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Phil Rosen

@philrosenn • 19,005 subscribers

Chief Market Strategist, ProCap Financial • Co-founder & CEO, Opening Bell Media (207K+ subs) • Host of Full Signal • Get my newsletter every AM👇

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Bitcoin has gone from a $1 billion to $1.8 TRILLION market cap in a decade. 7th largest asset in the world🤯 (h/t Live Data Technologies)

Bitcoin has gone from a $1 billion to $1.8 TRILLION market cap in a decade. 7th largest asset in the world🤯 (h/t Live Data Technologies)

42,905 görüntüleme

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Buying stocks at all-time highs generates stronger returns than buying any other day dating back to 1950. Legendary investors like Paul Tudor Jones and George Soros understood that momentum begets momentum. Anthony Pompliano 🌪 explains.

Buying stocks at all-time highs generates stronger returns than buying any other day dating back to 1950. Legendary investors like Paul Tudor Jones and George Soros understood that momentum begets momentum. Anthony Pompliano 🌪 explains.

182,227 görüntüleme • 5 gün önce

Mike Green (Michael Green) embraced bitcoin early but now he doesn't see it as an asset that democratizes wealth. He shared his latest thoughts on $BTC, and why it could end like a winner-take-all Monopoly game.

Mike Green (Michael Green) embraced bitcoin early but now he doesn't see it as an asset that democratizes wealth. He shared his latest thoughts on $BTC, and why it could end like a winner-take-all Monopoly game.

719,126 görüntüleme • 6 ay önce

Eric Jackson is as bullish on OpenDoor today as he was when he first bought the stock at $0.73. $OPEN is executing well and it's become a unique way for retail investors to access a fast-growing company that CEO Kaz Nejatian almost took private. Eric Jackson explains.

Eric Jackson is as bullish on OpenDoor today as he was when he first bought the stock at $0.73. $OPEN is executing well and it's become a unique way for retail investors to access a fast-growing company that CEO Kaz Nejatian almost took private. Eric Jackson explains.

124,945 görüntüleme • 1 ay önce

Bitcoin could hit $50 million in 15 years.⁣ ⁣ Not by replacing the dollar. But because it will become a new form of global collateral for sovereign states and countries.⁣ ⁣ The math driving $BTC will go parabolic. ⁣ ⁣ @EricJackson explains the thesis.

Bitcoin could hit $50 million in 15 years.⁣ ⁣ Not by replacing the dollar. But because it will become a new form of global collateral for sovereign states and countries.⁣ ⁣ The math driving $BTC will go parabolic. ⁣ ⁣ @EricJackson explains the thesis.

289,896 görüntüleme • 3 ay önce

Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR

Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR

282,619 görüntüleme • 6 ay önce

AI is not a bubble, according to JPMorgan's chief market strategist for the Americas. But just like the dot-com boom and bust, the technology can be real even if asset prices overshoot.

AI is not a bubble, according to JPMorgan's chief market strategist for the Americas. But just like the dot-com boom and bust, the technology can be real even if asset prices overshoot.

23,738 görüntüleme • 13 gün önce

Eric Jackson is finding more stocks to 100x while shorting 5 names in software. We sat down for his latest bull thesis for $OPEN $IREN $BETR and other high-conviction names while unpacking the biggest losers of the SaaSpocalypse, using AI for trade ideas, and turning bearish on private credit. We also discuss the New York Times' botched Satoshi investigation. Eric shares unique ideas in this conversation that I have not heard anywhere else. TIMESTAMPS: 0:00 – OpenDoor $OPEN 4:49 – Better Home & Financing $BETR 7:36 – $CIFR, $IREN, $HUT 9:14 – Public & Generated Assets 10:20 – Why Eric is short SaaS 15:56 – Salesforce, Asana, DocuSign 20:59 – "Overcompensation" for SaaS CEO 23:10 – Language vs. fundamentals 25:14 – Private credit red flags 28:45 – PIKs as 2008-style warning 32:08 – Blue Owl, $OWL 36:03 – 25% odds of contagion event 38:48 – The real Satoshi 48:41 – Follow Eric Jackson

