Full Signal
Financial markets and economic data explained through interviews with Wall Street's smartest investors, hosted by award-winning journalist and author Phil Rosen, who is the chief market strategist for ProCap Financial and the co-founder and CEO of Opening Bell Media.
Episodes
Top Strategist: This portfolio WINS the NEW LIQUIDITY REGIME
Julia Hermann is a global market strategist at New York Life Investment Management. She joins Phil Rosen on Full Signal to discuss the shift to a market-led liquidity regime, the future of the Fed put, political pushback on AI data centers, why she's still bullish on financials, and where she sees opportunity in the year ahead.This episode is sponsored by Y'all Street Asset Management: https://www
Macro Strategist: 3 sectors set to OUTPERFORM in a late-stage AI boom!
Tatiana Darie is macro strategist at Bloomberg. She joins Phil Rosen on Full Signal to discuss why stocks keep hitting records with yields above 5%, why she thinks the AI cycle is in a mature stage, the junk credit risk investors should pay attention to, and her favorite sectors heading into 2027.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subs
Veteran Investor: 3 assets to BUY for the next decade
Anthony Pompliano is the CEO of Silvia Inc. and the author of "How to Live an Extraordinary Life, Volume 2." He joins Phil Rosen on Full Signal to discuss the problems with macro data, the accelerating AI trade, the three assets he likes best, and how investors should position for the decade to come.This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetf
Wall Street Insider: 5 stocks to BEAT the market in 2027!
Josh Schafer is an investment writer and strategist at Barron's, and the author of the Searching for Signals Substack. He joins Phil Rosen on Full Signal to discuss why market breadth is weakening even near record highs, how Meta's Muse is fueling the AI rally, the rise of consumer AI agents, and his top stock picks for the year ahead.This episode is sponsored by Bloomberg:http://bloomberg
Robinhood Investment Chief: 6 stocks to BUY as the bull market ACCELERATES!
Steph Guild is the chief investment officer for Robinhood, where she runs Robinhood Strategies, an actively managed portfolio strategy at the firm. She joins Phil Rosen on stage at HOOD Summit in Houston for a live taping of Full Signal to discuss her highest-conviction ideas, what stocks are inside Robinhood's portfolio right now, risks in the bond market, healthcare and defense stocks, and w
Wall Street Veteran: History's BUY SIGNAL is flashing for stocks now!
Jeff Hirsch is the editor of the Stock Trader's Almanac, the market guide that just hit its 60th anniversary. He joins Phil Rosen on Full Signal to discuss the midterm-year "sweet spot" for stocks, the AI super boom and his Nasdaq outlook, what 5% bond yields mean for investors, and why he's selling bonds and buying small caps.This episode is sponsored by Bloomberg: http://bloomberg.com/equityindi
The WINNING investment strategy for the America-first bull market!
Justus Parmar is the CEO of Fortuna Investments, an America-first venture capital firm, and Joey Magazine is a partner at Fortuna Investment and an elected official as Miami Beach Commissioner and Chair of the Finance Committee. They joined Phil Rosen on stage at Future Proof in California to discuss how to make investment decisions that align with policy, the sectors that should outperform in the
Top Investment Strategist: These trades WIN the AI bull market!
Jessica Inskip is the director of research for StockBrokers.com and one of the most followed investment voices in the industry. She joins Phil Rosen on Full Signal to unpack the risks in the bond market, AI overwhelming the macro setup, and the stocks and trades she likes best heading into the new year.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-lab
ELITE Strategist: How to position for the NEXT AI trade
Warren Pies is the founder of 3Fourteen Research, a leading institutional risk manager and research firm. He joins Phil Rosen on Full Signal to discuss his current portfolio positioning, sector calls, why he's bullish semiconductors and hyperscalers, GPU availability and AI demand, and more.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subscribe
Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run!
