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• Anthony Scaramucci: The AI Market Crash Will Be RUTHLESS 03.07.2026 24мин

  Anthony Scaramucci is the founder and managing partner of SkyBridge Capital, and he has invested across markets for four decades. He joins Phil Rosen on Full Signal to discuss the potential government stake in OpenAI, how big the AI bubble could get, bitcoin's 50% drawdown, and how he would build a $1 million portfolio from scratch.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/philrosen/Timestamps:0:00 - Government stake in OpenAI2:46 - Anti-AI sentiment6:02 - Is AI a bubble?7:20 - Building a $1 million portfolio9:30 - "Sell America" trade11:52 - Trump's crypto profits14:00 - Bitcoin down 50%17:24 - The bear case for Bitcoin19:23 - Shifting high-conviction views21:36 - Admitting mistakes22:57 - Career advice for AI era
• Top Investment Chief: 7 stocks to BEAT the S&P 500 long-term 01.07.2026 30мин

  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.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/philrosen/Timestamps:0:00 - Where are we in the cycle?2:23 - Long-term AI winners5:17 - CoreWeave6:34 - Rubrik8:44 - Samsara10:59 - Datadog12:42 - Selling Viking13:40 - Clear16:10 - Overweight software20:14 - Palantir24:37 - Oracle27:43 - Founder outperformance history30:23 - Follow Lauren#podcast #investing #markets #macro #stocks #bitcoin #fed
• Wall Street Insider: 4 Contrarian Stocks to CRUSH 2026! 30.06.2026 33мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - The great rotation1:58 - Why rate hikes don't crush stocks4:52 - Mag 7 becomes Lag 77:10 - Memory costs7:41 - AI inflation and Apple11:04 - Apple's ecosystem moat14:43 - Okta17:55 - General Motors21:36 - Alphabet23:50 - YouTube, Waymo25:15 - Microsoft28:43 - Housing stocks33:06 - Follow JoshDisclosure: 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
• Elite Macro Strategist: This portfolio WINS the next dot-com crash! 26.06.2026 44мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - The KISS portfolio framework3:00 - Stocks, gold, and Bitcoin6:01 - Where we are in AI cycle7:45 - Crowded bullish positioning11:54 - Kevin Warsh and the Fed15:00 - Investing in new Fed regime17:49 - Iran conflict22:47 - Accelerating into multipolar world27:01 - Treasury market hot potato28:34 - Going global in equities30:58 - "Source of Funds" investing theme38:36 - What he could be wrong on42:42 - Follow DariusDisclosure: 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
• Wall Street Insider: AI investors are IGNORING this data! 25.06.2026 28мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Bubble or healthy correction?3:53 - Mega-cap IPOs6:27 - Frothiest corners of the market7:23 - How to read the options market8:37 - Speculation in markets10:01 - Retail as smart money13:00 - Gambling-obsessed investors15:14 - AI portfolio manager19:37 - Sell America trade22:15 - Lessons from billionaires28:08 - Follow GunjanDisclosure: 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
• Top Portfolio Manager: This Portfolio WINS the AI Trade 24.06.2026 33мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Is the AI bubble popping?2:22 - Kevin Warsh wildcard4:48 - Portfolios for any cycle5:44 - Stock-bond correlation8:49 - Bonds stopped being a hedge11:45 - Do old valuation metrics still work?14:27 - Finding cheaper corners of the market17:23 - AI Hype Over Profits18:42 - When to take profits on AI trade22:15 - Hard assets23:29 - Gold, silver, copper25:27 - Commodities26:39 - Building a new $100K Portfolio30:00 - Bitcoin30:56 - What we'll be wrong about31:53 - Find Paisley's workDisclosure: 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
