{"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":"Wall Street Insider: 3 stocks to buy that go BEYOND the AI trade!","slug":"wall-street-insider-3-stocks-to-buy-that-go-beyond-the-ai-trade","published_at":"2026-08-11T04:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/wall-street-insider-3-stocks-to-buy-that-go-beyond-the-ai-trade","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Wall-Street-Insider-3-stocks-to-buy-that-go-BEYOND-the-AI-trade-e3n82m5","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/124045445/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-10%2F429597457-44100-2-7488aff88c033.mp3","summary":"Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet and Amazon going free cash flow negative, risks to Meta, and a handful of his favorite under-the-radar stock picks. Subscribe to Josh Schafer's investing newsletter: https://searchingforsignals.substack.com/ 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 - Historic earnings 3:33 - Expectations too high? 6:20 - Alphabet and Amazon burning cash 11:08 - Rotation into hyperscalers 12:00 - Meta looks bearish 15:11 - Picking software stocks 17:00 - Cybersecurity 17:59 - SpaceX supplier stock 20:09 - AI publishing and licensing stock 21:31 - Movie theater comeback stock 26:56 - Searching for Signals #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1659,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/wall-street-insider-3-stocks-to-buy-that-go-beyond-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/wall-street-insider-3-stocks-to-buy-that-go-beyond-the-ai-trade.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}