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Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
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Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 76 of The Real Eisman Playbook, Steve Eisman sits down with George Noble, former portfolio manager at Fidelity and now a Substack newsletter writer, for a wide-ranging conversation covering Scott Bessent's attempt to repress interest rates, the yen carry trade, the Tesla/SpaceX struggles, and much more. 00:00 - Intro 01:18 - Scott Bessent & Interest Rates 13:00 - The AI Ecosystem 21:35 - The Dollar Yen Trade 30:57 - The Current Investing Environment 36:33 - Tesla & SpaceX 46:14 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and…