Full Signal

Wall Street Quant: AI disrupts 78% of the stock market! Jun 11, 2026 00:43:12 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Rosen on Full Signal to discuss why AI is breaking traditional value investing, how classic market metrics have become outdated, picking stocks in the AI trade, and which software stocks will win and lose next.This episode is sponsored by Public: https://public.com/openingbellSubscribe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 Jun 10, 2026 00:39:49 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 Jun 9, 2026 00:39:35 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 Jun 4, 2026 00:35:08 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 Jun 3, 2026 00:32:39 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 Jun 2, 2026 00:20:09 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 May 26, 2026 00:34:54 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! May 21, 2026 00:37:38 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 May 20, 2026 00:27:42 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 May 19, 2026 00:35:37 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 May 15, 2026 00:20:57 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 May 14, 2026 00:27:53 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 May 12, 2026 00:33:37 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 May 7, 2026 00:23:28 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 May 6, 2026 00:25:51 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 May 5, 2026 00:26:02 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 Apr 28, 2026 00:34:52 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 Apr 27, 2026 00:34:03 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 Apr 22, 2026 00:29:23 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 Apr 21, 2026 00:23:10 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 Apr 20, 2026 00:24:27 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! Apr 14, 2026 00:50:03 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 Apr 9, 2026 00:19:08 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 Apr 2, 2026 00:28:51 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 Apr 1, 2026 00:25:03 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 Mar 31, 2026 00:28:17 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 Mar 27, 2026 00:35:18 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 Mar 26, 2026 00:21:36 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 Mar 24, 2026 00:41:02 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 Mar 19, 2026 00:37:02 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 Mar 18, 2026 00:39:41 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 Mar 17, 2026 00:26:35 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

The AI-bitcoin play NO ONE sees coming | Anthony Pompliano Mar 10, 2026 00:23:32 Anthony Pompliano is the CEO of ProCap Financial. He joins Phil Rosen on Full Signal to discuss bitcoin’s weak price action, the slowing labor market and geopolitical risks, the Fed’s policy errors, and how AI will change the macro and investment landscape.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscr

AI is KILLING Big Tech stocks! | Luke Kawa Mar 9, 2026 00:28:49 Luke Kawa is a veteran financial writer and analyst, and the markets editor at Sherwood Media. He joins Phil Rosen to unpack the market rotation out of Big Tech, weak Magnificent 7 cash flows, the risks of hyperscaler spending, and how AI is showing up in the rates market.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldail

Iran war TRAPS the Fed!? | Neil Dutta Mar 5, 2026 00:34:19 Neil Dutta is head of economics at Renaissance Macro. He joins Phil Rosen to discuss the macro implications of the Iran war, the risks of rising oil prices, pressure on the Federal Reserve, and the new outlook for markets.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/

Bullish stocks NO ONE talks about! | Lou Basenese Mar 3, 2026 00:29:20 Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen to discuss his highest-conviction sectors and stock picks for 2026, how AI is driving a market sell-off and labor market fears, and contrarian opportunities for investors.This episode is sponsored by Amberdata: https://www.amberdata.io/This episode is sponsored by Public: https://public.com/openingbe

The WINNING stocks for the AI chip boom! | Adam Parker Mar 2, 2026 00:37:25 Adam Parker is the founder and CEO of Trivariate Research. He joins Phil Rosen to discuss his strategy for picking winning semiconductor stocks, investing in AI, hedging against risks in the market, his highest-conviction trade ideas and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil

‘Big Short’ LEGEND shares best stocks for AI DOOMSDAY! | Vincent Daniel Feb 27, 2026 00:34:20 Vincent Daniel is one of the legendary investors featured in “The Big Short” and he is the co-founder of Seawolf Capital. He joins Phil Rosen to discuss the outlook on the AI trade, specific trade ideas for 2026, why he’s bullish on Brazil, gold and uranium, and much more.This episode is sponsored by Amberdata: https://Amberdata.ioThis episode is sponsored by Public: https://public.com/openingbell

Stocks to BUY for Trump's new tariffs! | Michael Casper Feb 26, 2026 00:35:39 Michael Casper is a senior US equity strategist at Bloomberg Intelligence. He joins Phil Rosen to discuss the winning stocks for President Trump's new tariffs, the sectors exposed to trade risk, why materials, metals and small-caps are rallying, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subs

Bitcoin CRASHES as Wall Street keeps buying! | Chris Kline Feb 20, 2026 00:28:27 Chris Kline is the co-founder of Bitcoin IRA. He joins Phil Rosen to discuss the new bear market, why bullish policy tailwinds haven't pushed the asset higher, institutional adoption, bitcoin tax advantages, and more.This episode is sponsored by Amberdata: https://Amberdata.ioThis episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.opening

