Phil Rosen
Full Signal
Financial markets and economic data explained through interviews with Wall Street's smartest investors, hosted by award-winning journalist and author Phil Rosen, who is the chief market strategist for ProCap Financial and the co-founder and CEO of Opening Bell Media.
Author
Phil Rosen
Category
Podcast website
Latest episode
Jul 9, 2026
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Episodes
AI stocks won't be the only winners of 2026 | Jay Woods, Freedom Capital Markets 08.12.2025 44:18
Jay Woods is the chief market strategist at Freedom Capital Markets and he’s worked on the floor of the New York Stock Exchange for three decades as a trader and market maker. He joined Phil Rosen on Full Signal to break down the AI trade, sectors to bet on for 2026, macro risks, the Federal Reserve, and the disconnect between asset prices and the real economy. This episode is sponsored by Public:...
Eric Jackson shares the stocks that can 100x from here 05.12.2025 46:56
Eric Jackson is the founder of EMJ Capital and specializes in finding "100 bagger" stocks. He's spearheaded the retail investor-driven movement behind companies like OpenDoor and Carvana. He joined Phil Rosen to discuss where he's deploying capital in public markets today, his thesis for bitcoin hitting $50 million by 2041, the AI revolution, and the stocks he likes best right no...
Stocks are cratering but the bull market is intact | Katie Stockton, Fairlead Strategies 02.12.2025 31:49
Katie Stockton is the founder of Fairlead Strategies and the leading technical strategist on Wall Street. She joined Phil Rosen on Full Signal to discuss bearish near-term indicators, the AI trade and comparisons to the dot-com bubble, S&P 500 sector rotations, bitcoin’s correction, and what technical indicators say about stocks. Katie also manages the Fairlead Tactical Sector ETF (TACK), whic...
Dan Ives explains the AI stocks he's betting on for 2026 25.11.2025 30:25
Dan Ives is the leading analyst in the world for technology stocks and he manages the IVES Wedbush AI Revolution ETF. He joined Phil Rosen to discuss the demand story driving AI, what Wall Street doesn't understand, visits to chip factories in Asia, specific stock picks he likes now, and why the bears are so wrong on tech. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/s...
Stocks are crashing but the AI trade isn't over | Douglas Boneparth, Bone Fide Wealth 19.11.2025 33:53
Douglas Boneparth is the President of Bone Fide Wealth and one of the most influential financial advisors in the country. He joined Phil Rosen to discuss the AI trade, the latest tech sell-off, mining bitcoin in 2013, and his new book, "Money Together." Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil o...
Stock market investors dominate a lopsided economy | Sam Ro, TKer 17.11.2025 32:14
Sam Ro is a veteran financial writer and analyst who writes TKer, an award-winning newsletter about the stock market. He joined Phil Rosen to discuss the K-shaped economy, stock valuations, dot-com comparisons, mismatched sentiment and more. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://ww...
The AI trade is just getting started | Sonali Basak, iCapital 13.11.2025 31:59
Sonali Basak is the chief investment strategist at iCapital. She joined Phil Rosen on Full Signal to discuss the acceleration of the AI trade, risks in Big Tech's spending ambitions, the K-shaped economy, opportunities in private markets and more. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn:...
AI is fueling a stock market boom but taking jobs 12.11.2025 39:13
Kevin Gordon is the head of macro research and strategy at Charles Schwab's Center for Financial Research. He joined Phil Rosen on Full Signal to discuss the top-heavy bull market, comparisons to the dot-com bubble, the K-shaped economy, signals from alternative economic data, and more. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/ Follow Phil on X: https://x.com/philr...
The AI stock market isn't another dot-com bubble 10.11.2025 32:10
Todd Sohn is an ETF strategist across the research and asset management teams at Strategas, and he's previously held roles at JPMorgan and SAC Capital Advisors. He joined Phil Rosen on Full Signal to discuss the outlook for stocks, AI vs. dot-com, how investors are seeking more leverage, the historic year for ETF inflows and more. Subscribe to Opening Bell Daily: https://www.openingbelldailyne...
Stocks will keep breaking records. Here's the data. | Ryan Detrick 06.11.2025 34:24
Ryan Detrick is the chief market strategist at Carson Group. In this episode of Full Signal, we discuss his highly optimistic outlook on stocks, the resilience of the market despite recession signals, the "most hated bull market," the Federal Reserve, AI versus dot-com bubble, the K-shaped economy, gold, and forecasts into next year. Subscribe to Opening Bell Daily: https://www.openingbe...
The 'everything bubble' poses a bigger risk than AI, $11 billion strategist says 05.11.2025 30:41
Mike Green, chief strategist of the $11 billion firm Simplify Asset Management, joins Phil Rosen for the first episode of Full Signal. We discuss the biggest risks in today’s market, how passive investing is fueling an "everything bubble" and driving asset prices above their fair value, hidden economic issues, why Bitcoin isn't what you think it is, and the parallels between the AI b...
Introducing Full Signal: A New Markets Show 04.11.2025 0:46
Full Signal is a new markets show hosted by Phil Rosen, co-founder of Opening Bell Daily. Full Signal will feature in-depth interviews with leading investors, Wall Street strategists and executives, along with original data, commentary and Opening Bell Daily’s signature data visualizations.
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