Full Signal

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1. Top Investment Chief: 5 stocks to buy for a LATE-STAGE AI BOOM

   5 november 2026 · 39 min

   Afspelen
   Drew Pettit is the chief investment strategist at Roundhill Investments, and he previously spent a decade at Citi. He joins Phil Rosen on Full Signal to discuss why the AI trade seems late cycle, how much growth is priced into stocks, the case for photonics stocks, and more. Lees meer

   This episode is sponsored by Bloomberg: http://bloomberg.com/equityindices

   Full Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:

   🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905

   📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D

   📨 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/phil-rosen-763601187/

   💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosen

   TIMESTAMPS:

   0:00 - Late-cycle bull market

   2:37 - Stocks getting cheaper?

   5:07 - Bubble in expectations?

   6:29 - Markets need bears

   7:33 - Sentiment vs. reality

   9:42 - Options data

   11:27 - Low correlation trades

   14:38 - Stock pickers or thematics?

   17:15 - Mag 7 outlook

   19:51 - Software and AI risk

   22:00 - Photonics and optics

   25:32 - HALO stocks and LOHA

   27:29 - Canadian Natural Resources

   29:21 - Kirby

   31:07 - Thematic ETFs

   35:38 - Core and satellite investments

   37:56 - Roundhill Investments

   #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

2. Veteran Investment Chief: 7 stocks to BUY during the AI SELL OFF

   4 november 2026 · 36 min

   Afspelen
   Rhys Williams is the chief investment officer at Wayve Capital Management and has been in the markets since 1987, managing about $2 billion at the peak of the dot-com bubble. He joins Phil Rosen on Full Signal to discuss why today's AI boom isn't a repeat of 1999, the data center backlash, Anthropic's S-1, his barbell portfolio strategy, and his top stock picks for 2027. Lees meer

   This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/

   Full Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:

   🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905

   📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D

   📨 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/phil-rosen-763601187/

   💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosen

   TIMESTAMPS:

   0:00 - Another dot-com?

   1:31 - Data center backlash

   3:15 - Lessons from 1990s

   7:01 - AI bear case

   9:52 - Anthropic's S-1

   11:12 - Barbell portfolio for 2027

   12:09 - Undervalued stock picks

   17:16 - Energy vs. AI

   19:39 - Gas stocks and pipelines

   23:16 - Consumer staples

   27:14 - Astera Labs

   30:13 - AI selloff

   35:01 - Wayve Capital

   #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

3. Jordi Visser: The WINNING investment ideas for 2027

   3 november 2026 · 40 min

   Afspelen
   Jordi Visser is a veteran macro investor and the founder of 22V Research. He joins Phil Rosen on Full Signal to discuss how AI is driving rates and the broader macro picture, what Microsoft’s buyouts mean for labor and capital, his bullish case for Eli Lilly and Micron, and his investment outlook for the year ahead.Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfsFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - AI as macro Lees meer

   3:53 - Next year looks different

   5:41 - SPVs and private credit

   7:40 - Hyperscaler free cash flow

   9:27 - Microsoft buyouts

   13:25 - Corporate layoffs coming?

   15:15 - Redistributing profits vs. UBI

   17:19 - Where's the AI productivity data?

   24:29 - Eli Lilly and longevity

   29:28 - Micron

   33:43 - Investing predictions

   36:39 - Overweight crypto

   39:40 - Follow Jordi#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

4. Adam Parker: The AI stocks set to BOOM in 2027

   29 oktober 2026 · 47 min

   Afspelen
   Adam Parker is the founder of Trivariate Research and Trivector Research, and he was formerly the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley. He joins Phil Rosen on Full Signal to unpack his favorite stocks and sectors for 2027, why he's still optimistic on semiconductors and memory, the thesis for healthcare, and more. Lees meer

   Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfs

   Full Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:

   🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905

   📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D

   📨 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/phil-rosen-763601187/

   💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosen

   TIMESTAMPS:

   0:00 - AI cycle 1/3 done

   3:28 - Micron

   8:44 - Weakest part of AI trade

   12:23 - Run more diversified

   18:57 - Buy and hold is broken

   22:10 - Expensive stocks and earnings

   26:13 - Don't add to losers

   29:42 - Healthcare

   35:15 - Eli Lilly and GLP-1

   38:22 - Semis, power and healthcare

   40:30 - Oil stocks and AI power

   41:39 - Post-midterm AI rally

   42:59 - 2030s industrial revolution

   #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

5. Top Investment Chief: 6 assets to BUY for 2027

   28 oktober 2026 · 34 min

   Afspelen
   Eddie Ghabour is the co-founder and CEO of Key Advisors Wealth Management. He joins Phil Rosen on Full Signal to discuss his highest-conviction investment ideas for 2027, the Fed's policy error, the undervalued sectors Wall Street is ignoring, and the details of his tactical investing approach versus the typical buy-and-hold strategy. Lees meer

   This episode is sponsored by Bloomberg: http://bloomberg.com/equityindices

   Full Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:

   🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905

   📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D

   📨 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/phil-rosen-763601187/

   💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosen

   TIMESTAMPS:

   0:00 - Rising rates

   2:29 - AI capex and inflation

   3:29 - Bond market leads

   6:32 - Debt-financed AI risks

   10:05 - Positioning in tech

   13:38 - Cybersecurity

   16:38 - Healthcare

   19:14 - Consumer staples

   19:54 - Contrarian housing call

   23:31 - Utilities

   26:05 - Tactical vs. buy-and-hold

   30:37 - Gold

   32:24 - Bitcoin

   33:41 - Follow Eddie

   #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

6. Goldman Sachs Investment Chief: How to WIN the AI trade in 2027

   27 oktober 2026 · 32 min

   Afspelen
   Alexandra Wilson-Elizondo is the global head and co-chief investment officer of Multi-Asset Solutions at Goldman Sachs Asset Management. She joins Phil Rosen on Full Signal to discuss the next stage of the AI trade, debt financing in the AI buildout, whether today's AI boom resembles the dot-com bubble, opportunities in international markets, and what could outperform in 2027. Lees meer

   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/phil-rosen-763601187/

   💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosen

   TIMESTAMPS:

   0:00 - 4th stage of AI trade

   3:51 - Is AI a bubble?

