Alle afleveringen
133 afleveringen, van nieuw naar oud
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Top Investment Chief: 7 stocks to BEAT the S&P 500 long-term
1 juli 2026 · 31 min
Lauren Cassidy, chief investment officer for Founder ETFs, has spent two decades managing portfolios across firms including Sanford Bernstein and JPMorgan. She joins Phil Rosen on Full Signal to discuss her highest-conviction stock picks, why she is all-in on founder-led public companies, and the software bull case within the AI trade. Lees meer
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Timestamps:
0:00 - Where are we in the cycle?
2:23 - Long-term AI winners
5:17 - CoreWeave
6:34 - Rubrik
8:44 - Samsara
10:59 - Datadog
12:42 - Selling Viking
13:40 - Clear
16:10 - Overweight software
20:14 - Palantir
24:37 - Oracle
27:43 - Founder outperformance history
30:23 - Follow Lauren
#podcast #investing #markets #macro #stocks #bitcoin #fed
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Wall Street Insider: 4 Contrarian Stocks to CRUSH 2026!
30 juni 2026 · 34 min
Josh Schafer is an investment writer at Barron's and the author of the "Searching for Signals" newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the most important charts driving the market and a handful of specific, high-conviction stock picks he is most bullish on right now. Lees meer
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 - The great rotation
1:58 - Why rate hikes don't crush stocks
4:52 - Mag 7 becomes Lag 7
7:10 - Memory costs
7:41 - AI inflation and Apple
11:04 - Apple's ecosystem moat
14:43 - Okta
17:55 - General Motors
21:36 - Alphabet
23:50 - YouTube, Waymo
25:15 - Microsoft
28:43 - Housing stocks
33:06 - Follow Josh
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
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Elite Macro Strategist: This portfolio WINS the next dot-com crash!
26 juni 2026 · 45 min
Darius Dale is the founder of 42 Macro, a leading investment research firm whose risk-management framework is followed by thousands of investors around the world. He joins Phil Rosen on Full Signal to discuss his KISS portfolio strategy, where we are in the AI market cycle, why Kevin Warsh may be a dove in hawk's clothing, the shift toward a multi-poar macro regime, and rotating out of the Magnificent 7. Lees meer
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 - The KISS portfolio framework
3:00 - Stocks, gold, and Bitcoin
6:01 - Where we are in AI cycle
7:45 - Crowded bullish positioning
11:54 - Kevin Warsh and the Fed
15:00 - Investing in new Fed regime
17:49 - Iran conflict
22:47 - Accelerating into multipolar world
27:01 - Treasury market hot potato
28:34 - Going global in equities
30:58 - "Source of Funds" investing theme
38:36 - What he could be wrong on
42:42 - Follow Darius
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
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Wall Street Insider: AI investors are IGNORING this data!
25 juni 2026 · 28 min
Gunjan Banerji is a leading financial reporter at The Wall Street Journal. She joins Phil Rosen on Full Signal to discuss AI versus dot-com bubble comparisons, what options market data is showing, using AI to manage a stock portfolio, and lessons about money and wealth drawn from interviewing billionaires. Lees meer
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 - Bubble or healthy correction?
3:53 - Mega-cap IPOs
6:27 - Frothiest corners of the market
7:23 - How to read the options market
8:37 - Speculation in markets
10:01 - Retail as smart money
13:00 - Gambling-obsessed investors
15:14 - AI portfolio manager
19:37 - Sell America trade
22:15 - Lessons from billionaires
28:08 - Follow Gunjan
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
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Top Portfolio Manager: This Portfolio WINS the AI Trade
24 juni 2026 · 33 min
Paisley Nardini is a portfolio manager and multi-asset strategist at Simplify Asset Management. She joins Phil Rosen on Full Signal to discuss whether the tech sell-off marks the end of the AI trade, how to build a resilient a portfolio around equities, the most important macro variables for investors, and more. Lees meer
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 - Is the AI bubble popping?
2:22 - Kevin Warsh wildcard
4:48 - Portfolios for any cycle
5:44 - Stock-bond correlation
8:49 - Bonds stopped being a hedge
11:45 - Do old valuation metrics still work?
14:27 - Finding cheaper corners of the market
17:23 - AI Hype Over Profits
18:42 - When to take profits on AI trade
22:15 - Hard assets
23:29 - Gold, silver, copper
25:27 - Commodities
26:39 - Building a new $100K Portfolio
30:00 - Bitcoin
30:56 - What we'll be wrong about
31:53 - Find Paisley'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
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Top Investment Strategist: 3 stocks to buy NO ONE knows about!
23 juni 2026 · 46 min
Brian Belski is the CEO and chief investment officer at Humilis Investment Strategies, and he has managed money and guided stock-picking strategies for three decades. He joins Phil Rosen to discuss his highest-conviction stock picks, earnings momentum, his strategy for picking small- and mid-cap stocks, and more. Lees meer
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 - Near-term catalysts
2:44 - Earnings-driven vs. multiple expansion
3:37 - The 2023 tech rebound
5:08 - Peak earnings?
