Full Signal

Unpacking the highest-conviction investment ideas from the world's smartest investors.Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at ProCap Financial and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.

Full Signal is a business podcast hosted by Phil Rosen, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Phil Rosen hosts Full Signal, a business show with 100 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Full Signal

  Macro Strategist: 7 stocks to BUY before the AI trade is OVER

  Aug 19, 202636 min

  Jack Farley is the co-founder of Monetary Matters Network and he recently launched Farley Associated Research, an investment Substack with its own model portfolio. He joins Phil Rosen on Full Signal to discuss why the AI capex boom still has room to run, his highest-conviction semiconductor pick, the case for silver over gold, and the stocks he is shorting right now and his macro outlook through 2027. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ 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 - Bull market's 5th year? 3:30 - Hyperscaler capex 5:04 - Free cash flow concerns 6:47 - AI pricing power 9:43 - Semiconductor pricing power 11:59 - Favorite sectors 14:02 - Lam Research 18:13 - Could China crash memory? 20:37 - Short ideas 22:09 - Silver bull case 26:11 - Macro risks 27:55 - Jack's model portfolio 28:54 - Texas Pacific Land 30:28 - Sulfur stock idea 32:24 - Korean memory stocks 34:57 - Shorting Meta 35:52 - Follow Jack #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

  ListenShow Notes
• 

  Full Signal

  Top Investment Chief: 3 sectors to BUY for the NEXT AI bull rally!

  Aug 18, 202636 min

  Ryan Detrick is the chief market strategist at Carson Group, where he helps manage more than $8 billion and has kept the firm overweight equities for over three years. He joins Phil Rosen for the 100th episode of Full Signal to discuss his S&P 500 outlook, why banks are breaking out, the sectors he likes best, and the bearish signals no one else is watching. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ 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 - S&P 500 outlook 3:42 - Seasonality 7:32 - Advance-decline line 9:20 - Financials and banks 11:54 - Cyclicals for the second half 14:44 - Gold, bonds and managed futures 16:25 - Industrials 17:36 - Financials 19:33 - Tech stocks 21:48 - $1 trillion capex debate 23:56 - Secular bull case 24:47 - Europe and Japan 27:03 - The bear case with the US dollar 28:32 - Staples stocks falling 31:43 - Fed outlook 33:27 - 3 contrarian calls 34:55 - Follow Ryan

  ListenShow Notes
• 

  Full Signal

  Top Investment Chief: 7 stocks to BUY for the AI SUPERCYCLE

  Aug 13, 202634 min

  Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oil to stock valuations, and the specific stocks he owns right now. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ 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 - Early innings of AI 2:26 - Circular AI economy 7:23 - $5 trillion ROI question 8:22 - Iran, oil and inflation 14:34 - What clients are worried about 15:34 - September weakness 17:59 - What would break the bull case 18:52 - What pushes yields higher 20:02 - Favorite sectors and names 21:30 - Cybersecurity 22:56 - JPMorgan 26:10 - Microsoft 28:55 - Verizon 30:34 - ASML 31:47 - NVDA 33:28 - Follow Kenny #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

  ListenShow Notes
• 

  Full Signal

  ELITE Macro investor: How to invest as the AI BUBBLE POPS

  Aug 12, 202643 min

  Bob Elliott is the CEO and chief investment officer of Unlimited Funds, where he deploys hedge fund strategies into low-cost ETFs. He also authors the Nonconsensus Substack. He joins Phil Rosen on Full Signal to discuss why AI earnings expectations are detached from macro reality, the gap between $5 trillion of capex and $150 billion of AI revenue, how households are propping up corporate margins, and where he sees value beyond the AI trade. 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 - Market as house of cards 4:57 - Where is the AI productivity? 6:26 - Wall Street's backwards math 8:34 - $5 trillion capex 10:54 - Why earnings still look strong 13:31 - Circular deals 15:32 - AI's real economy problem 19:02 - Rotation out of tech 21:03 - AI capex is 2% of GDP 24:45 - Kalecki equation 26:06 - Chip demand 28:28 - Investing beyond AI 31:59 - TIPS 33:10 - Gold 38:28 - Leverage 40:16 - Unlimited's hedge fund ETFs #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

  ListenShow Notes
• 

  Full Signal

  Wall Street Insider: 3 stocks to buy that go BEYOND the AI trade!

  Aug 10, 202628 min

  Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet and Amazon going free cash flow negative, risks to Meta, and a handful of his favorite under-the-radar stock picks. Subscribe to Josh Schafer's investing newsletter: https://searchingforsignals.substack.com/ 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 - Historic earnings 3:33 - Expectations too high? 6:20 - Alphabet and Amazon burning cash 11:08 - Rotation into hyperscalers 12:00 - Meta looks bearish 15:11 - Picking software stocks 17:00 - Cybersecurity 17:59 - SpaceX supplier stock 20:09 - AI publishing and licensing stock 21:31 - Movie theater comeback stock 26:56 - Searching for Signals #podcast #investing #markets #macro #stocks #bitcoin #fed

  ListenShow Notes

Recent guests on Full Signal. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.