Full Signal

Phil Rosen

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 Silvia Inc., and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.

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Friday · 21 min
4 stocks I'm buying to WIN the AI bull run!
Phil Rosen — co-founder of Opening Bell Media and chief market strategist for Silvia Inc. — joined Anthony Pompliano on stage at the Silvia Investor Summit in New York to discuss the most important charts driving markets, the stocks inside his portfolio today, and the bull and bear cases on AI.This conversation was filmed on October 8, 2026. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Tech and energy doing heavy lifting 2:26 - Oil spikes vs. a resilient stock market 3:39 - Investors stopped caring about Iran 5:30 - Midterm year seasonality 8:31 - The bear case on AI 9:32 - The bull case on AI 11:17 - What would break the AI trade 12:11 - Using AI to make investments 15:09 - Micron, Vertiv, Marvell 16:27 - Eli Lilly 17:24 - Inside my portfolio 18:40 - Bonds are boring 20:40 - Opening Bell Daily and Silvia Insights #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
Thursday · 42 min
Top Quant: Stocks to BUY before the AI bubble POPS
Kai Wu is the founder and CIO of Sparkline Capital. He joins Phil Rosen on Full Signal to discuss the K-shaped stock market, why he's cautious on the AI infrastructure trade, whether Anthropic and OpenAI have real moats, and why AI early adopters present the market's best opportunity. This episode is sponsored by Bloomberg: http://bloomberg.com/equityindices Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 Most stocks are crashing 3:27 Bearish on AI boom 5:50 3 stages of AI buildout 8:17 Circular financing 11:46 Do Anthropic and OpenAI have moats? 17:06 $2 trillion AI lab IPOs 18:25 Chips and boom-bust cycle 22:51 Avoid picks and shovels 25:10 Lessons from historical disruption 29:18 Best opportunities today 34:05 2 stocks with moats 37:58 Picking stocks with AI 41:17 Follow Kai #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
Wednesday · 39 min
Top Strategist: This portfolio WINS the NEW LIQUIDITY REGIME
Julia Hermann is a global market strategist at New York Life Investment Management. She joins Phil Rosen on Full Signal to discuss the shift to a market-led liquidity regime, the future of the Fed put, political pushback on AI data centers, why she's still bullish on financials, and where she sees opportunity in the year ahead. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - New liquidity regime 4:43 - Rethinking the Fed put 7:04 - Don't count on a bailout 8:08 - Rise of non-bank liquidity 10:11 - Kevin Warsh and market-led policy 13:09 - Total portfolio approach 15:42 - What to buy for the next decade 17:11 - AI driving capital 20:33 - Midterm elections 22:14 - Political pushback on data centers 25:41 - Financials 27:33 - Why not just own tech? 30:47 - Fixed income 32:12 - 5% yields vs. stocks 35:26 - Should we trust the Fed? 36:45 - Unreliable jobs data 39:12 - Follow Julia #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
Tuesday · 36 min
Macro Strategist: 3 sectors set to OUTPERFORM 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 credit risk investors should pay attention to, and her favorite sectors heading into 2027. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Stocks up despite 5% yields 5:49 - Warsh Fed risks 8:04 - Rising oil and energy prices 9:32 - Gas prices top 2022 peak 10:24 - Energy is boosting earnings 15:54 - Expectations bubble? 16:27 - AI cycle is mature, not early 19:46 - Red flag for the AI trade 21:31 - Tactically bullish 22:54 - Buy-and-hold is not enough 24:29 - Deflation or burst? 25:28 - Junk Credit 28:44 - Tech looks cheap 30:24 - Semiconductors 31:36 - Energy 33:38 - Utilities 34:26 - Healthcare #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
October 8 · 27 min
Veteran Investor: 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, the three assets he likes best, and how investors should position for the decade to come. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Macro bears are wrong 5:53 - AI adoption reality check 8:23 - Bitcoin, gold, land 10:08 - Microsoft and Netflix? 14:31 - Barbell portfolio strategy 16:01 - How AI impacts Bitcoin 19:41 - Gold 20:43 - How to Live an Extraordinary Life Vol. 2 23:05 - The ego tax 24:02 - Procrastination is arrogance 25:19 - Amateurs built Noah's Ark #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
October 7 · 32 min
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 Meta's Muse is fueling the AI rally, the rise of consumer AI agents, and his top stock picks for the year ahead. This episode is sponsored by Bloomberg: http://bloomberg.com/equityindices Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps: 0:00 - Market breadth narrowing 2:49 - Why stocks ignore bond yields 4:22 - Meta Muse 6:00 - Fee AI products vs. monetization 11:16 - Would consumers pay for AI agents? 13:39 - AI regulation and existential risk 16:32 - AI token prices 19:08 - Trump's tech CEO seating chart 22:09 - Intel 23:32 - Cybersecurity 26:01 - Walmart 28:38 - Under-the-radar sports stock 31:37 - Searching for Signals#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
October 6 · 32 min
