Full Signal

Phil Rosen
  • 0.0（0）
  • ビジネスニュース
  • アップデート：毎日

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. 17時間前

    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分

  2. 6日前

    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分

  3. 2月19日

    Wall Street MISSED this trade | Steve Hou

    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/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 0:49 - Why 2026 Is the Year Geopolitics Becomes ‘Macro’ 4:25 - Who’s Winning So Far 9:06 - US vs China Risk & Camp Exposure 11:35 - Do Fundamentals Still Matter? 15:47 - Picking Sides vs Owning Both 20:54 - Policy Risk - What Happens After Trump? 23:31- Managed Decoupling & Volatility Cycles 26:05 - Currencies & Returns 31:15 - Do Winners Keep Winning? 37:06-  AI Arms Race: No ‘Winner,’ Just a Long Marathon 40:27 - Where to Find Steve’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

    41分

  4. 2月16日

    Wall Street is IGNORING these stocks! | Todd Sohn

    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/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 - Hidden Concentration in Popular ETFs 4:40 - ‘Metal Mania’: Silver/Gold ETF Frenzy 9:32 - Energy Is Needed, But Why Stocks Are Lagging 12:12 - Healthcare - What's Working (Pharma/Biotech) vs. What’s Not (Managed Care) 17:15 - Bitcoin & Crypto ETF Outflows 21:45 - Leverage ETFs: The Bull/Bear Ratio and Profit-Taking Flows 25:15 - Prediction Markets & Levered Singles 27:51 - Making Sense of Recent Sector Selloffs 29:38 - Where AI Hits Next (Healthcare, Insurance) 30:55 - Strategas' ETF Lineup Explained 34:00 - Thanks Todd 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

    35分

  5. 2月12日

    The AI bubble won’t burst the way you think | Kai Wu

    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/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 - Understanding the AI Adoption Phase 1:19 - Current Trends in AI, Historical Patterns 04:04 - Tracking AI Mentions & Economic Gains 7:15 - Excess Returns in AI 12:04 - AI Infrastructure vs. Early Adopters 17:30 - Market Sentiment, Saas Selloff 24:00 - Infrastructure Valuations 26:55 - AI ROI Examples 29:02 Conclusion and Final Thoughts 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分

  6. 2月10日

    JPMorgan’s stock portfolio strategy REVEALED | Hamilton Reiner, JPMorgan

    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.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 0:27 - Market Overview & Stock Exposure 1:49 - How The AI Trade Will Evolve 5:48 - Tech Investment Products - HEQQ 9:00 - Using Options As Hedging 12:15 - Capped Upside 14:21 - Income ETFs 17:15 - Portfolio Diversification Through Each Fund 20:45 - Tech Exposure Concerns 27:29 - Hamilton Lost Everything - Lessons from Working At Lehman Brothers In 2008 32:25 - Where to Find Hamilton Online 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分

  7. 2月9日

    Stocks to buy for THIS bull market! | JC Parets

    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/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 - Small Cap vs. Large Cap 4:14 - The Relationship Between Software Stocks and Crypto 6:50 - Small Cap Financials & Russell 2000 14:32 - S&P - Fibonacci Extension Levels 16:49 - S&P 500 Breakout Implications 20:41 - Emerging Markets at All-Time Highs 24:22 - Energy Stocks vs. US Treasury Bonds 29:19 - Market Predictions 32:08 - Where to Find JC Online 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分

  8. 2月5日

    This is how the bull market ends | Michael Gayed, Lead Lag

    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.io 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 - Intro0:26 - Japanese carry trade 3:25 - Japan leverage, rates 5:18 - Oil’s currency impact 7:08 - Carry trade backstop 7:52 - Portfolio positioning 10:15 - Oil price outlook 11:25 - Amberdata 13:12 - Japan policy errors 16:17 - Global equities impact 17:40 - AI trade risks 20:16 - Lagged productivity gains 22:11 - AI’s political impact 23:59 - Hyperscaler capex 25:54 - Groupthink 27:02 - Consensus bullishness 28:30 - 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

    30分
すべて見る（36）

番組について

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.

情報

  • クリエイター
    Phil Rosen
  • 配信期間
    25年 - 26年
  • エピソード
    36
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © Phil Rosen
  • 番組のWebサイト
    Full Signal

その他のおすすめ