1. twuai.com
  2. fp:UC8IiDLgSC7YPN-pAq4rVoeA
#podcast#investing#markets#tech#ai#macro#stocks#bitcoin#fed
#podcast#investing#markets#tech#ai#macro#stocks#bitcoin#fed





hace 36 días

Macro Strategist: Buy these stocks for the NEW Fed regime

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...

hace 10 días

Robinhood Investment Chief: 6 stocks to BUY as the bull market ACCELERATES!

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...

hace 17 días

Top Strategist: How to WIN the AI trade as bond yields SURGE

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...

hace 3 días

Macro Strategist: 3 sectors WIN in a LATE-STAGE AI boom!

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...

hace 31 días

Top Investment Chief: 4 stocks WIN no matter what the Fed does

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...

hace 30 días

Veteran Strategist: The best opportunities in the stock market right now

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...

hace 22 días

ELITE Strategist: How to position for the NEXT AI trade

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...

hace 9 días

Wall Street Insider: 5 stocks to BEAT the market in 2027!

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...

hace 8 días

Anthony Pompliano: 3 assets to BUY for the next decade

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,...

hace 29 días

Veteran Strategist: AI stocks to buy as semiconductors MAKE HISTORY

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...

hace 37 días

Veteran Investor: This portfolio WINS the AI stock market crash

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...

hace 16 días

Veteran Investors: Sectors to WIN the next decade of innovation!

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...

hace 15 días

Wall Street Veteran: Historic BUY SIGNAL is flashing for stocks NOW!

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...

hace 23 días

Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run!

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...

hace 35 días

Top Investment Chief: 3 sectors to BUY for the AI trades next decade

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...

hace 24 días

Sonali Basak: 2 sectors to BUY to beat AI DOOMSDAY

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...