6:11 - What investors get wrong
8:39 - Market breadth
11:07 - Overweight utilities
14:53 - Dot-com comparisons
19:52 - A stock picker's market
22:14 - Small-cap bull case
27:32 - Acuity
29:03 - FNB
31:24 - Casella Waste Systems
33:40 - How to pick stocks
39:03 -Humilis' new ETF
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
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Hedge Fund Veteran: 3 stocks to buy as the AI TRADE ends!
18 juni 2026 · 47 min
Veteran investor Thomas Hayes is the founder of Great Hill Capital, a long-short equity money manager. He joins Phil Rosen on Full Signal to unpack his strategy for picking unpopular stocks with high upside, the rotation out of the AI trade, fading the Magnificent 7, and the specific stocks he is highest-conviction on right now. Lees meer
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 - Iran peace deal setup
2:29 - Non-AI stocks to rally
5:48 - Hyperscaler capex problem
7:40 - Not bullish on Mag 7
8:47 - Micron's trap
9:29 - AI demand is fifth inning
11:53 - Price chasing vs. value
14:56 - Staples most hated in decades
18:17 - Top signal for AI?
19:00 - PayPal bull case
28:07 - Etsy bull case
31:44 - Does AI shopping threaten Etsy?
33:03 - How to pick stocks
35:42 - The VF Corp turnaround
42:44 - Contrarian beliefs
46:15 - Follow TomDisclosure: 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
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Jordi Visser: The AI stocks that win the next decade
17 juni 2026 · 52 min
Jordi Visser is a leading AI and macro investor and Wall Street veteran. He joins Phil Rosen on Full Signal to discuss moving off the Magnificent 7, the next leg of the AI trade, buying into bottlenecks, benchmark arbitrage, and his bull thesis for specific stocks. Lees meer
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 - Your capex is my opportunity
3:06 - Entering the Physical AI Stage
5:12 - 5-Layer AI Economy
7:06 - Fading the Mag 7
8:52 - Benchmark Arbitrage
11:37 - Signal, Alpha, Agency
16:22 - The bubble argument that holds
17:43 - Selling Micron
22:49 - Are bottleneck trades obvious?
24:19 - Parabolic asset prices
25:46 - Earnings risk
26:10 - Price vs. fundamentals rotation
28:32 - Risks to memory trade
30:44 - Silver bull thesis
31:43 - Marvell
34:20 - Eli Lilly
37:39 - Government Stake in AI
42:52 - Leaving Wall Street
47:39 - Career advice for the AI era
50:45 - Follow Jordi
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
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Investing Expert: 4 stocks to BUY through Iran peace talks
16 juni 2026 · 31 min
Ben Emons is the founder and chief investment officer at FedWatch Advisors. He joins Phil Rosen on Full Signal to discuss stocks he's bullish on for the end of the Iran conflict, the parabolic AI trade, why he likes financial stocks, and the Fed's dilemma. Lees meer
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 - Iran peace deal rally
2:16 - The real bear case
2:53 - Kevin Warsh is hawkish
4:07 - Rate cuts vs. balance sheet
6:34 - New Fed regime
10:06 - Fertilizer shortage
12:07 - Parabolic 7
16:13 - When to sell winners
18:05 - Still bullish on Mag 7?
21:05 - Financial stocks
25:36 - Midterms blue sweep
28:53 - Political volatility
29:40 - Follow Ben
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
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Wall Street Quant: AI disrupts 78% of the stock market!
11 juni 2026 · 43 min
Kai Wu is the founder and CIO of Sparkline Capital. He joins Phil Rosen on Full Signal to discuss why AI is breaking traditional value investing, how classic market metrics have become outdated, picking stocks in the AI trade, and which software stocks will win and lose next. Lees meer
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 - AI disruption framework
1:07 - Code isn't a moat
1:47 - Intangible value
3:21 - Value metrics are outdated
4:53 - Netflix vs. Blockbuster
7:43 - 200 years of patent data
12:48 - Building an AI-era portfolio
15:09 - Is intangible value already priced in?
16:42 - Fake AI companies
21:47 - Software winners
27:57 - Startups vs. incumbents
30:38 - 78% of market exposed
34:43 - Are index investors safe?
