# The biggest RISK of a record stock market! | Steve Sosnick

Page: https://stenobird.com/podcast/full-signal-7568617/the-biggest-risk-of-a-record-stock-market-steve-sosnick
Text version: https://stenobird.com/podcast/full-signal-7568617/the-biggest-risk-of-a-record-stock-market-steve-sosnick.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-04-27T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/The-biggest-RISK-of-a-record-stock-market---Steve-Sosnick-e3igq1c
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/119088620/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-27%2F422926842-44100-2-b01338f6b3666.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/the-biggest-risk-of-a-record-stock-market-steve-sosnick
Duration seconds: 2043

## Resource

Steve Sosnick is the chief strategist for Interactive Brokers. He joins Phil Rosen on Full Signal to discuss the market response to the Iran conflict, the earnings outlook, software sell off and what has to happen for stocks to move lower. This episode is sponsored by Public: https://public.com/openingbell 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 - Intro 00:28 - Rally After Shock 02:26 - Dip Buying Mindset 05:47 - Unprecedented Momentum 08:56 - Stimulus Expectations 11:52 - Fed Put Explained 17:34 - Year End Bear Case 20:40 - Earnings And Guidance 24:56 - Sentiment Disconnect 27:30 - Worst Case Scenarios 30:26 - Defensive Opportunities 33:14 - Where To Follow Steve 33:58 - Thanks Steve For Joining! Like & Subscribe Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

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