{"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":"How to invest in the MACRO SUPERCYCLE! | Jeff Park","slug":"how-to-invest-in-the-macro-supercycle-jeff-park","published_at":"2026-03-24T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/how-to-invest-in-the-macro-supercycle-jeff-park","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/How-to-invest-in-the-MACRO-SUPERCYCLE---Jeff-Park-e3gseoe","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/117373134/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-23%2F420625810-44100-2-d05c4265e0ecf.mp3","summary":"Jeff Park is a veteran macro investor and CIO at ProCap Financial. He joins Phil Rosen on Full Signal to walk through three forces reshaping asset markets: accelerating demographic decline, widening wealth inequality, and AI's labor-destructive impact on the economy. 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 0:25 - Jeff's viral essay 1:55 - 3 macro certainties 2:50 - Demographic headwinds 5:55 - Coming liquidity event 7:40 - Wealth vs. income inequality 13:45 - Generational wealth transfer 16:10- AI is labor destructive 18:45 - Mispriced education trap 20:25 - What makes Jeff optimistic 21:00 - US demographics edge 24:30 - Universal basic income 25:45 - Trump Accounts as soft UBI 26:50 - Reimagining private-public partnerships 28:40 - How to play the 3 mega trends 30:25 - Radical portfolio theory 32:15 - How to invest for the future 34:25 - Follow Jeff'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":"Jeff Park is a veteran macro investor and CIO at ProCap Financial. He joins Phil Rosen on Full Signal to walk through three forces reshaping asset markets…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2462,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/how-to-invest-in-the-macro-supercycle-jeff-park/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/how-to-invest-in-the-macro-supercycle-jeff-park.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}