• Top Investment Strategist: 3 stocks to buy NO ONE knows about! 23.06.2026 45мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Near-term catalysts2:44 - Earnings-driven vs. multiple expansion3:37 - The 2023 tech rebound5:08 - Peak earnings?6:11 - What investors get wrong8:39 - Market breadth11:07 - Overweight utilities14:53 - Dot-com comparisons19:52 - A stock picker's market22:14 - Small-cap bull case27:32 - Acuity29:03 - FNB31:24 - Casella Waste Systems33:40 - How to pick stocks39:03 -Humilis' new ETFDisclosure: 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
• Hedge Fund Veteran: 3 stocks to buy as the AI TRADE ends! 18.06.2026 47мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Iran peace deal setup2:29 - Non-AI stocks to rally5:48 - Hyperscaler capex problem7:40 - Not bullish on Mag 78:47 - Micron's trap9:29 - AI demand is fifth inning11:53 - Price chasing vs. value14:56 - Staples most hated in decades18:17 - Top signal for AI?19:00 - PayPal bull case28:07 - Etsy bull case31:44 - Does AI shopping threaten Etsy?33:03 - How to pick stocks35:42 - The VF Corp turnaround42:44 - Contrarian beliefs46:15 - 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
• Jordi Visser: The AI stocks that win the next decade 17.06.2026 52мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Your capex is my opportunity3:06 - Entering the Physical AI Stage5:12 - 5-Layer AI Economy7:06 - Fading the Mag 78:52 - Benchmark Arbitrage11:37 - Signal, Alpha, Agency16:22 - The bubble argument that holds17:43 - Selling Micron22:49 - Are bottleneck trades obvious?24:19 - Parabolic asset prices25:46 - Earnings risk26:10 - Price vs. fundamentals rotation28:32 - Risks to memory trade30:44 - Silver bull thesis31:43 - Marvell34:20 - Eli Lilly37:39 - Government Stake in AI42:52 - Leaving Wall Street47:39 - Career advice for the AI era50:45 - Follow JordiDisclosure: 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
• Investing Expert: 4 stocks to BUY through Iran peace talks 16.06.2026 30мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Iran peace deal rally2:16 - The real bear case2:53 - Kevin Warsh is hawkish4:07 - Rate cuts vs. balance sheet6:34 - New Fed regime10:06 - Fertilizer shortage12:07 - Parabolic 716:13 - When to sell winners18:05 - Still bullish on Mag 7?21:05 - Financial stocks25:36 - Midterms blue sweep28:53 - Political volatility29:40 - Follow BenDisclosure: 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
• Wall Street Quant: AI disrupts 78% of the stock market! 11.06.2026 43мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - AI disruption framework1:07 - Code isn't a moat1:47 - Intangible value3:21 - Value metrics are outdated4:53 - Netflix vs. Blockbuster7:43 - 200 years of patent data12:48 - Building an AI-era portfolio15:09 - Is intangible value already priced in?16:42 - Fake AI companies21:47 - Software winners27:57 - Startups vs. incumbents30:38 - 78% of market exposed34:43 - Are index investors safe?40:28 - What we'll be wrong aboutDisclosure: 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
• Liz Ann Sonders: This is how the AI bubble bursts 10.06.2026 39мин

  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.TIMESTAMPS:0:00 - AI circular financing2:36 - Tech stocks getting cheaper4:21 - Inflation changing valuations5:02 - Iran and rising inflation7:12 - AI both inflationary & deflationary7:44 - Expectations bubble11:57 - Market leadership14:43 - Compute and energy19:05 - AI and labor market23:13 - What makes a bubble?25:46 - Complacency and gambling31:36 - Sentiment vs. hard data38:44 - How we'll be wrong on AI
• SpaceX IPO will SHATTER the stock market?! | James Seyffart 09.06.2026 39мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Why SpaceX skips S&P 5003:28 - Inside the index committee5:05 - Unpacking the SpaceX IPO11:03 - Top-heavy index problem13:13 - Could SpaceX drain liquidity?17:22 - Retail enthusiasm for SpaceX18:39 - Leveraged single-stock ETF frenzy23:16 - Prediction market ETFs28:35 - Bitcoin bear market31:20 - Bitcoin basis trade36:38 - What investors get wrongDisclosure: 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
