# Top Investment Chief: 7 stocks to BEAT the S&P 500 long-term

Page: https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-7-stocks-to-beat-the-s-p-500-long-term
Text version: https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-7-stocks-to-beat-the-s-p-500-long-term.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-07-01T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Chief-7-stocks-to-BEAT-the-SP-500-long-term-e3lg70q
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/122214874/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-30%2F427125571-44100-2-e6c391985776f.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-chief-7-stocks-to-beat-the-s-p-500-long-term
Duration seconds: 1855

## Resource

Lauren Cassidy, chief investment officer for Founder ETFs, has spent two decades managing portfolios across firms including Sanford Bernstein and JPMorgan. She joins Phil Rosen on Full Signal to discuss her highest-conviction stock picks, why she is all-in on founder-led public companies, and the software bull case within the AI trade. 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? 2:23 - Long-term AI winners 5:17 - CoreWeave 6:34 - Rubrik 8:44 - Samsara 10:59 - Datadog 12:42 - Selling Viking 13:40 - Clear 16:10 - Overweight software 20:14 - Palantir 24:37 - Oracle 27:43 - Founder outperformance history 30:23 - Follow Lauren #podcast #investing #markets #macro #stocks #bitcoin #fed

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## Transcript

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