{"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 BUY for the AI SUPERCYCLE","slug":"top-investment-chief-7-stocks-to-buy-for-the-ai-supercycle","published_at":"2026-08-13T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-7-stocks-to-buy-for-the-ai-supercycle","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-BUY-for-the-AI-SUPERCYCLE-e3naugi","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/124139474/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-12%2F429736490-44100-2-2449c4cccbaac.mp3","summary":"Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oil to stock valuations, and the specific stocks he owns 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 - Early innings of AI 2:26 - Circular AI economy 7:23 - $5 trillion ROI question 8:22 - Iran, oil and inflation 14:34 - What clients are worried about 15:34 - September weakness 17:59 - What would break the bull case 18:52 - What pushes yields higher 20:02 - Favorite sectors and names 21:30 - Cybersecurity 22:56 - JPMorgan 26:10 - Microsoft 28:55 - Verizon 30:34 - ASML 31:47 - NVDA 33:28 - Follow Kenny #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed","meta_description":"Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2056,"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-buy-for-the-ai-supercycle/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-buy-for-the-ai-supercycle.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}