{"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":"Veteran Investor: 3 stocks Wall Street is IGNORING","slug":"veteran-investor-3-stocks-wall-street-is-ignoring","published_at":"2026-07-07T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/veteran-investor-3-stocks-wall-street-is-ignoring","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Veteran-Investor-3-stocks-Wall-Street-is-IGNORING-e3lo4o4","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/122474692/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-6%2F427473677-44100-2-dc5bbbcd1d48a.mp3","summary":"Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss 3 under-the-radar stock picks, buying the dip on chip stocks, and his process for finding biotech and AI investment ideas. 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 - Buying the dip on chips 2:47 - The AI bear case 4:43 - Trimming profits 5:29 - Crowded trades 6:30 - TeraWulf $WULF 10:59 - Navan $NAVN 12:57 - Gain Therapeutics $GANX 15:19 - Biotech acquisition targets 17:35 - How to find obscure stocks 20:31 - Position sizing 21:44 - Follow Lou #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss 3 under-the-radar stock picks…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1322,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/veteran-investor-3-stocks-wall-street-is-ignoring/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/veteran-investor-3-stocks-wall-street-is-ignoring.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}