# Phil Rosen
פרקי פודקאסט מובילים
מְעוּדכָּן:
Philip E. Rosen (May 8, 1888 – October 22, 1951) was an American film director and cinematographer. He directed 142 films between 1915 and 1949.
He was born in Marienburg, German Empire (now, Malbork, Poland), grew up in Machias, Maine, and died in Hollywood, California of a heart attack.
Top Strategist: 6 sectors to BUY for the NEXT AI boom!
Stephanie Aliaga is a global market strategist at JP Morgan Asset Management, where she focuses on AI's role in markets and the economy. She joins Phil Rosen on Full Signal to discuss why the AI cycle is still early, the selloff in neocloud stocks, hyperscaler moats and frontier lab economics, why…
Goldman Investment Chief: How to WIN the AI trade in 2027
Alexandra Wilson-Elizondo is the global head and co-chief investment officer of Multi-Asset Solutions at Goldman Sachs Asset Management. She joins Phil Rosen on Full Signal to discuss the next stage of the AI trade, debt financing in the AI buildout, whether today's AI boom resembles the dot-com b…
Top Investment Chief: 6 assets to BUY for 2027
Eddie Ghabour is the co-founder and CEO of Key Advisors Wealth Management. He joins Phil Rosen on Full Signal to discuss his highest-conviction investment ideas for 2027, the Fed's policy error, the undervalued sectors Wall Street is ignoring, and the details of his tactical investing approach ver…
Midterm Markets in Focus: Phil Rosen on election season, AI, & the road to 2027
Midterm election years bring plenty of political noise, yet history shows the fourth quarter and the year that follows have tended to deliver above-average stock returns. Phil Rosen goes Inside the ICE House to unpack these seasonal patterns, including the strength that has typically followed Octo…
Midterm Markets in Focus: Phil Rosen on election season, AI, & the road to 2027
Midterm election years bring plenty of political noise, yet history shows the fourth quarter and the year that follows have tended to deliver above-average stock returns. Phil Rosen goes Inside the ICE House to unpack these seasonal patterns, including the strength that has typically followed Octo…
Jordi Visser: The WINNING investment ideas for 2027
Jordi Visser is a veteran macro investor and the founder of 22V Research. He joins Phil Rosen on Full Signal to discuss how AI is driving rates and the broader macro picture, what Microsoft’s buyouts mean for labor and capital, his bullish case for Eli Lilly and Micron, and his investment outlook …
Veteran Investment Chief: 7 stocks to BUY during the AI SELL OFF
Rhys Williams is the chief investment officer at Wayve Capital Management and has been in the markets since 1987, managing about $2 billion at the peak of the dot-com bubble. He joins Phil Rosen on Full Signal to discuss why today's AI boom isn't a repeat of 1999, the data center backlash, Anthro…
Wall Street Insider: 3 stocks WIN as the AI trade CRASHES OUT
Josh Schafer is an investment writer at Barron’s and the author of the Substack, “Searching for Signals.” He joins Phil Rosen on Full Signal to unpack the Jensen Huang and Nvidia drama, whether the AI capex cycle is turning bearish, midterm seasonality, and the three stocks he likes best heading i…
Veteran Strategist: 3 sectors to BEAT THE MARKET in 2027
Phil Neuhart is the head of market and economic research at First Citizens Bank. He joins Phil Rosen on Full Signal to discuss his favorite investment opportunities for 2027, the under-the-radar risks for the AI trade and macro backdrop, and what he’s putting in client portfolios right now.
Today…
Top Quant: The AI Investing PLAYBOOK for 2027
Steve Hou is the head of research at Silicon Data and a veteran quantitative investment strategist. He joins Phil Rosen on Full Signal to discuss rising GPU rental prices and falling token prices, how investors should think about the data driving AI economy, where value will accrue for tech invest…
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