It's my first day as a Chief Market Strategist
I'm building an agentic AI research shop with ProCap Financial.
I have some news.
It’s my first day as chief market strategist for ProCap Financial.
I’m joining Anthony Pompliano to build Wall Street’s first agentic AI research shop, ProCap Insights.
Over the last several weeks, we have been building an army of AI agents that can autonomously hunt for alpha, parse financial markets, debate one another, and produce world-class research reports and actionable trade ideas for independent investors.
All done at a fraction of the cost of traditional Wall Street firms and with just one human (yours truly) overseeing the work and providing editorial judgement.
To our knowledge, no existing human research team can generate research and investment edge at this scale and speed.
I’ll continue to run Opening Bell Daily and host my show, Full Signal, as CEO and co-founder, only now with a bit fuller of a plate. Nothing changes there.
Newsletter subscribers got the scoop before sunrise this morning, of course.
If you’ve been reading my work for a while, you know I’ve been thinking about this intersection for a long time, the intersection of fast-paced markets and cutting edge technology.
ProCap Insights is me putting that conviction into practice.
I have picked up a lot building Opening Bell Media over the last two years, and I’m ready to put those lessons to work in this new role.
What I’ve learned getting that business off the ground will propel this one forward.
Here’s what I know does not work:
Vague macro takes or boilerplate advice is not valuable to anyone
General “stocks to watch” lists are boring and cliche
Readers want less information, not more of it
Research that takes a week to produce is stale by the time it’s published
And a few things that do work:
Specific, actionable trade ideas with clear timelines
Speed is the best moat to building a new company, especially in the age of AI
Independent investors and retail are more than qualified and eager to read institutional-grade work
Our first batch of free research is already live. You can go read all the available reports now at ProCapInsights.com.
Take a look and let me know what you think.
Phil Rosen
Chief Market Strategist, ProCap Financial | Co-founder of Opening Bell Media | Host of Full Signal