{"podcast":{"title":"Full Signal","slug":"full-signal-7568617","podcast_index_feed_id":7568617,"rss_url":"https://anchor.fm/s/10b3e31fc/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/philrosen","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44735927/44735927-1762224313042-f105205d033e1.jpg","author":"Phil Rosen","episode_count":109,"summary":"Unpacking the highest-conviction investment ideas from the world's smartest investors. Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at ProCap Financial and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.","last_synced_at":"2026-09-16T00:17:48.487183+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617"},"episode":{"title":"3 AI stock picks NO ONE talks about! | Lou Basenese","slug":"3-ai-stock-picks-no-one-talks-about-lou-basenese","published_at":"2026-04-21T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/3-ai-stock-picks-no-one-talks-about-lou-basenese","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/3-AI-stock-picks-NO-ONE-talks-about---Lou-Basenese-e3i5ev3","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/118716835/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-20%2F422415967-44100-2-1ded7221de435.mp3","summary":"Lou BasaneseLou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to unpack his most bullish stock ideas across technology and AI, why the energy sector still looks compelling, the outlook for frothy IPOs, how AI has reshaped the labor market, and the opportunities in small-cap biotech. 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 0:20 - Energy is still a buy 4:30 - 3 under-the-radar stocks 6:08 - Allbirds AI pivot 8:29 - SpaceX and Anthropic IPO warning 12:11 - Brutal track record of space IPOs 13:25 - CEOs lying about AI layoffs 17:00 - Labor market risks 19:26 - AI is bifurcating the workforce 21:20 - Favorite corner of market 22:51 - Follow Lou's work 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","meta_description":"Lou BasaneseLou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to unpack his most bullish s…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1390,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/3-ai-stock-picks-no-one-talks-about-lou-basenese/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/full-signal-7568617/3-ai-stock-picks-no-one-talks-about-lou-basenese.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}