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Full Signal

AI agents are TAKING OVER Wall Street! | Anthony Pompliano

Full Signal

Phil Rosen

Investing, Business

4.8 β€’ 18 Ratings

πŸ—“οΈ 9 April 2026

⏱️ 19 minutes

🧾️ Download transcript

Summary

Anthony Pompliano joins Phil Rosen to discuss specific stock picks for the Iran conflict and tariff refunds, how agentic AI agents can supercharge investment research, and how technology is reshaping Wall Street.


This episode is sponsored by Public: https://public.com/openingbell


Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe

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Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/


Timestamps:


0:00 - AI agents analyzing markets

0:54 – 3 stocks for tariff refunds + oil shock

4:40 – Layoff and stock rally narrative is wrong

8:40 – Public & Generated Assets

9:47 – AI agents debating each other

10:42 – What AI means for writers, analysts

11:54 – Insider selling confirms market rotation

15:18 – AI research and moats

16:34 – ProCapInsights.com


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

Transcript

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0:00.0

On this episode of Full Signal, I am sitting down with Anthony Pompliano to talk about pro-cap financial

0:05.6

because I have just joined as the chief market strategist.

0:09.0

I am very excited about this role because we are building Wall Street's first agentic AI research

0:14.4

shock.

0:14.7

And that means we're using an army of agents to produce world-class research about stocks, macro, thematics, and much more.

0:23.3

We get into all of that and more.

0:25.6

I hope you enjoy this conversation.

0:28.9

All right, Phil.

0:29.8

Now that we got the supersonic tsunami of AI working on our side, we got this whole AI system,

0:35.2

these little AI agents going and putting their little prickly fingers all throughout financial markets, going through heaps and heaps of data and

0:40.9

trying to figure out where are their hidden insights. The people want to know, what the heck type

0:45.4

of research is this thing going to be published? So let's start maybe with the first report

0:49.2

that we're going to talk about today, this idea of actually stacking different trends or different insights. So some people care

0:56.6

about, hey, what companies are going to benefit from the oil shock? Obviously, if energy prices

1:00.5

are higher, then we're going to figure out that some people that are selling energy, they're

1:04.3

probably going to make more profit. But then a whole separate different trend is tariff refunds.

1:09.9

And so if you put those things on top of each other, that's pretty hard for a human

1:12.6

analyst to do, is start to try to think through multiple things stacked on top of each other.

1:16.6

AI is great at doing this kind of complex thing.

1:19.6

So what kind of research did these AI agents come up with here?

1:22.6

So I will say there are teams and teams of Wall Street analysts that spend all their time looking

1:29.2

into the data, looking at markets, and what we have essentially done, as you're saying, we have

...

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