Full Signal

Phil Rosen
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Award-winning business reporter and media operator Phil Rosen analyzes financial markets and economic data through charts, interviews and unique commentary to pair with his newsletter, Opening Bell Daily, which is read by roughly 200,000 investors each morning.

  1. HACE 1 DÍA

    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/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:20 - Geopolitical backdrop 3:35 - The next bull market 5:30 - Market resilience 7:50 - Oil spike and stocks 9:35 - Oil, inflation, and the Fed 11:30 - Rate hike or rate cut? 14:00 - $8 trillion cash on the sidelines 15:50 - Why Wall Street targets were modest 18:10 - Biotech sector 20:35 - Eli Lilly 26:45 - Intuitive Surgical (ISRG) 32:05 - Bear case for 2026 35:00 - Follow Tom's work Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

    35 min

  2. HACE 2 DÍAS

    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/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:20 — Bitcoin's divergence from other assets 4:00 — Bitcoin vs. gold 6:10 — The Fed's dilemma 9:30 — Yield curve control and rates 11:25 — Bitcoin as two different assets 13:05 — Public & Generated Assets 14:10 — Bitcoin treasury companies 17:30 — Can treasury companies recover without $BTC? 18:35 — OranjeBTC 21:00 — Follow Sam Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

    22 min

  3. HACE 4 DÍAS

    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/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:25 - Jeff's viral essay 1:55 - 3 macro certainties 2:50 - Demographic headwinds 5:55 - Coming liquidity event 7:40 - Wealth vs. income inequality 13:45 - Generational wealth transfer 16:10- AI is labor destructive 18:45 - Mispriced education trap 20:25 - What makes Jeff optimistic 21:00 - US demographics edge 24:30 - Universal basic income 25:45 - Trump Accounts as soft UBI 26:50 - Reimagining private-public partnerships 28:40 - How to play the 3 mega trends 30:25 - Radical portfolio theory 32:15 - How to invest for the future 34:25 - Follow Jeff's work Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

    41 min

  4. 19 MAR

    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/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:25 – Robinhood's investment thesis 2:55 – Compelling stock picks 5:25 – Robinhood Strategies' strategy 9:50 – The rise of retail investors 12:00 – What Robinhood users are actually buying 15:05 – Robinhood Strategies vs. index funds 16:05 – Calling Mag 7 rotation early 20:20 – Under-the-radar opportunities 22:40 – S&P 500 target of 7,500 29:20 – 2 biggest market risks 32:30– How to hedge as a retail investor 34:25 – What's next for Robinhood Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

    37 min

  5. 18 MAR

    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/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:30 - The current economic shift 1:25 - Impact of oil shock 3:45 - The Fed's impossible situation 5:25 - Labor market weakness 7:15 - Fed nominee Kevin Warsh 10:15 - Why stocks haven't sold off 13:15 - Oil shock amnesia gripping markets 15:10 - Commodities, risk reduction, rebalancing 17:10 - Long-term positioning 19:45 - Gold and bitcoin 23:45 - What investors are getting wrong today 26:25 - Pain comes before policy 29:20 - Lessons from Ray Dalio 32:00 - The 55/45 rule 35:10 - Putting hedge fund strategies in an ETF 37:35 - HFGM 39:10- Follow Bob Elliott Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

    40 min

  6. 17 MAR

    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/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:28 - Markets During Iran Conflict 2:55 - Market Rotation 6:15 - Trump Era Policy Risks 11:01 - AI Trade, Software Selloff 16:37 - The 'Halo' Stock Theory 19:05 - Dollar Discounters Signal Stress 21:38 - Main Street vs Wall Street 23:54 - $200 Dollar Oil? 25:49-  Where to Follow JD 26:27 - Thanks JF For Joining The Show! Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

    27 min

  7. 10 MAR

    The AI-bitcoin play NO ONE sees coming | Anthony Pompliano

    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/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:24 - Bitcoin vs Gold 3:40 - Jobs Data and AI Impact 6:07 - Deflation & Why The Fed Needs To Cut Rates 10:30 - Oil Prices vs Deflation Forces 14:45 - Why Consensus Gets It Wrong 20:07 - AI Skills to Get Hired If You're Looking For Work 23:27 - Thanks Pomp For Joining! Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

    24 min

  8. 9 MAR

    AI is KILLING Big Tech stocks! | Luke Kawa

    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/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro  00:39 - The Market Is Stalling and Searching For Safety 02:34 - Mag 7 Cash Flow Slide 04:57 - Nvidia's ROI Reality Check 06:56 - Change In Valuations 09:43 - AI Bubble or AI Breakthrough? 13:13 - AI Disruption Hits The Rates Market 16:12  - Private Credit Under Pressure 18:33 - The Stock Market Is the Economy 24:09 - Optimistic Outlook? 28:22 - Where to Follow Luke Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

    29 min
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Award-winning business reporter and media operator Phil Rosen analyzes financial markets and economic data through charts, interviews and unique commentary to pair with his newsletter, Opening Bell Daily, which is read by roughly 200,000 investors each morning.

Información

  • Creador
    Phil Rosen
  • Años de actividad
    2025 - 2026
  • Episodios
    48
  • Clasificación
    Apto
  • Copyright
    © Phil Rosen
  • Mostrar sitio web
    Full Signal

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