40:28 - What we'll be wrong about
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
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Liz Ann Sonders: This is how the AI bubble bursts
10 juni 2026 · 40 min
Liz Ann Sonders is the chief investment strategist at Charles Schwab, where she shapes the firm's market and economic outlook for millions of investors. A widely cited voice on Wall Street for decades, she joins Phil Rosen on Full Signal to discuss the AI earnings boom, the inflation-vs-deflation debate, bubble signals, and why AI supply constraints could matter more than demand. Lees meer
TIMESTAMPS:
0:00 - AI circular financing
2:36 - Tech stocks getting cheaper
4:21 - Inflation changing valuations
5:02 - Iran and rising inflation
7:12 - AI both inflationary & deflationary
7:44 - Expectations bubble
11:57 - Market leadership
14:43 - Compute and energy
19:05 - AI and labor market
23:13 - What makes a bubble?
25:46 - Complacency and gambling
31:36 - Sentiment vs. hard data
38:44 - How we'll be wrong on AI -
SpaceX IPO will SHATTER the stock market?! | James Seyffart
9 juni 2026 · 40 min
James Seyffart is a senior research analyst with Bloomberg Intelligence. He joins Phil Rosen on Full Signal to unpack the SpaceX IPO and the secret index committee that decided its fate, prediction markets and gambling filtering into the stock market, bitcoin's bear market, and more. Lees meer
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 - Why SpaceX skips S&P 500
3:28 - Inside the index committee
5:05 - Unpacking the SpaceX IPO
11:03 - Top-heavy index problem
13:13 - Could SpaceX drain liquidity?
17:22 - Retail enthusiasm for SpaceX
18:39 - Leveraged single-stock ETF frenzy
23:16 - Prediction market ETFs
28:35 - Bitcoin bear market
31:20 - Bitcoin basis trade
36:38 - What investors get wrong
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
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4 trades to BUY NOW for the 2026 macro cycle! | Eric Wallerstein
4 juni 2026 · 35 min
Eric Wallerstein is the chief macro strategist for Clocktower Group, and was previously an advisor to Stephen Miran at the Federal Reserve Board as well as at the White House Council of Economic Advisors. He joins Phil Rosen on Full Signal to discuss how to trade against the current macro backdrop, betting on US exceptionalism and fading Europe, and being right early on the the Iran conflict. Lees meer
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 - Kevin Warsh's Fed regime
1:08 - Where rates go from here
3:46 - US dollar bull case
5:04 - The US banks trade
8:19 - NATO breakup thesis
12:01 - Steelman case for Europe
13:28 - Poland, Norway, Sweden trade
15:52 - The 2 Europes trade
20:50 - US exceptionalism and Iran
31:56 - Working with Fed Governor Miran
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
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Wall Street is IGNORING this red flag in markets! | Sonali Basak
3 juni 2026 · 33 min
Sonali Basak is the chief investment strategist at iCapital. She joined Phil Rosen on Full Signal to discuss the leading indicators in private markets for stocks, the AI infrastructure buildout, red flags for investors, and the historic IPO boom led by SpaceX. Lees meer
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 - Private markets' hidden signal
2:27 - AI up, software down
3:33 - Software loan squeeze
6:32 - SpaceX, OpenAI, Anthropic
9:12 - Snowflake vs Databricks
15:13 - Hyperscaler cash flows
18:13 - Everyone is overweight AI
21:52 - Financials look cheap
29:35 - Highest-conviction call
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
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4 stocks to BUY NOW as AI takes OVER! | Lou Basenese
2 juni 2026 · 20 min
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss the SpaceX IPO, Tesla, small-cap biotech stocks, and under the radar stock picks. Lees meer
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 - SpaceX IPO Hype
0:53 - Valuation And Merger Talk
3:08 - Space Stocks Hype Cycle
4:06 - Finding Space Suppliers
5:18 - AI Transforms Biotech
7:31 - Best Biotech Exposure
9:14 - GLP 1 Long Term Risks
12:24 - Small Cap Biotech Picks
14:50 - Energy Refiners Trade
17:25 - Teradyne AI Pick
19:13 - Barbell Investing Wrap
19:56 - Where To Follow Lou
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
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This is how AI BREAKS the stock market! | Gina Martin Adams
26 mei 2026 · 35 min
Gina Martin Adams is the chief market strategist for HB Wealth. She joins Phil Rosen on Full Signal to discuss the under-appreciated risks of the $1 trillion AI capex and infrastructure buildout, stocks and bonds de-coupling, the winning and losing sectors, hidden inflation headwinds, and more. Lees meer
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 - Stock-Bond Correlation breaking
1:59 - Turning cautious on stocks
4:51 - Semiconductor bubble?
6:52 - Nvidia earnings
9:17 - Hyperscaler spending driving inflation
12:48 - AI productivity vs. inflation
15:29 - How the Fed solves inflation
17:12 - Mag 7 free cash flow falling
20:42 - Mag 7 breaking apart
22:56 - New market leadership
24:49 - IPOs risk entire bull market
28:32 - Investing vs. gambling
30:43 - Wrong calls and finding value
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
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Lyft CEO on RoboTaxis, Uber and why investors MISPRICE the stock!
