Episode
Top Investment Strategist: Wall Street is WRONG about AI stocks!
- Podcast
- Full Signal
- Published
- Jul 9, 2026
- Duration seconds
- 2401
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-strategist-wall-street-is-wrong-about-ai-stocks/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-wall-street-is-wrong-about-ai-stocks.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Julia Hermann is a global market strategist at New York Life Investments, where she helps shape the firm's multi-asset market outlook. She joins Phil Rosen on Full Signal to discuss her contrarian view on the Fed, the memory stock sell-off, parallels between the AI buildout and the dot-com era, and why financials look undervalued 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 - Geopolitics noise and signal 2:31 - Fed outlook 4:34 - Rate cut odds 6:11 - Memory stocks in bear market 9:07 - Diversification and quality 12:08 - The narrowing path for markets 15:12 - US vs. world 17:35 - Japan carry trade 20:58 - Sell America 23:58 - Dot-com parallels 29:15 - Infrastructure boom framework 34:30 - Bullish financials 37:16 - What consensus gets wrong 39:17 - Julia's research #podcast #investing #markets #macro #stocks #bitcoin #fed