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Wall Street Breakfast

Wall Street Saturday: Shorting consumer stocks with George Noble

Wall Street Breakfast

Seeking Alpha

Business News, News, Business, Investing

4.11K Ratings

🗓️ 16 May 2026

⏱️ 21 minutes

🧾️ Download transcript

Summary

Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on Investing Experts.

Show Notes: 
Best Income Ideas Online Summit 
Alpha Picks
Avoid S&P + Bonds, Buy Gold + Energy - George Noble

Episode transcripts: seekingalpha.com/wsb

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Transcript

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0:00.0

The man, the myth, the legend. It's George Noble. Thanks for coming on.

0:13.5

Thanks, Raina. Thanks for putting up with me. Put up with you very happily. We're happy to have you on

0:19.4

talking markets and analysis, but we also have

0:21.7

very something special to share with our audience and with investors in general. You are putting on

0:27.4

the absolute best conference that's ever been seen to man, machine. It's May 20th. We have Steve

0:33.7

Kress and some other familiar names from Seeking Alpha, but also some big hitters

0:37.5

from outside the Seeking Alpha world. Talk to us about this conference that's coming next week.

0:43.8

Share with us some of the main insights that will be gleaned and given and some of the biggest

0:49.4

hitters that are going to be speaking, please. Thank you, Rina. We've had three conferences so far,

0:54.9

stock picking ideas.

0:56.6

This conference is going to be dedicated to income investing,

1:01.0

which I know is a topic that's near and dear

1:03.1

to many seeking alpha subscribers.

1:07.0

In a world of runaway fiscal deficits,

1:10.4

irresponsible policy,

1:12.8

bomb markets, which are in disarray,

1:15.0

I think we've had four consecutive down years in bonds.

1:17.2

We're looking at a fifth one now.

1:19.2

What are you supposed to do with your income portfolio?

1:21.4

You take this traditional 60-40 portfolio.

1:24.1

What are you supposed to do?

1:25.8

And so, you know, bonds historically, look at the 6040

...

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