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Investment Strategist Jess Inskip on Bond Yields, Weakening Breadth and the AI Trade

Investment Strategist Jess Inskip on Bond Yields, Weakening Breadth and the AI Trade

StockBrokers.com's director of research tells Full Signal host Phil Rosen why surging bond yields and a narrowing market are the key risks for stocks.

Oct 3, 2026

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3 min read

Wall Street Veteran Jeff Hirsch on Midterm Seasonality and Historic Buy Signal Flashing Now

Wall Street Veteran Jeff Hirsch on Midterm Seasonality and Historic Buy Signal Flashing Now

The Stock Trader's Almanac editor tells Full Signal host Phil Rosen why history favors stocks from the fourth quarter of a midterm year.

Oct 1, 2026

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3 min read

Veteran Investors Justus Parmar and Joey Magazine on America-First Investing and Policy Risk

Veteran Investors Justus Parmar and Joey Magazine on America-First Investing and Policy Risk

Fortuna Investments' Justus Parmar and Joey Magazine on defense, rare earths, the midterms and Washington's role in markets

Sep 30, 2026

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2 min read

Warren Pies on the Fed Hike, AI Compute Demand and Stocks

Warren Pies on the Fed Hike, AI Compute Demand and Stocks

The 3Fourteen Research co-founder explains why he is overweight equities again and what could break the AI trade

Sep 24, 2026

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3 min read

Nancy Tengler on AI Stocks, Free Cash Flow and Bond Yields

Nancy Tengler on AI Stocks, Free Cash Flow and Bond Yields

The Laffer Tengler Investments CEO explains why she sees an early-stage bull market and which stocks she owns

Sep 23, 2026

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3 min read

iCapital's Sonali Basak on Fed Hikes, AI Debt and Where to Invest

iCapital's Sonali Basak on Fed Hikes, AI Debt and Where to Invest

The iCapital chief investment strategist talks Warsh's rate hike, AI financing risk and her favorite sectors on Full Signal.

Sep 22, 2026

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2 min read

VanEck's Nick Frasse on Why AI Chips Aren't Repeating 1999

VanEck's Nick Frasse on Why AI Chips Aren't Repeating 1999

The product manager behind the VanEck Semiconductor ETF (SMH) tells Full Signal host Phil Rosen why supply constraints, not demand, are the limiting factor in the AI buildout.

Sep 17, 2026

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3 min read

Luke Kawa on the Mag 7, Apple's Defensive Role and AI Trade

Luke Kawa on the Mag 7, Apple's Defensive Role and AI Trade

Sherwood News Markets Editor Luke Kawa on why the market is stuck at a crossroads and how he is playing it

Sep 16, 2026

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2 min read

Veteran Investor Jay Hatfield on the S&P 500 at 8,250 and 4 Stock Picks

Veteran Investor Jay Hatfield on the S&P 500 at 8,250 and 4 Stock Picks

The InfraCap CEO explains why he sits near the top of Wall Street forecasts and what could break his call.

Sep 15, 2026

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3 min read

Nomura Investment Chief Andy Goldberg on the AI Boom and Sectors to Watch

Nomura Investment Chief Andy Goldberg on the AI Boom and Sectors to Watch

The chief investment strategist at Nomura Asset Management International explains why he sees the AI cycle as early, not frothy.

Sep 11, 2026

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3 min read

Eric Wallerstein on Why the Fed Shouldn't Hike This Year

Eric Wallerstein on Why the Fed Shouldn't Hike This Year

The Clocktower Group chief macro strategist tells Full Signal host Phil Rosen why patience beats hikes, and which trades he likes.

Sep 10, 2026

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3 min read

Jared Dillian on the AI Top, Bonds and the Awesome Portfolio

Jared Dillian on the AI Top, Bonds and the Awesome Portfolio

The Daily Dirtnap editor explains why he is bullish on bonds and how a five-asset mix aims to survive an AI bust.

Sep 9, 2026

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3 min read


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