21 mei 2026 · 38 min
Lyft CEO David Risher joins Phil Rosen on Full Signal to unpack why Lyft stock has underperformed, competing with Uber, whether he would entertain an acquisition from Google or Tesla, how autonomous vehicles impact Lyft's business, and more. Lees meer
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
0:46 - Lyft stock is down 32%
1:47 - Wall Street mispricing the stock
2:52 - Self-driving cars
4:23 - Fleet management edge
8:09 - Does Tesla break Lyft's moat?
9:36 - 50 million riders and distribution
12:44 - Partnership playbook
15:15 - Owning a car vs. Lyft
17:04 - Taking Lyft private
18:28 - Acquisition by Tesla or Google?
22:16 - Will AI replace all drivers?
26:28 - Why CEO still drives Lyft rides
28:38 - Strategic regrets as CEO
34:59 - Leaving a legacy at Lyft
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
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The AI trade is going GLOBAL! | Gabriela Santos, JPMorgan Asset Management
20 mei 2026 · 28 min
Gabriela Santos is the chief market strategist for the Americas with JPMorgan Asset Management. She joins Phil Rosen on Full Signal to discuss the outperformance of international stocks, why Taiwan and Korea are outperforming in the AI era, the diversification problem inside the AI trade, European banks and defense sectors, and US exceptionalism. Lees meer
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 - US exceptionalism
2:46 - AI's global winners
4:04 - 2000-2007 parallel
7:15 - Korea's governance shift
9:00 - AI's diversification problem
12:34 - When AI tops out
16:23 - Historic semis rally
19:47 - Is AI a bubble?
21:48 - What JPMorgan got wrong
24:20 - European bank stocks
27:00 - Follow Gabriela'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
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The REAL risk of a record stock market! | Kevin Gordon
19 mei 2026 · 36 min
Kevin Gordon is the Head of Macro Research and Strategy for the Schwab Center for Financial Research. He joins Phil Rosen on Full Signal to discuss the top-heavy stock market, record-breaking earnings, the 1998-like chip boom, and the discrepancies between hard and soft data. Lees meer
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
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Timestamps:
0:00 - Top-heavy stock market
2:19 - 1973 breadth levels
5:00 - Tech concentration
7:22 - Mag 7 vs S&P 493 convergence trade
9:38 - AI productivity and the missing hiring boom
13:46 - Valuations are bad for market timing
17:02 - Dot-com comparisons
21:05 - Penalty for missing earnings
25:27 - Semis rally like 1998
28:00 - Hard data vs soft data
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
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Bitcoin will DOMINATE the AI bull market! | Anthony Pompliano
15 mei 2026 · 21 min
Anthony Pompliano is the CEO of ProCap Financial. He joins Phil Rosen on Full Signal to discuss the economic data behind the Iran conflict, how bitcoin fits into the current macro story, and why the "AI bubble" crowd is dead wrong. Lees meer
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 - Affordability decides midterms
3:00 - Iran war driving inflation
4:33 - Short conflict vs. structural inflation
7:08 - Bitcoin is the "certainty" asset
9:31 - AI demand wall
11:13 - Scarcity in an AI world
13:36 - Pomp vs. AI bears
17:01 - Doomer predictions
18:46 - Micron and market froth
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
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This stock market looks like 1999 | Ben Carlson
14 mei 2026 · 28 min
Ben Carlson is the director of institutional asset management at Ritholtz Wealth Management, and the author of the new book, "Risk & Reward." He joins Phil Rosen to discuss the historic bull market, semiconductor rally and meltup, dot-com comparisons, lessons from Japan's asset bubble, and more. Lees meer
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
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Timestamps:
0:00 - Why Markets Ignore Headlines
1:14 - Momentum and the AI Trade
2:12 - Bull Market Tracker Insights
3:38 - Semis Rally and Air Pockets
5:53 - Nasdaq Melt Up Comparisons
8:01 - Dot-Com Then vs Now
9:10 - Investor Sentiment and Flows
11:20 - Leveraged ETFs and Bubble Talk
13:50 - What Would Turn Bears On
15:56 - New Inflation Regime Reality
16:40 - Ben's New Book "Risk and Reward"
19:02- Japan Bubble Lessons Diversify
23:17 - Investor Identity Time Horizon
25:23 - Ben's Writing Process & Where to Follow
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
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Buy these ETFs for the AI bull market! | Todd Sohn
12 mei 2026 · 34 min
Todd Sohn is the chief ETF strategist at Strategas. He joins Phil Rosen on Full Signal to discuss the boom in semiconductor stocks, falling defensive sectors, the ETFs he likes best right now, how to hedge the froth of the AI trade, and the most important charts in markets today. Lees meer
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
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Timestamps:
0:00 - Intro
0:20 - Record ETF Inflows
2:36 - Crashing defensive sectors
5:01 - Energy vs. Tech beta
9:14 - Industrials & infrastructure
12:36 - Semiconductor ETFs
16:17 - Levered Single-Stock ETFs
20:50 - DRAM to $5 Billion
23:33 - SpaceX and Space ETFs
27:53 - Hedge beta, buy Japan
31:43 - Turning cautious
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
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4 stocks to WIN the bull market! | Josh Schafer
7 mei 2026 · 23 min
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. Lees meer
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
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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
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Bitcoin is BOOMING out of the bear market! | David Dziekanski
6 mei 2026 · 26 min
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. Lees meer
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
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Strait of Hormuz will BREAK oil markets! | Matt Smith, Kpler
5 mei 2026 · 26 min
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. Lees meer
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
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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
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Buy these stocks for the bull market's NEXT leg! | Jay Woods
28 april 2026 · 35 min
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. Lees meer
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
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The biggest RISK of a record stock market! | Steve Sosnick
27 april 2026 · 34 min
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. Lees meer
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
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The WINNING sectors of the new AI trade | Ross Mayfield
22 april 2026 · 29 min
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. Lees meer
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
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3 AI stock picks NO ONE talks about! | Lou Basenese
21 april 2026 · 23 min
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. Lees meer
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
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2 sectors to BUY NOW with stocks at records! | Frank Cappelleri
20 april 2026 · 24 min
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. Lees meer
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
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Eric Jackson shares 6 stocks that can 100x from here!
