{"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":"Jordi Visser: The AI stocks that win the next decade","slug":"jordi-visser-the-ai-stocks-that-win-the-next-decade","published_at":"2026-06-17T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/jordi-visser-the-ai-stocks-that-win-the-next-decade","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Jordi-Visser-The-AI-stocks-that-win-the-next-decade-e3kso7j","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/121577139/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-16%2F426273251-44100-2-f65345e46c788.mp3","summary":"Jordi Visser is a leading AI and macro investor and Wall Street veteran. He joins Phil Rosen on Full Signal to discuss moving off the Magnificent 7, the next leg of the AI trade, buying into bottlenecks, benchmark arbitrage, and his bull thesis for specific stocks. 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 - Your capex is my opportunity 3:06 - Entering the Physical AI Stage 5:12 - 5-Layer AI Economy 7:06 - Fading the Mag 7 8:52 - Benchmark Arbitrage 11:37 - Signal, Alpha, Agency 16:22 - The bubble argument that holds 17:43 - Selling Micron 22:49 - Are bottleneck trades obvious? 24:19 - Parabolic asset prices 25:46 - Earnings risk 26:10 - Price vs. fundamentals rotation 28:32 - Risks to memory trade 30:44 - Silver bull thesis 31:43 - Marvell 34:20 - Eli Lilly 37:39 - Government Stake in AI 42:52 - Leaving Wall Street 47:39 - Career advice for the AI era 50:45 - Follow Jordi 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":"Jordi Visser is a leading AI and macro investor and Wall Street veteran. He joins Phil Rosen on Full Signal to discuss moving off the Magnificent 7, the n…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3134,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/jordi-visser-the-ai-stocks-that-win-the-next-decade/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/jordi-visser-the-ai-stocks-that-win-the-next-decade.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}