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Full Signal: Daily Summaries Delivered
by Phil Rosen
Unpacking the highest-conviction investment ideas from the world's smartest investors.Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at Silvia Inc., and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago38 min
Top Investment Chief: 5 stocks to buy for a LATE-STAGE AI BOOM
Drew Pettit is the chief investment strategist at Roundhill Investments, and he previously spent a decade at Citi. He joins Phil Rosen on Full Signal to discuss why the AI trade seems late cycle, how much growth is priced into stocks, the case for photonics stocks, and more.This episode is sponsored by Bloomberg: http://bloomberg.com/equityindicesFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - Late-cycle bull market2:37 - Stocks getting cheaper?5:07 - Bubble in expectations?6:29 - Markets need bears7:33 - Sentiment vs. reality9:42 - Options data11:27 - Low correlation trades14:38 - Stock pickers or thematics?17:15 - Mag 7 outlook19:51 - Software and AI risk22:00 - Photonics and optics25:32 - HALO stocks and LOHA27:29 - Canadian Natural Resources29:21 - Kirby31:07 - Thematic ETFs35:38 - Core and satellite investments37:56 - Roundhill Investments#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 6 days ago35 min
Veteran Investment Chief: 7 stocks to BUY during the AI SELL OFF
Rhys Williams is the chief investment officer at Wayve Capital Management and has been in the markets since 1987, managing about $2 billion at the peak of the dot-com bubble. He joins Phil Rosen on Full Signal to discuss why today's AI boom isn't a repeat of 1999, the data center backlash, Anthropic's S-1, his barbell portfolio strategy, and his top stock picks for 2027.This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/Full Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - Another dot-com?1:31 - Data center backlash3:15 - Lessons from 1990s7:01 - AI bear case9:52 - Anthropic's S-111:12 - Barbell portfolio for 202712:09 - Undervalued stock picks17:16 - Energy vs. AI19:39 - Gas stocks and pipelines23:16 - Consumer staples27:14 - Astera Labs30:13 - AI selloff35:01 - Wayve Capital#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 1 weeks ago40 min
Jordi Visser: The WINNING investment ideas for 2027
Jordi Visser is a veteran macro investor and the founder of 22V Research. He joins Phil Rosen on Full Signal to discuss how AI is driving rates and the broader macro picture, what Microsoft’s buyouts mean for labor and capital, his bullish case for Eli Lilly and Micron, and his investment outlook for the year ahead.Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfsFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - AI as macro3:53 - Next year looks different5:41 - SPVs and private credit7:40 - Hyperscaler free cash flow9:27 - Microsoft buyouts13:25 - Corporate layoffs coming?15:15 - Redistributing profits vs. UBI17:19 - Where's the AI productivity data?24:29 - Eli Lilly and longevity29:28 - Micron33:43 - Investing predictions36:39 - Overweight crypto39:40 - Follow Jordi#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 1 weeks ago47 min
ELITE Strategist: The AI stocks set to BOOM in 2027
Adam Parker is the founder of Trivariate Research and Trivector Research, and he was formerly the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley. He joins Phil Rosen on Full Signal to unpack his favorite stocks and sectors for 2027, why he's still optimistic on semiconductors and memory, the thesis for healthcare, and more.Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfsFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - AI cycle 1/3 done3:28 - Micron 8:44 - Weakest part of AI trade12:23 - Run more diversified18:57 - Buy and hold is broken22:10 - Expensive stocks and earnings26:13 - Don't add to losers29:42 - Healthcare35:15 - Eli Lilly and GLP-138:22 - Semis, power and healthcare40:30 - Oil stocks and AI power41:39 - Post-midterm AI rally42:59 - 2030s industrial revolution#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 1 weeks ago34 min
Top Investment Chief: 6 assets to BUY for 2027
Eddie Ghabour is the co-founder and CEO of Key Advisors Wealth Management. He joins Phil Rosen on Full Signal to discuss his highest-conviction investment ideas for 2027, the Fed's policy error, the undervalued sectors Wall Street is ignoring, and the details of his tactical investing approach versus the typical buy-and-hold strategy.This episode is sponsored by Bloomberg: http://bloomberg.com/equityindicesFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - Rising rates2:29 - AI capex and inflation3:29 - Bond market leads6:32 - Debt-financed AI risks10:05 - Positioning in tech13:38 - Cybersecurity16:38 - Healthcare19:14 - Consumer staples19:54 - Contrarian housing call23:31 - Utilities26:05 - Tactical vs. buy-and-hold30:37 - Gold32:24 - Bitcoin33:41 - Follow Eddie#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 2 weeks ago31 min
Goldman Sachs Investment Chief: How to WIN the AI trade in 2027
Alexandra Wilson-Elizondo is the global head and co-chief investment officer of Multi-Asset Solutions at Goldman Sachs Asset Management. She joins Phil Rosen on Full Signal to discuss the next stage of the AI trade, debt financing in the AI buildout, whether today's AI boom resembles the dot-com bubble, opportunities in international markets, and what could outperform in 2027.This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - 4th stage of AI trade3:51 - Is AI a bubble?5:47 - GPU obsolescence risk9:23 - Credit warning signs10:34 - Best hedge against AI? 11:32 - Pharma and utilities16:30 - European financials18:15 - Emerging markets20:54 - Japan24:37 - Longevity trade29:31 - Back to fundamentals31:10 - Goldman Sachs#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 2 weeks ago41 min
Top JPMorgan Strategist: 6 sectors to BUY for the NEXT AI boom!
Stephanie Aliaga is a global market strategist at JP Morgan Asset Management, where she focuses on AI's role in markets and the economy. She joins Phil Rosen on Full Signal to discuss why the AI cycle is still early, the selloff in neocloud stocks, hyperscaler moats and frontier lab economics, why AI isn't showing up in productivity data yet, and her favorite opportunities for the AI trade for the year ahead.Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfs📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - We're still early in AI2:43 - Neocloud financing fears4:46 - Demand vs. financing7:10 - Hyperscaler balance sheets10:46 - Frontier lab token economics15:06 - AI agents boom17:05 - Enterprise AI adoption20:24 - Where's the productivity gains?26:24 - Where to invest now30:16 - Favorite sectors34:07 - US vs. international37:29 - Too late to buy AI?39:07 - What could derail the AI trade40:44 - Follow Stephanie#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 2 weeks ago26 min
Investment Strategist: 8 stocks WIN as Wall Street IGNORES this trade!
Jérémie Boyer is the co-founder of Aurelion Research, an independent investment research firm based in Montreal. He joins Phil Rosen on Full Signal to discuss Canada's defense spending boom, the coming uranium supply squeeze, the Brazil election trade, and his top stock picks that Wall Street is ignoring.This episode is sponsored by Bloomberg: http://bloomberg.com/equityindicesFull Signal episodes are available on Apple Podcasts and Spotify 3 hours before YouTube:Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6DSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/phil-rosen-763601187/Timestamps:0:00 - NATO defense spending3:35 - Nuclear power demand5:02 - Cameco6:54 - Latin America Stocks11:07 - AI and pharma13:07 - Globus Medical14:48 - Century Aluminum17:10 - Space bet18:54 - Does SpaceX help MDA?20:42 - XP21:44 - Nvidia bull case26:10 - Follow Jérémie#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
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About Full Signal
Unpacking the highest-conviction investment ideas from the world's smartest investors.Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at Silvia Inc., and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.
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