{"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":"Anthony Scaramucci: The AI Market Crash Will Be RUTHLESS","slug":"anthony-scaramucci-the-ai-market-crash-will-be-ruthless","published_at":"2026-07-03T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/anthony-scaramucci-the-ai-market-crash-will-be-ruthless","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Anthony-Scaramucci-The-AI-Market-Crash-Will-Be-RUTHLESS-e3ljb36","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/122317350/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-2%2F427264701-44100-2-de790b61ee13b.mp3","summary":"Anthony Scaramucci is the founder and managing partner of SkyBridge Capital, and he has invested across markets for four decades. He joins Phil Rosen on Full Signal to discuss the potential government stake in OpenAI, how big the AI bubble could get, bitcoin's 50% drawdown, and how he would build a $1 million portfolio from scratch.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Government stake in OpenAI2:46 - Anti-AI sentiment6:02 - Is AI a bubble?7:20 - Building a $1 million portfolio9:30 - "Sell America" trade11:52 - Trump's crypto profits14:00 - Bitcoin down 50%17:24 - The bear case for Bitcoin19:23 - Shifting high-conviction views21:36 - Admitting mistakes22:57 - Career advice for AI era","meta_description":"Anthony Scaramucci is the founder and managing partner of SkyBridge Capital, and he has invested across markets for four decades. He joins Phil Rosen on F…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1478,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/anthony-scaramucci-the-ai-market-crash-will-be-ruthless/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/anthony-scaramucci-the-ai-market-crash-will-be-ruthless.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}