Explorez tous les épisodes du podcast First Trust ROI Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| Ep 78 | Brian Wesbury | How Has the “Chairman in Name Only” Performed so Far? | ROI Podcast | 17 Aug 2026 | 00:41:06 | |
Brian Wesbury discusses the impact that the Trump administration’s immigration and trade policies have had on the economy so far, as well as how Keven Warsh is navigating the early stages of his term as Chairman of the Fed. ---------------------------------------------------------------------------------------------- | |||
| Ep 77 | Jackie Wilke | The Human Edge in an AI World | ROI Podcast | 03 Aug 2026 | 00:29:46 | |
In a world increasingly run by algorithms, is human connection still your biggest competitive advantage? Jackie Wilke joins the podcast to explore why authentic relationships remain a financial professional's greatest edge, even as automation reshapes the industry. ---------------------------------------------------------------------------------------------- | |||
| Ep 68 | Bob Stein | How Will the War in Iran Impact the Economy and Elections? | ROI Podcast | 30 Mar 2026 | 00:51:26 | |
Bob Stein discusses the economic impact of the war in Iran, whether high energy prices will cause inflation, and how the upcoming midterm elections are shaping up. ---------------------------------------------------------------------------------------------- | |||
| Ep 67 | Gibson Smith | How Will the War in Iran Impact Bond Markets? | ROI Podcast | 16 Mar 2026 | 00:47:00 | |
Gibson Smith, founder of Smith Capital Investors, discusses emerging risks and opportunities in the bond market amid heightened geopolitical risk, a new Fed Chair, and a fresh wave of borrowing for the buildout of AI. ---------------------------------------------------------------------------------------------- | |||
| Ep 66 | Jackie Wilke | Embracing Disruption in the Age of AI | ROI Podcast | 02 Mar 2026 | 00:38:41 | |
Jackie Wilke discusses how artificial intelligence is being leveraged by financial professionals to improve productivity and “level up” the client experience. ---------------------------------------------------------------------------------------------- | |||
| Ep 65 | Andrew Wiechert | Unpacking Underappreciated Overseas Opportunities with WCM | ROI Podcast | 19 Feb 2026 | 00:47:30 | |
On the heels of a strong year for international equities in 2025, Andrew Wiechert, Portfolio Manager at WCM Investment Management, breaks down why developed and emerging markets remain positioned to benefit from attractive valuations and improving fundamentals in 2026 and beyond. He highlights the risks and also some of the potential competitive advantages enjoyed by active managers seeking to navigate these opportunities. ---------------------------------------------------------------------------------------------- | |||
| Ep 64 | Dave McGarel | Navigating the Treacherous Descent from the Peak of Mount Everest | ROI Podcast | 02 Feb 2026 | 00:27:00 | |
Dave McGarel highlights why sky-high valuations in 2026 are like lingering too long at the summit of Mount Everest oxygen is thin and small mistakes can lead to dire consequences. He explains the key risks ahead and points to where he sees more attractive, lower altitude opportunities for equity investors. ---------------------------------------------------------------------------------------------- | |||
| Ep 63 | Brian Wesbury | Mr. Wesbury Goes to Washington | ROI Podcast | 20 Jan 2026 | 00:39:16 | |
In this episode, Brian Wesbury discusses his recent testimony on Capitol Hill, First Trust’s economic outlook for 2026, and implications of overvalued markets. ---------------------------------------------------------------------------------------------- | |||
| Ep 62 | Richard Bernstein | It’s Not a Horse Race…Boring is Beautiful in 2026 | ROI Podcast | 05 Jan 2026 | 00:43:41 | |
Will the stock market finally broaden? Are valuations stretched? Will momentum stall for AI-related stocks? Richard Bernstein provides his perspective on these questions and others, laying out risks and opportunities for investors for 2026. ---------------------------------------------------------------------------------------------- | |||
| Ep 61 | Bob Stein | What Surprises Are Ahead for the US Economy in 2026? | ROI Podcast | 22 Dec 2025 | 00:47:27 | |
