Full Signal

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  Macro Strategist: 7 stocks to BUY before the AI trade is OVER 19.08.2026 36นาที

  Jack Farley is the co-founder of Monetary Matters Network and he recently launched Farley Associated Research, an investment Substack with its own model portfolio. He joins Phil Rosen on Full Signal to discuss why the AI capex boom still has room to run, his highest-conviction semiconductor pick, the case for silver over gold, and the stocks he is shorting right now and his macro outlook through 2027.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS:0:00 - Bull market's 5th year?3:30 - Hyperscaler capex5:04 - Free cash flow concerns6:47 - AI pricing power9:43 - Semiconductor pricing power11:59 - Favorite sectors14:02 - Lam Research18:13 - Could China crash memory?20:37 - Short ideas22:09 - Silver bull case26:11 - Macro risks27:55 - Jack's model portfolio28:54 - Texas Pacific Land30:28 - Sulfur stock idea32:24 - Korean memory stocks34:57 - Shorting Meta35:52 - Follow Jack#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
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  Top Investment Chief: 3 sectors to BUY for the NEXT AI bull rally! 18.08.2026 36นาที

  Ryan Detrick is the chief market strategist at Carson Group, where he helps manage more than $8 billion and has kept the firm overweight equities for over three years. He joins Phil Rosen for the 100th episode of Full Signal to discuss his S&P 500 outlook, why banks are breaking out, the sectors he likes best, and the bearish signals no one else is watching.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS:0:00 - S&P 500 outlook3:42 - Seasonality7:32 - Advance-decline line9:20 - Financials and banks11:54 - Cyclicals for the second half14:44 - Gold, bonds and managed futures16:25 - Industrials17:36 - Financials19:33 - Tech stocks21:48 - $1 trillion capex debate23:56 - Secular bull case24:47 - Europe and Japan27:03 - The bear case with the US dollar28:32 - Staples stocks falling31:43 - Fed outlook33:27 - 3 contrarian calls34:55 - Follow Ryan
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  Top Investment Chief: 7 stocks to BUY for the AI SUPERCYCLE 13.08.2026 34นาที

  Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oil to stock valuations, and the specific stocks he owns right now.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Early innings of AI2:26 - Circular AI economy7:23 - $5 trillion ROI question8:22 - Iran, oil and inflation14:34 - What clients are worried about15:34 - September weakness17:59 - What would break the bull case18:52 - What pushes yields higher20:02 - Favorite sectors and names21:30 - Cybersecurity22:56 - JPMorgan26:10 - Microsoft28:55 - Verizon30:34 - ASML31:47 - NVDA33:28 - Follow Kenny#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
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  ELITE Macro investor: How to invest as the AI BUBBLE POPS 12.08.2026 42นาที

  Bob Elliott is the CEO and chief investment officer of Unlimited Funds, where he deploys hedge fund strategies into low-cost ETFs. He also authors the Nonconsensus Substack. He joins Phil Rosen on Full Signal to discuss why AI earnings expectations are detached from macro reality, the gap between $5 trillion of capex and $150 billion of AI revenue, how households are propping up corporate margins, and where he sees value beyond the AI trade.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS0:00 - Market as house of cards4:57 - Where is the AI productivity?6:26 - Wall Street's backwards math8:34 - $5 trillion capex10:54 - Why earnings still look strong13:31 - Circular deals15:32 - AI's real economy problem19:02 - Rotation out of tech21:03 - AI capex is 2% of GDP24:45 - Kalecki equation26:06 - Chip demand28:28 - Investing beyond AI31:59 - TIPS33:10 - Gold38:28 - Leverage40:16 - Unlimited's hedge fund ETFs#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
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  Wall Street Insider: 3 stocks to buy that go BEYOND the AI trade! 11.08.2026 27นาที

  Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet and Amazon going free cash flow negative, risks to Meta, and a handful of his favorite under-the-radar stock picks.Subscribe to Josh Schafer's investing newsletter: https://searchingforsignals.substack.com/Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Historic earnings3:33 - Expectations too high?6:20 - Alphabet and Amazon burning cash11:08 - Rotation into hyperscalers12:00 - Meta looks bearish15:11 - Picking software stocks17:00 - Cybersecurity17:59 - SpaceX supplier stock20:09 - AI publishing and licensing stock21:31 - Movie theater comeback stock26:56 - Searching for Signals#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Top Investment Chief: 2 sectors to BUY as the AI boom fails Wall Street! 06.08.2026 38นาที

  Steve Sosnick is the chief strategist at Interactive Brokers, where he has spent three decades since the firm's options market-making days. He joins Phil Rosen on Full Signal to discuss the liquidity drain lurking beneath record highs, whether the massive AI capex bet pays off, value stocks crushing growth, his favorite sectors right now, and what the VIX is signaling.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 - New highs, new risks5:26 - Fundamentals vs. exuberance6:58 - Hyperscalers are back10:21 - Momentum, FOMO, and technicals13:10 - ROI on AI capex17:05 - AI ecosystem trade19:35 - Value vs. growth stocks24:06 - Healthcare and industrials27:57 - VIX isn't a fear gauge29:27 - Correlation and dispersion32:36 - Stock picker's market34:41 - Follow Steve#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Veteran Investor: 6 Stocks to BUY NOW as Big Tech burns BILLIONS 04.08.2026 25นาที

  Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss Magnificent 7 free cash flow, why Amazon and Eli Lilly look compelling, under-the-radar biotech stock picks and a tactical trade on oil refiners.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 - Mag 7 free cash flow1:06 - Amazon fundamentals2:50 - Is Apple too expensive?4:33 - Biotech stock picks6:11 - Eli Lilly8:21 - Big Pharma's acquisition spree10:36 - Viking Therapeutics12:36 - GLP-1s go mainstream17:11 - Nvidia and Google18:06 - Coya Therapeutics20:17 - Refiner trade24:53 - Follow Lou[5:00 PM]#podcast #investing #tech #markets #macro #stocks #bitcoin #fed
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  Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds! 30.07.2026 36นาที

  Todd Sohn is the chief ETF strategist at Strategas Asset Management. He joins Phil Rosen to discuss the semiconductor bear market, his three favorite sectors in the market right now, the rise of leveraged products, and comparisons to dot-com bubble.Today's episode is sponsored by Direxion: https://shorturl.at/EBirr 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 - Semi sell off1:21 - Nobody throwing in the towel3:01 - Is this time different?4:14 - Leveraged ETFs10:20 - Beta vs. volatility12:10 - Equal weight beating cap weight13:30 - Low volatility ETFs16:49 - Why diversification matters again18:22 - Where we are in AI cycle20:14 - Trump as a wildcard22:06 - What stops dip buying?24:11 - Healthcare26:19 - Energy29:02 - Financials33:19 - Small caps35:57 - Follow Todd#podcast #investing #markets #macro #stocks #bitcoin #tech #fed
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  Anthony Pompliano: How to invest in the AI-bitcoin SUPERCYCLE 28.07.2026 23นาที

  Anthony Pompliano is the CEO of ProCap Financial, the public company behind the AI personal finance product CFO Silvia. He joins Phil Rosen on Full Signal to discuss the outlook for frontier AI models, Chinese open-source models, bitcoin as the pair trade to abundant intelligence, and running a company with a stock that's down 80%.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 - AI fat model thesis2:34 - US vs. Chinese AI models5:24 - AI economics and costs7:17 - DeepSeek and the price war9:24 - Bitcoin as an AI play11:38 - Why AI is deflationary13:11 - Federal Reserve outlook14:36 - The impossible comeback20:02 - Specialized vs. general-purpose models22:27 - CFO Silvia#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Veteran Investor: 3 sectors to buy BEFORE the MARKET CRASH 23.07.2026 42นาที

