# The WINNING sectors of the new AI trade | Ross Mayfield

Page: https://stenobird.com/podcast/full-signal-7568617/the-winning-sectors-of-the-new-ai-trade-ross-mayfield
Text version: https://stenobird.com/podcast/full-signal-7568617/the-winning-sectors-of-the-new-ai-trade-ross-mayfield.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-04-22T11:51:54+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/The-WINNING-sectors-of-the-new-AI-trade--Ross-Mayfield-e3i8svg
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/118829488/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-22%2F422569045-44100-2-58c95c03ea119.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/the-winning-sectors-of-the-new-ai-trade-ross-mayfield
Duration seconds: 1763

## Resource

Ross Mayfield is an investment strategist at Baird. He joins Phil Rosen on Full Signal to discuss his most bullish sector picks, opportunities and traps in the current AI trade, whether to buy into the software sell off and more. 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 0:21 - Bull Market Divergence 1:23 - AI Trade Not a Bubble 4:17 - Software vs Semis Split 7:13 - Geopolitics and Stimulus 11:10 - Dip Buying Psychology 13:02 - Client Fears Debt Dollar 16:45 - Sector Picks Industrials 19:36 - Housing and Defensives 22:47 - What Turns Bearish 26:17 - AI and Jobs Debate 28:58 - Where to Find Ross Online 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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## Transcript

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