The Cheap Money Era Is Over | Protect the Pile Episode 27

00:00 – Meet George Noble: Four Decades in the Markets 03:50 – How Markets Changed: From Fundamentals to Financialization 07:30 – The Hidden Problem With Private Equity & Private Credit 14:20 – What Rising Cost of Capital Could Break Next 16:40 – Why Insurance Could Be the Next Big Risk 20:00 – Gold, Deficits & the Coming Liquidity Problem 24:00 – Are “Uncorrelated” Assets Really Diversified? 29:20 – Bitcoin, Speculation & the Gambling Mentality 33:00 – Why Markets Eventua...