Wall Street MISSED this trade | Steve Hou Feb 19, 2026 00:40:56 Steve Hou is a quantitative researcher at Bloomberg covering multi-asset strategy research and holds a PhD in financial economics. He joined Phil Rosen to discuss the US-China AI arms race, how investors can position for the shifting world order, stock market performance in Latin America, South Korea and South Africa, and much more.This episode is sponsored by Public: https://public.com/openingbel

Wall Street is IGNORING these stocks! | Todd Sohn Feb 16, 2026 00:34:35 Todd Sohn is chief ETF strategist at Strategas. He joins Phil Rosen to discuss the next leg of the bull market, undervalued sectors for stock investors, why energy and healthcare could outperform in 2026 and the metals rally.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.c

The AI bubble won’t burst the way you think | Kai Wu Feb 12, 2026 00:34:03 Kai Wu is the founder of Sparkline Capital, and his research focuses on finding AI winners and losers in the stock market. He joined Phil Rosen to discuss the next phase of the AI boom, how to spot early adopters to invest in, market data drawn from earnings calls and AI implementations, and more. This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily:

JPMorgan’s stock portfolio strategy REVEALED | Hamilton Reiner, JPMorgan Feb 10, 2026 00:32:52 Hamilton Reiner is head of US equity derivatives and portfolio manager at JPMorgan Asset Management. He joins Phil Rosen to discuss stock picking and positioning for 2026, options as a hedge, income ETFs, the AI trade, and anecdotes from Lehman Brothers in 2008.This episode is sponsored by Amberdata: https://Amberdata.ioThis episode is sponsored by Public: https://public.com/openingbellSubscribe t

Stocks to buy for THIS bull market! | JC Parets Feb 9, 2026 00:33:10 JC Parets is one of the leading stock market analysts and chart technicians in the world, and the founder of TrendLabs. He joins Phil Rosen to break down the most important charts driving asset prices, small-cap versus large-caps, predictions for the year ahead and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailyn

This is how the bull market ends | Michael Gayed, Lead Lag Feb 5, 2026 00:30:15 Michael Gayed is the founder of the Lead Lag Report and manages multiple funds and ETFs. He joined Phil Rosen for a deep-dive on the Japan carry trade, the risks to investors, how to hedge against outlier events, what comes next for the AI trade and more.This episode is sponsored by Amberdata: https://Amberdata.ioSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow

Trading the silver rally and AI boom! | Michael Reinking, NYSE Feb 4, 2026 00:36:05 Michael Reinking is a senior market strategist at the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss the metals meltup, the rally in small-cap stocks, the rise of retail investors, changes in market structure, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil

'Big Short' LEGEND reveals his top trades for 2026 | Danny Moses Jan 28, 2026 00:41:45 Danny Moses is a legendary investor who was depicted in “The Big Short” for his role in correctly betting against the US housing market crash in 2008. He joins Phil Rosen on Full Signal to unpack the gold and silver trade, the biggest market risks in 2026, and what could turn into the next Big Short.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily:

Silver is DOMINATING the metals meltup | Jack Farley Jan 27, 2026 00:42:08 Jack Farley is a leading macro commentator and financial journalist, and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the silver price rally, why commodities are surging, and specific stock picks that look set to benefit in 2026.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbel

AI hardware stocks will DOMINATE 2026 | Mark Malek, Siebert Financial Jan 23, 2026 00:40:58 Mark Malek is the chief investment officer at Siebert Financial and has spent over three decades on Wall Street. He joined Phil Rosen on Full Signal to discuss the biggest risks in markets for the year ahead, why he likes Micron and other AI hardware stocks, comparisons between AI and the dot-com bubble and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Openin

The WINNING stock picks for 2026 | Brian Belski, Humilis Jan 22, 2026 00:45:31 Brian Belski, founder of Humilis Investment Strategies, has spent three decades on Wall Street, leading strategy and research teams at BMO, Oppenheimer, Merrill Lynch and elsewhere. He joined Phil Rosen to discuss the outlook for 2026, what sectors and stocks he likes best, why small- and mid-cap names could rally, and more.This episode is sponsored by Public: https://public.com/openingbellSubscri

BlackRock’s $14 trillion AI investment strategy REVEALED | Gargi Chaudhuri Jan 15, 2026 00:34:40 Gargi Chaudhuri is BlackRock's chief investment and portfolio strategist for the Americas. She joins Phil Rosen to discuss the firm's outlook on the AI trade for 2026, the biggest risks to the bull market, what BlackRock clients are most concerned about, and how she's thinking about portfolio positioning in the new tech boom.This episode is sponsored by Public: https://public.com/openingbellSubscr

