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. 22/12/2025

    This is how the AI bubble pops | Kai Wu, Sparkline Capital

    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/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 -  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. 18/12/2025

    Quant explains how AI radically shifts the economy for investors | Steve Hou, Bloomberg

    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.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 Government debt, macro outlook 3:43 - New economic regime 8:41 - K-Shaped economy 11:56 - Public & Generated Assets 13:04 - Tech-heavy economy 15:51 - AI impact on labor market 18:13 - New economy jobs 20:17 - A new investing strategy 31:08 - Index rebalancing 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

  3. 16/12/2025

    6 stocks to buy now from top-1% portfolio manager | Nancy Tengler, Laffer Tengler Investments

    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://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/ 0:00 - Intro 0:25 - Bullish on stocks 2:20 - Earnings driving stocks 4:30 - AI bubble debate 7:30 - Circular financing and OpenAI 9:00 - AI and job market 10:30 - Walmart 12:15 - AMD 14:00 - Public & Generated Assets 15:20 - DR Horton 17:25 - Quanta Services 18:55 - How to value AI stocks 21:45 - Tesla 26:00 - Crowdstrike 28:55 - Nancy’s ETF strategy 30:20 - ServiceNow 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

    33 min

  4. 11/12/2025

    Bitcoin is taking over Wall Street | Eric Balchunas, Bloomberg Intelligence

    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.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro0:30 - Historic ETF boom3:32 - More ETFs than stocks7:00 - Leverage risks10:15 - Public & Generated Assets11:25 - New SEC and regulation16:37 - Bitcoin on Wall Street21:57 - Vanguard approves crypto ETFs24:44 - Magnificent 7 concentration31:20 - Mike Green’s passive investing views38:23 - Demographic risks of passive investingDisclosure: 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

    42 min

  5. 09/12/2025

    AI will change the labor market forever | Stephanie Roth, Wolfe Research

    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: 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/ 0:00 - Intro 0:30 - Labor market outlook 2:50 - AI and layoffs 3:57 - AI driving new jobs, productivity 6:30 - Broad AI adoption in economy 7:15 - Youth unemployment 11:00 - Public & Generated Assets 12:07 - AI capex and GDP 15:30 - Economic vs. asset price bubble 16:55 - AI isn’t dot-com bubble 17:50 - What investors misunderstand on AI 19:16 - K-shaped economy 22:55 - Consumer spending 25:55 - Inflation and tariffs 26:55 - Affordability and consumer sentiment 28:00 - Bias of sentiment surveys 30:30 - New Fed Chair, Fed independence 33:55 - White House policy 36:48 - What economists got wrong on tariffs 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

    39 min

  6. 08/12/2025

    AI stocks won't be the only winners of 2026 | Jay Woods, Freedom Capital Markets

    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: 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 - AI trade and rotation 6:19 - Magnificent 7 turned Lag 7 8:25 - Dot-com bubble parallels 12:09 - Public & Generated Assets 13:37 - Sentiment impact on prices 14:14 - Opportunities outside tech 18:14 - Macro outlook and risks 21:21 - Unstoppable bull run 23:23 - Trading through tariffs 25:30 - Federal Reserve outlook 30:52 - Inflation and consumer spending 33:01 - Stocks are not the economy 35:43 - Sectors for 2026 40:00 - Hard to be bearish 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 #federalreserve

    44 min

  7. 05/12/2025

    Eric Jackson shares the stocks that can 100x from here

    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 now. 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 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

    47 min

  8. 02/12/2025

    Stocks are cratering but the bull market is intact | Katie Stockton, Fairlead Strategies

    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), which has $275 million AUM. 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 - Bearish near-term signal 3:20 - Technical indicators 4:27 - Sector rotations 5:77 - Opportunity in healthcare 7:22 - Tech-heavy market 9:15 - Dot-com comparisons 11:43 - MACD Indicator 16:50 - Seasonality trends 19:00 - Nvidia and AI trade 21:25 - Retail buying the dip 23:00 - Bitcoin correction 26:00 - Fairlead’s TACK ETF 31:50 - Follow Katie #podcast #investing #markets #macro #stocks #bitcoin #fed

    32 min
Elenco completo (17)

Descrizione

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.

Informazioni

  • Creatore
    Phil Rosen
  • Anni di attività
    2025
  • Puntate
    17
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © Phil Rosen
  • Sito web del podcast
    Full Signal

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