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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
| Episode | Date |
|---|---|
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Ep 71 | Brian Murphy | What Does AI Disruption Mean for Private Credit? | ROI Podcast
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May 12, 2026 |
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Ep 70 | Bill Housey | Has the Quality of Junk Improved? | ROI Podcast
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Apr 28, 2026 |
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Ep 69 | Jim Murchie | What Does AI Demand and a War in Iran Mean for Utilities and Energy? | ROI Podcast
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Apr 13, 2026 |
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Ep 68 | Bob Stein | How Will the War in Iran Impact the Economy and Elections? | ROI Podcast
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Mar 30, 2026 |
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Ep 67 | Gibson Smith | How Will the War in Iran Impact Bond Markets? | ROI Podcast
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Mar 16, 2026 |
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Ep 66 | Jackie Wilke | Embracing Disruption in the Age of AI | ROI Podcast
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Mar 02, 2026 |
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Ep 65 | Andrew Wiechert | Unpacking Underappreciated Overseas Opportunities with WCM | ROI Podcast
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Feb 19, 2026 |
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Ep 64 | Dave McGarel | Navigating the Treacherous Descent from the Peak of Mount Everest | ROI Podcast
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Feb 02, 2026 |
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Ep 63 | Brian Wesbury | Mr. Wesbury Goes to Washington | ROI Podcast
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Jan 20, 2026 |
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Ep 62 | Richard Bernstein | It’s Not a Horse Race…Boring is Beautiful in 2026 | ROI Podcast
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Jan 05, 2026 |
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Ep 61 | Bob Stein | What Surprises Are Ahead for the US Economy in 2026? | ROI Podcast
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Dec 22, 2025 |
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Ep 60 | Kevin Bishopp | Is AI a Friend or Foe to Financial Advisors? | ROI Podcast
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Dec 08, 2025 |
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Ep 59 | Strider Elass | What Moved the Needle for the US Economy in 2025? | ROI Podcast
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Nov 24, 2025 |
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Ep 58 | Bob Carey | The Tug of War Between FOMO and Fear | ROI Podcast
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Nov 03, 2025 |
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Ep 57 | Bill Housey & John Wilhelm | Overlooked Opportunities in Tax-free Bonds | ROI Podcast
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Oct 20, 2025 |
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Ep 56 | Josh Volen | Finding an Edge in Commercial Real Estate | ROI Podcast
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Oct 07, 2025 |
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Ep 55 | Dave McGarel | Reassessing the Reality of a Re-Rating Rally. | ROI Podcast
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Sep 22, 2025 |
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Ep 54 | Brian Wesbury | It’s a Topsy-Turvy World | ROI Podcast
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Sep 09, 2025 |
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Ep 53 | Brian Comiskey | How are Technologies Evolving into Digital Utilities?| ROI Podcast
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Aug 25, 2025 |
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Ep 52 | Bob Stein | Midterms to Tariffs: Economic Trends and Election Predictions | ROI Podcast
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Aug 11, 2025 |
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Ep 51 | Jeff Chang | Addressing Bitcoin and Volatility | ROI Podcast
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Jul 28, 2025 |
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Ep 50 | Jim Murchie | New Developments in the Race for More Electricity | ROI Podcast
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Jul 14, 2025 |
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Ep 49 | Brian Wesbury | Unconventional Wisdom on Tariffs, Taxes, and the Fed | ROI Podcast
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Jun 30, 2025 |
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Ep 48 | Richard Bernstein | Where to Invest When Certainty is Scarce | ROI Podcast
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Jun 16, 2025 |
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Ep 47 | Bob Carey | Cataracts and Cadillacs…Unpacking Equity Market Trends | ROI Podcast
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Jun 02, 2025 |
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Ep 46 | Ron Pernick | Power and Infrastructure: Beyond the Political Narratives | ROI Podcast
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May 19, 2025 |
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Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast
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May 05, 2025 |
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Ep 44 | Bob Stein | Tariffs, Taxes, and Trade: Decoding the New Administration | ROI Podcast
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Apr 21, 2025 |
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Ep 43 | Bill Housey | Separating the Signal from the Noise in the Bond Market | ROI Podcast
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Apr 07, 2025 |
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Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast
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Mar 24, 2025 |
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Ep 41 | Gibson Smith | Actively Managing Through Uncertain Times | ROI Podcast
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Mar 11, 2025 |
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Ep 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI Podcast
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Feb 24, 2025 |
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Ep 39 | Brian Wesbury | Why Government Spending Cuts May Cause Short-Term Pain, But Long-Term Prosperity | ROI Podcast
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Feb 10, 2025 |
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Ep 38 | Mandeep Singh | What’s Next for Artificial Intelligence? | ROI Podcast
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Jan 27, 2025 |
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Ep 37 | Ryan Issakainen | Ripple Effects & Second Order Investment Opportunities Arising from AI | ROI Podcast
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Jan 14, 2025 |
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Ep 36 | Paul Black and Mike Trigg | Why Culture Matters When Seeking to “Defy the Fade” for International Equities | ROI Podcast
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Dec 30, 2024 |
