Full Signal

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

The AI trade is going GLOBAL! | Gabriela Santos, JPMorgan Asset Management

Gabriela Santos is the chief market strategist for the Americas with JPMorgan Asset Management. She joins Phil Rosen on Full Signal to discuss the outperformance of international stocks, why Taiwan and Korea are outperforming in the AI era, the diversification problem inside the AI trade, European banks and defense sectors, and US exceptionalism. 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 - US exceptionalism 2:46 - AI's global winners 4:04 - 2000-2007 parallel 7:15 - Korea's governance shift 9:00 - AI's diversification problem 12:34 - When AI tops out 16:23 - Historic semis rally 19:47 - Is AI a bubble? 21:48 - What JPMorgan got wrong 24:20 - European bank stocks 27:00 - Follow Gabriela's work 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

The REAL risk of a record stock market! | Kevin Gordon

Kevin Gordon is the Head of Macro Research and Strategy for the Schwab Center for Financial Research. He joins Phil Rosen on Full Signal to discuss the top-heavy stock market, record-breaking earnings, the 1998-like chip boom, and the discrepancies between hard and soft data. 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 - Top-heavy stock market 2:19 - 1973 breadth levels 5:00 - Tech concentration 7:22 - Mag 7 vs S&P 493 convergence trade 9:38 - AI productivity and the missing hiring boom 13:46 - Valuations are bad for market timing 17:02 - Dot-com comparisons 21:05 - Penalty for missing earnings 25:27 - Semis rally like 1998 28:00 - Hard data vs soft data 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

Bitcoin will DOMINATE the AI bull market! | Anthony Pompliano

Anthony Pompliano is the CEO of ProCap Financial. He joins Phil Rosen on Full Signal to discuss the economic data behind the Iran conflict, how bitcoin fits into the current macro story, and why the "AI bubble" crowd is dead wrong. 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 - Affordability decides midterms 3:00 - Iran war driving inflation 4:33 - Short conflict vs. structural inflation 7:08 - Bitcoin is the "certainty" asset 9:31 - AI demand wall 11:13 - Scarcity in an AI world 13:36 - Pomp vs. AI bears 17:01 - Doomer predictions 18:46 - Micron and market froth 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 stock market looks like 1999 | Ben Carlson

Ben Carlson is the director of institutional asset management at Ritholtz Wealth Management, and the author of the new book, "Risk & Reward." He joins Phil Rosen to discuss the historic bull market, semiconductor rally and meltup, dot-com comparisons, lessons from Japan's asset bubble, 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 - Why Markets Ignore Headlines 1:14 - Momentum and the AI Trade 2:12 - Bull Market Tracker Insights 3:38 - Semis Rally and Air Pockets 5:53 - Nasdaq Melt Up Comparisons 8:01 - Dot-Com Then vs Now 9:10 - Investor Sentiment and Flows 11:20 - Leveraged ETFs and Bubble Talk 13:50 - What Would Turn Bears On 15:56 - New Inflation Regime Reality 16:40 - Ben's New Book "Risk and Reward" 19:02-  Japan Bubble Lessons Diversify 23:17 - Investor Identity Time Horizon 25:23 - Ben's Writing Process & Where to Follow 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