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Artwork for Full Signal

Full Signal

Phil Rosen
Artificial Intelligence
Bitcoin
S&P 500
Federal Reserve
Inflation
Stock Market
NVIDIA
Gold
Labor Market
Tariffs
Financial Markets
AI Investment
Jpmorgan Asset Management
Emerging Markets
Wall Street
Economy
Etfs
Investment Strategies
K-Shaped Economy
Small Caps

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 o... more

PublishesDailyEpisodes93Founded9 months ago
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Artwork for Full Signal

Latest Episodes

Michael Gayed is a veteran portfolio manager who runs funds including the Free Markets ETF (FMKT), and is the founder of The Lead-Lag Report. He joins Phil Rosen on Full Signal to discuss why policymakers may crash stocks to save bonds, the Japan car... more

Sylvia Jablonski is the chief investment officer of Defiance ETFs. She joins Phil Rosen on Full Signal to discuss where capital is flowing in the AI trade, whether quantum computing is still too early to invest in, themes in defense investing, and ho... more

Jay Woods is the chief market strategist for Freedom Capital Markets and a CNBC contributor who has spent three decades on the floor of the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss whether the S&P 500 hits 7,000 or 8,000... more

YouTube

Jack Farley is a macro expert and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the semiconductor sell-off, the strongest bear case against AI, blowout bank earnings, the specific stocks he's buying rig... more

YouTube

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Recent Guests

Jack Farley
Host of Monetary Matters Podcast
Monetary Matters Podcast
Episode: Macro Strategist: 3 stocks to BUY as leverage hits the AI trade
Anthony Scaramucci
Investor and entrepreneur; founder of SkyBridge Capital
SkyBridge Capital
Episode: Anthony Scaramucci: The AI Market Crash Will Be RUTHLESS
Gunjan Banerji
Wall Street Journal journalist discussing markets and AI investing
The Wall Street Journal
Episode: Wall Street Insider: AI investors are IGNORING this data!
Brian Belski
Market strategist, Humilis Investment Strategies
Humilis Investment Strategies (HIS)
Episode: Top Investment Strategist: 3 stocks to buy NO ONE knows about!
Tom Hayes
Hedge fund veteran and founder/author of Hedge Fund Tips, discussed investment framework and stock theses
Greathill Capital (as inferred from dialogue)
Episode: Hedge Fund Veteran: 3 stocks to buy as the AI TRADE ends!
Jordi Visser
Investor and AI equities strategist featured in the episode
ai.22vresearch.com / Knowledge Brain framework
Episode: Jordi Visser: The AI stocks that win the next decade
Liz Ann Sonders
Executive Director/Chief Investment Strategist at Charles Schwab?
Research/Strategy for AI and markets
Episode: Liz Ann Sonders: This is how the AI bubble bursts
James Seyffart
Episode: SpaceX IPO will SHATTER the stock market?! | James Seyffart
Eric Wallerstein
Macro researcher with Fed background; former Council of Economic Advisors staff; current strategist at Clocktower and independent researcher
Clocktower / Former Federal Reserve economist
Episode: 4 trades to BUY NOW for the 2026 macro cycle! | Eric Wallerstein

Host

Phil Rosen
Host of the show, journalist and market interviewer with a focus on markets and investing.

Reviews

4.8 out of 5 stars from 20 ratings
  • Great Show

    I listen to every interview. I am very impressed by the stock market information one can glean. After listening to Darius Dale and his general diatribe about the war in Iran I was left wondering if he thinks we might have a bad day in the market if the Iranians managed to nuke the West or Israel.

    Apple Podcasts
    5
    Scorpion1776
    United Statesa month ago
  • Outstanding Pod

    Phil Rosen’s “Full Signal” pod cuts out the noise and asks thoughtful questions. His guests are always great and his format gives interviewees the ability to talk through their investment theses. Highly recommended.

    Apple Podcasts
    5
    AZ-NYC
    United States3 months ago
  • Outstanding

    Always learn something! His guests are top notch 🎯

    Apple Podcasts
    5
    Marquette77
    United States5 months ago
  • Insight

    So many podcasts just reiterate aloud numbers and/or technical indicator readings that I can simply see for myself. Full Signal on the other hand goes deep into attempting to explore the reasoning of the markets via superior group of guests being asked meaningful questions by Phil. A daily must listen.