At the precipice of a new year, Bob Stein discusses the implications of a probable new Fed Chair, the possibility of a Supreme Court ruling against tariff policies, and the odds for mid-term elections. ---------------------------------------------------------------------------------------------- | |||
| Ep 60 | Kevin Bishopp | Is AI a Friend or Foe to Financial Advisors? | ROI Podcast | 08 Dec 2025 | 00:43:41 | |
Will AI replace—or empower—financial advisors? Performance coach Kevin Bishopp shares how financial professionals are already leveraging AI tools, potential risks ahead, and new opportunities to thrive in an AI era. ---------------------------------------------------------------------------------------------- | |||
| Ep 59 | Strider Elass | What Moved the Needle for the US Economy in 2025? | ROI Podcast | 24 Nov 2025 | 00:48:42 | |
Strider Elass, Senior Economist at First Trust, joins the ROI Podcast to discuss tariff turbulence, DOGE’s spending purge, AI’s productivity potential, and what drove (and dragged) the US economy in 2025. ---------------------------------------------------------------------------------------------- | |||
| Ep 76 | Bob Carey | New Leadership in Equity Markets…Will It Continue? | ROI Podcast | 20 Jul 2026 | 00:31:26 | |
Despite an ongoing war and shifting interest rate expectations, equity market performance favored small- and mid-cap stocks during the first half of 2026. Bob Carey explains some of the reasons this shift has occurred and breaks down the risks and opportunities on the horizon. ---------------------------------------------------------------------------------------------- | |||
| Ep 58 | Bob Carey | The Tug of War Between FOMO and Fear | ROI Podcast | 03 Nov 2025 | 00:38:30 | |
Bob Carey discusses some of the biggest questions on the minds of financial professionals heading into the final stretch of 2025, including whether or not investors should be afraid of higher equity valuations. ---------------------------------------------------------------------------------------------- | |||
| Ep 57 | Bill Housey & John Wilhelm | Overlooked Opportunities in Tax-free Bonds | ROI Podcast | 20 Oct 2025 | 00:47:27 | |
In the wake of underperforming municipal bonds this year, portfolio managers Bill Housey and John Wilhelm of First Trust highlight why they believe fresh opportunities for tax-free investors have emerged. ---------------------------------------------------------------------------------------------- | |||
| Ep 56 | Josh Volen | Finding an Edge in Commercial Real Estate | ROI Podcast | 07 Oct 2025 | 00:30:49 | |
Josh Volen, co-founder and managing principal at CIRE Equity, joins the podcast to discuss trends in commercial real estate investing as urban populations shift, hybrid work environments evolve, and industries adapt to changes in global trade. ---------------------------------------------------------------------------------------------- | |||
| Ep 55 | Dave McGarel | Reassessing the Reality of a Re-Rating Rally. | ROI Podcast | 22 Sep 2025 | 00:34:58 | |
Dave McGarel discusses potential winners and losers in the equity market as the Federal Reserve embarks on a new interest rate cutting cycle. ---------------------------------------------------------------------------------------------- | |||
| Ep 54 | Brian Wesbury | It’s a Topsy-Turvy World | ROI Podcast | 09 Sep 2025 | 00:49:40 | |
Brian Wesbury discusses Fed independence, inflationary fears, the growth of government, and whether the broader economic benefits of AI adoption will materialize. ---------------------------------------------------------------------------------------------- | |||
| Ep 53 | Brian Comiskey | How are Technologies Evolving into Digital Utilities?| ROI Podcast | 25 Aug 2025 | 00:38:59 | |
Brian Comiskey, Senior Director of Innovation and Trends at the Consumer Technology Association (CTA), explores how emerging technologies—including cybersecurity, AI, robotics, and cloud computing—are evolving into digital utilities, with important implications for investors. ---------------------------------------------------------------------------------------------- | |||
| Ep 52 | Bob Stein | Midterms to Tariffs: Economic Trends and Election Predictions | ROI Podcast | 11 Aug 2025 | 00:41:38 | |
Bob Stein breaks down 2028 presidential contenders, 2026 midterm odds, Trump’s fiscal agenda, tariffs’ impact, and the economic forces shaping America’s political and financial future. ---------------------------------------------------------------------------------------------- | |||
