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Hosted by Phil Rosen · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
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 ProCap Financial and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.
Phil Rosen hosts Full Signal, a business show with 100 episodes published.
Jack Farley is the co-founder of Monetary Matters Network and he recently launched Farley Associated Research, an investment Substack with its own model portfolio. He joins Phil Rosen on Full Signal to discuss why the AI
Ryan Detrick is the chief market strategist at Carson Group, where he helps manage more than $8 billion and has kept the firm overweight equities for over three years. He joins Phil Rosen for the 100th episode of Full Si
Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how
Bob Elliott is the CEO and chief investment officer of Unlimited Funds, where he deploys hedge fund strategies into low-cost ETFs. He also authors the Nonconsensus Substack. He joins Phil Rosen on Full Signal to discuss
Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet
Steve Sosnick is the chief strategist at Interactive Brokers, where he has spent three decades since the firm's options market-making days. He joins Phil Rosen on Full Signal to discuss the liquidity drain lurking beneat
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss Magnificent 7 free cash flow, why Amazon and Eli Lilly look compelling, under-the-radar biotech
Todd Sohn is the chief ETF strategist at Strategas Asset Management. He joins Phil Rosen to discuss the semiconductor bear market, his three favorite sectors in the market right now, the rise of leveraged products, and c
Anthony Pompliano is the CEO of ProCap Financial, the public company behind the AI personal finance product CFO Silvia. He joins Phil Rosen on Full Signal to discuss the outlook for frontier AI models, Chinese open-sourc
Michael Gayed is a veteran portfolio manager who runs funds including the Free Markets ETF (FMKT), and is the founder of The Lead-Lag Report. He joins Phil Rosen on Full Signal to discuss why policymakers may crash stock
Sylvia Jablonski is the chief investment officer of Defiance ETFs. She joins Phil Rosen on Full Signal to discuss where capital is flowing in the AI trade, whether quantum computing is still too early to invest in, theme
Jay Woods is the chief market strategist for Freedom Capital Markets and a CNBC contributor who has spent three decades on the floor of the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss whether t
Jack Farley is a macro expert and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the semiconductor sell-off, the strongest bear case against AI, blowout bank earnings, the s
Dr. Steve Hou is a veteran quantitative analyst and the head of research at Silicon Data. He joins Phil Rosen on Full Signal to discuss the economics driving the AI boom, compute markets, the pricing power across Nvidia,
Jessica Inskip is the director of research for StockBrokers.com and a leading financial commentator. She joins Phil Rosen on Full Signal to discuss the AI CapEx boom and earnings outlook, the interconnectivity theme resh
Julia Hermann is a global market strategist at New York Life Investments, where she helps shape the firm's multi-asset market outlook. She joins Phil Rosen on Full Signal to discuss her contrarian view on the Fed, the me
Michael Green is the chief strategist and portfolio manager at Simplify Asset Management, and authors the Substack called "Yes I give a Fig." He joins Phil Rosen on Full Signal to discuss hidden risks of the AI boom, how
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss 3 under-the-radar stock picks, buying the dip on chip stocks, and his process for finding biote
Anthony Scaramucci is the founder and managing partner of SkyBridge Capital, and he has invested across markets for four decades. He joins Phil Rosen on Full Signal to discuss the potential government stake in OpenAI, ho
Lauren Cassidy, chief investment officer for Founder ETFs, has spent two decades managing portfolios across firms including Sanford Bernstein and JPMorgan. She joins Phil Rosen on Full Signal to discuss her highest-convi
Stephen Miran
White House chief economist
1 appearance on this show
Anthony Pompliano
Founder & CEO · Professional Capital Management
2 appearances on this show
Ben Carlson
director of institutional asset management · SAFE’s Center for Strategic Industrial Materials
1 appearance on this show
Matt Smith
entrepreneur, economic commentator, co-author · Georgia Partnership for Excellence in Education
1 appearance on this show
Steve Sosnick
Chief Strategist at Interactive Brokers · Interactive Brokers
1 appearance on this show
Eric Jackson
Benefit Plan Investment Strategist · Bionutrient Food Association
1 appearance on this show
Kenny Polcari
SlateStone Wealth
1 appearance on this show
Bob Elliott
Unlimited Funds
1 appearance on this show
Josh Schafer
Barron's
2 appearances on this show
Lou Basenese
The Big Skinny
3 appearances on this show
Jay Woods
Freedom Capital Markets
2 appearances on this show
Julia Hermann
New York Life Investments
1 appearance on this show
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Full Signal is hosted by Phil Rosen. The show is categorised under business (investing) and has published 100 episodes.
Full Signal has published 100 episodes.
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