4 trades to BUY NOW for the 2026 macro cycle! | Eric Wallerstein

4 trades to BUY NOW for the 2026 macro cycle! | Eric Wallerstein

Eric Wallerstein is the chief macro strategist for Clocktower Group, and was previously an advisor to Stephen Miran at the Federal Reserve Board as well as at the White House Council of Economic Advisors. He joins Phil Rosen on Full Signal to discuss how to trade against the current macro backdrop, betting on US exceptionalism and fading Europe, and being right early on the the Iran conflict. This episode is sponsored by Public: https://public.com/openingbell 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 - Kevin Warsh's Fed regime 1:08 - Where rates go from here 3:46 - US dollar bull case 5:04 - The US banks trade 8:19 - NATO breakup thesis 12:01 - Steelman case for Europe 13:28 - Poland, Norway, Sweden trade 15:52 - The 2 Europes trade 20:50 - US exceptionalism and Iran 31:56 - Working with Fed Governor Miran 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

Wall Street is IGNORING this red flag in markets! | Sonali Basak

Sonali Basak is the chief investment strategist at iCapital. She joined Phil Rosen on Full Signal to discuss the leading indicators in private markets for stocks, the AI infrastructure buildout, red flags for investors, and the historic IPO boom led by SpaceX. This episode is sponsored by Public: https://public.com/openingbell 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 - Private markets' hidden signal 2:27 - AI up, software down 3:33 - Software loan squeeze 6:32 - SpaceX, OpenAI, Anthropic 9:12 - Snowflake vs Databricks 15:13 - Hyperscaler cash flows 18:13 - Everyone is overweight AI 21:52 - Financials look cheap 29:35 - Highest-conviction call 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

4 stocks to BUY NOW as AI takes OVER! | Lou Basenese

Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss the SpaceX IPO, Tesla, small-cap biotech stocks, and under the radar stock picks. This episode is sponsored by Public: https://public.com/openingbell 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 - SpaceX IPO Hype 0:53 - Valuation And Merger Talk 3:08 - Space Stocks Hype Cycle 4:06 - Finding Space Suppliers 5:18 - AI Transforms Biotech 7:31 - Best Biotech Exposure 9:14 - GLP 1 Long Term Risks 12:24 - Small Cap Biotech Picks 14:50 - Energy Refiners Trade 17:25 - Teradyne AI Pick 19:13 - Barbell Investing Wrap 19:56 - Where To Follow Lou 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

This is how AI BREAKS the stock market! | Gina Martin Adams

Gina Martin Adams is the chief market strategist for HB Wealth. She joins Phil Rosen on Full Signal to discuss the under-appreciated risks of the $1 trillion AI capex and infrastructure buildout, stocks and bonds de-coupling, the winning and losing sectors, hidden inflation headwinds, and more. This episode is sponsored by Public: https://public.com/openingbell 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 - Stock-Bond Correlation breaking 1:59 - Turning cautious on stocks 4:51 - Semiconductor bubble? 6:52 - Nvidia earnings 9:17 - Hyperscaler spending driving inflation 12:48 - AI productivity vs. inflation 15:29 - How the Fed solves inflation 17:12 - Mag 7 free cash flow falling 20:42 - Mag 7 breaking apart 22:56 - New market leadership 24:49 - IPOs risk entire bull market 28:32 - Investing vs. gambling 30:43 - Wrong calls and finding value 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

Lyft CEO on RoboTaxis, Uber and why investors MISPRICE the stock!

Lyft CEO David Risher joins Phil Rosen on Full Signal to unpack why Lyft stock has underperformed, competing with Uber, whether he would entertain an acquisition from Google or Tesla, how autonomous vehicles impact Lyft's business, and more. This episode is sponsored by Public: https://public.com/openingbell 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 - Intro 0:46 - Lyft stock is down 32% 1:47 - Wall Street mispricing the stock 2:52 - Self-driving cars 4:23 - Fleet management edge 8:09 - Does Tesla break Lyft's moat? 9:36 - 50 million riders and distribution 12:44 - Partnership playbook 15:15 - Owning a car vs. Lyft 17:04 - Taking Lyft private 18:28 - Acquisition by Tesla or Google? 22:16 - Will AI replace all drivers? 26:28 - Why CEO still drives Lyft rides 28:38 - Strategic regrets as CEO 34:59 - Leaving a legacy at Lyft 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