{"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":"Macro Strategist: Buy these stocks for the NEW Fed regime","slug":"macro-strategist-buy-these-stocks-for-the-new-fed-regime","published_at":"2026-09-10T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/macro-strategist-buy-these-stocks-for-the-new-fed-regime","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Macro-Strategist-Buy-these-stocks-for-the-NEW-Fed-regime-e3ok4gk","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/125489108/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-9%2F431560996-44100-2-1b34c68006581.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 the central bank outlook, why he is bullish on the US economy, and three global trade ideas that Wall Street is ignoring right now. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ 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 - Why the Fed shouldn't hike 1:47 - Why markets expect a hike 4:47 - Hawkish dissenters 8:14 - Warsh and Fed credibility 10:02 - Reforming the Fed's balance sheet 14:02 - Reading the bond selloff 18:24 - Tariffs as fiscal impulse 20:46 - France and the debt divergence 23:21 - Why AI capex is bullish US 24:23 - Stocks if the Fed holds 27:19 - Japanese banks 30:07 - Mexico 33:39 - Defense stocks 35:41 - Follow Eric #podcast #investing #markets #tech #ai #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":2155,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/macro-strategist-buy-these-stocks-for-the-new-fed-regime/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/macro-strategist-buy-these-stocks-for-the-new-fed-regime.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}