Episode
Wall Street is IGNORING this red flag in markets! | Sonali Basak
- Podcast
- Full Signal
- Published
- Jun 3, 2026
- Duration seconds
- 1959
- Processing state
not_requested
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Summary
Sonali Basak is the chief investment strategist at iCapital. She joined Phil Rosen on Full Signal to discuss the leading indicators in private markets for stocks, the AI infrastructure buildout, red flags for investors, and the historic IPO boom led by SpaceX. 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 - Private markets' hidden signal 2:27 - AI up, software down 3:33 - Software loan squeeze 6:32 - SpaceX, OpenAI, Anthropic 9:12 - Snowflake vs Databricks 15:13 - Hyperscaler cash flows 18:13 - Everyone is overweight AI 21:52 - Financials look cheap 29:35 - Highest-conviction call 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