{"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: 7 stocks to BEAT the S&P 500 long-term","slug":"top-investment-chief-7-stocks-to-beat-the-s-p-500-long-term","published_at":"2026-07-01T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-7-stocks-to-beat-the-s-p-500-long-term","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Chief-7-stocks-to-BEAT-the-SP-500-long-term-e3lg70q","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/122214874/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-30%2F427125571-44100-2-e6c391985776f.mp3","summary":"Lauren Cassidy, chief investment officer for Founder ETFs, has spent two decades managing portfolios across firms including Sanford Bernstein and JPMorgan. She joins Phil Rosen on Full Signal to discuss her highest-conviction stock picks, why she is all-in on founder-led public companies, and the software bull case within the AI trade. 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 - Where are we in the cycle? 2:23 - Long-term AI winners 5:17 - CoreWeave 6:34 - Rubrik 8:44 - Samsara 10:59 - Datadog 12:42 - Selling Viking 13:40 - Clear 16:10 - Overweight software 20:14 - Palantir 24:37 - Oracle 27:43 - Founder outperformance history 30:23 - Follow Lauren #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Lauren Cassidy, chief investment officer for Founder ETFs, has spent two decades managing portfolios across firms including Sanford Bernstein and JPMorgan…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1855,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-chief-7-stocks-to-beat-the-s-p-500-long-term/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-7-stocks-to-beat-the-s-p-500-long-term.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}