Maggie Lake Talking Markets

Episode 51: Run From Tech Stocks! With George Noble

May 18, 2026·34 min
Episode Description from the Publisher

As a massive week for earnings kicks off with Nvidia’s upcoming print and the highly anticipated SpaceX IPO prospectus, semiconductor stocks are visibly struggling while oil continues to climb. Today on Talking Markets, Maggie Lake is joined by George Noble, author of The Noble Update on Substack, to discuss the current market friction, why he's bearish SpaceX, why he's bullish on owning real assets, and why he thinks "people still betting on financial engineering over physical reality are going to get destroyed."Get tickets for George's Best Income Ideas Online Summit on May 20 for just $99 here: https://noble-capevents.com/gn-ml/ [noble-capevents.com]Follow George on Substack here: https://substack.com/@georgenobleConnect with us on Twitter: https://x.com/the_markethouseConnect with us on Substack: https://themarkethouse.substack.com/We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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