{"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":"4 trades to BUY NOW for the 2026 macro cycle! | Eric Wallerstein","slug":"4-trades-to-buy-now-for-the-2026-macro-cycle-eric-wallerstein","published_at":"2026-06-04T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/4-trades-to-buy-now-for-the-2026-macro-cycle-eric-wallerstein","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/4-trades-to-BUY-NOW-for-the-2026-macro-cycle---Eric-Wallerstein-e3ka8gq","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/120971226/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-3%2F425463729-44100-2-8f407db788b4e.mp3","summary":"Eric Wallerstein is the chief macro strategist for Clocktower Group, and was previously an advisor to Stephen Miran at the Federal Reserve Board as well as at the White House Council of Economic Advisors. He joins Phil Rosen on Full Signal to discuss how to trade against the current macro backdrop, betting on US exceptionalism and fading Europe, and being right early on the the Iran conflict. 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 - Kevin Warsh's Fed regime 1:08 - Where rates go from here 3:46 - US dollar bull case 5:04 - The US banks trade 8:19 - NATO breakup thesis 12:01 - Steelman case for Europe 13:28 - Poland, Norway, Sweden trade 15:52 - The 2 Europes trade 20:50 - US exceptionalism and Iran 31:56 - Working with Fed Governor Miran 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":"Eric Wallerstein is the chief macro strategist for Clocktower Group, and was previously an advisor to Stephen Miran at the Federal Reserve Board as well a…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2108,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/4-trades-to-buy-now-for-the-2026-macro-cycle-eric-wallerstein/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/full-signal-7568617/4-trades-to-buy-now-for-the-2026-macro-cycle-eric-wallerstein.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}