Free Daily Podcast Summary
Full Signal: Daily Summaries Delivered
by Phil Rosen
Unpacking the highest-conviction investment ideas from the world's smartest investors.Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at ProCap Financial and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today36 min
Top Quant: The AI Investing PLAYBOOK for 2027
Steve Hou is the head of research at Silicon Data and a veteran quantitative investment strategist. He joins Phil Rosen on Full Signal to discuss rising GPU rental prices and falling token prices, how investors should think about the data driving AI economy, where value will accrue for tech investors in the year ahead, and more.This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/Full Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - Where are we in the AI cycle?2:17 - GPU rental prices soaring4:01 - AI frontier vs. flash models7:18 - Falling token prices9:20 - Jevons paradox10:36 - The business of frontier AI labs16:04 - What investors are pricing in18:39 - Are valuations attractive?21:05 - Where AI profits will accrue25:20 - Bullish Nvidia?26:49 - GPU depreciation30:48 - What investors should worry about33:41 - Is AI a bubble?36:07 - Follow Steve#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- Yesterday33 min
Veteran Strategist: 3 sectors to BEAT THE MARKET in 2027
Phil Neuhart is the head of market and economic research at First Citizens Bank. He joins Phil Rosen on Full Signal to discuss his favorite investment opportunities for 2027, the under-the-radar risks for the AI trade and macro backdrop, and what he’s putting in client portfolios right now.Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfsFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - AI trade in trouble?1:56 - What if AI capex slows?4:18 - AI adoption hits Main Street7:39 - Great technology, bad investment?9:22 - Will mega IPOs drain the market?11:25 - S&P 500 target: 8,30012:18 - The bear argument14:34 - Labor market risks16:21 - Fed backdrop18:51 - Factor investing22:00 - Utilities and consumer staples23:48 - What clients are worried about26:34 - What inning is the AI trade in?28:55 - Data center NIMBYism33:14 - First Citizens#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 2 days ago37 min
Wall Street Insider: 3 stocks WIN as the AI trade CRASHES OUT
Josh Schafer is an investment writer at Barron’s and the author of the Substack, “Searching for Signals.” He joins Phil Rosen on Full Signal to unpack the Jensen Huang and Nvidia drama, whether the AI capex cycle is turning bearish, midterm seasonality, and the three stocks he likes best heading into 2027.This episode is sponsored by Bloomberg: http://bloomberg.com/equityindicesFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - Nvidia and Jensen Huang scandal7:22 - Late-stage AI trade8:17 - Midterm seasonality10:38 - AI spending and cash flow12:19 - Value vs. growth14:30 - Rotation trade16:46 - AI profits and productivity20:01 - AI layoffs vs. overhiring21:19 - Alphabet27:24 - Visa32:24 - Walmart36:05 - Searching for Signals#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 1 weeks ago38 min
Top Investment Chief: 5 stocks to buy for a LATE-STAGE AI BOOM
Drew Pettit is the chief investment strategist at Roundhill Investments, and he previously spent a decade at Citi. He joins Phil Rosen on Full Signal to discuss why the AI trade seems late cycle, how much growth is priced into stocks, the case for photonics stocks, and more.This episode is sponsored by Bloomberg: http://bloomberg.com/equityindicesFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - Late-cycle bull market2:37 - Stocks getting cheaper?5:07 - Bubble in expectations?6:29 - Markets need bears7:33 - Sentiment vs. reality9:42 - Options data11:27 - Low correlation trades14:38 - Stock pickers or thematics?17:15 - Mag 7 outlook19:51 - Software and AI risk22:00 - Photonics and optics25:32 - HALO stocks and LOHA27:29 - Canadian Natural Resources29:21 - Kirby31:07 - Thematic ETFs35:38 - Core and satellite investments37:56 - Roundhill Investments#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 1 weeks ago35 min
Veteran Investment Chief: 7 stocks to BUY during the AI SELL OFF
Rhys Williams is the chief investment officer at Wayve Capital Management and has been in the markets since 1987, managing about $2 billion at the peak of the dot-com bubble. He joins Phil Rosen on Full Signal to discuss why today's AI boom isn't a repeat of 1999, the data center backlash, Anthropic's S-1, his barbell portfolio strategy, and his top stock picks for 2027.This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/Full Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - Another dot-com?1:31 - Data center backlash3:15 - Lessons from 1990s7:01 - AI bear case9:52 - Anthropic's S-111:12 - Barbell portfolio for 202712:09 - Undervalued stock picks17:16 - Energy vs. AI19:39 - Gas stocks and pipelines23:16 - Consumer staples27:14 - Astera Labs30:13 - AI selloff35:01 - Wayve Capital#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 1 weeks ago40 min
Jordi Visser: The WINNING investment ideas for 2027