   5:47 - GPU obsolescence risk

   9:23 - Credit warning signs

   10:34 - Best hedge against AI?

   11:32 - Pharma and utilities

   16:30 - European financials

   18:15 - Emerging markets

   20:54 - Japan

   24:37 - Longevity trade

   29:31 - Back to fundamentals

   31:10 - Goldman Sachs

   #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

7. Top JPMorgan Strategist: 6 sectors to BUY for the NEXT AI boom!

   23 oktober 2026 · 41 min

   Afspelen
   Stephanie Aliaga is a global market strategist at JP Morgan Asset Management, where she focuses on AI's role in markets and the economy. She joins Phil Rosen on Full Signal to discuss why the AI cycle is still early, the selloff in neocloud stocks, hyperscaler moats and frontier lab economics, why AI isn't showing up in productivity data yet, and her favorite opportunities for the AI trade for the year ahead. Lees meer

   Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfs

   📨 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/phil-rosen-763601187/

   💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosen

   TIMESTAMPS:

   0:00 - We're still early in AI

   2:43 - Neocloud financing fears

   4:46 - Demand vs. financing

   7:10 - Hyperscaler balance sheets

   10:46 - Frontier lab token economics

   15:06 - AI agents boom

   17:05 - Enterprise AI adoption

   20:24 - Where's the productivity gains?

   26:24 - Where to invest now

   30:16 - Favorite sectors

   34:07 - US vs. international

   37:29 - Too late to buy AI?

   39:07 - What could derail the AI trade

   40:44 - Follow Stephanie

   #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

8. Investment Strategist: 8 stocks WIN as Wall Street IGNORES this trade!

   22 oktober 2026 · 27 min

   Afspelen
   Jérémie Boyer is the co-founder of Aurelion Research, an independent investment research firm based in Montreal. He joins Phil Rosen on Full Signal to discuss Canada's defense spending boom, the coming uranium supply squeeze, the Brazil election trade, and his top stock picks that Wall Street is ignoring. Lees meer

   This episode is sponsored by Bloomberg: http://bloomberg.com/equityindices

   Full Signal episodes are available on Apple Podcasts and Spotify 3 hours before YouTube:

   Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905

   Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D

   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/phil-rosen-763601187/

   Timestamps:

   0:00 - NATO defense spending

   3:35 - Nuclear power demand

   5:02 - Cameco

   6:54 - Latin America Stocks

   11:07 - AI and pharma

   13:07 - Globus Medical

   14:48 - Century Aluminum

   17:10 - Space bet

   18:54 - Does SpaceX help MDA?

   20:42 - XP

   21:44 - Nvidia bull case

   26:10 - Follow Jérémie

   #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

9. Meb Faber: These stocks WIN the NEXT stage of the global bull market!

   20 oktober 2026 · 40 min

   Afspelen
   Meb Faber is the co-founder and chief investment officer of Cambria Investment Management, which runs a suite of ETFs with roughly $5 billion in assets. He joins Phil Rosen on Full Signal to discuss the "bear market in diversification," why US stocks look expensive next to the rest of the world, the global buyback boom, risks of the AI trade, and how he'd build a portfolio from scratch today. Lees meer

   Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfs

   Watch on YouTube: https://www.youtube.com/@philrosenn

   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 bull market

   4:28 - Bear market in diversification

   7:40 - Opportunities outside the US

   9:51 - US stocks look expensive

   11:37 - Buyback revolution

   17:02 - Value without avoiding tech

   20:45 - SpaceX, Anthropic, OpenAI

   22:34 - Will AI be a good investment?

   27:07 - Building a portfolio from scratch

   31:57 - Investing at all-time highs

   33:28 - Shareholder yield

   39:14 - Follow Meb

   #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

10. 4 stocks I'm buying to WIN the AI bull run!

    16 oktober 2026 · 21 min

    Afspelen
    Phil Rosen — co-founder of Opening Bell Media and chief market strategist for Silvia Inc. — joined Anthony Pompliano on stage at the Silvia Investor Summit in New York to discuss the most important charts driving markets, the stocks inside his portfolio today, and the bull and bear cases on AI.This conversation was filmed on October 8, 2026. Lees meer

    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 - Tech and energy doing heavy lifting

    2:26 - Oil spikes vs. a resilient stock market

    3:39 - Investors stopped caring about Iran

    5:30 - Midterm year seasonality

    8:31 - The bear case on AI

    9:32 - The bull case on AI

    11:17 - What would break the AI trade

    12:11 - Using AI to make investments

    15:09 - Micron, Vertiv, Marvell

    16:27 - Eli Lilly

    17:24 - Inside my portfolio

    18:40 - Bonds are boring

    20:40 - Opening Bell Daily and Silvia Insights

    #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

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