{"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: These stocks WIN even if AI CRASHES!","slug":"top-investment-strategist-these-stocks-win-even-if-ai-crashes","published_at":"2026-07-21T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-these-stocks-win-even-if-ai-crashes","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Strategist-These-stocks-WIN-even-if-AI-CRASHES-e3masbu","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/123088702/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-20%2F428301663-44100-2-078fe63b279b4.mp3","summary":"Jay Woods is the chief market strategist for Freedom Capital Markets and a CNBC contributor who has spent three decades on the floor of the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss whether the S&P 500 hits 7,000 or 8,000 first, why price momentum is fading despite blowout earnings, his favorite stocks across biotech and regional banks, and how his strategy for picking winning investments. Today's episode is sponsored by Direxion: https://shorturl.at/EBirr 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 - The S&P 500's next leg 0:58 - Great earnings, weak momentum 6:22 - A bubble in expectations 7:13 - Rotation to boring stocks 8:36 - Retire the Mag 7 12:26 - One tech stock to buy 14:23 - Three biotech stock picks 17:16 - How to pick stocks 19:29 - Top-down sector analysis 21:20 - Regional bank ideas 24:55 - Insurance stocks 29:39 - Summer seasonality 32:12 - Are charts just astrology? 34:45 - Selling access to Trump's posts 39:05 - Follow Jay's work #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Jay Woods is the chief market strategist for Freedom Capital Markets and a CNBC contributor who has spent three decades on the floor of the New York Stock…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2422,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-strategist-these-stocks-win-even-if-ai-crashes/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-these-stocks-win-even-if-ai-crashes.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}