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 Full Signal to discuss her highest-conviction ideas, what stocks are inside Robinhood's portfolio right now, risks in the bond market, healthcare and defense stocks, and why double-digit earnings growth may not last. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Stocks at record highs 1:38 - Energy as a hedge 2:32 - Midterms and 4-year cycle 3:45 - Market breadth narrowing 5:06 - Earnings expectations bubble? 7:29 - 10-year yield at 5.2% 10:35 - Stocks vs. bonds 11:28 - AI capex vs. economic growth 12:45 - Torpedoes vs. resets 14:35 - Software and consumer divide 15:46 - Energy stock picks 17:29 - Healthcare, Shopify, Eli Lilly 18:54 - Defense sector 20:37 - How Robinhood Strategies evolved 23:31 - AI bubble risks 26:19 - Cybersecurity stocks 27:18 - Stocks to avoid 29:06 - What we could be wrong about 31:24 - Follow Steph #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
October 1 · 31 min
Wall Street Veteran: History's 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 and his Nasdaq outlook, what 5% bond yields mean for investors, and why he's selling bonds and buying small caps. This episode is sponsored by Bloomberg: http://bloomberg.com/equityindices Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Where are we in the cycle? 0:30 - AI super boom 3:02 - Midterm-year sweet spot 6:42 - Bond yields at 5% 9:19 - Split Congress hurts stocks 10:40 - AI earnings beat everything? 11:40 - Does seasonality still matter? 14:35 - Tech concentration 16:25 - Turning bearish 19:07 - Lessons from super booms 21:00 - Favorite sectors 22:30 - Small caps 25:25 - MACD signal 27:57 - Steelman the bear case 29:03 - What we could be wrong about 29:47 - Follow Jeff #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 30 · 24 min
The WINNING investment strategy for the America-first bull market!
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 Phil Rosen on stage at Future Proof in California to discuss how to make investment decisions that align with policy, the sectors that should outperform in the current macro and geopolitical backdrop, and what ideas will win the next decade. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Investing from policy 2:34 - Capital flight and midterms 4:06 - Uranium, rare earths, aerospace 6:02 - Sectors that survive policy 9:56 - America First vs. pure innovation 12:52 - What investors miss on policy 15:35 - Miami as Wall Street South 17:46 - Building Miami's ecosystem 20:13 - Government stakes in private companies #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 29 · 34 min
Top Investment Strategist: These trades WIN the AI bull market!
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 macro setup, and the stocks and trades she likes best heading into the new year. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Bullish trading cycle 2:55 - End of the cycle? 4:30 - 10-year yield at 5.2% 7:32 - Price-agnostic to price-sensitive buyers 8:10 - Bonds vs. stocks 10:49 - When yields hurt stocks 12:53 - US fiscal credibility 16:53 - All in on AI 18:03 - Hyperscalers 20:27 - Meta's Muse 26:00 - Apple 31:09 - Corners of the market to avoid 32:35 - How to buy tech 33:40 - Follow Jess #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 24 · 42 min
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 availability and AI demand, and more. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Overweight equities 3:30 - Tech-heavy market and AI leadership 5:29 - Macro shocks 11:05 - Low correlations and pair trades 13:37 - Semis and broadening trade 17:35 - GPU availability and rental rates 21:22 - Compute indicators flashing bullish 25:08 - Frontier lab ARR 30:08 - Hyperscalers leadership 32:34 - AI CapEx and the Fed 36:38 - What ends the bull run? 40:32 - Favorite sectors 41:46 - 3Fourteen Research #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 23 · 34 min
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 the AI bull market in its early stages, whether hyperscaler cash burn and rising bond yields are real threats, and her highest-conviction stock picks heading into 2027. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - State of the AI bull market 2:02 - Why the doomer narrative persists 3:34 - Earnings outpacing stock prices 7:12 - Broadening-out trade stalls 9:20 - Hyperscaler free cash flow concerns 11:39 - Bond yields risk 16:16 - Walmart 17:53 - AMD 19:06 - Quanta Services 20:55 - Tesla 23:33 - CrowdStrike 25:24 - DR Horton 28:12 - Alphabet and Amazon 33:27 - Where to find Nancy's research #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 22 · 28 min
Top Investment Chief: 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 AI infrastructure buildout, hyperscalers tapping debt markets, and her favorite opportunities in the market right now. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - First Fed hike in 3 years 3:11 - AI capex fueling growth 5:56 - Financing the AI buildout 9:22 - Treasury vs. Fed in bond market 11:05 - Rising 10-year yield risks 14:57 - Financials & Industrials 17:42 - AI bear case and sell-off 22:14 - What will we be wrong about? 25:34 - Public-to-private VC research 28:29 - iCapital research #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 17 · 32 min