14 april 2026 · 50 min
Eric Jackson is the founder of EMJ Capital. He joins Phil Rosen on Full Signal to discuss the stocks he's most bullish on right now, including OpenDoor, Iren and Better, and the private credit and software stocks that he is actively shorting. Lees meer
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 – Opendoor, $OPEN
5:19 – Better Home & Financing, $BETR
7:56 – Cipher Digital, Iren, Hut 8
9:44 – Public & Generated Assets
10:50 – Why Eric is short SaaS
16:26 – Salesforce, Asana, DocuSign
21:29 – "Overcompensation tell" SaaS CEOs show
23:19 – Opening Bell Daily
23:30 – Language vs. fundamentals
25:44 – Private credit risks
29:15 – PIKs as 2008-style warning
32:38 – Blue Owl, $OWL
36:33 – 25% odds of contagion event in 2026
39:18 – Naming the real Satoshi question
49:11 – Follow Eric
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
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AI agents are TAKING OVER Wall Street! | Anthony Pompliano
9 april 2026 · 19 min
Anthony Pompliano joins Phil Rosen to discuss specific stock picks for the Iran conflict and tariff refunds, how agentic AI agents can supercharge investment research, and how technology is reshaping Wall Street. Lees meer
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
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Timestamps:
0:00 - AI agents analyzing markets
0:54 – 3 stocks for tariff refunds + oil shock
4:40 – Layoff and stock rally narrative is wrong
8:40 – Public & Generated Assets
9:47 – AI agents debating each other
10:42 – What AI means for writers, analysts
11:54 – Insider selling confirms market rotation
15:18 – AI research and moats
16:34 – ProCapInsights.com
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
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This is how the RECESSION starts in 2026 | Phil Neuhart
2 april 2026 · 29 min
Phil Neuhart is the Director of Market and Economic Research at First Citizens Wealth. He joins Phil Rosen on Full Signal to break down the tension between rising geopolitical uncertainty and a surprisingly resilient stock market, the real recession trigger to watch in the labor market, why mega caps may be less insulated than investors think, the Fed's impossible position, and what an AI unwind would actually look like. Lees meer
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 - Uncertainty vs. resilience
1:30 - Tail risks investors are ignoring
2:50 - The bear case
3:25 - Labor market as a recession trigger
5:40 - Stocks insulated from oil?
6:30 - Earnings season and the multiple contraction
10:20 - Complex Fed outlook
12:55 - What would trigger the first rate cut?
13:50 - Kevin Warsh's problem
15:30 - AI trade rotation
18:10 - Bullish small caps
20:20 - AI as scapegoat for layoffs
24:50 - Recession odds
27:35 - Does history still apply to this market?
28:50 - Follow Phil Neuhart
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
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Investing in the $14 trillion ETF BOOM | Jon Maier, JPMorgan
1 april 2026 · 25 min
Jon Maier is the chief ETF strategist at JPMorgan Asset Management. He joins Phil Rosen on Full Signal to discuss the sea change underway in ETF flows, why active management is set up to outperform passive for the first time in years, how the Iran conflict is reshaping the macro outlook and what investors should actually do with their portfolios right now. Lees meer
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 - Iran conflict macro implications
1:20 - 66% of S&P stocks beating the index
3:10 - Breaking down $14T ETF market
6:00 - More ETFs than stocks
6:45 - Derivative income ETFs
8:20 - International vs. US rotation
12:05 - Bear sentiment and hedging strategies
14:30 - Rotation out of tech
15:40 - Should you go to cash right now?