Nancy Tengler is the CEO and chief investment officer of Laffer Tengler Investments, where she has managed growth, dividend-growth, and value portfolios for three decades. She joins Phil Rosen on Full Signal to discuss why she still sees the AI bull market in its early stages, whether hyperscaler cash burn and rising bond yields are real threats, and her highest-conviction stock picks heading into
Top Investment Chief: 2 sectors to BUY to beat AI DOOMSDAY
Sonali Basak is the chief investment strategist for iCapital. She joins Phil Rosen on stage at Future Proof for a live episode of Full Signal to discuss the Federal Reserve's first rate hike in 3 years, funding the AI infrastructure buildout, hyperscalers tapping debt markets, and her favorite opportunities in the market right now.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.c
Veteran Strategist: The AI stocks to buy as semiconductors MAKE HISTORY
Nick Frasse is a product manager at VanEck, where he works on SMH, the largest US-listed semiconductor ETF with over $70 billion in assets. He joins Phil Rosen on Full Signal to discuss the most credible bear case for chips, why AI demand could make semiconductors less cyclical, the bottlenecks slowing the data center buildout, and why software companies with strong moats will likely hold up again
Wall Street Veteran: The best opportunities in the stock market right now
Luke Kawa is a veteran financial writer and analyst, and the markets editor at Sherwood Media. He joins Phil Rosen on Full Signal to unpack whether the Magnificent 7 can lead again, why Apple has become the group's defensive hedge, the great de-rating in chip stocks, and where we actually are in the AI bubble.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite
Top Investment Chief: 4 stocks WIN no matter what the Fed does
Jay Hatfield is the CEO and chief investment officer at Infrastructure Capital Advisors, where he picks stocks and manages a suite of income-focused ETFs. He joins Phil Rosen on Full Signal to discuss his street-high 8,250 S&P 500 target, why he calls the Fed a fatally flawed institution, his highest-conviction stock picks, and his new covered-call strategy.This episode is sponsored by Harbor
Top Investment Chief: 3 sectors to BUY for the AI trade's next decade
Andy Goldberg is the chief investment strategist at Nomura Asset Management International (https://nomuraassetmanagement.com/). He joins Phil Rosen on Full Signal to discuss the bull and bear case on the AI boom, whether hyperscaler debt and circular financing are red flags, the three sectors that benefit downstream from AI, and why he'd welcome a Fed rate hike.This episode is sponsored by Har
Macro Strategist: Buy these stocks for the NEW Fed regime
Eric Wallerstein is the chief macro strategist for Clocktower Group, and was previously an advisor to Stephen Miran at the Federal Reserve Board as well as at the White House Council of Economic Advisors. He joins Phil Rosen on Full Signal to discuss the central bank outlook, why he is bullish on the US economy, and three global trade ideas that Wall Street is ignoring right now.This episode is sp
Veteran Investor: AI will CRASH stocks but THIS PORTFOLIO SURVIVES
Jared Dillian is a Wall Street veteran, the editor of the The Daily Dirtnap, and the author of the new book "The Awesome Portfolio." He joins Phil Rosen on Full Signal to discuss why he's bullish on bonds right now, his version of a perfect portfolio, why he's bearish on the AI trade, and how gold and bitcoin fit into a modern portfolio.This episode is sponsored by Harbor Capital Advisors: https:/
Gen Z Investor: The AI economy is TRAPPING young investors
Jack Raines is the author of "Young Money: A Field Guide to Wealth and Purpose in Your Twenties." He joins Phil Rosen on Full Signal to discuss why young people should spend more and invest less, the pull of sports betting and prediction markets on Gen Z, how he turned $6,000 into $400,000 trading SPACs, and why housing costs sit underneath most of this generation's anxiety.This episode is sponsor
Veteran Strategist: The ETFs that WIN inside an AI portfolio
Bilal Little is a global ETF strategist at Direxion and the host of the ETF Central podcast for the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss why the market is mispricing the cost of capital, how leveraged and inverse ETFs are actually meant to be traded, and where he sees the most compelling opportunities right now.Subscribe to Opening Bell Daily: https://www.openingb
BlackRock Investment Chief: The stocks that WIN the next decade of AI
Jay Jacobs is the US head of equity ETFs at BlackRock. He joins Phil Rosen on Full Signal to discuss the three layers of the AI trade, whether the data center buildout echoes the dot-com overbuild, the physical choke points that could throttle AI, and why healthcare may be the most overlooked way to own the theme.TIMESTAMPS:0:00 - Tech valuations declining2:00 - 3 layers of AI5:26 - Runway for the
Macro Strategist: 7 stocks to BUY before the AI trade is OVER
Jack Farley is the co-founder of Monetary Matters Network and he recently launched Farley Associated Research, an investment Substack with its own model portfolio. He joins Phil Rosen on Full Signal to discuss why the AI capex boom still has room to run, his highest-conviction semiconductor pick, the case for silver over gold, and the stocks he is shorting right now and his macro outlook through 2
Top Investment Chief: 3 sectors to BUY for the NEXT AI bull rally!
