{"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: AI will CRASH stocks but THIS PORTFOLIO SURVIVES","slug":"veteran-investor-ai-will-crash-stocks-but-this-portfolio-survives","published_at":"2026-09-09T10:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/veteran-investor-ai-will-crash-stocks-but-this-portfolio-survives","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Veteran-Investor-AI-will-CRASH-stocks-but-THIS-PORTFOLIO-SURVIVES-e3oi3e9","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/125422473/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-8%2F431474065-44100-2-394ed02f70e78.mp3","summary":"Jared Dillian is a Wall Street veteran, the editor of the The Daily Dirtnap, and the author of the new book \"The Awesome Portfolio.\" He joins Phil Rosen on Full Signal to discuss why he's bullish on bonds right now, his version of a perfect portfolio, why he's bearish on the AI trade, and how gold and bitcoin fit into a modern portfolio. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ 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 - Are we at the top? 2:50 - Bullish on bonds 6:10 - Treasury's bond buyback plan 12:42 - The economy without AI 15:29 - Parallels to the dot-com 17:44 - Costco indicator 20:21 - The Awesome Portfolio 26:26 - Real estate 27:56 - Gold 30:41 - Cash 32:17 - Performance in a crash 38:00 - Where to find Jared #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed","meta_description":"Jared Dillian is a Wall Street veteran, the editor of the The Daily Dirtnap, and the author of the new book \"The Awesome Portfolio.\" He joins Phil Rosen o…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2342,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/veteran-investor-ai-will-crash-stocks-but-this-portfolio-survives/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-ai-will-crash-stocks-but-this-portfolio-survives.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}