George Noble focuses on the difference between the S&P 500 (SPX) and the S&P Equal Weight Index (SPXEW). He thinks gold’s price “got ahead of itself,” arguing that it’s less that the price of gold is rising than the value of money is falling. However, he still makes the case for investing in the metal. He is also “not a believer” in Tesla (TSLA), both as a car company and its robotics interests. George also makes bear cases for Cava (CAVA) and Opendoor (OPEN).
The Watch List
04 Nov 2025
SHARE