Full Signal – Détails, épisodes et analyse

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.

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.openingbelldailynews.com/Follow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps: 0:00 - Intro0:30 - Why Ryan's optimistic on stocks3:24 - The bull market is in every country7:00 - Why it's the "most hated bull market"13:36- AI boom vs. dot-com era18:38 - Current sentiment & consumer behavior19:08 - Breaking records in asset prices19:21 - Wealth disparity and K-Shaped economy20:13 - Household and corporate balance sheets20:46 - Leverage and market rotation23:58 - AI impacting job market26:33 - Fed rate cuts31:35 - Political gridlock in Washington

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 boom and dot-com bubble. 

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0:00 - Intro

0:27 - The biggest risks in markets

1:17 - Passive investing is inflating asset prices

3:34 - What's the tipping point to the passive investing bubble?

8:50 - Rising earnings are masking weakness

13:30 - AI vs. the dot-com bubble

15:03 - The role of 401(k)s in the "everything bubble"

25:46 - Bitcoin criticisms

30:35 - Conclusion

#podcast #investing #markets #macro #stocks #bitcoin #fed

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.

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#podcast #investing #markets #macro #stocks #bitcoin #fed

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.

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TIMESTAMPS: 

0:00 - Intro

0:23 - Rethinking AI trade

2:32 - Leverage and debt in AI boom

6:17 - Michael Burry, market sentiment

8:22 - Dot-com vs. AI comparisons

11:11 - Rotation out of tech?

13:47 - Hidden opportunities in market

15:29 - Private markets

18:20 - AI is still early

19:34 - AI impact on K-Shape economy

22:43 - Uncertainty in jobs

24:30 - Geopolitics in AI race

26:38 - Under-appreciated risks

#podcast #investing #markets #macro #stocks #bitcoin #fed

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.

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Watch on YouTube: https://youtu.be/vxdPVSIo_HE

TIMESTAMPS: 

0:00 - Intro

0:27 - Concentration in stock market

3:33 - Top-heavy market as 'new normal'

5:40 - AI vs. dot-com bubble

9:43 - AI driving layoffs

13:46 - White-collar recession

17:12 - How Kevin uses AI at Schwab

18:32 - Alternative job market data

21:24 - Labor market cycles

23:27 - Economists have been wrong all year

26:08 - Vibecession vs. vibepression

29:00 - K-shaped economy

33:36 - Fed rate cuts

36:13 - Where stocks go in 2026 

#podcast #investing #markets #macro #stocks #bitcoin #fed

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."

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Watch on YouTube: https://youtu.be/MV-Y4JStuKY

TIMESTAMPS: 

0:00 - Intro

0:32 - Falling tech stocks

2:10 - Is the bubble popping?

4:40 - AI-fueled productivity

6:34 - AI circular financing

8:29 - Outdated valuation metrics

10:34 - Hidden risks in the market

13:29 - Clients navigating volatility

17:12 - Boring investments

20:36 - Bitcoin mining in 2013

25:19 - Bitcoin allocations

26:49 - New book, "Money Together"

33:12 - Follow Doug online

#podcast #investing #markets #macro #stocks #bitcoin #fed

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.

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TIMESTAMPS: 

0:00 - Intro

0:27 - K-shape economy

3:21 - Investors vs. non-investors

5:36 - Wealth effect and sentiment

9:40 - Investors aren't complaining

10:45 - Consumers keep spending

14:23 - AI vs. dot-com bubble

20:52 - Valuations at dot-com levels

26:03 - AI earnings dominance

#podcast #investing #markets #macro #stocks #bitcoin #fed

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/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS: 0:00 - Intro0:25 - 1996 moment for AI

1:34 - Chip factories in Asia

3:15 - Warning to bears

5:11 - Picking AI stocks

7:16 - It's still early for AI

9:25 - Palantir

11:45 - Circular financing and risks

14:48 - Dot-com parallels

17:55 - Google

20:23 - Building views on stocks

23:37 - Dan's highest conviction picks

24:30 - Microsoft and OpenAI

27:18 - Eightco and Worldcoin

#podcast #investing #markets #macro #stocks #bitcoin #fed

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 now.

This episode is sponsored by Public: https://public.com/openingbell

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TIMESTAMPS: 

0:00 - Intro

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.

#podcast #investing #markets #macro #stocks #bitcoin #fed