Phil Rosen

Phil Rosen

5,633 Twitter followers

Follow

Senior Markets Reporter @BusinessInsider / I write the 10 Things Before the Opening Bell newsletter

Posts

Wall Street has used AI to execute trades for decades. Now retail investors will get AI agents to do it for them. I sat down with @malling, who oversees one of the largest investment brokerages in the world, to discuss the debut of AI agents inside @public portfolios, how agentic workflows can make traders more profitable, and more. We also get into the risks of handing the keys to your portfolio to an AI agent. TIMESTAMPS: 0:00 - Retail sentiment 3:26 - Buying the dip keeps working 4:46 - AI bubble debate 7:36 - Retail's edge on Wall Street 8:02 - AI agents in portfolios 10:46 - Security concerns with AI agents 13:21 - Taking emotion out of investing 16:08 - Sophisticated trading strategies 19:07 - Will agents push back on bad trades? 22:17 - "Agentic brokerage" era 27:24 - Getting agents in your account

Meta was ordered to pay $4.2 million in a landmark social media addiction trial. This is an important ruling. But $4.2 million is nothing to a company earning $60 billion a year. $META makes $4.2 million every 35 minutes.

Aging demographics will drive a generational wealth transfer but that doesn't mean wealth inequality will improve. @dgt10011 explains the macro dynamics at play.

Zero comparison between dot-com and AI boom. Free cash flow tells the entire story. $NVDA $MSFT $META $AAPL $AMNZ

Bitcoin and AI will define the next stage of the bull market. I sat down with @APompliano to discuss $BTC's sideways trading, the slowing labor market, geopolitical risks, the Fed’s policy errors, and how to leverage AI for the new era. This conversation with Pomp is a must-listen. It is packed with unique insights you will not find anywhere else. TIMESTAMPS: 0:00 - Bitcoin vs Gold 3:16 - Jobs Data and AI Impact 5:41 - Fed outlook, rate cuts 10:06 - Oil prices vs deflation 14:19 - Why consensus is wrong 19:40 - AI skills for the new era 23:03 - Conclusion

Bitcoin is down 46% from its record high. But institutions just keep buying. I sat down with Chris Kline of @Bitcoin_IRA to discuss what's dragging the asset, why bullish policy has not moved price, tax hacks for long-term holders, and what has to happen for $BTC to return to $126K. @senatorkline is a veteran investor and operator in the crypto space. This conversation is packed with unique insights. TIMESTAMPS: 0:00 - Why bitcoin is down 2:31 - Policy impact on bitcoin 4:07 - Gold vs. bitcoin 6:22 - Volatility upside 9:41 - Retail selling, institutions buying 11:46 - Retirement accounts 15:17 - Bitcoin ETFs 18:19 - Tokenization is coming 21:13 - Bitcoin IRA 25:26 - Price outlook 2026 27:17 - Follow Chris

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.

AI and bitcoin are the 2 biggest themes of 2026. I sat down with @APompliano to discuss the new investment playbook, why bitcoin fell in 2025 and where it’s going next, the impact of AI on jobs, capitalizing on the tech boom and how young people should leverage AI. This conversation is full of insight for anyone building products or deploying capital in the AI era. TIMESTAMPS: 0:00 - Why $BTC fell in 2025 4:11 - Bitcoin's new outlook 6:27 - Exponential AI curve 12:08 - Public & Generated Assets 13:15 - AI impact on jobs 17:54 - AI and young people 21:20 - Raising productivity

Loading..