First Trust ROI Podcast

By First Trust Portfolios

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Category: Investing

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Subscribers: 2
Reviews: 0
Episodes: 71

Description

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