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 114 episodes on record and a Required Pod Score of 80.

Phil Rosen hosts Full Signal, a business show with 114 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.

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  Full Signal

  Wall Street Veteran: History's BUY SIGNAL is flashing for stocks now!

  Oct 1, 202631 min

  Jeff Hirsch is the editor of the Stock Trader's Almanac, the market guide that just hit its 60th anniversary. He joins Phil Rosen on Full Signal to discuss the midterm-year "sweet spot" for stocks, the AI super boom and his Nasdaq outlook, what 5% bond yields mean for investors, and why he's selling bonds and buying small caps. This episode is sponsored by Boomberg: http://bloomberg.com/equityindices 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 - Where are we in the cycle? 0:30 - AI super boom 3:02 - Midterm-year sweet spot 6:42 - Bond yields at 5% 9:19 - Split Congress hurts stocks 10:40 - AI earnings beat everything? 11:40 - Does seasonality still matter? 14:35 - Tech concentration 16:25 - Turning bearish 19:07 - Lessons from super booms 21:00 - Favorite sectors 22:30 - Small caps 25:25 - MACD signal 27:57 - Steelman the bear case 29:03 - What we could be wrong about 29:47 - Follow Jeff #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

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  Full Signal

  The WINNING investment strategy for the America-first bull market!

  Sep 30, 202625 min

  Justus Parmar is the CEO of Fortuna Investments, an America-first venture capital firm, and Joey Magazine is a partner at Fortuna Investment and an elected official as Miami Beach Commissioner and Chair of the Finance Committee. They joined Phil Rosen on stage at Future Proof in California to discuss how to make investment decisions that align with policy, the sectors that should outperform in the current macro and geopolitical backdrop, and what ideas will win the next decade. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.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 - Investing from policy 2:34 - Capital flight and midterms 4:06 - Uranium, rare earths, aerospace 6:02 - Sectors that survive policy 9:56 - America First vs. pure innovation 12:52 - What investors miss on policy 15:35 - Miami as Wall Street South 17:46 - Building Miami's ecosystem 20:13 - Government stakes in private companies #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

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  Full Signal

  Top Investment Strategist: These trades WIN the AI bull market!

  Sep 29, 202634 min

  Jessica Inskip is the director of research for StockBrokers.com and one of the most followed investment voices in the industry. She joins Phil Rosen on Full Signal to unpack the risks in the bond market, AI overwhelming the macro setup, and the stocks and trades she likes best heading into the new year. 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 - Bullish trading cycle 2:55 - End of the cycle? 4:30 - 10-year yield at 5.2% 7:32 - Price-agnostic to price-sensitive buyers 8:10 - Bonds vs. stocks 10:49 - When yields hurt stocks 12:53 - US fiscal credibility 16:53 - All in on AI 18:03 - Hyperscalers 20:27 - Meta's Muse 26:00 - Apple 31:09 - Corners of the market to avoid 32:35 - How to buy tech 33:40 - Follow Jess #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

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  Full Signal

  ELITE Strategist: How to position for the NEXT AI trade

  Sep 24, 202643 min

  Warren Pies is the founder of 3Fourteen Research, a leading institutional risk manager and research firm. He joins Phil Rosen on Full Signal to discuss his current portfolio positioning, sector calls, why he's bullish semiconductors and hyperscalers, GPU availability and AI demand, and more. 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 - Overweight equities 3:30 - Tech-heavy market and AI leadership 5:29 - Macro shocks 11:05 - Low correlations and pair trades 13:37 - Semis and broadening trade 17:35 - GPU availability and rental rates 21:22 - Compute indicators flashing bullish 25:08 - Frontier lab ARR 30:08 - Hyperscalers leadership 32:34 - AI CapEx and the Fed 36:38 - What ends the bull run? 40:32 - Favorite sectors 41:46 - 3Fourteen Research #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

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  Full Signal

  Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run!

  Sep 23, 202634 min

  Nancy Tengler is the CEO and chief investment officer of Laffer Tengler Investments, where she has managed growth, dividend-growth, and value portfolios for three decades. She joins Phil Rosen on Full Signal to discuss why she still sees the AI bull market in its early stages, whether hyperscaler cash burn and rising bond yields are real threats, and her highest-conviction stock picks heading into 2027. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.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 - State of the AI bull market 2:02 - Why the doomer narrative persists 3:34 - Earnings outpacing stock prices 7:12 - Broadening-out trade stalls 9:20 - Hyperscaler free cash flow concerns 11:39 - Bond yields risk 16:16 - Walmart 17:53 - AMD 19:06 - Quanta Services 20:55 - Tesla 23:33 - CrowdStrike 25:24 - DR Horton 28:12 - Alphabet and Amazon 33:27 - Where to find Nancy's research #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

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