{"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":"Gold is CRASHING but bitcoin is up! | Sam Callahan","slug":"gold-is-crashing-but-bitcoin-is-up-sam-callahan","published_at":"2026-03-26T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/gold-is-crashing-but-bitcoin-is-up-sam-callahan","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Gold-is-CRASHING-but-bitcoin-is-up---Sam-Callahan-e3gvmf6","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/117479334/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-25%2F420769624-44100-2-6084bc8ef961f.mp3","summary":"Sam Callahan is the director of research and strategy at OranjeBTC, one of the largest bitcoin treasury companies in the world. He joins Phil Rosen to discuss bitcoin's rally and the geopolitical turmoil, the divergence of bitcoin and gold, the macro tailwinds for hard assets, and more. 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 — Bitcoin's divergence from other assets 4:00 — Bitcoin vs. gold 6:10 — The Fed's dilemma 9:30 — Yield curve control and rates 11:25 — Bitcoin as two different assets 13:05 — Public & Generated Assets 14:10 — Bitcoin treasury companies 17:30 — Can treasury companies recover without $BTC? 18:35 — OranjeBTC 21:00 — Follow Sam 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":"Sam Callahan is the director of research and strategy at OranjeBTC, one of the largest bitcoin treasury companies in the world. He joins Phil Rosen to dis…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1296,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/gold-is-crashing-but-bitcoin-is-up-sam-callahan/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/gold-is-crashing-but-bitcoin-is-up-sam-callahan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}