{"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":"Mike Green: AI is fueling another 1987 market CRASH!","slug":"mike-green-ai-is-fueling-another-1987-market-crash","published_at":"2026-07-08T12:54:45+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/mike-green-ai-is-fueling-another-1987-market-crash","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Mike-Green-AI-is-fueling-another-1987-market-CRASH-e3lpqq8","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/122530056/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-7%2F427549886-44100-2-cc2d59dd240d4.mp3","summary":"Michael Green is the chief strategist and portfolio manager at Simplify Asset Management, and authors the Substack called \"Yes I give a Fig.\" He joins Phil Rosen on Full Signal to discuss hidden risks of the AI boom, how passive investing is bidding up the AI bubble, why he's bullish on new technology but cautious on its impact for investors, and more. 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 - Caution on AI bull market 2:57 - AI's real value 5:38 - Nvidia's vendor financing 7:47 - The China threat 9:39 - Should investors sit out? 11:29 - Passive investing risks 13:17 - Are stocks actually cheap? 15:57 - 1987 crash parallels 19:17 - Are markets broken? 24:08 - Passive flows and leverage 26:10 - Can regulators step in? 28:21 - Building a new portfolio today 32:09 - Inflation vs. deflation 36:35 - American economic opportunity 42:32 - Mike's new book #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Michael Green is the chief strategist and portfolio manager at Simplify Asset Management, and authors the Substack called \"Yes I give a Fig.\" He joins Phi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2609,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/mike-green-ai-is-fueling-another-1987-market-crash/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/mike-green-ai-is-fueling-another-1987-market-crash.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}