    Apple Podcasts
    5
    MettleMan 72
    United States5 months ago
  • Quality Financial Journalism

    Phil has a gift for making complex market topics feel clear without oversimplifying. The guests are consistently impressive and the conversations go places most finance pods don't. Worth subscribing to.

    Apple Podcasts
    5
    ryancheah__
    Canada5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the host's sharp questions and ability to extract actionable investment ideas from guests.
Guests are consistently strong and conversations feel thoughtful and practical.
Episodes are deep-dives that avoid hype, making complex topics approachable for informed listeners.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Top Quant: 2 stocks WIN as the AI boom accelerates
Q: Can you explain the idea of sovereign AI and why it matters for investing?
Sovereign AI involves enterprises hosting their own compute and models, reducing dependence on a few large closed-source providers, which broadens the market and creates opportunities for hardware, software, and data-center players with resilient pricing power.
Top Quant: 2 stocks WIN as the AI boom accelerates
Q: How do you interpret the plateau in token expenditure and what does that imply for investors?
Plateauing token expenditure suggests a shift toward more rational, cost-aware model usage and potential normalization of AI spend, which could benefit companies with efficient AI deployments and strong margins over the long term.
Top Quant: 2 stocks WIN as the AI boom accelerates
Q: What stands out to you right now at the sector level given the ongoing AI compute demand?
The AI trade remains strong but crowded; beyond AI, there are solid opportunities in quality software and data-driven companies that can leverage AI while maintaining pricing power, with a focus on firms that own or optimize their AI infrastructure.
Top Investment Strategist: 9 stocks to BEAT the S&P 500 in the AI boom!
Q: If someone had $100,000 to start a brand-new portfolio today, where would you begin?
Start with a baseline of a passive ETF like a broad market fund, then add tactical exposure to technology via a NASDAQ 100-type basket, and finally layer on opportunity baskets that target high-growth themes like interconnectivity and AI stocks. For risk management, consider using options to generate income and buy entries on dips, but keep position sizes prudent and diversify across growth and value-oriented holdings beyond tech.
Top Investment Strategist: 9 stocks to BEAT the S&P 500 in the AI boom!
Q: What do you see as the bear case or what gives you pause right now?
The bear case centers on the possibility that CapEx spending may not translate into commensurate revenue or profit growth, and the market may exceed earnings growth expectations without sustainable underlying investment. The key is to monitor liquidity, the pace of capex, and how stock buybacks versus growth investments affect long-term margins and productivity.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
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Frequently Asked Questions About Full Signal

What is Full Signal about and what kind of topics does it cover?

A market-focused interview show that probes investing philosophy, macro themes, and the evolving impact of AI on markets. Episodes frequently center on how intangible assets, earnings quality, and AI-driven capex reshape investment strategies, often featuring prominent executives, strategists, and researchers who provide data-driven frameworks and sector insights. Notable strengths include a rigorous, question-driven format, timely topics around AI's influence on valuations and market leadership, and practical ideas for active portfolio management. The show tends to blend deep fundamental discussion with actionable takeaways for active investors and professionals seeking clarity amid fast-moving markets.

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What are the audience demographics for Full Signal?

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How many subscribers and views does Full Signal have?

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Which podcasts are similar to Full Signal?

These podcasts share a similar audience with Full Signal:

1. The Pomp Podcast
2. Monetary Matters with Jack Farley
3. Excess Returns
4. Coin Stories with Natalie Brunell
5. On The Tape with Danny Moses

How many episodes of Full Signal are there?

Full Signal launched 9 months ago and published 93 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Full Signal?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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Rephonic pulls ratings and reviews for Full Signal from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Full Signal?

Recent guests on Full Signal include:

1. Jack Farley
2. Anthony Scaramucci
3. Gunjan Banerji
4. Brian Belski
5. Tom Hayes
6. Jordi Visser
7. Liz Ann Sonders
8. James Seyffart

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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