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Ep 35 | Richard Bernstein—What Surprises Await Investors for 2025? | ROI Podcast
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Dec 09, 2024 |
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Ep 34 | Dave Rutherford | Lessons in Leadership, Fear, and Success | ROI Podcast
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Nov 25, 2024 |
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Ep 33 | Brian Wesbury | Post-Election Economic Insights | ROI Podcast
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Nov 11, 2024 |
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Ep 32 | Bob Stein | Election Countdown: Assessing the Odds and Outcomes | ROI Podcast
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Oct 28, 2024 |
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Ep 31 | Bill Housey | Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates? | ROI Podcast
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Oct 14, 2024 |
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Ep 30 | Dave McGarel |Broadening Markets and Factor Investing: Opportunities Amid Fed Rate Cuts | ROI Podcast
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Sep 30, 2024 |
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Ep 29 | Bob Carey | Risks and Opportunities for Stocks When Interest Rates Decline | ROI Podcast
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Sep 19, 2024 |
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Ep 28 | Brian Comiskey | Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence | ROI Podcast
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Sep 03, 2024 |
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EP 27 | Bob Stein | Updated Odds and Scenarios for a Reset Presidential Race | ROI Podcast
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Aug 12, 2024 |
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Ep 26 | Chris Jeppesen | Should Financial Professionals Feel Threatened or Empowered by AI? | ROI Podcast
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Jul 29, 2024 |
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Ep 25 | Bob Stein | Key Insights from the First Half of 2024 | ROI Podcast
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Jul 15, 2024 |
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Ep 24 | Jeff Chang | What’s Behind the Growth in Buffered ETFs? | ROI Podcast
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Jul 01, 2024 |
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Ep 23 | Brian Wesbury | Is Government Spending Boosting or Slowing the Economy? | ROI Podcast
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Jun 17, 2024 |
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Ep 22 | Richard Bernstein | Are Investors Ignoring a More Powerful Secular Growth Theme than AI? | ROI Podcast
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Jun 03, 2024 |
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Ep 21 | Brian Wesbury | A Recession is Still Likely…But Here’s Why We Could Be Wrong | ROI Podcast
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May 20, 2024 |
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Ep 20 | Dave McGarrel | Will the Stock Market Continue to Defy Expectations? | ROI Podcast
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May 06, 2024 |
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Ep 19 | John Gambla | Rethinking Diversification: Are Stocks and Bonds Enough? | ROI Podcast
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Apr 22, 2024 |
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ROI Podcast | Episode 18 | Navigating a Narrow Market | Chris Bush | April 8, 2024
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Apr 08, 2024 |
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ROI Podcast | Episode 17 | How Can Technical Analysis Guide Portfolio Allocations? | Jay Gragnani | March 25, 2024
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Mar 25, 2024 |
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ROI Podcast | Episode 16 | Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors? | Bill Housey | March 12, 2024
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Mar 11, 2024 |
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ROI Podcast | Episode 15 | What Solutions Can Direct Indexing Offer? | Jon DiGiovanni | February 26, 2024
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Feb 26, 2024 |
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ROI Podcast | Episode 14| Dissecting Incentives and Opportunities in (Traditional and Alternative) Energy | Jim Murchie | February 12, 2024
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Feb 12, 2024 |
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Ep 13 - Bob Stein - Handicapping the Odds for a 2024 Recession and Upcoming Elections - ROI Podcast
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Jan 29, 2024 |
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Ep 12 - Rob Biddinger - How are Alternatives Expanding the Traditional Toolbox of Investment Professionals? - ROI Podcast
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Jan 12, 2024 |
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Ep 11 - Bob Carey - Will the Stock Market Rally Continue in 2024? - ROI Podcast
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Jan 02, 2024 |
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Ep 10 - Jackie Wilke - How Are Elite Teams Serving the Next Generation of Investors? - ROI Podcast
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Dec 18, 2023 |
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Ep 9 - Leonardo Da Costa - Are There Any Catalysts on the Horizon for Emerging Markets? - ROI Podcast
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Dec 04, 2023 |
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Ep 8 - Scott Friske - How to Stay at the Cutting Edge of Asset Management - ROI Podcast
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Nov 17, 2023 |
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Ep 7 - Jim Bowen - What’s the Secret to Success in Financial Services? - ROI Podcast
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Nov 03, 2023 |
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Ep 6 - Brian Wesbury - Will Inflation Keep Trending Lower…and Is a Recession Still Coming? - ROI Podcast
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Oct 23, 2023 |
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Ep 5 - Dave McGarel - Why Should Investors Look Beyond the “Magnificent Seven”? - ROI Podcast
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Oct 10, 2023 |
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Ep 4 - Bob Stein - Will an economic recession decide the next US president? - ROI Podcast
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Sep 26, 2023 |
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Ep 3 - Jeff Chang - How can investors exploit volatility to manage risk and generate income? - ROI Podcast
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Sep 19, 2023 |
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Ep 2 | Bill Housey | Is the Inverted Yield Curve a Broken Signal or Is a Recession Still Coming? And What Does that Mean For Fixed Income? | ROI Podcast
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Aug 10, 2023 |
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Ep 1 | Bob Carey | Why are stocks up this year & can the rally continue? | ROI Podcast
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Aug 02, 2023 |