Ryan Detrick is the chief market strategist at Carson Group, where he helps manage more than $8 billion and has kept the firm overweight equities for over three years. He joins Phil Rosen for the 100th episode of Full Signal to discuss his S&P 500 outlook, why banks are breaking out, the sectors he likes best, and the bearish signals no one else is watching.This episode is sponsored by Harbor
Top Investment Chief: 7 stocks to BUY for the AI SUPERCYCLE
Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oil to stock valuations, and the specific stocks he owns right now.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/s
ELITE Macro investor: How to invest as the AI BUBBLE POPS
Bob Elliott is the CEO and chief investment officer of Unlimited Funds, where he deploys hedge fund strategies into low-cost ETFs. He also authors the Nonconsensus Substack. He joins Phil Rosen on Full Signal to discuss why AI earnings expectations are detached from macro reality, the gap between $5 trillion of capex and $150 billion of AI revenue, how households are propping up corporate margins,
Wall Street Insider: 3 stocks to buy that go BEYOND the AI trade!
Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet and Amazon going free cash flow negative, risks to Meta, and a handful of his favorite under-the-radar stock picks.Subscribe to Josh Schafer's investing newsletter: https://sea
Top Investment Chief: 2 sectors to BUY as the AI boom fails Wall Street!
Steve Sosnick is the chief strategist at Interactive Brokers, where he has spent three decades since the firm's options market-making days. He joins Phil Rosen on Full Signal to discuss the liquidity drain lurking beneath record highs, whether the massive AI capex bet pays off, value stocks crushing growth, his favorite sectors right now, and what the VIX is signaling.Subscribe to Opening Bell
Veteran Investor: 6 Stocks to BUY NOW as Big Tech burns BILLIONS
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss Magnificent 7 free cash flow, why Amazon and Eli Lilly look compelling, under-the-radar biotech stock picks and a tactical trade on oil refiners.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Ph
Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds!
Todd Sohn is the chief ETF strategist at Strategas Asset Management. He joins Phil Rosen to discuss the semiconductor bear market, his three favorite sectors in the market right now, the rise of leveraged products, and comparisons to dot-com bubble.Today's episode is sponsored by Direxion: https://shorturl.at/EBirr Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
Anthony Pompliano: How to invest in the AI-bitcoin SUPERCYCLE
Anthony Pompliano is the CEO of ProCap Financial, the public company behind the AI personal finance product CFO Silvia. He joins Phil Rosen on Full Signal to discuss the outlook for frontier AI models, Chinese open-source models, bitcoin as the pair trade to abundant intelligence, and running a company with a stock that's down 80%.Subscribe to Opening Bell Daily: https://www.openingbelldailyne
Veteran Investor: 3 sectors to buy BEFORE the MARKET CRASH
Michael Gayed is a veteran portfolio manager who runs funds including the Free Markets ETF (FMKT), and is the founder of The Lead-Lag Report. He joins Phil Rosen on Full Signal to discuss why policymakers may crash stocks to save bonds, the Japan carry trade, where the real AI bubble is, and why small caps hold the key to what comes next.Subscribe to Opening Bell Daily: https://www.openingbelldail
Top Investment Chief: How to WIN the AI trade this decade
Sylvia Jablonski is the chief investment officer of Defiance ETFs. She joins Phil Rosen on Full Signal to discuss where capital is flowing in the AI trade, whether quantum computing is still too early to invest in, themes in defense investing, and how leveraged ETFs really work.Today's episode is sponsored by Direxion: https://shorturl.at/EBirr Subscribe to Opening Bell Daily: https://www.openingb
Top Investment Strategist: These stocks WIN even if AI CRASHES!
