HeyJaredFull Signal
Award-winning business reporter and media operator Phil Rosen analyzes financial markets and economic data through charts, interviews and unique commentary to pair with his newsletter, Opening Bell Daily, which is read by roughly 200,000 investors each morning.
- Indexed episodes, last 90 days
- 32
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Top Investment Strategist: These trades WIN the AI bull market! (opens the original)
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Jessica Inskip is the director of research for StockBrokers.com and one of the most followed investment voices in the industry. She joins Phil Rosen on Full Signal to unpack the risks in the bond market, AI overwhelming the macro setup, and the stocks and trades she likes best heading into the new year. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X
ELITE Strategist: How to position for the NEXT AI trade (opens the original)
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Warren Pies is the founder of 3Fourteen Research, a leading institutional risk manager and research firm. He joins Phil Rosen on Full Signal to discuss his current portfolio positioning, sector calls, why he's bullish semiconductors and hyperscalers, GPU availability and AI demand, and more. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.
Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run! (opens the original)
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Nancy Tengler is the CEO and chief investment officer of Laffer Tengler Investments, where she has managed growth, dividend-growth, and value portfolios for three decades. She joins Phil Rosen on Full Signal to discuss why she still sees the AI bull market in its early stages, whether hyperscaler cash burn and rising bond yields are real threats, and her highest-conviction stock picks heading into 2027. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/ S
Top Investment Chief: 2 sectors to BUY to beat AI DOOMSDAY (opens the original)
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Sonali Basak is the chief investment strategist for iCapital. She joins Phil Rosen on stage at Future Proof for a live episode of Full Signal to discuss the Federal Reserve's first rate hike in 3 years, funding the AI infrastructure buildout, hyperscalers tapping debt markets, and her favorite opportunities in the market right now. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linked
Veteran Strategist: The AI stocks to buy as semiconductors MAKE HISTORY (opens the original)
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Nick Frasse is a product manager at VanEck, where he works on SMH, the largest US-listed semiconductor ETF with over $70 billion in assets. He joins Phil Rosen on Full Signal to discuss the most credible bear case for chips, why AI demand could make semiconductors less cyclical, the bottlenecks slowing the data center buildout, and why software companies with strong moats will likely hold up against AI. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/ S
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