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. 2D AGO

    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

  2. 3D AGO

    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

  3. 4D AGO

    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

  4. 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

  5. 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

  6. APR 22

    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

  7. APR 21

    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

  8. APR 20

    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
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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
    61
  • Rating
    Explicit
  • Copyright
    © Phil Rosen
  • Show Website
    Full Signal

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