal spending and possible resolution of energy issues.
- China and Latin America also look promising amid global market rotation away from the US.