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 4 D

    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

  2. HACE 5 D

    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

  3. 5 MAR

    Iran war TRAPS the Fed!? | Neil Dutta

    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/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 0:26 - Neil's cautious views 5:18 - AI replacing jobs 7:42 - Iran and oil prices 10:41 - Oil's "Hamilton Trigger" 12:25 - Public & Generated Assets 13:34 - Oil impact on consumers 15:21 - Oil shock and Fed policy 17:53 - Rate cuts and supply shock 22:05 - Nominee Kevin Warsh 30:15 - Evaluating Jerome Powell 32:22 - Follow Neil's research 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

    34 min

  4. 3 MAR

    Bullish stocks NO ONE talks about! | Lou Basenese

    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/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 - AI-driven sell-off 4:50 - AI productivity gains 6:08 - Block layoffs 8:30 - Sponsored by Amberdata 9:30 - Biotech bull case, $XBI 12:36 - Risks to biotech 14:54 - Energy bull case, $XLE 17:05 - Small cap bull case 20:15 - Halozyme 21:37 - Apple's AI pivot 25:08 - GLP-1 bull case 28:45 - Follow Lou'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

    29 min

  5. 2 MAR

    The WINNING stocks for the AI chip boom! | Adam Parker

    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/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 - Intro0:30 - AI fears sell-off4:25 - Picking semiconductor stocks7:50 - Nvidia earnings9:08 - S&P 500 is an AI ETF10:15 - Public & Generated Assets11:22 - 9 semiconductor categories16:41 - Hedging AI risks19:15 - Bullish indicators21:40 - Shifting valuation metrics24:49 - Institutional sentiment26:07 - Korea stocks27:33 - Healthcare bull case31:45 - Financials sector33:31 - Follow Adam'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

    37 min

  6. 27 FEB

    ‘Big Short’ LEGEND shares best stocks for AI DOOMSDAY! | Vincent Daniel

    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.io This episode is sponsored by Public: https://public.com/openingbell Watch on YouTube: https://youtu.be/HnEZZN9VPG4 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: 0:30 - AI and Citrini sell-off 3:20 - Bear case for AI 5:55 - Software stocks 9:00 - Amberdata 10:00 - Magnificent 7 and AI fears 13:37 - Bullish gold 16:45 - Energy exposure 18:25 - Bullish Brazil, EM 20:30 - Private markets risk, $OWL 24:50 - Inevitable money printing 27:09 - Big Short 2008 lessons 29:30 - 2008 and lack of faith 33:10 - Follow Vinny 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

    34 min

  7. 26 FEB

    Stocks to BUY for Trump's new tariffs! | Michael Casper

    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/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 - Trump Supreme Court Tariff Reset - What Happens Next? 7:05 - Titans vs Tulips framework 11:14 - Inside the Titans basket 13:32 - Why defense names hold up 16:04 - Inside the Tulips basket 18:52 - Materials sector surge 23:20 - Small cap revival thesis 26:27 - Profitable vs unprofitable small caps 29:07 - Mag Seven bubble debate 32:26 - Software repricing and AI risk 35:17 - Where to find Michael’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

    36 min

  8. 20 FEB

    Bitcoin CRASHES as Wall Street keeps buying! | Chris Kline

    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.io 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 00:22 - Why Bitcoin underperformed 4:29 - Gold vs. Bitcoin 6:44 - Volatility, bear markets, and why long-term DCA still wins 10:03 - Retail Is Selling, Institutions Are Buying 12:06 - Bitcoin in retirement accounts 15:39 - ETFs vs. owning real Bitcoin 18:41 - Why Tokenization is coming 21:35 - Bitcoin IRAs 25:26 - Bitcoin Price Prediction Through End Of Year 27:17 - Thanks Chris For Joining![5:01 PM] 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

    28 min
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Información

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.

Ficha técnica

  • Creado por
    Phil Rosen
  • Años en activo
    2025 - 2026
  • Episodios
    42
  • Clasificación
    Apto
  • Derechos de autor
    © Phil Rosen
  • Sitio web del podcast
    Full Signal

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