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.
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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
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#podcast #investing #markets #macro #stocks #bitcoin #fed
Information
- Show
- FrequencyUpdated Daily
- PublishedApril 27, 2026 at 12:00 PM UTC
- Length34 min
- RatingClean
