Eric Wallerstein is the chief macro strategist for Clocktower Group, and was previously an advisor to Stephen Miran at the Federal Reserve Board as well as at the White House Council of Economic Advisors. He joins Phil Rosen...
Steph Guild is the chief investment officer for Robinhood, where she runs Robinhood Strategies, an actively managed portfolio strategy at the firm. She joins Phil Rosen on stage at HOOD Summit in Houston for a live taping of...
Jessica Inskip is the director of research for StockBrokers.com and one of the most followed investment voices in the industry. She joins Phil Rosen on Full Signal to unpack the risks in the bond market, AI overwhelming the...
Tatiana Darie is macro strategist at Bloomberg. She joins Phil Rosen on Full Signal to discuss why stocks keep hitting records with yields above 5%, why she thinks the AI cycle is in a mature stage, the junk...
Jay Hatfield is the CEO and chief investment officer at Infrastructure Capital Advisors, where he picks stocks and manages a suite of income-focused ETFs. He joins Phil Rosen on Full Signal to discuss his street-high 8,250 S&P 500...
Luke Kawa is a veteran financial writer and analyst, and the markets editor at Sherwood Media. He joins Phil Rosen on Full Signal to unpack whether the Magnificent 7 can lead again, why Apple has become the group's...
Warren Pies is the founder of 3Fourteen Research, a leading institutional risk manager and research firm. He joins Phil Rosen on Full Signal to discuss his current portfolio positioning, sector calls, why he's bullish semiconductors and hyperscalers, GPU...
Josh Schafer is an investment writer and strategist at Barron's, and the author of the Searching for Signals Substack. He joins Phil Rosen on Full Signal to discuss why market breadth is weakening even near record highs, how...
Anthony Pompliano is the CEO of Silvia Inc. and the author of "How to Live an Extraordinary Life, Volume 2." He joins Phil Rosen on Full Signal to discuss the problems with macro data, the accelerating AI trade,...
Nick Frasse is a product manager at VanEck, where he works on SMH, the largest US-listed semiconductor ETF with over $70 billion in assets. He joins Phil Rosen on Full Signal to discuss the most credible bear case...
Jared Dillian is a Wall Street veteran, the editor of the The Daily Dirtnap, and the author of the new book "The Awesome Portfolio." He joins Phil Rosen on Full Signal to discuss why he's bullish on bonds...
Justus Parmar is the CEO of Fortuna Investments, an America-first venture capital firm, and Joey Magazine is a partner at Fortuna Investment and an elected official as Miami Beach Commissioner and Chair of the Finance Committee. They joined...
Jeff Hirsch is the editor of the Stock Trader's Almanac, the market guide that just hit its 60th anniversary. He joins Phil Rosen on Full Signal to discuss the midterm-year "sweet spot" for stocks, the AI super boom...
Nancy Tengler is the CEO and chief investment officer of Laffer Tengler Investments, where she has managed growth, dividend-growth, and value portfolios for three decades. She joins Phil Rosen on Full Signal to discuss why she still sees...
Andy Goldberg is the chief investment strategist at Nomura Asset Management International (). He joins Phil Rosen on Full Signal to discuss the bull and bear case on the AI boom, whether hyperscaler debt and circular financing are...
Sonali Basak is the chief investment strategist for iCapital. She joins Phil Rosen on stage at Future Proof for a live episode of Full Signal to discuss the Federal Reserve's first rate hike in 3 years, funding the...