Full Signal

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. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subs...

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. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbellda...

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. 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.c...

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. This episode is sponsored by Amberdata: https://www.amberdata.io/ This episode is sponsored by Public: https://public.com/opening...

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. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow P...

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. This episode is sponsored by Amberdata: https://Amberdata.io This episode is sponsored by Public: https://public.com/openingbe...

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. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/su...

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. 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.open...

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. This episode is sponsored by Public: https://public.com/openingbe...

Todd Sohn is chief ETF strategist at Strategas. He joins Phil Rosen to discuss the next leg of the bull market, undervalued sectors for stock investors, why energy and healthcare could outperform in 2026 and the metals rally. 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://...

Kai Wu is the founder of Sparkline Capital, and his research focuses on finding AI winners and losers in the stock market. He joined Phil Rosen to discuss the next phase of the AI boom, how to spot early adopters to invest in, market data drawn from earnings calls and AI implementations, and more.   This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily...

Hamilton Reiner is head of US equity derivatives and portfolio manager at JPMorgan Asset Management. He joins Phil Rosen to discuss stock picking and positioning for 2026, options as a hedge, income ETFs, the AI trade, and anecdotes from Lehman Brothers in 2008. This episode is sponsored by Amberdata: https://Amberdata.io This episode is sponsored by Public: https://public.com/openingbell Subscrib...

JC Parets is one of the leading stock market analysts and chart technicians in the world, and the founder of TrendLabs. He joins Phil Rosen to break down the most important charts driving asset prices, small-cap versus large-caps, predictions for the year ahead and more. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldail...

Michael Gayed is the founder of the Lead Lag Report and manages multiple funds and ETFs. He joined Phil Rosen for a deep-dive on the Japan carry trade, the risks to investors, how to hedge against outlier events, what comes next for the AI trade and more. This episode is sponsored by Amberdata: https://Amberdata.io Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Fol...

Michael Reinking is a senior market strategist at the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss the metals meltup, the rally in small-cap stocks, the rise of retail investors, changes in market structure, and more. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow P...

Danny Moses is a legendary investor who was depicted in “The Big Short” for his role in correctly betting against the US housing market crash in 2008. He joins Phil Rosen on Full Signal to unpack the gold and silver trade, the biggest market risks in 2026, and what could turn into the next Big Short. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Dail...

Jack Farley is a leading macro commentator and financial journalist, and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the silver price rally, why commodities are surging, and specific stock picks that look set to benefit in 2026. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingb...

Mark Malek is the chief investment officer at Siebert Financial and has spent over three decades on Wall Street. He joined Phil Rosen on Full Signal to discuss the biggest risks in markets for the year ahead, why he likes Micron and other AI hardware stocks, comparisons between AI and the dot-com bubble and more. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Open...

Brian Belski, founder of Humilis Investment Strategies, has spent three decades on Wall Street, leading strategy and research teams at BMO, Oppenheimer, Merrill Lynch and elsewhere. He joined Phil Rosen to discuss the outlook for 2026, what sectors and stocks he likes best, why small- and mid-cap names could rally, and more. This episode is sponsored by Public: https://public.com/openingbell Subsc...

Gargi Chaudhuri is BlackRock's chief investment and portfolio strategist for the Americas. She joins Phil Rosen to discuss the firm's outlook on the AI trade for 2026, the biggest risks to the bull market, what BlackRock clients are most concerned about, and how she's thinking about portfolio positioning in the new tech boom. This episode is sponsored by Public: https://public.com/openingbellSubsc...

Jay Hatfield is the CEO of Infrastructure Capital Advisors, and he is known for his contrarian macro views. He joined Phil Rosen on Full Signal to discuss Fed independence, assess Jerome Powell's job leading the central bank, why inflation looks bullish, what money supply is signaling, and more. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily...

Anthony Pompliano is the CEO of Professional Capital Management. He joins Phil Rosen to discuss how bitcoin could perform in the year ahead, the AI-fueled productivity boom, how technology is changing the labor market, and more. 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...

Cullen Roche is the founder and chief investment officer of Discipline Funds, and the author of the new book “Your Perfect Portfolio.” He joins Phil Rosen on Full Signal to discuss AI’s disinflationary impact on the economy, the Fed’s policy errors, why investors shouldn’t sweat the $38 trillion government debt, and the demographic headwinds for the next decade. This episode is sponsored by Public...

Mike Green is the CIO of Simplify Asset Management. He joined Phil Rosen to discuss his viral and divisive essay asserting that the US poverty line is closer to $140,000 than the government stated $32,000. They discussed solutions to the affordability crisis, why Gen Z and boomers disagree on cost of living, criticisms from the right and the left, and much more. This episode is sponsored by Public...

Stephanie Aliaga is a global market strategist for JP Morgan Asset Management and is one of Wall Street's leading AI experts. She joined Phil Rosen to discuss the infrastructure boom, how investors should think about the AI trade, risks of circular financing, and how AI impacts Fed policy. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: http...