{"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: 6 Stocks to BUY NOW as Big Tech burns BILLIONS","slug":"veteran-investor-6-stocks-to-buy-now-as-big-tech-burns-billions","published_at":"2026-08-04T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/veteran-investor-6-stocks-to-buy-now-as-big-tech-burns-billions","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Veteran-Investor-6-Stocks-to-BUY-NOW-as-Big-Tech-burns-BILLIONS-e3mu8du","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/123723646/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-3%2F429157273-44100-2-fcf11530c844.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 Magnificent 7 free cash flow, why Amazon and Eli Lilly look compelling, under-the-radar biotech stock picks and a tactical trade on oil refiners. 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 - Mag 7 free cash flow 1:06 - Amazon fundamentals 2:50 - Is Apple too expensive? 4:33 - Biotech stock picks 6:11 - Eli Lilly 8:21 - Big Pharma's acquisition spree 10:36 - Viking Therapeutics 12:36 - GLP-1s go mainstream 17:11 - Nvidia and Google 18:06 - Coya Therapeutics 20:17 - Refiner trade 24:53 - Follow Lou[5:00 PM] #podcast #investing #tech #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 Magnificent 7 free cash flow,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1507,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/veteran-investor-6-stocks-to-buy-now-as-big-tech-burns-billions/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-6-stocks-to-buy-now-as-big-tech-burns-billions.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}