Top Portfolio Manager: This Portfolio WINS the AI Trade

Top Portfolio Manager: This Portfolio WINS the AI Trade

Paisley Nardini is a portfolio manager and multi-asset strategist at Simplify Asset Management. She joins Phil Rosen on Full Signal to discuss whether the tech sell-off marks the end of the AI trade, how to build a resilient a portfolio around equities, the most important macro variables for investors, 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 - Is the AI bubble popping? 2:22 - Kevin Warsh wildcard 4:48 - Portfolios for any cycle 5:44 - Stock-bond correlation 8:49 - Bonds stopped being a hedge 11:45 - Do old valuation metrics still work? 14:27 - Finding cheaper corners of the market 17:23 - AI Hype Over Profits 18:42 - When to take profits on AI trade 22:15 - Hard assets 23:29 - Gold, silver, copper 25:27 - Commodities 26:39 - Building a new $100K Portfolio 30:00 - Bitcoin 30:56 - What we'll be wrong about 31:53 - Find Paisley'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

Top Investment Strategist: 3 stocks to buy NO ONE knows about!

Brian Belski is the CEO and chief investment officer at Humilis Investment Strategies, and he has managed money and guided stock-picking strategies for three decades. He joins Phil Rosen to discuss his highest-conviction stock picks, earnings momentum, his strategy for picking small- and mid-cap stocks, 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 - Near-term catalysts 2:44 - Earnings-driven vs. multiple expansion 3:37 - The 2023 tech rebound 5:08 - Peak earnings? 6:11 - What investors get wrong 8:39 - Market breadth 11:07 - Overweight utilities 14:53 - Dot-com comparisons 19:52 - A stock picker's market 22:14 - Small-cap bull case 27:32 - Acuity 29:03 - FNB 31:24 - Casella Waste Systems 33:40 - How to pick stocks 39:03 -Humilis' new ETF 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

Hedge Fund Veteran: 3 stocks to buy as the AI TRADE ends!

Veteran investor Thomas Hayes is the founder of Great Hill Capital, a long-short equity money manager. He joins Phil Rosen on Full Signal to unpack his strategy for picking unpopular stocks with high upside, the rotation out of the AI trade, fading the Magnificent 7, and the specific stocks he is highest-conviction on right now. 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 - Iran peace deal setup 2:29 - Non-AI stocks to rally 5:48 - Hyperscaler capex problem 7:40 - Not bullish on Mag 7 8:47 - Micron's trap 9:29 - AI demand is fifth inning 11:53 - Price chasing vs. value 14:56 - Staples most hated in decades 18:17 - Top signal for AI? 19:00 - PayPal bull case 28:07 - Etsy bull case 31:44 - Does AI shopping threaten Etsy? 33:03 - How to pick stocks 35:42 - The VF Corp turnaround 42:44 - Contrarian beliefs 46:15 - Follow Tom 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

Jordi Visser: The AI stocks that win the next decade

Jordi Visser is a leading AI and macro investor and Wall Street veteran. He joins Phil Rosen on Full Signal to discuss moving off the Magnificent 7, the next leg of the AI trade, buying into bottlenecks, benchmark arbitrage, and his bull thesis for specific stocks. 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 - Your capex is my opportunity 3:06 - Entering the Physical AI Stage 5:12 - 5-Layer AI Economy 7:06 - Fading the Mag 7 8:52 - Benchmark Arbitrage 11:37 - Signal, Alpha, Agency 16:22 - The bubble argument that holds 17:43 - Selling Micron 22:49 - Are bottleneck trades obvious? 24:19 - Parabolic asset prices 25:46 - Earnings risk 26:10 - Price vs. fundamentals rotation 28:32 - Risks to memory trade 30:44 - Silver bull thesis 31:43 - Marvell 34:20 - Eli Lilly 37:39 - Government Stake in AI 42:52 - Leaving Wall Street 47:39 - Career advice for the AI era 50:45 - Follow Jordi 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

Investing Expert: 4 stocks to BUY through Iran peace talks

Ben Emons is the founder and chief investment officer at FedWatch Advisors. He joins Phil Rosen on Full Signal to discuss stocks he's bullish on for the end of the Iran conflict, the parabolic AI trade, why he likes financial stocks, and the Fed's dilemma. 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 - Iran peace deal rally 2:16 - The real bear case 2:53 - Kevin Warsh is hawkish 4:07 - Rate cuts vs. balance sheet 6:34 - New Fed regime 10:06 - Fertilizer shortage 12:07 - Parabolic 7 16:13 - When to sell winners 18:05 - Still bullish on Mag 7? 21:05 - Financial stocks 25:36 - Midterms blue sweep 28:53 - Political volatility 29:40 - Follow Ben 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