Jay Woods is the chief market strategist for Freedom Capital Markets and a CNBC contributor who has spent three decades on the floor of the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss whether the S&P 500 hits 7,000 or 8,000 first, why price momentum is fading despite blowout earnings, his favorite stocks across biotech and regional banks, and how his strategy for pic
Macro Strategist: 3 stocks to BUY as leverage hits the AI trade
Jack Farley is a macro expert and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the semiconductor sell-off, the strongest bear case against AI, blowout bank earnings, the specific stocks he's buying right now, and how he'd allocate a $100,000 portfolio today.Today's episode is sponsored by Direxion: https://shorturl.at/EBirr Subscribe to Opening Bell
Top Quant: 2 stocks WIN as the AI boom accelerates
Dr. Steve Hou is a veteran quantitative analyst and the head of research at Silicon Data. He joins Phil Rosen on Full Signal to discuss the economics driving the AI boom, compute markets, the pricing power across Nvidia, Anthropic and OpenAI, comparisons to dot-com, and specific stock picks for the next leg of the bull market.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/su
Top Investment Strategist: 9 stocks to BEAT the S&P 500 in the AI boom!
Jessica Inskip is the director of research for StockBrokers.com and a leading financial commentator. She joins Phil Rosen on Full Signal to discuss the AI CapEx boom and earnings outlook, the interconnectivity theme reshaping financial markets, specific stocks she likes right now, trading options for income, and how she would build a new portfolio from scratch todaySubscribe to Opening Bell Daily:
Top Investment Strategist: Wall Street is WRONG about AI stocks!
Julia Hermann is a global market strategist at New York Life Investments, where she helps shape the firm's multi-asset market outlook. She joins Phil Rosen on Full Signal to discuss her contrarian view on the Fed, the memory stock sell-off, parallels between the AI buildout and the dot-com era, and why financials look undervalued right now.Subscribe to Opening Bell Daily: https://www.openingbellda
Mike Green: AI is fueling another 1987 market CRASH!
Michael Green is the chief strategist and portfolio manager at Simplify Asset Management, and authors the Substack called "Yes I give a Fig." He joins Phil Rosen on Full Signal to discuss hidden risks of the AI boom, how passive investing is bidding up the AI bubble, why he's bullish on new technology but cautious on its impact for investors, and more.Subscribe to Opening Bell Daily: https://www.o
Veteran Investor: 3 stocks Wall Street is IGNORING
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss 3 under-the-radar stock picks, buying the dip on chip stocks, and his process for finding biotech and AI investment ideas.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https:/
Anthony Scaramucci: The AI Market Crash Will Be RUTHLESS
Anthony Scaramucci is the founder and managing partner of SkyBridge Capital, and he has invested across markets for four decades. He joins Phil Rosen on Full Signal to discuss the potential government stake in OpenAI, how big the AI bubble could get, bitcoin's 50% drawdown, and how he would build a $1 million portfolio from scratch.Subscribe to Opening Bell Daily: https://www.openingbelldailyn
Top Investment Chief: 7 stocks to BEAT the S&P 500 long-term
Lauren Cassidy, chief investment officer for Founder ETFs, has spent two decades managing portfolios across firms including Sanford Bernstein and JPMorgan. She joins Phil Rosen on Full Signal to discuss her highest-conviction stock picks, why she is all-in on founder-led public companies, and the software bull case within the AI trade.Subscribe to Opening Bell Daily: https://www.openingbelldailyne
Wall Street Insider: 4 Contrarian Stocks to CRUSH 2026!
Josh Schafer is an investment writer at Barron's and the author of the "Searching for Signals" newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the most important charts driving the market and a handful of specific, high-conviction stock picks he is most bullish on right now.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening B
Elite Macro Strategist: This portfolio WINS the next dot-com crash!
Darius Dale is the founder of 42 Macro, a leading investment research firm whose risk-management framework is followed by thousands of investors around the world. He joins Phil Rosen on Full Signal to discuss his KISS portfolio strategy, where we are in the AI market cycle, why Kevin Warsh may be a dove in hawk's clothing, the shift toward a multi-poar macro regime, and rotating out of the Magnifi
Wall Street Insider: AI investors are IGNORING this data!
