Full Signal

Phil Rosen
  • 0.0 (0)
  • INVESTING
  • UPDATED DAILY

Financial markets and economic data explained through interviews with Wall Street's smartest investors, hosted by award-winning journalist and author Phil Rosen, who is the chief market strategist for ProCap Financial and the co-founder and CEO of Opening Bell Media.

  1. 51 MIN AGO

    The WINNING sectors of the new AI trade | Ross Mayfield

    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/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 0:21 - Bull Market Divergence 1:23 - AI Trade Not a Bubble 4:17 - Software vs Semis Split 7:13 - Geopolitics and Stimulus 11:10 - Dip Buying Psychology 13:02 - Client Fears Debt Dollar 16:45 - Sector Picks Industrials 19:36 - Housing and Defensives 22:47 - What Turns Bearish 26:17 - AI and Jobs Debate 28:58 - Where to Find Ross 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

    29 min

  2. 1 DAY AGO

    3 AI stock picks NO ONE talks about! | Lou Basenese

    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.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 - Energy is still a buy 4:30 - 3 under-the-radar stocks 6:08 - Allbirds AI pivot 8:29 - SpaceX and Anthropic IPO warning 12:11 - Brutal track record of space IPOs 13:25 - CEOs lying about AI layoffs 17:00 - Labor market risks 19:26 - AI is bifurcating the workforce 21:20 - Favorite corner of market 22:51 - 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

    23 min

  3. 2 DAYS AGO

    2 sectors to BUY NOW with stocks at records! | Frank Cappelleri

    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. 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 - S&P 500 7,400 3:21 - Liberation Day similarities 3:51 - Technology ready to lead 4:52 - XLK vs XLE ratio chart 7:10 - Price action vs headlines 8:39 - 10-year yield and oil 10:51 - Software's bullish setup 13:57 - Charts vs fundamentals 15:23 - Most bullish sectors 16:44 - Outlook for rest of 2026 17:28 - Sectors to avoid 19:45 - What clients fear most 21:42 - Software trade setup 22:54 - Bitcoin and ethereum 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

  4. 14 APR

    Eric Jackson shares 6 stocks that can 100x from here!

    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/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 – Opendoor, $OPEN 5:19 – Better Home & Financing, $BETR 7:56 – Cipher Digital, Iren, Hut 8 9:44 – Public & Generated Assets 10:50 – Why Eric is short SaaS 16:26 – Salesforce, Asana, DocuSign 21:29 – "Overcompensation tell" SaaS CEOs show 23:19 – Opening Bell Daily 23:30 – Language vs. fundamentals 25:44 – Private credit risks 29:15 – PIKs as 2008-style warning 32:38 – Blue Owl, $OWL 36:33 – 25% odds of contagion event in 2026 39:18 – Naming the real Satoshi question 49:11 – Follow Eric 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

    50 min

  5. 9 APR

    AI agents are TAKING OVER Wall Street! | Anthony Pompliano

    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/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 - AI agents analyzing markets 0:54 – 3 stocks for tariff refunds + oil shock 4:40 – Layoff and stock rally narrative is wrong 8:40 – Public & Generated Assets 9:47 – AI agents debating each other 10:42 – What AI means for writers, analysts 11:54 – Insider selling confirms market rotation 15:18 – AI research and moats 16:34 – ProCapInsights.com 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

    19 min

  6. 2 APR

    This is how the RECESSION starts in 2026 | Phil Neuhart

    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 unwind would actually look like. 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 - Uncertainty vs. resilience 1:30 - Tail risks investors are ignoring 2:50 - The bear case 3:25 - Labor market as a recession trigger 5:40 - Stocks insulated from oil? 6:30 - Earnings season and the multiple contraction 10:20 - Complex Fed outlook 12:55 - What would trigger the first rate cut? 13:50 - Kevin Warsh's problem 15:30 - AI trade rotation 18:10 - Bullish small caps 20:20 - AI as scapegoat for layoffs 24:50 - Recession odds 27:35 - Does history still apply to this market? 28:50 - Follow Phil Neuhart 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

  7. 1 APR

    Investing in the $14 trillion ETF BOOM | Jon Maier, JPMorgan

    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://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 - Iran conflict macro implications 1:20 - 66% of S&P stocks beating the index 3:10 - Breaking down $14T ETF market 6:00 - More ETFs than stocks 6:45 - Derivative income ETFs 8:20 - International vs. US rotation 12:05 - Bear sentiment and hedging strategies 14:30 - Rotation out of tech 15:40 - Should you go to cash right now? 18:20 - Active vs. passive long view 21:20 - How pullback compares to history 23:10 - JPMorgan Guide to ETFs 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

    25 min

  8. 31 MAR

    AI agents give retail investors a new EDGE on Wall Street | Yannick Malling

    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/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 - Retail investor sentiment 3:55 - Why buying the dip keeps working 5:10 - The AI bubble debate 8:00 - Retail's edge on Wall Street 8:25 - AI agents in portfolios 11:10 - Security concerns with AI agents 13:45 - Taking emotion out of investing 16:35 - Sophisticated trading strategies 19:35 - Will agents push back on bad trades? 22:40 - "Agentic brokerage" era 27:50 - Joining Public's wait list 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
See All (56)

About

Financial markets and economic data explained through interviews with Wall Street's smartest investors, hosted by award-winning journalist and author Phil Rosen, who is the chief market strategist for ProCap Financial and the co-founder and CEO of Opening Bell Media.

Information

  • Creator
    Phil Rosen
  • Years Active
    2025 - 2026
  • Episodes
    56
  • Rating
    Explicit
  • Copyright
    © Phil Rosen
  • Show Website
    Full Signal

You Might Also Like