It’s “Game Over” For The Everything Bubble, Says George Noble, Peter Lynch’s Protégé

Recorded May 3, 2022.

Subscribe to the Blockworks YouTube Channel:

George Noble has seen many bubbles in his storied career: the 2008 Great Financial Crisis, the Dotcom Bubble of 2000, and the Japanese mega-bubble which he rode on the way up and down. But no prior period of speculation compares to what Noble sees now: a mega bubble of epic proportions, fueled primarily by a wave of central bank liquidity that has taken non-profitable technology stocks to previously unimaginable heights. Noble argues that inflation has been popping this bubble and that equities are “toast” and that goldilocks is “dead.” Noble sees overvaluation problems not only in the “ARKK” stocks but also darlings of the S&P 500 such as Amazon, Apple, and Netflix. As a warning to viewers, Noble shares words from the legendary investor Peter Lynch (his mentor): “know what you own.”

Donate generously to World Central Kitchen ➡️ https://donate.wck.org/fundraiser/3816260 

Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of fresh food and meals within Ukraine and in bordering countries. Please donate generously to World Central Kitchen on behalf of NO BULL - Market Talk with George Noble™️.

Jack Farley: Twitter

Follow George Noble on Twitter and Youtube