  Michael Gayed is a veteran portfolio manager who runs funds including the Free Markets ETF (FMKT), and is the founder of The Lead-Lag Report. He joins Phil Rosen on Full Signal to discuss why policymakers may crash stocks to save bonds, the Japan carry trade, where the real AI bubble is, and why small caps hold the key to what comes next.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 - Crash stocks to save bonds4:34 - Japan carry trade7:02 - Oil, yen, and Japan risk12:05 - Fund positioning14:51 - AI driving unemployment17:29 - Capex and the AI bubble19:33 - Small caps 23:04 - Rate cut before hike23:52 - Lumber-to-gold ratio27:40 - Most credible bull case30:50 - Favorite sectors33:09 - Debunking Fear-Greed index35:59 - Semiconductor and memory trade37:16 - What we'll be wrong about38:49 - Eli Lilly and obesity drugs41:44 - Follow Michael#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Top Investment Chief: How to WIN the AI trade this decade 22.07.2026 31นาที

  Sylvia Jablonski is the chief investment officer of Defiance ETFs. She joins Phil Rosen on Full Signal to discuss where capital is flowing in the AI trade, whether quantum computing is still too early to invest in, themes in defense investing, and how leveraged ETFs really work.Today's episode is sponsored by Direxion: https://shorturl.at/EBirr 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 - Hottest sectors to buy3:13 - Where capital is leaving4:51 - AI bubble debate6:45 - Can earnings beat expectations?7:45 - The next AI trade11:08 - Too early for quantum?16:22 - Defense investing18:10 - Highest-conviction theme19:52 - When themes run their course21:17 - Leveraged ETFs29:30 - Popping the bubble debate31:17 - Follow Sylvia#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Top Investment Strategist: These stocks WIN even if AI CRASHES! 21.07.2026 40นาที

  Jay Woods is the chief market strategist for Freedom Capital Markets and a CNBC contributor who has spent three decades on the floor of the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss whether the S&P 500 hits 7,000 or 8,000 first, why price momentum is fading despite blowout earnings, his favorite stocks across biotech and regional banks, and how his strategy for picking winning investments.Today's episode is sponsored by Direxion: https://shorturl.at/EBirr 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 - The S&P 500's next leg0:58 - Great earnings, weak momentum6:22 - A bubble in expectations7:13 - Rotation to boring stocks8:36 - Retire the Mag 712:26 - One tech stock to buy14:23 - Three biotech stock picks17:16 - How to pick stocks19:29 - Top-down sector analysis21:20 - Regional bank ideas24:55 - Insurance stocks29:39 - Summer seasonality32:12 - Are charts just astrology?34:45 - Selling access to Trump's posts39:05 - Follow Jay's work#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Macro Strategist: 3 stocks to BUY as leverage hits the AI trade 16.07.2026 44นาที

  Jack Farley is a macro expert and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the semiconductor sell-off, the strongest bear case against AI, blowout bank earnings, the specific stocks he's buying right now, and how he'd allocate a $100,000 portfolio today.Today's episode is sponsored by Direxion: https://shorturl.at/EBirr 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 - Semiconductor bear market1:19 - Leverage unwinding the rally2:32 - Crowded AI trade4:13 - Broadcom, Marvell6:36 - Intel skepticism8:07 - Michael Burry's bear case10:44 - AI's subsidized economics12:40 - Tokenmaxxing15:05 - AI economics18:17 - Rotating into software19:19 - IBM's worst day ever23:13 - Blowout bank earnings25:34 - Stablecoins outlook27:36 - Lam Research32:16 - Texas Pacific Land34:51 - S&P Global37:08 - Building a $100,000 portfolio44:34 - Follow Jack#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Top Quant: 2 stocks WIN as the AI boom accelerates 15.07.2026 41นาที