Gunjan Banerji is a leading financial reporter at The Wall Street Journal. She joins Phil Rosen on Full Signal to discuss AI versus dot-com bubble comparisons, what options market data is showing, using AI to manage a stock portfolio, and lessons about money and wealth drawn from interviewing billionaires.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell
Top Portfolio Manager: This Portfolio WINS the AI Trade
Paisley Nardini is a portfolio manager and multi-asset strategist at Simplify Asset Management. She joins Phil Rosen on Full Signal to discuss whether the tech sell-off marks the end of the AI trade, how to build a resilient a portfolio around equities, the most important macro variables for investors, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening
Top Investment Strategist: 3 stocks to buy NO ONE knows about!
Brian Belski is the CEO and chief investment officer at Humilis Investment Strategies, and he has managed money and guided stock-picking strategies for three decades. He joins Phil Rosen to discuss his highest-conviction stock picks, earnings momentum, his strategy for picking small- and mid-cap stocks, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Openin
Hedge Fund Veteran: 3 stocks to buy as the AI TRADE ends!
Veteran investor Thomas Hayes is the founder of Great Hill Capital, a long-short equity money manager. He joins Phil Rosen on Full Signal to unpack his strategy for picking unpopular stocks with high upside, the rotation out of the AI trade, fading the Magnificent 7, and the specific stocks he is highest-conviction on right now.This episode is sponsored by Public: https://public.com/openingbellSub
Jordi Visser: The AI stocks that win the next decade
Jordi Visser is a leading AI and macro investor and Wall Street veteran. He joins Phil Rosen on Full Signal to discuss moving off the Magnificent 7, the next leg of the AI trade, buying into bottlenecks, benchmark arbitrage, and his bull thesis for specific stocks.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.co
Investing Expert: 4 stocks to BUY through Iran peace talks
Ben Emons is the founder and chief investment officer at FedWatch Advisors. He joins Phil Rosen on Full Signal to discuss stocks he's bullish on for the end of the Iran conflict, the parabolic AI trade, why he likes financial stocks, and the Fed's dilemma.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com
Wall Street Quant: AI disrupts 78% of the stock market!
Kai Wu is the founder and CIO of Sparkline Capital. He joins Phil Rosen on Full Signal to discuss why AI is breaking traditional value investing, how classic market metrics have become outdated, picking stocks in the AI trade, and which software stocks will win and lose next.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelld
Liz Ann Sonders: This is how the AI bubble bursts
Liz Ann Sonders is the chief investment strategist at Charles Schwab, where she shapes the firm's market and economic outlook for millions of investors. A widely cited voice on Wall Street for decades, she joins Phil Rosen on Full Signal to discuss the AI earnings boom, the inflation-vs-deflation debate, bubble signals, and why AI supply constraints could matter more than demand.TIMESTAMPS:0:0
SpaceX IPO will SHATTER the stock market?! | James Seyffart
James Seyffart is a senior research analyst with Bloomberg Intelligence. He joins Phil Rosen on Full Signal to unpack the SpaceX IPO and the secret index committee that decided its fate, prediction markets and gambling filtering into the stock market, bitcoin's bear market, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.
4 trades to BUY NOW for the 2026 macro cycle! | Eric Wallerstein
Eric Wallerstein is the chief macro strategist for Clocktower Group, and was previously an advisor to Stephen Miran at the Federal Reserve Board as well as at the White House Council of Economic Advisors. He joins Phil Rosen on Full Signal to discuss how to trade against the current macro backdrop, betting on US exceptionalism and fading Europe, and being right early on the the Iran conflict.This
Wall Street is IGNORING this red flag in markets! | Sonali Basak
Sonali Basak is the chief investment strategist at iCapital. She joined Phil Rosen on Full Signal to discuss the leading indicators in private markets for stocks, the AI infrastructure buildout, red flags for investors, and the historic IPO boom led by SpaceX.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/sub
4 stocks to BUY NOW as AI takes OVER! | Lou Basenese
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss the SpaceX IPO, Tesla, small-cap biotech stocks, and under the radar stock picks.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow
This is how AI BREAKS the stock market! | Gina Martin Adams
Gina Martin Adams is the chief market strategist for HB Wealth. She joins Phil Rosen on Full Signal to discuss the under-appreciated risks of the $1 trillion AI capex and infrastructure buildout, stocks and bonds de-coupling, the winning and losing sectors, hidden inflation headwinds, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https
Lyft CEO on RoboTaxis, Uber and why investors MISPRICE the stock!