• 4 trades to BUY NOW for the 2026 macro cycle! | Eric Wallerstein 04.06.2026 35мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Kevin Warsh's Fed regime1:08 - Where rates go from here3:46 - US dollar bull case5:04 - The US banks trade8:19 - NATO breakup thesis12:01 - Steelman case for Europe13:28 - Poland, Norway, Sweden trade15:52 - The 2 Europes trade20:50 - US exceptionalism and Iran31:56 - Working with Fed Governor MiranDisclosure: 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
• Wall Street is IGNORING this red flag in markets! | Sonali Basak 03.06.2026 32мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Private markets' hidden signal2:27 - AI up, software down3:33 - Software loan squeeze6:32 - SpaceX, OpenAI, Anthropic9:12 - Snowflake vs Databricks15:13 - Hyperscaler cash flows18:13 - Everyone is overweight AI21:52 - Financials look cheap29:35 - Highest-conviction callDisclosure: 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
• 4 stocks to BUY NOW as AI takes OVER! | Lou Basenese 02.06.2026 20мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - SpaceX IPO Hype0:53 - Valuation And Merger Talk3:08 - Space Stocks Hype Cycle4:06 - Finding Space Suppliers5:18 - AI Transforms Biotech7:31 - Best Biotech Exposure9:14 - GLP 1 Long Term Risks12:24 - Small Cap Biotech Picks14:50 - Energy Refiners Trade17:25 - Teradyne AI Pick19:13 - Barbell Investing Wrap19:56 - Where To Follow LouDisclosure: 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
• This is how AI BREAKS the stock market! | Gina Martin Adams 26.05.2026 34мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Stock-Bond Correlation breaking1:59 - Turning cautious on stocks4:51 - Semiconductor bubble?6:52 - Nvidia earnings9:17 - Hyperscaler spending driving inflation12:48 - AI productivity vs. inflation15:29 - How the Fed solves inflation17:12 - Mag 7 free cash flow falling20:42 - Mag 7 breaking apart22:56 - New market leadership24:49 - IPOs risk entire bull market28:32 - Investing vs. gambling30:43 - Wrong calls and finding valueDisclosure: 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
• Lyft CEO on RoboTaxis, Uber and why investors MISPRICE the stock! 21.05.2026 37мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro0:46 - Lyft stock is down 32%1:47 - Wall Street mispricing the stock2:52 - Self-driving cars4:23 - Fleet management edge8:09 - Does Tesla break Lyft's moat?9:36 - 50 million riders and distribution12:44 - Partnership playbook15:15 - Owning a car vs. Lyft17:04 - Taking Lyft private18:28 - Acquisition by Tesla or Google?22:16 - Will AI replace all drivers?26:28 - Why CEO still drives Lyft rides28:38 - Strategic regrets as CEO34:59 - Leaving a legacy at LyftDisclosure: 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
• The AI trade is going GLOBAL! | Gabriela Santos, JPMorgan Asset Management 20.05.2026 27мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - US exceptionalism2:46 - AI's global winners4:04 - 2000-2007 parallel7:15 - Korea's governance shift9:00 - AI's diversification problem12:34 - When AI tops out16:23 - Historic semis rally19:47 - Is AI a bubble?21:48 - What JPMorgan got wrong24:20 - European bank stocks27:00 - Follow Gabriela's workDisclosure: 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
• The REAL risk of a record stock market! | Kevin Gordon 19.05.2026 35мин

  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.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Top-heavy stock market2:19 - 1973 breadth levels5:00 - Tech concentration7:22 - Mag 7 vs S&P 493 convergence trade9:38 - AI productivity and the missing hiring boom13:46 - Valuations are bad for market timing17:02 - Dot-com comparisons21:05 - Penalty for missing earnings25:27 - Semis rally like 199828:00 - Hard data vs soft dataDisclosure: 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