{"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 Portfolio Manager: This Portfolio WINS the AI Trade","slug":"top-portfolio-manager-this-portfolio-wins-the-ai-trade","published_at":"2026-06-24T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/top-portfolio-manager-this-portfolio-wins-the-ai-trade","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Portfolio-Manager-This-Portfolio-WINS-the-AI-Trade-e3l6p8q","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/121905882/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-23%2F426710890-44100-2-7c167cfa6fb26.mp3","summary":"Paisley Nardini is a portfolio manager and multi-asset strategist at Simplify Asset Management. She joins Phil Rosen on Full Signal to discuss whether the tech sell-off marks the end of the AI trade, how to build a resilient a portfolio around equities, the most important macro variables for investors, and more. This episode is sponsored by Public: https://public.com/openingbell 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 - Is the AI bubble popping? 2:22 - Kevin Warsh wildcard 4:48 - Portfolios for any cycle 5:44 - Stock-bond correlation 8:49 - Bonds stopped being a hedge 11:45 - Do old valuation metrics still work? 14:27 - Finding cheaper corners of the market 17:23 - AI Hype Over Profits 18:42 - When to take profits on AI trade 22:15 - Hard assets 23:29 - Gold, silver, copper 25:27 - Commodities 26:39 - Building a new $100K Portfolio 30:00 - Bitcoin 30:56 - What we'll be wrong about 31:53 - Find Paisley's work Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Paisley Nardini is a portfolio manager and multi-asset strategist at Simplify Asset Management. She joins Phil Rosen on Full Signal to discuss whether the…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2006,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-portfolio-manager-this-portfolio-wins-the-ai-trade/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-portfolio-manager-this-portfolio-wins-the-ai-trade.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}