18:20 - Active vs. passive long view
21:20 - How pullback compares to history
23:10 - JPMorgan Guide to ETFs
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
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AI agents give retail investors a new EDGE on Wall Street | Yannick Malling
31 maart 2026 · 28 min
Jannick Malling is the co-founder and co-CEO of Public, one of the largest retail investing platforms in the world. He joins Phil Rosen to discuss retail investor sentiment, why buying the dip keeps working, the AI bubble debate, and why Public just launched AI agents inside investor portfolios and what that means for the future of trading. Lees meer
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
0:25 - Retail investor sentiment
3:55 - Why buying the dip keeps working
5:10 - The AI bubble debate
8:00 - Retail's edge on Wall Street
8:25 - AI agents in portfolios
11:10 - Security concerns with AI agents
13:45 - Taking emotion out of investing
16:35 - Sophisticated trading strategies
19:35 - Will agents push back on bad trades?
22:40 - "Agentic brokerage" era
27:50 - Joining Public's wait list
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
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The WINNING stocks for the next bull run! | Tom Hulick
27 maart 2026 · 35 min
Tom Hulick is the CEO of Strategy Asset Managers. He joins Phil Rosen to discuss the earnings outlook and macro impact of the Iran war, the specific sectors and stock picks he is most bullish on, and why geopolitical noise hasn't shaken his long-term thesis. Lees meer
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 - Geopolitical backdrop
3:35 - The next bull market
5:30 - Market resilience
7:50 - Oil spike and stocks
9:35 - Oil, inflation, and the Fed
11:30 - Rate hike or rate cut?
14:00 - $8 trillion cash on the sidelines
15:50 - Why Wall Street targets were modest
18:10 - Biotech sector
20:35 - Eli Lilly
26:45 - Intuitive Surgical (ISRG)
32:05 - Bear case for 2026
35:00 - Follow Tom'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
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Gold is CRASHING but bitcoin is up! | Sam Callahan
26 maart 2026 · 22 min
Sam Callahan is the director of research and strategy at OranjeBTC, one of the largest bitcoin treasury companies in the world. He joins Phil Rosen to discuss bitcoin's rally and the geopolitical turmoil, the divergence of bitcoin and gold, the macro tailwinds for hard assets, and more. Lees meer
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
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Timestamps:
0:00 - Intro
0:20 — Bitcoin's divergence from other assets
4:00 — Bitcoin vs. gold
6:10 — The Fed's dilemma
9:30 — Yield curve control and rates
11:25 — Bitcoin as two different assets
13:05 — Public & Generated Assets
14:10 — Bitcoin treasury companies
17:30 — Can treasury companies recover without $BTC?
18:35 — OranjeBTC
21:00 — Follow Sam
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
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How to invest in the MACRO SUPERCYCLE! | Jeff Park
24 maart 2026 · 41 min
Jeff Park is a veteran macro investor and CIO at ProCap Financial. He joins Phil Rosen on Full Signal to walk through three forces reshaping asset markets: accelerating demographic decline, widening wealth inequality, and AI's labor-destructive impact on the economy. Lees meer
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
0:25 - Jeff's viral essay
1:55 - 3 macro certainties
2:50 - Demographic headwinds
5:55 - Coming liquidity event
7:40 - Wealth vs. income inequality
13:45 - Generational wealth transfer
16:10- AI is labor destructive
18:45 - Mispriced education trap
20:25 - What makes Jeff optimistic
21:00 - US demographics edge
24:30 - Universal basic income
25:45 - Trump Accounts as soft UBI
26:50 - Reimagining private-public partnerships
28:40 - How to play the 3 mega trends
30:25 - Radical portfolio theory
32:15 - How to invest for the future
34:25 - Follow Jeff'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
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INSIDE Robinhood's $1.5 billion stock portfolio! | Stephanie Guild
19 maart 2026 · 37 min
Robinhood's chief investment officer Stephanie Guild joins Phil Rosen on Full Signal to unpack the exact framework behind the $1.5 billion Robinhood Strategies portfolio, including the specific stocks she's buying right now, why she moved off the Magnificent 7 over a year ago, and the two biggest risks threatening markets in 2026. Lees meer
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
0:25 – Robinhood's investment thesis
2:55 – Compelling stock picks
5:25 – Robinhood Strategies' strategy
9:50 – The rise of retail investors
12:00 – What Robinhood users are actually buying
15:05 – Robinhood Strategies vs. index funds
16:05 – Calling Mag 7 rotation early
20:20 – Under-the-radar opportunities
22:40 – S&P 500 target of 7,500
29:20 – 2 biggest market risks
32:30– How to hedge as a retail investor
34:25 – What's next for Robinhood
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
