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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

    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 min

  2. HACE 2 DÍAS

    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 min

  3. HACE 6 DÍAS

    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 min

  4. 4 FEB

    Trading the silver rally and AI boom! | Michael Reinking, NYSE

    Michael Reinking is a senior market strategist at the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss the metals meltup, the rally in small-cap stocks, the rise of retail investors, changes in market structure, 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 - Gold & silver 7:45 - Small-caps, market rotation 14:20 - Public & Generated Assets 15:30 - Bear case for ‘26 19:40 - Rise of retail investors 23:20 - Market structure shifts 27:50 - S&P 500 breadth 30:33 - Key indicators 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

  5. 28 ENE

    'Big Short' LEGEND reveals his top trades for 2026 | Danny Moses

    Danny Moses is a legendary investor who was depicted in “The Big Short” for his role in correctly betting against the US housing market crash in 2008. He joins Phil Rosen on Full Signal to unpack the gold and silver trade, the biggest market risks in 2026, and what could turn into the next Big Short. 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 - Gold & silver 5:17 - AI and metals 6:15 - AI circular financing 9:03 - Energy trade 11:40 - Public & Generated Assets 12:50 - Uranium 14:37 - Oil & energy sector 16:38 - Hidden opportunities 18:07 - Market rotation 20:48 - Government debt 23:48 - Weaker US dollar 25:39 - 2008 parallels 28:23 - Bullish environment 30:23 - Lessons of 2008 33:34 - The next Big Short 35:47 - Easing regulations 37:59 - Danny’s work and media 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

    42 min

  6. 27 ENE

    Silver is DOMINATING the metals meltup | Jack Farley

    Jack Farley is a leading macro commentator and financial journalist, and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the silver price rally, why commodities are surging, and specific stock picks that look set to benefit 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 0:29 - Silver rally 5:52 - Silver vs. gold 8:47 - Silver outlook for 2026 10:14 - China dominating silver 13:46 - Public & Generated Assets 15:12 - Stocks for silver rally 19:05 - Bull case for equities 20:55 - AI bubble fears 22:38 - “Sell America” trade 27:19 - Global stock picks 32:18 - $NVDA 35:11 - $ATUSF 38:26 - Finding stock ideas 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

    42 min

  7. 23 ENE

    AI hardware stocks will DOMINATE 2026 | Mark Malek, Siebert Financial

    Mark Malek is the chief investment officer at Siebert Financial and has spent over three decades on Wall Street. He joined Phil Rosen on Full Signal to discuss the biggest risks in markets for the year ahead, why he likes Micron and other AI hardware stocks, comparisons between AI and the dot-com bubble 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 - Geopolitical risks 7:29 - Politics as fiscal policy 13:02 - Public & Generated Assets 14:17 - AI exposure for 2026 20:56 - $MU $GOOG $TSM 25:35 - Dot-com bubble 34:09 - Downside risks in 2026 You can see more of Mark’s work on his YouTube channel: https://www.youtube.com/@wstruthbombs 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

  8. 22 ENE

    The WINNING stock picks for 2026 | Brian Belski, Humilis

    Brian Belski, founder of Humilis Investment Strategies, has spent three decades on Wall Street, leading strategy and research teams at BMO, Oppenheimer, Merrill Lynch and elsewhere. He joined Phil Rosen to discuss the outlook for 2026, what sectors and stocks he likes best, why small- and mid-cap names could rally, 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 0:27 - Secular bull market 4:09 - Bullish on AI 8:04 - Stock picking in ‘26 12:19 - Growth vs. value 14:01 - Public & Generated Assets 15:06 - Small, mid-cap stocks 19:03 - Financials  20:59 - Portfolio weightings 22:06 - Tech stocks 24:51 - $LULU 27:02 - Utilities stocks 29:40 - $OKLO $COST 30:58 - Energy 31:46 - Macro outlook 33:25 - US-bias portfolio 38:52 - Brian’s work & Humilis  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

    46 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
    31
  • Clasificación
    Apto
  • Copyright
    © Phil Rosen
  • Mostrar sitio web
    Full Signal

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