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.
Full Signal
Claim This Podcastby Phil Rosen
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81 episodes
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
11/4/2025
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Recent Episodes
June 26, 2026
Elite Macro Strategist: This portfolio WINS the next dot-com crash!
<p>Darius Dale is the founder of 42 Macro, a leading investment research firm whose risk-management framework is followed by thousands of investors around the world. He joins Phil Rosen on Full Signal to discuss his KISS portfolio strategy, where we are in the AI market cycle, why Kevin Warsh may be a dove in hawk's clothing, the shift toward a multi-poar macro regime, and rotating out of the Magnificent 7.</p><p><br /></p><p>This episode is sponsored by Public: https://public.com/openingbell</p><p><br /></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br /></p><p>Timestamps:</p><p><br /></p><p>0:00 - The KISS portfolio framework</p><p>3:00 - Stocks, gold, and Bitcoin</p><p>6:01 - Where we are in AI cycle</p><p>7:45 - Crowded bullish positioning</p><p>11:54 - Kevin Warsh and the Fed</p><p>15:00 - Investing in new Fed regime</p><p>17:49 - Iran conflict</p><p>22:47 - Accelerating into multipolar world</p><p>27:01 - Treasury market hot potato</p><p>28:34 - Going global in equities</p><p>30:58 - "Source of Funds" investing theme</p><p>38:36 - What he could be wrong on</p><p>42:42 - Follow Darius</p><p><br /></p><p>Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.</p><p><br /></p><p>#podcast #investing #markets #macro #stocks #bitcoin #fed</p>
June 25, 2026
Wall Street Insider: AI investors are IGNORING this data!
<p>Gunjan Banerji is a leading financial reporter at The Wall Street Journal. She joins Phil Rosen on Full Signal to discuss AI versus dot-com bubble comparisons, what options market data is showing, using AI to manage a stock portfolio, and lessons about money and wealth drawn from interviewing billionaires.</p><p><br /></p><p>This episode is sponsored by Public: https://public.com/openingbell</p><p><br /></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br /></p><p>Timestamps:</p><p><br /></p><p>0:00 - Bubble or healthy correction?</p><p>3:53 - Mega-cap IPOs</p><p>6:27 - Frothiest corners of the market</p><p>7:23 - How to read the options market</p><p>8:37 - Speculation in markets</p><p>10:01 - Retail as smart money</p><p>13:00 - Gambling-obsessed investors</p><p>15:14 - AI portfolio manager</p><p>19:37 - Sell America trade</p><p>22:15 - Lessons from billionaires</p><p>28:08 - Follow Gunjan</p><p><br /></p><p>Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.</p><p><br /></p><p>#podcast #investing #markets #macro #stocks #bitcoin #fed</p>
June 24, 2026
Top Portfolio Manager: This Portfolio WINS the AI Trade
<p>Paisley Nardini is a portfolio manager and multi-asset strategist at Simplify Asset Management. She joins Phil Rosen on Full Signal to discuss whether the tech sell-off marks the end of the AI trade, how to build a resilient a portfolio around equities, the most important macro variables for investors, and more.</p><p><br></p><p>This episode is sponsored by Public: https://public.com/openingbell</p><p><br></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br></p><p>Timestamps:</p><p><br></p><p>0:00 - Is the AI bubble popping?</p><p>2:22 - Kevin Warsh wildcard</p><p>4:48 - Portfolios for any cycle</p><p>5:44 - Stock-bond correlation</p><p>8:49 - Bonds stopped being a hedge</p><p>11:45 - Do old valuation metrics still work?</p><p>14:27 - Finding cheaper corners of the market</p><p>17:23 - AI Hype Over Profits</p><p>18:42 - When to take profits on AI trade</p><p>22:15 - Hard assets</p><p>23:29 - Gold, silver, copper</p><p>25:27 - Commodities</p><p>26:39 - Building a new $100K Portfolio</p><p>30:00 - Bitcoin</p><p>30:56 - What we'll be wrong about</p><p>31:53 - Find Paisley's work</p><p><br></p><p>Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.</p><p><br></p><p>#podcast #investing #markets #macro #stocks #bitcoin #fed</p>
81 total episodes available
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