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Stocks are up. That's the problem | Bob Elliott
18 maart 2026 · 40 min
Bob Elliott is the co-founder and CIO of Unlimited Funds. He joins Phil Rosen to discuss the macro outlook and oil shock, the Fed's dilemma, portfolio positioning for 2026, and lessons from working next to Ray Dalio. Lees meer
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
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Timestamps:
0:00 - Intro
0:30 - The current economic shift
1:25 - Impact of oil shock
3:45 - The Fed's impossible situation
5:25 - Labor market weakness
7:15 - Fed nominee Kevin Warsh
10:15 - Why stocks haven't sold off
13:15 - Oil shock amnesia gripping markets
15:10 - Commodities, risk reduction, rebalancing
17:10 - Long-term positioning
19:45 - Gold and bitcoin
23:45 - What investors are getting wrong today
26:25 - Pain comes before policy
29:20 - Lessons from Ray Dalio
32:00 - The 55/45 rule
35:10 - Putting hedge fund strategies in an ETF
37:35 - HFGM
39:10- Follow Bob Elliott
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
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This is what breaks the stock market in 2026 | JD Durkin
17 maart 2026 · 27 min
Veteran journalist and commentator JD Durkin, host of Taking Stock at the New York Stock Exchange, joins Phil Rosen on Full Signal to break down why markets keep shaking off bad news, the rotation out of Mag 7, and the risks that could derail the bull run. Lees meer
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
0:28 - Markets During Iran Conflict
2:55 - Market Rotation
6:15 - Trump Era Policy Risks
11:01 - AI Trade, Software Selloff
16:37 - The 'Halo' Stock Theory
19:05 - Dollar Discounters Signal Stress
21:38 - Main Street vs Wall Street
23:54 - $200 Dollar Oil?
25:49- Where to Follow JD
26:27 - Thanks JF For Joining The Show!
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
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The AI-bitcoin play NO ONE sees coming | Anthony Pompliano
10 maart 2026 · 24 min
Anthony Pompliano is the CEO of ProCap Financial. He joins Phil Rosen on Full Signal to discuss bitcoin’s weak price action, the slowing labor market and geopolitical risks, the Fed’s policy errors, and how AI will change the macro and investment landscape. Lees meer
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
0:24 - Bitcoin vs Gold
3:40 - Jobs Data and AI Impact
6:07 - Deflation & Why The Fed Needs To Cut Rates
10:30 - Oil Prices vs Deflation Forces
14:45 - Why Consensus Gets It Wrong
20:07 - AI Skills to Get Hired If You're Looking For Work
23:27 - Thanks Pomp For Joining!
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
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AI is KILLING Big Tech stocks! | Luke Kawa
9 maart 2026 · 29 min
Luke Kawa is a veteran financial writer and analyst, and the markets editor at Sherwood Media. He joins Phil Rosen to unpack the market rotation out of Big Tech, weak Magnificent 7 cash flows, the risks of hyperscaler spending, and how AI is showing up in the rates market. Lees meer
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
00:39 - The Market Is Stalling and Searching For Safety
02:34 - Mag 7 Cash Flow Slide
04:57 - Nvidia's ROI Reality Check
06:56 - Change In Valuations
09:43 - AI Bubble or AI Breakthrough?
13:13 - AI Disruption Hits The Rates Market
16:12 - Private Credit Under Pressure
18:33 - The Stock Market Is the Economy
24:09 - Optimistic Outlook?
28:22 - Where to Follow Luke
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
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Iran war TRAPS the Fed!? | Neil Dutta
5 maart 2026 · 34 min
Neil Dutta is head of economics at Renaissance Macro. He joins Phil Rosen to discuss the macro implications of the Iran war, the risks of rising oil prices, pressure on the Federal Reserve, and the new outlook for markets. Lees meer
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
0:26 - Neil's cautious views
5:18 - AI replacing jobs
7:42 - Iran and oil prices
10:41 - Oil's "Hamilton Trigger"
12:25 - Public & Generated Assets
13:34 - Oil impact on consumers
15:21 - Oil shock and Fed policy
17:53 - Rate cuts and supply shock
22:05 - Nominee Kevin Warsh
30:15 - Evaluating Jerome Powell
32:22 - Follow Neil's research
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
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Bullish stocks NO ONE talks about! | Lou Basenese
3 maart 2026 · 29 min
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen to discuss his highest-conviction sectors and stock picks for 2026, how AI is driving a market sell-off and labor market fears, and contrarian opportunities for investors. Lees meer
This episode is sponsored by Amberdata: https://www.amberdata.io/
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
0:25 - AI-driven sell-off
4:50 - AI productivity gains
6:08 - Block layoffs
8:30 - Sponsored by Amberdata
9:30 - Biotech bull case, $XBI
12:36 - Risks to biotech
14:54 - Energy bull case, $XLE
