First Trust ROI Podcast
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.
Episodes
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.
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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”.
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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.
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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.
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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.
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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.
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Amid a sharp drawdown in US equities, Dave McGarel highlights the risks and opportunities that may lie on the horizon.
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Gibson Smith, founder and CEO of Smith Capital, discusses some of the unique challenges—and opportunities—facing fixed income investors today.
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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.
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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.
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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.
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.
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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.
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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”.
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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.
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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.
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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.
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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.
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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.
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Ryan talks with Bob Carey about the implications of a falling interest rate environment for equity markets.
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