Jordi Visser is a veteran macro investor and the founder of 22V Research. He joins Phil Rosen on Full Signal to discuss how AI is driving rates and the broader macro picture, what Microsoft’s buyouts mean for labor and capital, his bullish case for Eli Lilly and Micron, and his investment outlook for the year ahead.Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfsFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - AI as macro3:53 - Next year looks different5:41 - SPVs and private credit7:40 - Hyperscaler free cash flow9:27 - Microsoft buyouts13:25 - Corporate layoffs coming?15:15 - Redistributing profits vs. UBI17:19 - Where's the AI productivity data?24:29 - Eli Lilly and longevity29:28 - Micron33:43 - Investing predictions36:39 - Overweight crypto39:40 - Follow Jordi#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 2 weeks ago47 min
Adam Parker: The AI stocks set to BOOM in 2027
Adam Parker is the founder of Trivariate Research and Trivector Research, and he was formerly the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley. He joins Phil Rosen on Full Signal to unpack his favorite stocks and sectors for 2027, why he's still optimistic on semiconductors and memory, the thesis for healthcare, and more.Today's episode is sponsored by Direxion: https://www.direxion.com/product/daily-tsla-bull-and-bear-leveraged-single-stock-etfsFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - AI cycle 1/3 done3:28 - Micron 8:44 - Weakest part of AI trade12:23 - Run more diversified18:57 - Buy and hold is broken22:10 - Expensive stocks and earnings26:13 - Don't add to losers29:42 - Healthcare35:15 - Eli Lilly and GLP-138:22 - Semis, power and healthcare40:30 - Oil stocks and AI power41:39 - Post-midterm AI rally42:59 - 2030s industrial revolution#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
- 2 weeks ago34 min
Top Investment Chief: 6 assets to BUY for 2027
Eddie Ghabour is the co-founder and CEO of Key Advisors Wealth Management. He joins Phil Rosen on Full Signal to discuss his highest-conviction investment ideas for 2027, the Fed's policy error, the undervalued sectors Wall Street is ignoring, and the details of his tactical investing approach versus the typical buy-and-hold strategy.This episode is sponsored by Bloomberg: http://bloomberg.com/equityindicesFull Signal is available on Apple Podcasts and Spotify 3 hours before YouTube:🍎 Apple: https://podcasts.apple.com/us/podcast/full-signal/id1850620905📢 Spotify: https://open.spotify.com/show/2CX5KAB0jdOTBNPVJOHN6D📨 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/phil-rosen-763601187/💸 Sign up for Silvia, your personal AI CFO that helps you manage your finances: https://silvia.com/?utm_source=opening_bell&utm_medium=partner&utm_campaign=phil_rosenTIMESTAMPS:0:00 - Rising rates2:29 - AI capex and inflation3:29 - Bond market leads6:32 - Debt-financed AI risks10:05 - Positioning in tech13:38 - Cybersecurity16:38 - Healthcare19:14 - Consumer staples19:54 - Contrarian housing call23:31 - Utilities26:05 - Tactical vs. buy-and-hold30:37 - Gold32:24 - Bitcoin33:41 - Follow Eddie#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
Get Full Signal summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Podcasts in similar categories.
Dateline NBC
True-crime mysteries, documentaries, and in-depth investigations from NBC News.
48 Hours
Investigates compelling crime and justice cases through in-depth reporting, interviews, and evidence analysis.
The Jamie Kern Lima Show
Entrepreneur Jamie Kern Lima interviews experts and celebrities about overcoming self-doubt and building self-belief.
This American Life
True stories exploring weekly themes with emotional depth, humor, and narrative twists, capturing the complexities of contemporary life.
Coffeez with Joe Shalaby
Conversations with entrepreneurs, investors, and cultural figures reveal the real strategies, struggles, and costs behind success.
Unblinded with Sean Callagy
A legally blind entrepreneur shares insights on ethical influence, peak performance, and mastering hidden patterns in business and life.
The Headlines
A daily news podcast offering global headlines and analysis from New York Times reporters.
The Money Mondays
Business discussions on investments, side hustles, and entrepreneurship with experts, athletes, and influencers in personal settings.
About Full Signal
Unpacking the highest-conviction investment ideas from the world's smartest investors.Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at ProCap Financial and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Full Signal in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Full Signal daily summary?
It's a free AI-powered email that summarizes new episodes of Full Signal as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Full Signal podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Full Signal product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Phil Rosen.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does Full Signal release new episodes?
Full Signal publishes every few days. Our AI generates a summary within hours of each new episode.
What topics does Full Signal cover?
Full Signal covers topics including News, Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Full Signal summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.