Show notes
Veteran journalist and commentator JD Durkin, host of Taking Stock at the New York Stock Exchange, joins Phil Rosen on Full Signal to break down why markets keep shaking off bad news, the rotation out of Mag 7, and the risks that could derail the bull run.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 - Markets During Iran Conflict2:55 - Market Rotation6:15 - Trump Era Policy Risks11:01 - AI Trade, Software Selloff16:37 - The 'Halo' Stock Theory19:05 - Dollar Discounters Signal Stress21:38 - Main Street vs Wall Street23:54 - $200 Dollar Oil?25:49- Where to Follow JD26:27 - Thanks JF For Joining The Show!Disclosure: 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