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
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Trust ...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Trust LinkedI...
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”.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: Firs...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect wi...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Tr...
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”.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Mar...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Trust L...
Amid a sharp drawdown in US equities, Dave McGarel highlights the risks and opportunities that may lie on the horizon.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Trust LinkedIn
Follow us on X: First Trust on X
Subscribe to the...
Gibson Smith, founder and CEO of Smith Capital, discusses some of the unique challenges—and opportunities—facing fixed income investors today.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Trust LinkedIn
Follow us on X: First Trust o...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust ...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust ...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect...
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.
--------------------------------------------------------------------------...
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”.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on Lin...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios<...
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.
----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website:...
Popular Podcasts
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
UConn basketball star Azzi Fudd brings her championship swag to iHeart Women’s Sports with Fudd Around and Find Out, a weekly podcast that takes fans along for the ride as Azzi spends her final year of college trying to reclaim the National Championship and prepare to be a first round WNBA draft pick. Ever wonder what it’s like to be a world-class athlete in the public spotlight while still managing schoolwork, friendships and family time? It’s time to Fudd Around and Find Out!
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The latest news in 4 minutes updated every hour, every day.