Veteran Strategist: The 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 for chips, why AI demand could make semiconductors less cyclical, the bottlenecks slowing the data center buildout, and why software companies with strong moats will likely hold up against AI. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - SMH and semiconductor demand 1:16 - Bear case for chips 5:27 - Semis collaborate, not compete 10:16 - Are semis still cyclical? 13:53 - SMHX and fabless chipmakers 15:32 - Asset-light vs. asset-heavy 16:59 - AI buildout bottlenecks 19:49 - Data centers, robotics, and space 21:25 - Grid-to-rack supply chain 22:51 - Financing the AI buildout 24:41 - Is AI killing software? 27:44 - Hyperscalers turning asset-heavy 29:21 - Robotics 30:52 - Follow Nick and VanEck #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 16 · 37 min
Wall Street Veteran: 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 defensive hedge, the great de-rating in chip stocks, and where we actually are in the AI bubble. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Markets at crossroads 3:12 - Can the Mag 7 lead? 5:38 - Mag 7 vs. momentum 8:34 - Apple as a defensive stock 12:57 - Equal weight technicals 14:27 - Industrials vs. US consumer 17:32 - US vs. rest of world 21:46 - The great de-rating in chips 24:26 - Expensive stocks with slow growth 27:04 - Why global growth keeps surprising 30:37 - Where the opportunities are now 34:19 - Are we in an AI bubble? 36:28 - Follow Luke #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 15 · 34 min
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 target, why he calls the Fed a fatally flawed institution, his highest-conviction stock picks, and his new covered-call strategy. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - New S&P 500 target 4:39 - What would break the bull case 5:36 - Core inflation falling 8:31 - Why Fed officials want hikes 11:36 - Kevin Warsh herding the cats 16:06 - Catalysts to fix the Fed 20:32 - Marvell 23:20 - Private credit stock pick 26:07 - Capex debate 29:01 - Lockheed Martin 30:43 - Covered-call fund 33:37 - Beating the NASDAQ #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 11 · 40 min
Top Investment Chief: 3 sectors to BUY for the AI trade's next decade
Andy Goldberg is the chief investment strategist at Nomura Asset Management International (https://nomuraassetmanagement.com/). 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 red flags, the three sectors that benefit downstream from AI, and why he'd welcome a Fed rate hike. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - AI early innings 4:23 - Forward valuations 8:00 - Bearish narratives 10:24 - Hyperscalers turn to debt 12:38 - Owning the AI trade through debt 14:08 - Nvidia and circular financing 18:30 - Cyber risks and data center backlash 20:59 - Healthcare 24:57 - Industrials 27:47 - Financials 32:49 - Rates and the broadening trade 38:13 - How higher rates cap valuations 39:52 - Find Andy's work #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 10 · 35 min
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 on Full Signal to discuss the central bank outlook, why he is bullish on the US economy, and three global trade ideas that Wall Street is ignoring right now. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Why the Fed shouldn't hike 1:47 - Why markets expect a hike 4:47 - Hawkish dissenters 8:14 - Warsh and Fed credibility 10:02 - Reforming the Fed's balance sheet 14:02 - Reading the bond selloff 18:24 - Tariffs as fiscal impulse 20:46 - France and the debt divergence 23:21 - Why AI capex is bullish US 24:23 - Stocks if the Fed holds 27:19 - Japanese banks 30:07 - Mexico 33:39 - Defense stocks 35:41 - Follow Eric #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 9 · 39 min
Veteran Investor: AI will CRASH stocks but THIS PORTFOLIO SURVIVES
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 right now, his version of a perfect portfolio, why he's bearish on the AI trade, and how gold and bitcoin fit into a modern portfolio. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Are we at the top? 2:50 - Bullish on bonds 6:10 - Treasury's bond buyback plan 12:42 - The economy without AI 15:29 - Parallels to the dot-com 17:44 - Costco indicator 20:21 - The Awesome Portfolio 26:26 - Real estate 27:56 - Gold 30:41 - Cash 32:17 - Performance in a crash 38:00 - Where to find Jared #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
August 26 · 37 min
Gen Z Investor: The AI economy is TRAPPING young investors
Jack Raines is the author of "Young Money: A Field Guide to Wealth and Purpose in Your Twenties." He joins Phil Rosen on Full Signal to discuss why young people should spend more and invest less, the pull of sports betting and prediction markets on Gen Z, how he turned $6,000 into $400,000 trading SPACs, and why housing costs sit underneath most of this generation's anxiety. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Invest less, spend more 2:44 - Retirement vs. cheap thrills 3:36 - Increase income, not savings 5:49 - Can young people afford anything? 8:33 - Sports betting 11:30 - Prediction markets 12:03 - Stage-specificity of life 18:15 - Boring investing for Gen Z 21:08 - Comparing yourself to outlier winners 23:04 - Status games 26:55 - Trading SPACs 34:23 - Young Money

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