| Ep 51 | Jeff Chang | Addressing Bitcoin and Volatility | ROI Podcast | 28 Jul 2025 | 00:24:49 | |
In this episode Jeff Chang breaks down the virtues and risks of Bitcoin, highlighting Bitcoin-linked tools and strategies that aim to generate income and mitigate downside risk. ---------------------------------------------------------------------------------------------- | |||
| Ep 50 | Jim Murchie | New Developments in the Race for More Electricity | ROI Podcast | 14 Jul 2025 | 00:54:48 | |
Jim Murchie explains recent developments in the energy sector, including growing, bipartisan demand for nuclear power and why the non-cyclical energy industry is “an island in a sea of chaos”. ---------------------------------------------------------------------------------------------- | |||
| Ep 49 | Brian Wesbury | Unconventional Wisdom on Tariffs, Taxes, and the Fed | ROI Podcast | 30 Jun 2025 | 00:41:45 | |
Brian Wesbury discusses why the conventional wisdom about tariffs and inflation is wrong, how the Fed can save taxpayers $2 trillion over the next decade, and the positives and negatives of the Big, Beautiful Bill. ---------------------------------------------------------------------------------------------- | |||
| Ep 75 | Nikki Hsu & Gabriela Privetera | The Road Back to Nuclear Power: Opportunities and Pitfalls Ahead | ROI Podcast | 07 Jul 2026 | 00:40:19 | |
Surging electricity demand from AI data centers and industrial reshoring is driving renewed interest in nuclear power. After years of contraction, the industry may be poised for expansion and reacceleration. In this episode, Bloomberg Intelligence’s Nikki Hsu and Gabriela Privetera help us unpack some of the opportunities and obstacles that could shape nuclear’s comeback. ---------------------------------------------------------------------------------------------- | |||
| Ep 48 | Richard Bernstein | Where to Invest When Certainty is Scarce | ROI Podcast | 16 Jun 2025 | 00:33:00 | |
Richard Bernstein draws on over four decades of investment experience to offer insights on how to navigate risks and opportunities amid soaring economic uncertainty and market volatility. ---------------------------------------------------------------------------------------------- | |||
| Ep 47 | Bob Carey | Cataracts and Cadillacs…Unpacking Equity Market Trends | ROI Podcast | 02 Jun 2025 | 00:37:27 | |
Bob Carey discusses his long-term outlook for equity markets as the baby boom generation ages. He also weighs in on potential near-term drivers of equity market performance, including tariffs, regulations, and the “one big, beautiful bill”. ---------------------------------------------------------------------------------------------- | |||
| Ep 46 | Ron Pernick | Power and Infrastructure: Beyond the Political Narratives | ROI Podcast | 19 May 2025 | 00:38:32 | |
Ron Pernick is the founder of Clean Edge, a firm specializing in thematic research surrounding clean energy, transportation, water, and the power grid. In this episode, we discuss the evolution of these themes and how a new administration may impact their continued growth. ---------------------------------------------------------------------------------------------- | |||
| Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast | 05 May 2025 | 00:59:00 | |
Brian Wesbury shares his views on why the Trump Administration is upending global trade, why tariffs may be an insufficient cure for problems created by big government, and where the US economy is headed for the rest of 2025. ---------------------------------------------------------------------------------------------- | |||
| Ep 44 | Bob Stein | Tariffs, Taxes, and Trade: Decoding the New Administration | ROI Podcast | 21 Apr 2025 | 00:45:55 | |
Bob Stein provides perspective on likely economic outcomes that may result from the evolving policy mix of the new Trump Administration. Plus…Bob shares an early peak at potential contenders for the 2028 US Presidential election. ---------------------------------------------------------------------------------------------- | |||
| Ep 43 | Bill Housey | Separating the Signal from the Noise in the Bond Market | ROI Podcast | 07 Apr 2025 | 00:34:43 | |
Bill Housey explores how fixed income investors can navigate rising uncertainty—from trade policies to inflation and beyond—in this deep dive into the bond market’s shifting dynamics. ---------------------------------------------------------------------------------------------- | |||
| Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast | 24 Mar 2025 | 00:33:04 | |
Amid a sharp drawdown in US equities, Dave McGarel highlights the risks and opportunities that may lie on the horizon. ---------------------------------------------------------------------------------------------- | |||
| Ep 41 | Gibson Smith | Actively Managing Through Uncertain Times | ROI Podcast | 11 Mar 2025 | 00:35:01 | |
Gibson Smith, founder and CEO of Smith Capital, discusses some of the unique challenges—and opportunities—facing fixed income investors today. ---------------------------------------------------------------------------------------------- | |||
| Ep 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI Podcast | 24 Feb 2025 | 01:01:21 | |
Electricity demand is poised to soar after decades of slow growth, driven by AI, reshoring, and EVs. Jim Murchie, CEO and portfolio manager at Energy Income Partners, unpacks how natural gas, nuclear power, and renewables will fuel this surge, as utilities scramble to keep up. ---------------------------------------------------------------------------------------------- | |||
| Ep 39 | Brian Wesbury | Why Government Spending Cuts May Cause Short-Term Pain, But Long-Term Prosperity | ROI Podcast | 10 Feb 2025 | 00:47:52 | |
Brian Wesbury explains why cutting government spending could be painful in the near-term but boost longer-term economic growth, similarities and difference between Trump and Reagan, and how he thinks about investing in an overvalued market. ---------------------------------------------------------------------------------------------- | |||
| Ep 74 | Josef Schuster | What Does History Say About Post-IPO Performance Trends? | ROI Podcast | 23 Jun 2026 | 00:28:58 | |
With the ongoing IPO market activity, Dr. Josef Schuster joins the podcast to discuss his research on the unique performance dynamics that often follow new listings. ---------------------------------------------------------------------------------------------- | |||
| Ep 38 | Mandeep Singh | What’s Next for Artificial Intelligence? | ROI Podcast | 27 Jan 2025 | 00:39:34 | |
Mandeep Singh, Global Head of Technology Research at Bloomberg Intelligence, joins the podcast to explore how massive investments in artificial intelligence made over the past few years could drive future innovations and profits. From humanoid robots to self-driving vehicles, Mandeep shares his expert analysis on the potential impact of these technologies in the years to come. ---------------------------------------------------------------------------------------------- | |||
| Ep 37 | Ryan Issakainen | Ripple Effects & Second Order Investment Opportunities Arising from AI | ROI Podcast | 14 Jan 2025 | 00:24:37 | |
Companies are investing billions to build out artificial intelligence capabilities. Ryan shares First Trust’s perspective on various investment themes that may benefit—either directly or indirectly—in the years ahead. ---------------------------------------------------------------------------------------------- | |||
| Ep 36 | Paul Black and Mike Trigg | Why Culture Matters When Seeking to “Defy the Fade” for International Equities | ROI Podcast | 30 Dec 2024 | 00:57:35 | |
Paul Black and Mike Trigg are portfolio managers and co-CEOs at WCM Investment Management. They join the podcast to discuss WCM’s unique path to becoming a leading global equity manager, highlighting WCM’s unconventional approach for identifying investment opportunities, including why a company’s culture matters and the important of economic moat trajectory. ---------------------------------------------------------------------------------------------- | |||
| Ep 35 | Richard Bernstein—What Surprises Await Investors for 2025? | ROI Podcast | 09 Dec 2024 | 00:31:36 | |
Richard Bernstein provides his perspective on key investment themes to watch in the year ahead, including overlooked opportunities, potential pitfalls, and the value of seeking “maximum diversification”. ---------------------------------------------------------------------------------------------- | |||
| Ep 34 | Dave Rutherford | Lessons in Leadership, Fear, and Success | ROI Podcast | 25 Nov 2024 | 00:46:14 | |
Dave Rutherford has been a Navy SEAL, a contractor for Blackwater and the CIA, and performance coach. In this episode, he shares insights and strategies for pursuing excellence and overcoming fear in high-pressure environments. ---------------------------------------------------------------------------------------------- | |||
