Full Signal

Phil Rosen
  • 4.8 (18)
  • 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. 1D AGO

    Bitcoin will DOMINATE the AI bull market! | Anthony Pompliano

    Anthony Pompliano is the CEO of ProCap Financial. He joins Phil Rosen on Full Signal to discuss the economic data behind the Iran conflict, how bitcoin fits into the current macro story, and why the "AI bubble" crowd is dead wrong. 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 - Affordability decides midterms 3:00 - Iran war driving inflation 4:33 - Short conflict vs. structural inflation 7:08 - Bitcoin is the "certainty" asset 9:31 - AI demand wall 11:13 - Scarcity in an AI world 13:36 - Pomp vs. AI bears 17:01 - Doomer predictions 18:46 - Micron and market froth 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

    21 min

  2. 2D AGO

    This stock market looks like 1999 | Ben Carlson

    Ben Carlson is the director of institutional asset management at Ritholtz Wealth Management, and the author of the new book, "Risk & Reward." He joins Phil Rosen to discuss the historic bull market, semiconductor rally and meltup, dot-com comparisons, lessons from Japan's asset 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 - Why Markets Ignore Headlines 1:14 - Momentum and the AI Trade 2:12 - Bull Market Tracker Insights 3:38 - Semis Rally and Air Pockets 5:53 - Nasdaq Melt Up Comparisons 8:01 - Dot-Com Then vs Now 9:10 - Investor Sentiment and Flows 11:20 - Leveraged ETFs and Bubble Talk 13:50 - What Would Turn Bears On 15:56 - New Inflation Regime Reality 16:40 - Ben's New Book "Risk and Reward" 19:02-  Japan Bubble Lessons Diversify 23:17 - Investor Identity Time Horizon 25:23 - Ben's Writing Process & Where to Follow 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

  3. 4D AGO

    Buy these ETFs for the AI bull market! | Todd Sohn

    Todd Sohn is the chief ETF strategist at Strategas. He joins Phil Rosen on Full Signal to discuss the boom in semiconductor stocks, falling defensive sectors, the ETFs he likes best right now, how to hedge the froth of the AI trade, and the most important charts in markets 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/ Timestamps: 0:00 - Intro 0:20 - Record ETF Inflows 2:36 - Crashing defensive sectors 5:01 - Energy vs. Tech beta 9:14 - Industrials & infrastructure 12:36 - Semiconductor ETFs 16:17 - Levered Single-Stock ETFs 20:50 - DRAM to $5 Billion 23:33 - SpaceX and Space ETFs 27:53 - Hedge beta, buy Japan 31:43 - Turning cautious 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. MAY 7

    4 stocks to WIN the bull market! | Josh Schafer

    Josh Schafer is an investment writer at Barron's. He joins Phil Rosen on Full Signal to discuss the charts driving the macro outlook, and four specific stocks that his team is bullish on 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 - Earnings paradox 2:52 - Estimate revisions accelerate 4:38 - AI capex hits $1 trillion 7:10 - AI is the new macro 8:37 - Intel 12:24 - Sterling Infrastructure 14:48 - Palo Alto Networks 16:56 - Casey's General Stores 20:23 - 2026 market outlook 23:00 - Where To Find Josh 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

    23 min

  5. MAY 6

    Bitcoin is BOOMING out of the bear market! | David Dziekanski

    David Dziekanski is the CEO of Quantify Funds. He joins Phil Rosen to discuss what's keeping bitcoin suppressed, the impact of Japan's bond market on asset prices, the new normal of the debasement trade 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 Why bitcoin crashed 3:13 Trump Disconnect 4:37 Advisors owning bitcoin 6:58 Gold's outperformance 9:00 Oil and gold's pullback 11:25 Debasement as new normal 15:20 Bear case for bitcoin, gold 18:18 Kevin Warsh 20:42 BTGD, ISBG, ISSB 25:31 Quantify Funds 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

    26 min

  6. MAY 5

    Strait of Hormuz will BREAK oil markets! | Matt Smith, Kpler

    Matt Smith is the director of commodity research at Kpler, one of the leading energy data firms in the world. He joins Phil Rosen to discuss how much oil is actually moving through the Strait of Hormuz, the outlook for crude prices and global oil flows, Iran's economic leverage over the US, OPEC's changing membership, 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 - Oil flows in Strait of Hormuz 1:56 - Why oil isn't at $150 yet 5:20 - US vs. Iran leverage 6:35 - Record US oil exports 8:29 - Diesel shock 10:02 - Jet fuel shortage 12:29 - Is the US actually insulated? 13:40 - US gas prices 14:32 - Permanent energy realignment? 15:56 - Russia and China 18:41 - UAE leaves OPEC+ 21:22 - Returning to normal 23:50 - Tanker insurance 24:43 - Inflation outlook 25:30 - Where To Find Matt'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

    26 min

  7. APR 28

    Buy these stocks for the bull market's NEXT leg! | Jay Woods

    Jay Woods is the chief market strategist at Freedom Capital Markets. He joins Phil Rosen on Full Signal to discuss why the lows are in for the S&P 500 in 2026, the historic semiconductor streak lifting Nvidia and the chip names, why this AI rally is nothing like the dot com bubble, and the sectors he's buying — and avoiding — for the rest of the year. 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 - Record highs, ugly sentiment 2:30 - Jay's 2026 S&P 500 target 4:41 - Mag 7 earnings 5:12 - Meta, Microsoft on the ropes 7:10 - Alphabet, Amazon, Apple 8:18 - Nvidia at $5 trillion 10:43 - 18-day chip streak 13:12 - Retail vs institutional buying 14:35 - No dot com bubble 17:30 - What could derail the bull 17:51 - AI eating college grad jobs 19:32 - Fed outlook 23:45 - Best sectors to buy now 29:04 - Sectors to avoid 31:35 - Why tech isn't a top pick 33:17 - Follow Jay 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. APR 27

    The biggest RISK of a record stock market! | Steve Sosnick

    Steve Sosnick is the chief strategist for Interactive Brokers. He joins Phil Rosen on Full Signal to discuss the market response to the Iran conflict, the earnings outlook, software sell off and what has to happen for stocks to move lower. 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 00:28 - Rally After Shock 02:26 - Dip Buying Mindset 05:47 - Unprecedented Momentum 08:56 - Stimulus Expectations 11:52 - Fed Put Explained 17:34 - Year End Bear Case 20:40 - Earnings And Guidance 24:56 - Sentiment Disconnect 27:30 - Worst Case Scenarios 30:26 - Defensive Opportunities 33:14 - Where To Follow Steve 33:58 - Thanks Steve For Joining! Like & Subscribe 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
See All (64)

4.8
out of 5
18 Ratings

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
    64
  • Rating
    Explicit
  • Copyright
    © Phil Rosen
  • Show Website
    Full Signal

You Might Also Like