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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
Semiconductors
Tariffs
Financial Markets
AI Investment
Jpmorgan Asset Management
Emerging Markets
Wall Street
Economy
Etfs
Investment Strategies
K-Shaped Economy

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

PublishesDailyEpisodes100Founded9 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Full Signal

Latest Episodes

Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oi... more

Bob Elliott is the CEO and chief investment officer of Unlimited Funds, where he deploys hedge fund strategies into low-cost ETFs. He also authors the Nonconsensus Substack. He joins Phil Rosen on Full Signal to discuss why AI earnings expectations a... more

Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet and Amazon going free cash flo... more

Steve Sosnick is the chief strategist at Interactive Brokers, where he has spent three decades since the firm's options market-making days. He joins Phil Rosen on Full Signal to discuss the liquidity drain lurking beneath record highs, whether the ma... more

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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 22 ratings
  • Fantastic Pod

    A truly top‑tier podcast that breaks down complex, current issues with impressive clarity. Phil is phenomenal in every episode, and his dialogue with Julia Hermann was nothing short of eye‑opening.

    Apple Podcasts
    5
    Dimmy89037
    United Statesa month ago
  • 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 States2 months 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 States4 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

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.

Apple Podcasts
#243
United States/Business/Investing
Apple Podcasts
#121
Canada/Business/Investing
Apple Podcasts
#134
United Kingdom/Business/Investing
Apple Podcasts
#184
Canada/Business
Apple Podcasts
#216
Australia/Business/Investing
Apple Podcasts
#66
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds!
Q: Do you expect a shift in how the market assigns value to AI-related earnings going forward?
There is a likelihood of more selectivity—winners and losers will be differentiated as earnings narratives mature and valuation multiple expectations adjust; patience and risk controls become essential.
Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds!
Q: What sectors look most compelling as hedges or diversifiers?
Low volatility exposures can counterbalance high-beta tech, and sectors like consumer staples, healthcare, and utilities have shown relative resilience, offering diversification during AI-driven rotations.
Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds!
Q: How should an investor approach leverage in this environment?
Leverage ETFs can amplify returns but are risky and not meant for long-term holding; they are best used for short-term hedges or tactical bets, with strict risk management.
Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds!
Q: What is your read on the semiconductor space given current volumes and sentiment?
Volume in semiconductor ETFs has surged, reflecting heavy investor focus on AI beneficiaries; while some cycles show oversold conditions, the pattern suggests rising volatility and potential for further downside pressure unless flows shift.
Anthony Pompliano: How to invest in the AI-bitcoin SUPERCYCLE
Q: Anthony, you have increasingly been talking about open source versus closed source AI models. Why are you watching this topic right now?
The landscape will be fragmented with both consumer software and specialized workflows; competition will happen across open/closed and across geographies, and the American open-source path is likely to be the winning strategy over time.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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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Rephonic provides a wide range of podcast stats for Full Signal. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Full Signal and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Full Signal get?

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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?

To see how many followers or subscribers Full Signal has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Forward Guidance
4. On The Tape with Danny Moses
5. Excess Returns

How many episodes of Full Signal are there?

Full Signal launched 9 months ago and published 100 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.

Where can I see ratings and reviews for Full Signal?

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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