Investing Expert: 4 stocks to BUY through Iran peace talks

Ben Emons is the founder and chief investment officer at FedWatch Advisors. He joins Phil Rosen on Full Signal to discuss stocks he's bullish on for the end of the Iran conflict, the parabolic AI trade, why he likes financial stocks, and the Fed's dilemma.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 - Iran peace deal rally2:16 - The real bear case2:53 - Kevin Warsh is hawkish4:07 - Rate cuts vs. balance sheet6:34 - New Fed regime10:06 - Fertilizer shortage12:07 - Parabolic 716:13 - When to sell winners18:05 - Still bullish on Mag 7?21:05 - Financial stocks25:36 - Midterms blue sweep28:53 - Political volatility29:40 - Follow BenDisclosure: 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