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The Noble Update Podcast Transcripts

George Noble · 134 episodes with transcripts

Curating The Latest Deep Dive Investment Insights georgenoble.substack.com

Spoken has transcripts of 134 The Noble Update Podcast episodes, with the speakers named. The newest listed here is from November 13, 2026.

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Every The Noble Update Podcast transcript in one script

134 episodes of The Noble Update Podcast have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

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curl -s -H "x-api-key: YOUR_KEY" \
  https://spoken.md/podcasts/1870346504/episodes \
  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
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        -o "${id}-${slug}.md" \
        https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
      sleep 0.34
    done

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Latest The Noble Update Podcast transcripts

Emergency break-in episode: Nvidia Is Enron 2.0

November 13, 2026

Jack Gamble (0:00)

This is at least one order of magnitude larger than Enron and Madoff. Madoff was $65 billion, Enron was $75 billion. I mean, it was obvious. All of a sudden, this one city, more than 10Xs, their demand? No, it was obvious they were selling it to China. So Jensen Wong was, in my opinion, the arms dealer selling…

Those earnings are going to collapse. So what is Nvidia without datacenter revenue? It's a gaming GPU company. It's worth, what, 30 bucks?

George Noble (0:43)

The key point is, all right, the circulatory system, the bank of AI, Nvidia, all right, they're now closed.

They're closed. And therefore, circulatory, the heart starts, stops pumping the blood, the whole thing dies. But I actually think it's going to happen to bring down the entire AI edifice, all of it, crash, all of it. Semiconductor stocks back to book value, down 80% from here. Neoclouds all out of business.

SPEAKER_3 (1:22)

Hey guys, welcome back to the show. Today we've got incredible, incredible show for you. We've got George Noble, we've got Mr. Nobody special Jack Gamble, and we are going to be discussing all of the crazy things that have been happening in the market over the last few days. Of course, today Jensen Wong of Nvidia…

Kind of not really that relevant really, the affairs, the fact that he was actually sleeping with a Chinese spy, probably the thing that actually was placing the pressure on him. So I mean, so much to unpack.

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