Eric Jackson is finding more stocks to 100x while shorting 5 names in software. We sat down for his latest bull thesis for $OPEN $IREN $BETR and other high-conviction names while unpacking the biggest losers of the SaaSpocalypse, using AI for trade ideas, and turning bearish on private credit. We also discuss the New York Times' botched Satoshi investigation. Eric shares unique ideas in this conversation that I have not heard anywhere else. TIMESTAMPS: 0:00 – OpenDoor $OPEN 4:49 – Better Home & Financing $BETR 7:36 – $CIFR, $IREN, $HUT 9:14 – Public & Generated Assets 10:20 – Why Eric is short SaaS 15:56 – Salesforce, Asana, DocuSign 20:59 – "Overcompensation" for SaaS CEO 23:10 – Language vs. fundamentals 25:14 – Private credit red flags 28:45 – PIKs as 2008-style warning 32:08 – Blue Owl, $OWL 36:03 – 25% odds of contagion event 38:48 – The real Satoshi 48:41 – Follow Eric Jackson

77,001 görüntüleme • 1 ay önce

Bitcoin is the certainty asset in an uncertain world. The economic data is full of contradictions and complexities, and Anthony Pompliano 🌪 says this makes the case for $BTC stronger. Markets reward what is simple, resilient and scarce.

Bitcoin is the certainty asset in an uncertain world. The economic data is full of contradictions and complexities, and Anthony Pompliano 🌪 says this makes the case for $BTC stronger. Markets reward what is simple, resilient and scarce.

29,054 görüntüleme • 20 gün önce

The passive investing "everything bubble" could end up fueling a bigger crash than the AI boom. Veteran strategist Mike Green (Michael Green) joined me for the debut episode of FULL SIGNAL to discuss how inflated asset prices are masking risks in the economy, AI versus dot-com, criticisms of bitcoin and more. 0:00 - Intro 0:27 - Biggest risks in markets 1:17 - Passive investing inflating asset prices 3:34 - Tipping point to passive bubble? 8:50 - Rising earnings mask weakness 13:30 - AI vs. dot-com 15:03 - Role of 401(k)s in the "everything bubble" 25:46 - Bitcoin 30:35 - Conclusion

The passive investing "everything bubble" could end up fueling a bigger crash than the AI boom. Veteran strategist Mike Green (Michael Green) joined me for the debut episode of FULL SIGNAL to discuss how inflated asset prices are masking risks in the economy, AI versus dot-com, criticisms of bitcoin and more. 0:00 - Intro 0:27 - Biggest risks in markets 1:17 - Passive investing inflating asset prices 3:34 - Tipping point to passive bubble? 8:50 - Rising earnings mask weakness 13:30 - AI vs. dot-com 15:03 - Role of 401(k)s in the "everything bubble" 25:46 - Bitcoin 30:35 - Conclusion

225,389 görüntüleme • 7 ay önce

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

82,052 görüntüleme • 3 ay önce

Bitcoin is coming out of a bear market with a vengeance. I sat down with David Dziekanski to unpack what comes next for bitcoin and gold, how Japan's bond market impacts asset prices, institutional adoption of $BTC and the "new normal" of the debasement trade. David is one of the smartest investors and executives in the industry at the intersection of traditional and digital assets. He shares unique insights in this discussion that you won't find elsewhere. TIMESTAMPS: 0:00 Why bitcoin crashed 2:43 Trump Disconnect 4:07 Advisors owning bitcoin 6:28 Gold's outperformance 8:31 Oil and gold's pullback 10:55 Debasement as new normal 14:50 Bear case for $BTC $GLD 17:48 Kevin Warsh 20:12 $BTGD $ISBG $ISSB 25:01 Quantify Funds

