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
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.
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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.
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Brian Wesbury discusses the implications of a new Fed Chair, how the conflict in Iran may impact inflation, and whether or not AI can make a pencil.
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Artificial intelligence has emerged as a disruptive force in the economy, as investors race to identify companies and industries that could be disintermediated. Brian Murphy, Co-CIO of First Trust Capital Management, breaks down the implications for private credit, including potential risks and opportunities for investors.
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Investors have been on edge this year, as mounting concerns related to geopolitical risk, interest rate risk, and credit risk have contributed to rising volatility. Bill Housey provides his prospective on where investors are and are not being adequately compensated for taking risk.
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Jim Murchie joins the podcast to break down how the war in Iran may impact the energy sector as well as the misunderstood relationship between AI data centers and consumer utility bills.
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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.
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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.
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Jackie Wilke discusses how artificial intelligence is being leveraged by financial professionals to improve productivity and “level up” the client experience.
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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.
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.
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In this episode, Brian Wesbury discusses his recent testimony on Capitol Hill, First Trust’s economic outlook for 2026, and implications of overvalued markets.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Dave McGarel discusses potential winners and losers in the equity market as the Federal Reserve embarks on a new interest rate cutting cycle.
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