  Dr. Steve Hou is a veteran quantitative analyst and the head of research at Silicon Data. He joins Phil Rosen on Full Signal to discuss the economics driving the AI boom, compute markets, the pricing power across Nvidia, Anthropic and OpenAI, comparisons to dot-com, and specific stock picks for the next leg of the bull market.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 - Compute demand1:07 - Token expenditure index9:34 - Subsidized AI tokens11:10 - GPU rental rates15:02 - AI basic use cases17:26 - Who holds AI pricing power20:12 - Token economics and AI profits22:53 - Software stocks opportunity28:13 - Boring quality compounders33:08 - DeepSeek effect36:15 - Inside Silicon Data39:12 - Bubble or baby bubble?#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Top Investment Strategist: 9 stocks to BEAT the S&P 500 in the AI boom! 14.07.2026 38นาที

  Jessica Inskip is the director of research for StockBrokers.com and a leading financial commentator. She joins Phil Rosen on Full Signal to discuss the AI CapEx boom and earnings outlook, the interconnectivity theme reshaping financial markets, specific stocks she likes right now, trading options for income, and how she would build a new portfolio from scratch todaySubscribe 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 - Earnings expectations2:59 - CapEx as recession signal7:36 - Earnings vs. bubble fears8:24 - Big Tech getting cheaper9:40 - 2-year note warnings12:21 - Contrarian bull case14:33 - ROI on $1 trillion Capex16:41 - Interconnectivity theme20:09 - Robinhood, Circle, Coinbase, ICE24:12 - Options for income27:15 - Oracle, Palantir, Micron28:42 - Building a new portfolio32:21 - Liquidity blind spot37:06 - Follow Jess#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Top Investment Strategist: Wall Street is WRONG about AI stocks! 09.07.2026 40นาที

  Julia Hermann is a global market strategist at New York Life Investments, where she helps shape the firm's multi-asset market outlook. She joins Phil Rosen on Full Signal to discuss her contrarian view on the Fed, the memory stock sell-off, parallels between the AI buildout and the dot-com era, and why financials look undervalued right now.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 - Geopolitics noise and signal2:31 - Fed outlook4:34 - Rate cut odds6:11 - Memory stocks in bear market9:07 - Diversification and quality12:08 - The narrowing path for markets15:12 - US vs. world17:35 - Japan carry trade20:58 - Sell America23:58 - Dot-com parallels29:15 - Infrastructure boom framework34:30 - Bullish financials37:16 - What consensus gets wrong39:17 - Julia's research#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Mike Green: AI is fueling another 1987 market CRASH! 08.07.2026 43นาที

  Michael Green is the chief strategist and portfolio manager at Simplify Asset Management, and authors the Substack called "Yes I give a Fig." He joins Phil Rosen on Full Signal to discuss hidden risks of the AI boom, how passive investing is bidding up the AI bubble, why he's bullish on new technology but cautious on its impact for investors, and more.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 - Caution on AI bull market2:57 - AI's real value5:38 - Nvidia's vendor financing7:47 - The China threat9:39 - Should investors sit out?11:29 - Passive investing risks13:17 - Are stocks actually cheap?15:57 - 1987 crash parallels19:17 - Are markets broken?24:08 - Passive flows and leverage26:10 - Can regulators step in?28:21 - Building a new portfolio today32:09 - Inflation vs. deflation36:35 - American economic opportunity42:32 - Mike's new book#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Veteran Investor: 3 stocks Wall Street is IGNORING 07.07.2026 22นาที

  Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss 3 under-the-radar stock picks, buying the dip on chip stocks, and his process for finding biotech and AI investment ideas.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 - Buying the dip on chips2:47 - The AI bear case4:43 - Trimming profits5:29 - Crowded trades6:30 - TeraWulf $WULF10:59 - Navan $NAVN12:57 - Gain Therapeutics $GANX15:19 - Biotech acquisition targets17:35 - How to find obscure stocks20:31 - Position sizing21:44 - Follow Lou#podcast #investing #markets #macro #stocks #bitcoin #fed
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  Anthony Scaramucci: The AI Market Crash Will Be RUTHLESS 03.07.2026 24นาที

  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
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  Top Investment Chief: 7 stocks to BEAT the S&P 500 long-term 01.07.2026 30นาที

  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