Lyft CEO David Risher joins Phil Rosen on Full Signal to unpack why Lyft stock has underperformed, competing with Uber, whether he would entertain an acquisition from Google or Tesla, how autonomous vehicles impact Lyft's business, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil o
The AI trade is going GLOBAL! | Gabriela Santos, JPMorgan Asset Management
Gabriela Santos is the chief market strategist for the Americas with JPMorgan Asset Management. She joins Phil Rosen on Full Signal to discuss the outperformance of international stocks, why Taiwan and Korea are outperforming in the AI era, the diversification problem inside the AI trade, European banks and defense sectors, and US exceptionalism.This episode is sponsored by Public: https://public.
The REAL risk of a record stock market! | Kevin Gordon
Kevin Gordon is the Head of Macro Research and Strategy for the Schwab Center for Financial Research. He joins Phil Rosen on Full Signal to discuss the top-heavy stock market, record-breaking earnings, the 1998-like chip boom, and the discrepancies between hard and soft data.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelld
Bitcoin will DOMINATE the AI bull market! | Anthony Pompliano
Anthony Pompliano is the CEO of ProCap Financial. He joins Phil Rosen on Full Signal to discuss the economic data behind the Iran conflict, how bitcoin fits into the current macro story, and why the "AI bubble" crowd is dead wrong.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil o
This stock market looks like 1999 | Ben Carlson
Ben Carlson is the director of institutional asset management at Ritholtz Wealth Management, and the author of the new book, "Risk & Reward." He joins Phil Rosen to discuss the historic bull market, semiconductor rally and meltup, dot-com comparisons, lessons from Japan's asset bubble, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Openin
Buy these ETFs for the AI bull market! | Todd Sohn
Todd Sohn is the chief ETF strategist at Strategas. He joins Phil Rosen on Full Signal to discuss the boom in semiconductor stocks, falling defensive sectors, the ETFs he likes best right now, how to hedge the froth of the AI trade, and the most important charts in markets today.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingb
4 stocks to WIN the bull market! | Josh Schafer
Josh Schafer is an investment writer at Barron's. He joins Phil Rosen on Full Signal to discuss the charts driving the macro outlook, and four specific stocks that his team is bullish on right now.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil
Bitcoin is BOOMING out of the bear market! | David Dziekanski
David Dziekanski is the CEO of Quantify Funds. He joins Phil Rosen to discuss what's keeping bitcoin suppressed, the impact of Japan's bond market on asset prices, the new normal of the debasement trade and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/ph
Strait of Hormuz will BREAK oil markets! | Matt Smith, Kpler
Matt Smith is the director of commodity research at Kpler, one of the leading energy data firms in the world. He joins Phil Rosen to discuss how much oil is actually moving through the Strait of Hormuz, the outlook for crude prices and global oil flows, Iran's economic leverage over the US, OPEC's changing membership, and more.This episode is sponsored by Public: https://public.com/opening
Buy these stocks for the bull market's NEXT leg! | Jay Woods
Jay Woods is the chief market strategist at Freedom Capital Markets. He joins Phil Rosen on Full Signal to discuss why the lows are in for the S&P 500 in 2026, the historic semiconductor streak lifting Nvidia and the chip names, why this AI rally is nothing like the dot com bubble, and the sectors he's buying — and avoiding — for the rest of the year.This episode is sponsored by Public: ht
The biggest RISK of a record stock market! | Steve Sosnick
Steve Sosnick is the chief strategist for Interactive Brokers. He joins Phil Rosen on Full Signal to discuss the market response to the Iran conflict, the earnings outlook, software sell off and what has to happen for stocks to move lower.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on
The WINNING sectors of the new AI trade | Ross Mayfield
Ross Mayfield is an investment strategist at Baird. He joins Phil Rosen on Full Signal to discuss his most bullish sector picks, opportunities and traps in the current AI trade, whether to buy into the software sell off and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https:/
3 AI stock picks NO ONE talks about! | Lou Basenese
Lou BasaneseLou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to unpack his most bullish stock ideas across technology and AI, why the energy sector still looks compelling, the outlook for frothy IPOs, how AI has reshaped the labor market, and the opportunities in small-cap biotech.This episode is sponsored by Public: https://public.c
2 sectors to BUY NOW with stocks at records! | Frank Cappelleri
Frank Cappelleri is a veteran market technician and the founder of CappThesis. He joins Phil Rosen on Full Signal to discuss the S&P 500 path to 7,400, the rotation back into technology and financials, the bullish setup in software after the worst month since 2008, why oil and the 10-year yield are moving in lockstep, and how bitcoin and ethereum are now trading in sync with the software trade
Eric Jackson shares 6 stocks that can 100x from here!
