In this episode of The Blunt Dollar, I sit down with Phil Rosen, a former Business Insider reporter turned media entrepreneur, whose journey from literary fiction to launching one of the fastest-growing finance newsletters in the game is anything but typical.

Phil is the cofounder of Opening Bell Daily, a high-impact financial newsletter read by investors around the world and syndicated by Inc. Magazine and Bloomberg Terminals. He also hosts Full Signal, a show that breaks down market trends and interviews top thinkers in finance and tech.

We discuss the tectonic shift in financial media, how AI is reshaping content creation, and what it takes to build a sustainable voice in a noisy digital world.

✅ From Business Insider to building an independent media empire 📈
✅ Why volume still wins and how to scale without burning out 🔥
✅ Legacy media’s trust problem and the rise of individual brands 🧱
✅ How AI is changing the game and how Phil uses it daily 🤖
✅ Storytelling, stoicism, and simplifying finance for real people 📚

If you like media disruption, creator-led finance, and sharp takes on the future of content, this one’s for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

In this episode of The Blunt Dollar, I sit down for the third time with Lucy Baldwin, Global Head of Research at Citi, to unpack what it really takes to lead one of the largest and most influential research platforms in the world.

With a career spanning Goldman Sachs, Bank of America, and Credit Suisse, Lucy offers a candid, thoughtful look at how research, leadership, and markets are evolving in an era defined by AI, information overload, and constant disruption.

Together, we explore how great research is built, how to think independently in a consensus driven industry, and why curiosity, structure, and storytelling matter more than ever.

💡 What the day-to-day life of a Global Head of Research actually looks like at a truly global institution

🤖 How AI is reshaping equity research, analyst productivity, and competitive advantage across industries

📊 The balance between speed and depth in research in a world that demands instant insights

🎯 What separates great analysts from good ones, and how to build real differentiation with clients

🚀 Career advice for young professionals navigating finance in a rapidly changing job market

If you like conversations about markets, research, leadership, and the future of finance, this one’s for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

John Haslett is not your typical finance COO. As cofounder of Graphite Asset Advisory, John brings a rare blend of risk discipline, storytelling flair, and market intuition that sets him apart in the world of discretionary fund management. Named a Top 10 LinkedIn Voice in South African finance, John has built a firm that has never lost a single client or team member in over a decade. In this episode, we dive deep into how he did it and what it means to truly play the long game in both markets and life.

🔍 From auditing structured finance in the 2008 crisis to building a human centered investment firm

🧠 How behavioral risk, not just portfolio theory, drives Graphite’s asset allocation

📈 Why both value and growth managers are outperforming and what it signals for active investing

🤖 The creative power of AI in finance and John's process behind the Green and Bear It letter

🏉 What rugby, deadlifting, and raising a daughter taught him about long term thinking

If you are into resilience, market psychology, and the future of asset management, this one is for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.