Phil Rosen — co-founder of Opening Bell Media and chief market strategist for Silvia Inc. — joined Anthony Pompliano on stage at the Silvia Investor Summit in New York to discuss the most important charts driving markets, the stocks inside his portfolio today, and the bull and bear cases on AI.This conversation was filmed on October 8, 2026.
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TIMESTAMPS:
0:00 - Tech and energy doing heavy lifting
2:26 - Oil spikes vs. a resilient stock market
3:39 - Investors stopped caring about Iran
5:30 - Midterm year seasonality
8:31 - The bear case on AI
9:32 - The bull case on AI
11:17 - What would break the AI trade
12:11 - Using AI to make investments
15:09 - Micron, Vertiv, Marvell
16:27 - Eli Lilly
17:24 - Inside my portfolio
18:40 - Bonds are boring
20:40 - Opening Bell Daily and Silvia Insights
#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
