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Jack Farley is a leading macro commentator and financial journalist, and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the silver price rally, why commodities are surging, and specific stock picks that look set to benefit in 2026.
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
Follow Phil on X: https://x.com/philrosenn
Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/
Timestamps:
0:00 - Intro
0:29 - Silver rally
5:52 - Silver vs. gold
8:47 - Silver outlook for 2026
10:14 - China dominating silver
13:46 - Public & Generated Assets
15:12 - Stocks for silver rally
19:05 - Bull case for equities
20:55 - AI bubble fears
22:38 - “Sell America” trade
27:19 - Global stock picks
32:18 - $NVDA
35:11 - $ATUSF
38:26 - Finding stock ideas
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
By Phil RosenJack Farley is a leading macro commentator and financial journalist, and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the silver price rally, why commodities are surging, and specific stock picks that look set to benefit in 2026.
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
Follow Phil on X: https://x.com/philrosenn
Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/
Timestamps:
0:00 - Intro
0:29 - Silver rally
5:52 - Silver vs. gold
8:47 - Silver outlook for 2026
10:14 - China dominating silver
13:46 - Public & Generated Assets
15:12 - Stocks for silver rally
19:05 - Bull case for equities
20:55 - AI bubble fears
22:38 - “Sell America” trade
27:19 - Global stock picks
32:18 - $NVDA
35:11 - $ATUSF
38:26 - Finding stock ideas
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