{"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 Strategist: 9 stocks to BEAT the S&P 500 in the AI boom!","slug":"top-investment-strategist-9-stocks-to-beat-the-s-p-500-in-the-ai-boom","published_at":"2026-07-14T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-9-stocks-to-beat-the-s-p-500-in-the-ai-boom","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Strategist-9-stocks-to-BEAT-the-SP-500-in-the-AI-boom-e3m1p0d","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/122790349/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-13%2F427898524-44100-2-f3ca9cf355c1f.mp3","summary":"Jessica Inskip is the director of research for StockBrokers.com and a leading financial commentator. She joins Phil Rosen on Full Signal to discuss the AI CapEx boom and earnings outlook, the interconnectivity theme reshaping financial markets, specific stocks she likes right now, trading options for income, and how she would build a new portfolio from scratch today 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 - Earnings expectations 2:59 - CapEx as recession signal 7:36 - Earnings vs. bubble fears 8:24 - Big Tech getting cheaper 9:40 - 2-year note warnings 12:21 - Contrarian bull case 14:33 - ROI on $1 trillion Capex 16:41 - Interconnectivity theme 20:09 - Robinhood, Circle, Coinbase, ICE 24:12 - Options for income 27:15 - Oracle, Palantir, Micron 28:42 - Building a new portfolio 32:21 - Liquidity blind spot 37:06 - Follow Jess #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Jessica Inskip is the director of research for StockBrokers.com and a leading financial commentator. She joins Phil Rosen on Full Signal to discuss the AI…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2300,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-strategist-9-stocks-to-beat-the-s-p-500-in-the-ai-boom/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-strategist-9-stocks-to-beat-the-s-p-500-in-the-ai-boom.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}