Jerome Powell is WRONG on the economy | Jay Hatfield, Infrastructure Capital Jan 13, 2026 00:39:47 Jay Hatfield is the CEO of Infrastructure Capital Advisors, and he is known for his contrarian macro views. He joined Phil Rosen on Full Signal to discuss Fed independence, assess Jerome Powell's job leading the central bank, why inflation looks bullish, what money supply is signaling, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily:

AI and bitcoin will DOMINATE 2026 | Anthony Pompliano Jan 12, 2026 00:24:27 Anthony Pompliano is the CEO of Professional Capital Management. He joins Phil Rosen to discuss how bitcoin could perform in the year ahead, the AI-fueled productivity boom, how technology is changing the labor market, 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://

AI will kill inflation. The Fed isn’t ready | Cullen Roche, Discipline Funds Jan 9, 2026 00:37:50 Cullen Roche is the founder and chief investment officer of Discipline Funds, and the author of the new book “Your Perfect Portfolio.” He joins Phil Rosen on Full Signal to discuss AI’s disinflationary impact on the economy, the Fed’s policy errors, why investors shouldn’t sweat the $38 trillion government debt, and the demographic headwinds for the next decade.This episode is sponsored by Public:

$140,000 poverty line in a RIGGED economy | Mike Green, Simplify Asset Management Jan 8, 2026 00:45:34 Mike Green is the CIO of Simplify Asset Management. He joined Phil Rosen to discuss his viral and divisive essay asserting that the US poverty line is closer to $140,000 than the government stated $32,000. They discussed solutions to the affordability crisis, why Gen Z and boomers disagree on cost of living, criticisms from the right and the left, and much more.This episode is sponsored by Public:

Ultimate AI investing outlook 2026 | Stephanie Aliaga, JPMorgan Asset Management Jan 7, 2026 00:31:22 Stephanie Aliaga is a global market strategist for JP Morgan Asset Management and is one of Wall Street's leading AI experts. She joined Phil Rosen to discuss the infrastructure boom, how investors should think about the AI trade, risks of circular financing, and how AI impacts Fed policy.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https:

This is how the AI bubble pops | Kai Wu, Sparkline Capital Dec 22, 2025 00:34:53 Kai Wu is the founder and chief investment officer of Sparkline Capital, an investment management firm that invests in innovation and value. He joined Phil Rosen to discuss the Magnificent 7 moving from asset-light to asset-heavy businesses, risks of the AI capex boom, circular financing, and how to invest in new technological revolutions.This episode is sponsored by Public: https://public.com/ope

Quant explains how AI radically shifts the economy for investors | Steve Hou, Bloomberg Dec 18, 2025 00:34:18 Steve Hou is a quantitative researcher at Bloomberg covering multi-asset strategy research and holds a PhD in financial economics. He joined Phil Rosen to discuss the impact of AI on the stock market and labor market, the K-shaped divergence between knowledge workers and everyone else, the new stock index he’s developing at Bloomberg, and more.This episode is sponsored by Public: https://public.co

6 stocks to buy now from top-1% portfolio manager | Nancy Tengler, Laffer Tengler Investments Dec 16, 2025 00:33:25 Nancy Tengler is the CEO and CIO of Laffer Tengler Investments. She’s spent four decades on Wall Street, and has been a top-1% portfolio manager for the last 11 years. She joined Phil Rosen to discuss her highest conviction stock picks for 2026, dot-com bubble comparisons, risks in the AI economy, and how she’s thinking about the tech trade right now.This episode is sponsored by Public: https://pu

Bitcoin is taking over Wall Street | Eric Balchunas, Bloomberg Intelligence Dec 11, 2025 00:42:22 Eric Balchunas is a senior ETF analyst at Bloomberg Intelligence. He joined Phil Rosen on Full Signal to discuss the record year for ETFs, the rise of crypto and leveraged products, how bitcoin is taking over traditional finance, and the debate around passive investingThis episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynew

AI will change the labor market forever | Stephanie Roth, Wolfe Research Dec 9, 2025 00:38:44 Stephanie Roth is the chief economist at Wolfe Research, and was previously an economist at JPMorgan. She joined Phil Rosen on Full Signal to discuss how AI is changing jobs and the labor market, whether AI is driving productivity gains, Big Tech’s capex plans, its impact on young people finding jobs, comparisons to dot-com, and what investors are missing today.This episode is sponsored by Public:

AI stocks won't be the only winners of 2026 | Jay Woods, Freedom Capital Markets Dec 8, 2025 00:44:18 Jay Woods is the chief market strategist at Freedom Capital Markets and he’s worked on the floor of the New York Stock Exchange for three decades as a trader and market maker. He joined Phil Rosen on Full Signal to break down the AI trade, sectors to bet on for 2026, macro risks, the Federal Reserve, and the disconnect between asset prices and the real economy.This episode is sponsored by Public:

