{"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: Wall Street is WRONG about AI stocks!","slug":"top-investment-strategist-wall-street-is-wrong-about-ai-stocks","published_at":"2026-07-09T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-wall-street-is-wrong-about-ai-stocks","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Strategist-Wall-Street-is-WRONG-about-AI-stocks-e3lr7ci","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/122575698/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-8%2F427611497-44100-2-89f4f15c6ce91.mp3","summary":"Julia Hermann is a global market strategist at New York Life Investments, where she helps shape the firm's multi-asset market outlook. She joins Phil Rosen on Full Signal to discuss her contrarian view on the Fed, the memory stock sell-off, parallels between the AI buildout and the dot-com era, and why financials look undervalued right now. 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 - Geopolitics noise and signal 2:31 - Fed outlook 4:34 - Rate cut odds 6:11 - Memory stocks in bear market 9:07 - Diversification and quality 12:08 - The narrowing path for markets 15:12 - US vs. world 17:35 - Japan carry trade 20:58 - Sell America 23:58 - Dot-com parallels 29:15 - Infrastructure boom framework 34:30 - Bullish financials 37:16 - What consensus gets wrong 39:17 - Julia's research #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Julia Hermann is a global market strategist at New York Life Investments, where she helps shape the firm's multi-asset market outlook. She joins Phil Rose…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2401,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-strategist-wall-street-is-wrong-about-ai-stocks/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-wall-street-is-wrong-about-ai-stocks.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}