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.
Top 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
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/subscribe
Follow Phil on X: https://x.com/philrosenn
Follow 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_rosen
TIMESTAMPS:
0:00 - We're still early in AI
2:43 - Neocloud financing fears
4:46 - Demand vs. financing
7:10 - Hyperscaler balance sheets
10:46 - Frontier lab token economics
15:06 - AI agents boom
17:05 - Enterprise AI adoption
20:24 - Where's the productivity gains?
26:24 - Where to invest now
30:16 - Favorite sectors
34:07 - US vs. international
37:29 - Too late to buy AI?
39:07 - What could derail the AI trade
40:44 - Follow Stephanie
#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
22 Oct 2026
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/equityindices
Full Signal episodes are 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/subscribe
Follow Phil on X: https://x.com/philrosenn
Follow Phil on LinkedIn: https://www.linkedin.com/in/phil-rosen-763601187/
Timestamps:
0:00 - NATO defense spending
3:35 - Nuclear power demand
5:02 - Cameco
6:54 - Latin America Stocks
11:07 - AI and pharma
13:07 - Globus Medical
14:48 - Century Aluminum
17:10 - Space bet
18:54 - Does SpaceX help MDA?
20:42 - XP
21:44 - Nvidia bull case
26:10 - Follow Jérémie
#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
20 Oct 2026
Top Investment Chief: These stocks WIN the NEXT stage of the global bull market
Meb Faber is the co-founder and chief investment officer of Cambria Investment Management, which runs a suite of ETFs with roughly $5 billion in assets. He joins Phil Rosen on Full Signal to discuss the "bear market in diversification," why US stocks look expensive next to the rest of the world, the global buyback boom, risks of the AI trade, and how he'd build a portfolio from scratch today.
Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfs
Watch on YouTube: https://www.youtube.com/@philrosenn
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
Follow Phil on X: https://x.com/philrosenn
Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/
TIMESTAMPS:
0:00 - Historic bull market
4:28 - Bear market in diversification
7:40 - Opportunities outside the US
9:51 - US stocks look expensive
11:37 - Buyback revolution
17:02 - Value without avoiding tech
20:45 - SpaceX, Anthropic, OpenAI
22:34 - Will AI be a good investment?
27:07 - Building a portfolio from scratch
31:57 - Investing at all-time highs
33:28 - Shareholder yield
39:14 - Follow Meb
#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
Who has been a guest on Full Signal
Names identified in recent episode analyses. Showing up to five guests.
Mike Green
Lou Basenese
Anthony Scaramucci
Lauren Cassidy
Josh Schafer
Reach and audience
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Apple Podcasts (US)
4.8 / 5
20 ratings
Spotify
4.7 / 5
27 ratings
Contact Full Signal
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