Full Signal

Kai Wu is the founder and chief investment officer of Sparkline Capital, an investment management firm that invests in innovation and value. He joined Phil Rosen to discuss the Magnificent 7 moving from asset-light to asset-heavy businesses, risks of the AI capex boom, circular financing, and how to invest in new technological revolutions. This episode is sponsored by Public: https://public.com/op...

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 impact of AI on the stock market and labor market, the K-shaped divergence between knowledge workers and everyone else, the new stock index he’s developing at Bloomberg, and more. This episode is sponsored by Public: https://public.c...

Nancy Tengler is the CEO and CIO of Laffer Tengler Investments. She’s spent four decades on Wall Street, and has been a top-1% portfolio manager for the last 11 years. She joined Phil Rosen to discuss her highest conviction stock picks for 2026, dot-com bubble comparisons, risks in the AI economy, and how she’s thinking about the tech trade right now. This episode is sponsored by Public: https://p...

Eric Balchunas is a senior ETF analyst at Bloomberg Intelligence. He joined Phil Rosen on Full Signal to discuss the record year for ETFs, the rise of crypto and leveraged products, how bitcoin is taking over traditional finance, and the debate around passive investingThis episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynew...

Stephanie Roth is the chief economist at Wolfe Research, and was previously an economist at JPMorgan. She joined Phil Rosen on Full Signal to discuss how AI is changing jobs and the labor market, whether AI is driving productivity gains, Big Tech’s capex plans, its impact on young people finding jobs, comparisons to dot-com, and what investors are missing today. This episode is sponsored by Public...

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 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...

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 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...

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...

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...

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:...

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...

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...

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...

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...

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.