Show notes
Michael Casper is a senior US equity strategist at Bloomberg Intelligence. He joins Phil Rosen to discuss the winning stocks for President Trump's new tariffs, the sectors exposed to trade risk, why materials, metals and small-caps are rallying, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro0:28 - Trump Supreme Court Tariff Reset - What Happens Next?7:05 - Titans vs Tulips framework11:14 - Inside the Titans basket13:32 - Why defense names hold up16:04 - Inside the Tulips basket18:52 - Materials sector surge23:20 - Small cap revival thesis26:27 - Profitable vs unprofitable small caps29:07 - Mag Seven bubble debate32:26 - Software repricing and AI risk35:17 - Where to find Michael’s workDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed