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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. 19 HR AGO

    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

  2. 1 DAY AGO

    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

  3. 4 DAYS AGO

    ‘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

  4. 5 DAYS AGO

    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

  5. 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

  6. 19 FEB

    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 min

  7. 16 FEB

    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 min

  8. 12 FEB

    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 min
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About

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.

Information

  • Creator
    Phil Rosen
  • Years Active
    2025 - 2026
  • Episodes
    39
  • Rating
    Clean
  • Copyright
    © Phil Rosen
  • Show Website
    Full Signal

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