Bitcoin is coming out of a bear market with a vengeance. I sat down with David Dziekanski to unpack what comes next for bitcoin and gold, how Japan's bond market impacts asset prices, institutional adoption of $BTC and the "new normal" of the debasement trade. David is one of the smartest investors and executives in the industry at the intersection of traditional and digital assets. He shares unique insights in this discussion that you won't find elsewhere. TIMESTAMPS: 0:00 Why bitcoin crashed 2:43 Trump Disconnect 4:07 Advisors owning bitcoin 6:28 Gold's outperformance 8:31 Oil and gold's pullback 10:55 Debasement as new normal 14:50 Bear case for $BTC $GLD 17:48 Kevin Warsh 20:12 $BTGD $ISBG $ISSB 25:01 Quantify Funds

24,308 görüntüleme • 29 gün önce

The Magnificent 7 aren't a concentration risk because they have acquired nearly 900 companies. Google alone has acquired 250. Eric Balchunas explains how most investors don't realize Big Tech is in itself diversified (and gives a nod to our friend Sam Ro 📈).

The Magnificent 7 aren't a concentration risk because they have acquired nearly 900 companies. Google alone has acquired 250. Eric Balchunas explains how most investors don't realize Big Tech is in itself diversified (and gives a nod to our friend Sam Ro 📈).

113,942 görüntüleme • 5 ay önce

Bitcoin's most realistic bear case is an impossible situation. The US government would have to reduce its $39 trillion debt pile, but policymakers have never managed to do that. This makes the long-term thesis for $BTC bulletproof, as David Dziekanski explains.

Bitcoin's most realistic bear case is an impossible situation. The US government would have to reduce its $39 trillion debt pile, but policymakers have never managed to do that. This makes the long-term thesis for $BTC bulletproof, as David Dziekanski explains.

23,683 görüntüleme • 28 gün önce

AI is fueling a generational bull market and it only makes the case for bitcoin stronger. I sat down with Anthony Pompliano 🌪 to discuss the current macro set up, inflation risks, why scarcity assets will win the AI boom, and why the "bubble" crowd is so wrong right now. This conversation is packed with unique insights that will surprise you. TIMESTAMPS: 0:00 - Affordability decides midterms 3:00 - Iran and inflation 4:33 - Short conflict vs. structural inflation 7:08 - $BTC as the "certainty" asset 9:31 - AI demand wall 11:13 - Scarcity in an AI world 13:36 - Pomp vs. AI bears 17:01 - Doomer predictions 18:46 - Micron $MU and market froth

AI is fueling a generational bull market and it only makes the case for bitcoin stronger. I sat down with Anthony Pompliano 🌪 to discuss the current macro set up, inflation risks, why scarcity assets will win the AI boom, and why the "bubble" crowd is so wrong right now. This conversation is packed with unique insights that will surprise you. TIMESTAMPS: 0:00 - Affordability decides midterms 3:00 - Iran and inflation 4:33 - Short conflict vs. structural inflation 7:08 - $BTC as the "certainty" asset 9:31 - AI demand wall 11:13 - Scarcity in an AI world 13:36 - Pomp vs. AI bears 17:01 - Doomer predictions 18:46 - Micron $MU and market froth

17,122 görüntüleme • 20 gün önce

The New York Times claims Adam Back is Satoshi Nakamoto.⁣ ⁣ But Eric Jackson said his AI system disagreed. ⁣ ⁣ The advanced language analysis concluded that Satoshi is either Peter Todd or Hal Finney.

The New York Times claims Adam Back is Satoshi Nakamoto.⁣ ⁣ But Eric Jackson said his AI system disagreed. ⁣ ⁣ The advanced language analysis concluded that Satoshi is either Peter Todd or Hal Finney.