Eric Jackson is the founder of EMJ Capital. He joins Phil Rosen on Full Signal to discuss the stocks he's most bullish on right now, including OpenDoor, Iren and Better, and the private credit and software stocks that he is actively shorting.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow P
AI agents are TAKING OVER Wall Street! | Anthony Pompliano
Anthony Pompliano joins Phil Rosen to discuss specific stock picks for the Iran conflict and tariff refunds, how agentic AI agents can supercharge investment research, and how technology is reshaping Wall Street.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosenn
This is how the RECESSION starts in 2026 | Phil Neuhart
Phil Neuhart is the Director of Market and Economic Research at First Citizens Wealth. He joins Phil Rosen on Full Signal to break down the tension between rising geopolitical uncertainty and a surprisingly resilient stock market, the real recession trigger to watch in the labor market, why mega caps may be less insulated than investors think, the Fed's impossible position, and what an AI unwi
Investing in the $14 trillion ETF BOOM | Jon Maier, JPMorgan
Jon Maier is the chief ETF strategist at JPMorgan Asset Management. He joins Phil Rosen on Full Signal to discuss the sea change underway in ETF flows, why active management is set up to outperform passive for the first time in years, how the Iran conflict is reshaping the macro outlook and what investors should actually do with their portfolios right now.This episode is sponsored by Public: https
AI agents give retail investors a new EDGE on Wall Street | Yannick Malling
Jannick Malling is the co-founder and co-CEO of Public, one of the largest retail investing platforms in the world. He joins Phil Rosen to discuss retail investor sentiment, why buying the dip keeps working, the AI bubble debate, and why Public just launched AI agents inside investor portfolios and what that means for the future of trading.This episode is sponsored by Public: https://public.com/op
The WINNING stocks for the next bull run! | Tom Hulick
Tom Hulick is the CEO of Strategy Asset Managers. He joins Phil Rosen to discuss the earnings outlook and macro impact of the Iran war, the specific sectors and stock picks he is most bullish on, and why geopolitical noise hasn't shaken his long-term thesis.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/s
Gold is CRASHING but bitcoin is up! | Sam Callahan
Sam Callahan is the director of research and strategy at OranjeBTC, one of the largest bitcoin treasury companies in the world. He joins Phil Rosen to discuss bitcoin's rally and the geopolitical turmoil, the divergence of bitcoin and gold, the macro tailwinds for hard assets, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://w
How to invest in the MACRO SUPERCYCLE! | Jeff Park
Jeff Park is a veteran macro investor and CIO at ProCap Financial. He joins Phil Rosen on Full Signal to walk through three forces reshaping asset markets: accelerating demographic decline, widening wealth inequality, and AI's labor-destructive impact on the economy.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailyn
INSIDE Robinhood's $1.5 billion stock portfolio! | Stephanie Guild
Robinhood's chief investment officer Stephanie Guild joins Phil Rosen on Full Signal to unpack the exact framework behind the $1.5 billion Robinhood Strategies portfolio, including the specific stocks she's buying right now, why she moved off the Magnificent 7 over a year ago, and the two biggest risks threatening markets in 2026.This episode is sponsored by Public: https://public.com/open
Stocks are up. That's the problem | Bob Elliott
Bob Elliott is the co-founder and CIO of Unlimited Funds. He joins Phil Rosen to discuss the macro outlook and oil shock, the Fed's dilemma, portfolio positioning for 2026, and lessons from working next to Ray Dalio.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/ph
This is what breaks the stock market in 2026 | JD Durkin
Veteran journalist and commentator JD Durkin, host of Taking Stock at the New York Stock Exchange, joins Phil Rosen on Full Signal to break down why markets keep shaking off bad news, the rotation out of Mag 7, and the risks that could derail the bull run.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscri
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