Eric Jackson shares the stocks that can 100x from here Dec 5, 2025 00:46:56 Eric Jackson is the founder of EMJ Capital and specializes in finding "100 bagger" stocks. He's spearheaded the retail investor-driven movement behind companies like OpenDoor and Carvana. He joined Phil Rosen to discuss where he's deploying capital in public markets today, his thesis for bitcoin hitting $50 million by 2041, the AI revolution, and the stocks he likes best right no

Stocks are cratering but the bull market is intact | Katie Stockton, Fairlead Strategies Dec 2, 2025 00:31:49 Katie Stockton is the founder of Fairlead Strategies and the leading technical strategist on Wall Street. She joined Phil Rosen on Full Signal to discuss bearish near-term indicators, the AI trade and comparisons to the dot-com bubble, S&P 500 sector rotations, bitcoin’s correction, and what technical indicators say about stocks. Katie also manages the Fairlead Tactical Sector ETF (TACK), whic

Dan Ives explains the AI stocks he's betting on for 2026 Nov 25, 2025 00:30:25 Dan Ives is the leading analyst in the world for technology stocks and he manages the IVES Wedbush AI Revolution ETF. He joined Phil Rosen to discuss the demand story driving AI, what Wall Street doesn't understand, visits to chip factories in Asia, specific stock picks he likes now, and why the bears are so wrong on tech.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/su

Stocks are crashing but the AI trade isn't over | Douglas Boneparth, Bone Fide Wealth Nov 19, 2025 00:33:53 Douglas Boneparth is the President of Bone Fide Wealth and one of the most influential financial advisors in the country. He joined Phil Rosen to discuss the AI trade, the latest tech sell-off, mining bitcoin in 2013, and his new book, "Money Together."Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on L

Stock market investors dominate a lopsided economy | Sam Ro, TKer Nov 17, 2025 00:32:14 Sam Ro is a veteran financial writer and analyst who writes TKer, an award-winning newsletter about the stock market. He joined Phil Rosen to discuss the K-shaped economy, stock valuations, dot-com comparisons, mismatched sentiment and more.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.l

The AI trade is just getting started | Sonali Basak, iCapital Nov 13, 2025 00:31:59 Sonali Basak is the chief investment strategist at iCapital. She joined Phil Rosen on Full Signal to discuss the acceleration of the AI trade, risks in Big Tech's spending ambitions, the K-shaped economy, opportunities in private markets and more.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: htt

AI is fueling a stock market boom but taking jobs Nov 12, 2025 00:39:13 Kevin Gordon is the head of macro research and strategy at Charles Schwab's Center for Financial Research. He joined Phil Rosen on Full Signal to discuss the top-heavy bull market, comparisons to the dot-com bubble, the K-shaped economy, signals from alternative economic data, and more.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/Follow Phil on X: https://x.com/philros

The AI stock market isn't another dot-com bubble Nov 10, 2025 00:32:10 Todd Sohn is an ETF strategist across the research and asset management teams at Strategas, and he's previously held roles at JPMorgan and SAC Capital Advisors. He joined Phil Rosen on Full Signal to discuss the outlook for stocks, AI vs. dot-com, how investors are seeking more leverage, the historic year for ETF inflows and more.Subscribe to Opening Bell Daily: https://www.openingbelldailynew

Stocks will keep breaking records. Here's the data. | Ryan Detrick Nov 6, 2025 00:34:24 Ryan Detrick is the chief market strategist at Carson Group. In this episode of Full Signal, we discuss his highly optimistic outlook on stocks, the resilience of the market despite recession signals, the "most hated bull market," the Federal Reserve, AI versus dot-com bubble, the K-shaped economy, gold, and forecasts into next year.Subscribe to Opening Bell Daily: https://www.openingbel

The 'everything bubble' poses a bigger risk than AI, $11 billion strategist says Nov 5, 2025 00:30:41 Mike Green, chief strategist of the $11 billion firm Simplify Asset Management, joins Phil Rosen for the first episode of Full Signal. We discuss the biggest risks in today’s market, how passive investing is fueling an "everything bubble" and driving asset prices above their fair value, hidden economic issues, why Bitcoin isn't what you think it is, and the parallels between the AI b

Introducing Full Signal: A New Markets Show Nov 4, 2025 00:00:46 Full Signal is a new markets show hosted by Phil Rosen, co-founder of Opening Bell Daily. Full Signal will feature in-depth interviews with leading investors, Wall Street strategists and executives, along with original data, commentary and Opening Bell Daily’s signature data visualizations.

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