{"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":65,"summary":"Financial markets and economic data explained through interviews with Wall Street's smartest investors, hosted by award-winning journalist and author Phil Rosen, who is the chief market strategist for ProCap Financial and the co-founder and CEO of Opening Bell Media.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/full-signal-7568617"},"episode":{"title":"This is what breaks the stock market in 2026 | JD Durkin","slug":"this-is-what-breaks-the-stock-market-in-2026-jd-durkin","published_at":"2026-03-17T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/this-is-what-breaks-the-stock-market-in-2026-jd-durkin","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/This-is-what-breaks-the-stock-market-in-2026--JD-Durkin-e3gi24d","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/117032525/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-16%2F420163105-44100-2-0ed50136ccc8a.mp3","summary":"Veteran journalist and commentator JD Durkin, host of Taking Stock at the New York Stock Exchange, joins Phil Rosen on Full Signal to break down why markets keep shaking off bad news, the rotation out of Mag 7, and the risks that could derail the bull run. 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 0:28 - Markets During Iran Conflict 2:55 - Market Rotation 6:15 - Trump Era Policy Risks 11:01 - AI Trade, Software Selloff 16:37 - The 'Halo' Stock Theory 19:05 - Dollar Discounters Signal Stress 21:38 - Main Street vs Wall Street 23:54 - $200 Dollar Oil? 25:49- Where to Follow JD 26:27 - Thanks JF For Joining The Show! 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":"Veteran journalist and commentator JD Durkin, host of Taking Stock at the New York Stock Exchange, joins Phil Rosen on Full Signal to break down why marke…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1595,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/this-is-what-breaks-the-stock-market-in-2026-jd-durkin/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/this-is-what-breaks-the-stock-market-in-2026-jd-durkin.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}