{"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":"Top Investment Chief: 2 sectors to BUY as the AI boom fails Wall Street!","slug":"top-investment-chief-2-sectors-to-buy-as-the-ai-boom-fails-wall-street","published_at":"2026-08-06T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-2-sectors-to-buy-as-the-ai-boom-fails-wall-street","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Chief-2-sectors-to-BUY-as-the-AI-boom-fails-Wall-Street-e3n1h7l","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/123830965/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-5%2F429303574-44100-2-0e7ce7f92bdb8.mp3","summary":"Steve Sosnick is the chief strategist at Interactive Brokers, where he has spent three decades since the firm's options market-making days. He joins Phil Rosen on Full Signal to discuss the liquidity drain lurking beneath record highs, whether the massive AI capex bet pays off, value stocks crushing growth, his favorite sectors right now, and what the VIX is signaling. 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 - New highs, new risks 5:26 - Fundamentals vs. exuberance 6:58 - Hyperscalers are back 10:21 - Momentum, FOMO, and technicals 13:10 - ROI on AI capex 17:05 - AI ecosystem trade 19:35 - Value vs. growth stocks 24:06 - Healthcare and industrials 27:57 - VIX isn't a fear gauge 29:27 - Correlation and dispersion 32:36 - Stock picker's market 34:41 - Follow Steve #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Steve Sosnick is the chief strategist at Interactive Brokers, where he has spent three decades since the firm's options market-making days. He joins Phil…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2304,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-chief-2-sectors-to-buy-as-the-ai-boom-fails-wall-street/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/top-investment-chief-2-sectors-to-buy-as-the-ai-boom-fails-wall-street.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}