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Artwork for Full Signal

Full Signal

Phil Rosen
Financial Markets
Economy
Stock Market
K-Shaped Economy
Labor Market
Investment Strategies
Bitcoin
Federal Reserve
NVIDIA
S&P 500
Artificial Intelligence
S&P
Tech Sell-Off
AI Revolution
Wealth Inequality
Passive Investing
Healthcare Sector
Consumer Sentiment
AI Bubble
Cryptocurrency

Award-winning business reporter and media operator Phil Rosen analyzes financial markets and economic data through charts, interviews and unique commentary to pair with his newsletter, Opening Bell Daily, which is read by roughly 200,000 investors each morning.

PublishesDailyEpisodes46Founded5 months ago
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Artwork for Full Signal

Latest Episodes

Jeff Park is a veteran macro investor and CIO at ProCap Financial. He joins Phil Rosen on Full Signal to walk through three forces reshaping asset markets: accelerating demographic decline, widening wealth inequality, and AI's labor-destructive impac... more

Robinhood's chief investment officer Stephanie Guild joins Phil Rosen on Full Signal to unpack the exact framework behind the $1.5 billion Robinhood Strategies portfolio, including the specific stocks she's buying right now, why she moved off the Mag... more

YouTube

Bob Elliott is the co-founder and CIO of Unlimited Funds. He joins Phil Rosen to discuss the macro outlook and oil shock, the Fed's dilemma, portfolio positioning for 2026, and lessons from working next to Ray Dalio.

This episode is sponsored by Pub... more

Veteran journalist and commentator JD Durkin, host of Taking Stock at the New York Stock Exchange, joins Phil Rosen on Full Signal to break down why markets keep shaking off bad news, the rotation out of Mag 7, and the risks that could derail the bul... more

Key Facts

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Recent Guests

Anthony Pompliano
CEO of ProCap Financial
ProCap Financial
Episode: The AI-bitcoin play NO ONE sees coming | Anthony Pompliano
Luke Kawa
Markets Editor at Sherwood News
Sherwood News
Episode: AI is KILLING Big Tech stocks! | Luke Kawa
Neil Dutta
Economist, Renaissance Macro
Renaissance Macro Research
Episode: Iran war TRAPS the Fed!? | Neil Dutta
Lou Basenese
Veteran market strategist, founder of The Big Skinny
Episode: Bullish stocks NO ONE talks about! | Lou Basenese
Adam Parker
Founder and CEO of Trivariate Research
Trivariate Research
Episode: The WINNING stocks for the AI chip boom! | Adam Parker
Chris Kline
Co-founder of Bitcoin IRA
Bitcoin IRA
Episode: Bitcoin CRASHES as Wall Street keeps buying! | Chris Kline
Steve Hou
Quant researcher and macro investor from Bloomberg
Bloomberg
Episode: Wall Street MISSED this trade | Steve Hou
Kai Wu
CEO of Sparkline Capital, a firm focusing on data-driven investment strategies.
Sparkline Capital
Episode: The AI bubble won’t burst the way you think | Kai Wu
Hamilton Reiner
Head of US Equity Derivatives at JPMorgan Asset Management
JPMorgan Asset Management
Episode: JPMorgan’s stock portfolio strategy REVEALED | Hamilton Reiner, JPMorgan

Host

Phil Rosen
Award-winning business reporter and media operator; host of the show focusing on charts, markets, and economic data.

Reviews

5.0 out of 5 stars from 16 ratings
  • 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 States20 days 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__
    Canada24 days ago
  • Full Signal

    For as long as Phil is conducting these amazing interviews, Full Signal will be in my podcast rotation and an auto listen when a new episode drops. It’s a must listen!

    Apple Podcasts
    5
    essentialsofinvesting
    United States24 days ago
  • Great Show

    Excellent host, guests and production quality!

    Apple Podcasts
    5
    Kai Wu
    United States24 days ago
  • Essential

    Phil’s investing podcast is a must-listen for anyone who wants to better understand markets without the hype or jargon. He has a great way of breaking down complex investing concepts into clear, practical insights that actually make sense—whether you’re just getting started or have years of experience.

    What really stands out is Phil’s balanced, thoughtful approach. He focuses on long-term thinking, risk awareness, and real-world lessons rather than chasing trends or headlines. Each episode feel... more

    Apple Podcasts
    5
    SingleFinCap
    United States2 months ago

Listeners Say

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

Many describe it as essential for staying informed on AI-driven market dynamics.
Fans note high production quality and clear, actionable market takeaways.
Listeners praise deep, insightful interviews with well-chosen guests.
Feedback suggests the host and guests consistently deliver thoughtful, data-backed analysis.
Audience appreciates balanced questions that avoid fluff and push for real-world insights.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Bullish stocks NO ONE talks about! | Lou Basenese
Q: Let's get back to the interview. Can you share any individual stocks?
Lou shares specific ideas like Halozymes and Halo's business model, plus long-term bets on Apple and Eli Lilly, framing them as profitable exposure in biotech, consumer tech, and AI-enabled opportunities.
The WINNING stocks for the AI chip boom! | Adam Parker
Q: How should an investor hedge AI exposure beyond owning individual semis?
Consider diversified exposure such as SMH or a basket of AI-linked semis, and pair with low-correlation, non-tech or defensive names to reduce downside risk while remaining exposed to AI beneficiaries.
The WINNING stocks for the AI chip boom! | Adam Parker
Q: Which areas within semiconductors look most attractive over different time horizons?
He favors industrial, analog, and certain non-memory components in the near term, with a longer-term caution on memory due to price pressures and inventory dynamics; expects a multi-stage re-rating as margins improve.
The WINNING stocks for the AI chip boom! | Adam Parker
Q: What is your view on the AI fear-driven sell-off and the gap between software and semis?
He views value in semis as the core driver, with software likely to lag due to higher hit to margins from AI investment; expects a rotation within semis and a focus on earnings revisions over simple price action.
The AI-bitcoin play NO ONE sees coming | Anthony Pompliano
Q: How should a young person approach the job market amid AI disruption?
He emphasizes gaining AI skills quickly, devoting time to learn, and leveraging these skills to create optionality—either by joining a company or building something themselves.

Audience Metrics

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

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Gender Skew
Location
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Frequently Asked Questions About Full Signal

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

A data-driven finance interview show that features leading market researchers, investors, and macro strategists discussing what drives asset prices and the economy. Episodes commonly weave together macro trends, AI-driven productivity, and sector-specific themes (semiconductors, software, energy, crypto) with practical investing takeaways and stock ideas. Notable is the blend of chart-focused analysis, high-profile guests, and a policy-aware lens on markets, making it useful for listeners who want to understand the reasoning behind market moves and how to position portfolios across AI, macro cycles, and tech. The format tends to favor accessible explanations of complex topics, actionable insights, and a clear emphasis on long-term thinking ... more

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Which podcasts are similar to Full Signal?

These podcasts share a similar audience with Full Signal:

1. Monetary Matters with Jack Farley
2. On The Tape with Danny Moses
3. The Compound and Friends
4. Facts vs Feelings with Ryan Detrick & Sonu Varghese
5. The Real Eisman Playbook

How many episodes of Full Signal are there?

Full Signal launched 5 months ago and published 46 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Full Signal?

Recent guests on Full Signal include:

1. Anthony Pompliano
2. Luke Kawa
3. Neil Dutta
4. Lou Basenese
5. Adam Parker
6. Chris Kline
7. Steve Hou
8. Kai Wu

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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