17:05 - Small cap bull case
20:15 - Halozyme
21:37 - Apple's AI pivot
25:08 - GLP-1 bull case
28:45 - 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
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The WINNING stocks for the AI chip boom! | Adam Parker
2 maart 2026 · 37 min
Adam Parker is the founder and CEO of Trivariate Research. He joins Phil Rosen to discuss his strategy for picking winning semiconductor stocks, investing in AI, hedging against risks in the market, his highest-conviction trade ideas and more. Lees meer
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 - Intro0:30 - AI fears sell-off4:25 - Picking semiconductor stocks7:50 - Nvidia earnings9:08 - S&P 500 is an AI ETF10:15 - Public & Generated Assets11:22 - 9 semiconductor categories16:41 - Hedging AI risks19:15 - Bullish indicators21:40 - Shifting valuation metrics24:49 - Institutional sentiment26:07 - Korea stocks27:33 - Healthcare bull case31:45 - Financials sector33:31 - Follow Adam'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
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‘Big Short’ LEGEND shares best stocks for AI DOOMSDAY! | Vincent Daniel
27 februari 2026 · 34 min
Vincent Daniel is one of the legendary investors featured in “The Big Short” and he is the co-founder of Seawolf Capital. He joins Phil Rosen to discuss the outlook on the AI trade, specific trade ideas for 2026, why he’s bullish on Brazil, gold and uranium, and much more. Lees meer
This episode is sponsored by Amberdata: https://Amberdata.io
This episode is sponsored by Public: https://public.com/openingbell
Watch on YouTube: https://youtu.be/HnEZZN9VPG4
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
Follow Phil on X: https://x.com/philrosenn
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Timestamps:
0:30 - AI and Citrini sell-off
3:20 - Bear case for AI
5:55 - Software stocks
9:00 - Amberdata
10:00 - Magnificent 7 and AI fears
13:37 - Bullish gold
16:45 - Energy exposure
18:25 - Bullish Brazil, EM
20:30 - Private markets risk, $OWL
24:50 - Inevitable money printing
27:09 - Big Short 2008 lessons
29:30 - 2008 and lack of faith
33:10 - Follow Vinny
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
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Stocks to BUY for Trump's new tariffs! | Michael Casper
26 februari 2026 · 36 min
Michael Casper is a senior US equity strategist at Bloomberg Intelligence. He joins Phil Rosen to discuss the winning stocks for President Trump's new tariffs, the sectors exposed to trade risk, why materials, metals and small-caps are rallying, and more. Lees meer
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
0:28 - Trump Supreme Court Tariff Reset - What Happens Next?
7:05 - Titans vs Tulips framework
11:14 - Inside the Titans basket
13:32 - Why defense names hold up
16:04 - Inside the Tulips basket
18:52 - Materials sector surge
23:20 - Small cap revival thesis
26:27 - Profitable vs unprofitable small caps
29:07 - Mag Seven bubble debate
32:26 - Software repricing and AI risk
35:17 - Where to find Michael’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
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Bitcoin CRASHES as Wall Street keeps buying! | Chris Kline
20 februari 2026 · 28 min
Chris Kline is the co-founder of Bitcoin IRA. He joins Phil Rosen to discuss the new bear market, why bullish policy tailwinds haven't pushed the asset higher, institutional adoption, bitcoin tax advantages, and more. Lees meer
This episode is sponsored by Amberdata: https://Amberdata.io
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
00:22 - Why Bitcoin underperformed
4:29 - Gold vs. Bitcoin
6:44 - Volatility, bear markets, and why long-term DCA still wins
10:03 - Retail Is Selling, Institutions Are Buying
12:06 - Bitcoin in retirement accounts
15:39 - ETFs vs. owning real Bitcoin
18:41 - Why Tokenization is coming
21:35 - Bitcoin IRAs
25:26 - Bitcoin Price Prediction Through End Of Year
27:17 - Thanks Chris For Joining![5:01 PM]
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
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Wall Street MISSED this trade | Steve Hou
19 februari 2026 · 41 min
Steve Hou is a quantitative researcher at Bloomberg covering multi-asset strategy research and holds a PhD in financial economics. He joined Phil Rosen to discuss the US-China AI arms race, how investors can position for the shifting world order, stock market performance in Latin America, South Korea and South Africa, and much more. Lees meer
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
0:49 - Why 2026 Is the Year Geopolitics Becomes ‘Macro’
4:25 - Who’s Winning So Far
9:06 - US vs China Risk & Camp Exposure
11:35 - Do Fundamentals Still Matter?
15:47 - Picking Sides vs Owning Both
20:54 - Policy Risk - What Happens After Trump?
23:31- Managed Decoupling & Volatility Cycles
26:05 - Currencies & Returns
31:15 - Do Winners Keep Winning?
37:06- AI Arms Race: No ‘Winner,’ Just a Long Marathon
40:27 - Where to Find Steve’s Research
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