Forward Guidance

George Noble: A 20-50% Market Crash Is Coming

Oct 13, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
Is the UK Pension Crisis a Stay of Execution?
04:02 • 5min
3
Bond Yields Have to Stop
09:17 • 2min
4
Earnings Estimates Are Already Falling
11:15 • 3min
5
The S&P 500 Could Earn as Little as $200 Per Share
14:38 • 4min
6
Is Wall Street Doing Better Than Wall Street?
18:33 • 2min
7
Is the Bull Market in Narratives Over?
20:49 • 5min
8
Jeremy's Not Tech, It's Direct
25:56 • 1min
9
How Many Times Have You Been as Bearish as You Are Right Now?
27:24 • 2min
10
Is There a Normal Cost of Capital?
29:03 • 2min
11
The Oatmeal Company That Goes Public at $17 Billion Valuation Now Trading at $2 Billion Value
30:52 • 3min
12
The Bond Market Is Consistently Overestimated Inflation
33:37 • 5min
13
The Fed Liquidity Will Come Back In, Right?
38:43 • 3min
14
Is There a Difference Between Gap and Non-Gap Earnings?
41:34 • 2min
15
Indexation
43:10 • 2min
16
The Market Prep Hasn't Been That Good in the Last 10 Years
45:15 • 2min
17
Tax Loss Selling - Is There Anything in the Stock Market You Like or Should You Just Park Your Money in Two Year Treasuries?
47:05 • 2min
18
The Stock Market Is Going Below 3000 - Is That a Good Prediction?
49:33 • 4min
19
What Do You Think Will Be the Bottom of the Housing Bubble?
53:19 • 2min
20
Ivy Made the Car
55:37 • 2min
21
Is the Fed Overcooking the Stock Market?
57:47 • 3min
22
How Do You Make Money in All Environments?
01:01:03 • 3min
23
Is There a Negative Correlation to the S&P 500?
01:04:24 • 3min
24
Noblefunds.com
01:07:07 • 2min
25
Is There a Firebrand in Portfolio Management?
01:09:29 • 5min
26
How Do You Cook a Frog?
01:14:00 • 2min
27
I'm Going for 100,000 on This One.
01:16:05 • 2min