| Ep 33 | Brian Wesbury | Post-Election Economic Insights | ROI Podcast | 11 Nov 2024 | 00:32:53 | |
In this episode, Brian Wesbury discusses the implications of Trump's recent election victory. Recorded the day after Election Day, Brian explores potential changes in economic and tax policies, providing insights into the future economic landscape. ---------------------------------------------------------------------------------------------- | |||
| Ep 32 | Bob Stein | Election Countdown: Assessing the Odds and Outcomes | ROI Podcast | 28 Oct 2024 | 00:44:57 | |
Bob Stein — As Election Day looms, Bob analyzes the probabilities of different election scenarios. Additionally, we explore how tariffs and other tax policies might affect the economy, discuss the implications of government spending, and consider if advancements in AI might pave the way for universal basic income initiatives. ---------------------------------------------------------------------------------------------- | |||
| Ep 31 | Bill Housey | Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates? | ROI Podcast | 14 Oct 2024 | 00:27:19 | |
Bill Housey discusses recent dynamics in the bond market, including why longer-term interest rates have increased since the Fed began cutting rates, where we are in the economic cycle, and implications for fixed income investors. ---------------------------------------------------------------------------------------------- | |||
| Ep 30 | Dave McGarel |Broadening Markets and Factor Investing: Opportunities Amid Fed Rate Cuts | ROI Podcast | 30 Sep 2024 | 00:33:00 | |
Dave McGarel provides insights on what sort of stocks are poised for long-term outperformance in light of Fed rate cuts, valuation gaps, and factor analysis. ---------------------------------------------------------------------------------------------- | |||
| Ep 29 | Bob Carey | Risks and Opportunities for Stocks When Interest Rates Decline | ROI Podcast | 19 Sep 2024 | 00:43:26 | |
Ryan talks with Bob Carey about the implications of a falling interest rate environment for equity markets. ---------------------------------------------------------------------------------------------- | |||
| Ep 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI Podcast | 09 Jun 2026 | 00:39:10 | |
Mandeep Singh, global head of Technology Research at Bloomberg Intelligence, joins the podcast to provide an update on the growing impact of artificial intelligence and other cutting-edge innovations. ---------------------------------------------------------------------------------------------- | |||
| Ep 28 | Brian Comiskey | Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence | ROI Podcast | 03 Sep 2024 | 00:50:53 | |
Brian Comiskey, Senior Director at the Consumer Technology Association, joins the podcast to discuss how recent trends in technology are reshaping the spending priorities of businesses, consumers, and governments around the world. ---------------------------------------------------------------------------------------------- | |||
| EP 27 | Bob Stein | Updated Odds and Scenarios for a Reset Presidential Race | ROI Podcast | 12 Aug 2024 | 00:59:22 | |
Bob Stein joins the podcast to discusses how the nomination of Kamala Harris will impact the upcoming presidential election, his thoughts on each candidate’s choice of running mate, and how elections results may impact the economy in the years ahead. ---------------------------------------------------------------------------------------------- | |||
| Ep 26 | Chris Jeppesen | Should Financial Professionals Feel Threatened or Empowered by AI? | ROI Podcast | 29 Jul 2024 | 00:34:04 | |
In this episode, Ryan talks to Chris Jeppesen, Chief of the Advisor Practice group at First Trust Chief of Advisor Consulting about what sets financial professionals apart from their peers. ---------------------------------------------------------------------------------------------- | |||
| Ep 25 | Bob Stein | Key Insights from the First Half of 2024 | ROI Podcast | 15 Jul 2024 | 00:25:36 | |
In this episode, Ryan looks back at the first half of 2024, highlighting some of the key insights provided by guests of the podcast—including Bob Stein, Brian Wesbury, Jim Murchie, and Richard Bernstein. He also reveals plans for the second half of the year. ---------------------------------------------------------------------------------------------- | |||