35,627 görüntüleme • 1 ay önce

Dan Ives says the AI revolution has YEARS to go. I sat down with Dan Ives to discuss dot-com flashbacks, what Wall Street doesn't understand, deciding when to sell stocks, his warning for bears heading into 2026, and his views on Palantir, Google, Microsoft OpenAI and more. Dan brought the heat in this episode of FULL SIGNAL. It's a must watch. 0:00 - AI's 1996 moment 1:09 - Chip factories in Asia 2:50 - Warning to bears 4:46 - Picking stocks 6:51 - Why it's early for AI 9:00 - $PLTR 11:20 - Circular financing 14:22 - Dot-com parallels 17:30 - $GOOG 19:58 - Building views on stocks 23:12 - Highest conviction bets 24:05 - $MSFT & OpenAI 26:53 - $ORBS & Worldcoin

Dan Ives says the AI revolution has YEARS to go. I sat down with Dan Ives to discuss dot-com flashbacks, what Wall Street doesn't understand, deciding when to sell stocks, his warning for bears heading into 2026, and his views on Palantir, Google, Microsoft OpenAI and more. Dan brought the heat in this episode of FULL SIGNAL. It's a must watch. 0:00 - AI's 1996 moment 1:09 - Chip factories in Asia 2:50 - Warning to bears 4:46 - Picking stocks 6:51 - Why it's early for AI 9:00 - $PLTR 11:20 - Circular financing 14:22 - Dot-com parallels 17:30 - $GOOG 19:58 - Building views on stocks 23:12 - Highest conviction bets 24:05 - $MSFT & OpenAI 26:53 - $ORBS & Worldcoin

101,230 görüntüleme • 6 ay önce

"Big Short" investor Vincent Daniel (Vincent Daniel) wants to own hard assets through the AI boom.⁣ ⁣ He is bullish on gold and, more broadly, assets that the Fed cannot print themselves.⁣ ⁣ "Our portfolio looks nothing like anyone else's fund."

"Big Short" investor Vincent Daniel (Vincent Daniel) wants to own hard assets through the AI boom.⁣ ⁣ He is bullish on gold and, more broadly, assets that the Fed cannot print themselves.⁣ ⁣ "Our portfolio looks nothing like anyone else's fund."

42,177 görüntüleme • 3 ay önce

"Big Short" investor Danny Moses sees risks with the increased ties between markets and the economy. More retail activity in markets has stretched the wealth effect. Danny Moses explains why falling stocks do not only hurt portfolios anymore.

"Big Short" investor Danny Moses sees risks with the increased ties between markets and the economy. More retail activity in markets has stretched the wealth effect. Danny Moses explains why falling stocks do not only hurt portfolios anymore.

17,657 görüntüleme • 1 ay önce

This is how the AI boom ends. I sat down with Kai Wu (Kai Wu) to unpack the hidden risks of the Magnificent 7 and their move from asset-light to asset-heavy businesses, the $5 trillion trap facing Big Tech investors, how the AI buildout compares to the internet and railroad eras, and much more. Kai is a world-class investor and quant. He has extremely nuanced views. The work he puts into his research make this a must-watch. Full episode on X.

This is how the AI boom ends. I sat down with Kai Wu (Kai Wu) to unpack the hidden risks of the Magnificent 7 and their move from asset-light to asset-heavy businesses, the $5 trillion trap facing Big Tech investors, how the AI buildout compares to the internet and railroad eras, and much more. Kai is a world-class investor and quant. He has extremely nuanced views. The work he puts into his research make this a must-watch. Full episode on X.

60,620 görüntüleme • 5 ay önce

Dan Ives (Dan Ives) explains why he sees Palantir becoming a $1 trillion company in the next couple years.⁣ ⁣ Investors focused on its lofty valuations today are missing the transformative technology.

Dan Ives (Dan Ives) explains why he sees Palantir becoming a $1 trillion company in the next couple years.⁣ ⁣ Investors focused on its lofty valuations today are missing the transformative technology.

39,583 görüntüleme • 3 ay önce