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First Trust ROI Podcast
Manage series 3524787
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.
48 에피소드
Manage series 3524787
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.
48 에피소드
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1 Ep 48 | Richard Bernstein | Where to Invest When Certainty is Scarce | ROI Podcast 33:00

1 Ep 47 | Bob Carey | Cataracts and Cadillacs…Unpacking Equity Market Trends | ROI Podcast 37:27

1 Ep 46 | Ron Pernick | Power and Infrastructure: Beyond the Political Narratives | ROI Podcast 38:32

1 Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast 59:00

1 Ep 44 | Bob Stein | Tariffs, Taxes, and Trade: Decoding the New Administration | ROI Podcast 45:55

1 Ep 43 | Bill Housey | Separating the Signal from the Noise in the Bond Market | ROI Podcast 34:43

1 Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast 33:04

1 Ep 41 | Gibson Smith | Actively Managing Through Uncertain Times | ROI Podcast 35:01

1 Ep 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI Podcast 1:01:21

1 Ep 39 | Brian Wesbury | Why Government Spending Cuts May Cause Short-Term Pain, But Long-Term Prosperity | ROI Podcast 47:52

1 Ep 38 | Mandeep Singh | What’s Next for Artificial Intelligence? | ROI Podcast 39:34

1 Ep 37 | Ryan Issakainen | Ripple Effects & Second Order Investment Opportunities Arising from AI | ROI Podcast 24:37

1 Ep 36 | Paul Black and Mike Trigg | Why Culture Matters When Seeking to “Defy the Fade” for International Equities | ROI Podcast 57:35

1 Ep 35 | Richard Bernstein—What Surprises Await Investors for 2025? | ROI Podcast 31:36

1 Ep 34 | Dave Rutherford | Lessons in Leadership, Fear, and Success | ROI Podcast 46:14

1 Ep 33 | Brian Wesbury | Post-Election Economic Insights | ROI Podcast 32:53

1 Ep 32 | Bob Stein | Election Countdown: Assessing the Odds and Outcomes | ROI Podcast 44:57

1 Ep 31 | Bill Housey | Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates? | ROI Podcast 27:19

1 Ep 30 | Dave McGarel |Broadening Markets and Factor Investing: Opportunities Amid Fed Rate Cuts | ROI Podcast 33:00

1 Ep 29 | Bob Carey | Risks and Opportunities for Stocks When Interest Rates Decline | ROI Podcast 43:26

1 Ep 28 | Brian Comiskey | Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence | ROI Podcast 50:53

1 EP 27 | Bob Stein | Updated Odds and Scenarios for a Reset Presidential Race | ROI Podcast 59:22

1 Ep 26 | Chris Jeppesen | Should Financial Professionals Feel Threatened or Empowered by AI? | ROI Podcast 34:04

1 Ep 25 | Bob Stein | Key Insights from the First Half of 2024 | ROI Podcast 25:36

1 Ep 24 | Jeff Chang | What’s Behind the Growth in Buffered ETFs? | ROI Podcast 36:31

1 Ep 23 | Brian Wesbury | Is Government Spending Boosting or Slowing the Economy? | ROI Podcast 40:59

1 Ep 22 | Richard Bernstein | Are Investors Ignoring a More Powerful Secular Growth Theme than AI? | ROI Podcast 37:15

1 Ep 21 | Brian Wesbury | A Recession is Still Likely…But Here’s Why We Could Be Wrong | ROI Podcast 39:25

1 Ep 20 | Dave McGarrel | Will the Stock Market Continue to Defy Expectations? | ROI Podcast 34:41

1 Ep 19 | John Gambla | Rethinking Diversification: Are Stocks and Bonds Enough? | ROI Podcast 32:52

1 ROI Podcast | Episode 18 | Navigating a Narrow Market | Chris Bush | April 8, 2024 33:17

1 ROI Podcast | Episode 17 | How Can Technical Analysis Guide Portfolio Allocations? | Jay Gragnani | March 25, 2024 32:55

1 ROI Podcast | Episode 16 | Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors? | Bill Housey | March 12, 2024 35:15

1 ROI Podcast | Episode 15 | What Solutions Can Direct Indexing Offer? | Jon DiGiovanni | February 26, 2024 32:32

1 ROI Podcast | Episode 14| Dissecting Incentives and Opportunities in (Traditional and Alternative) Energy | Jim Murchie | February 12, 2024 1:01:24

1 Ep 13 - Bob Stein - Handicapping the Odds for a 2024 Recession and Upcoming Elections - ROI Podcast 43:59

1 Ep 12 - Rob Biddinger - How are Alternatives Expanding the Traditional Toolbox of Investment Professionals? - ROI Podcast 28:41

1 Ep 11 - Bob Carey - Will the Stock Market Rally Continue in 2024? - ROI Podcast 41:34

1 Ep 10 - Jackie Wilke - How Are Elite Teams Serving the Next Generation of Investors? - ROI Podcast 31:03

1 Ep 9 - Leonardo Da Costa - Are There Any Catalysts on the Horizon for Emerging Markets? - ROI Podcast 35:35

1 Ep 8 - Scott Friske - How to Stay at the Cutting Edge of Asset Management - ROI Podcast 24:51

1 Ep 7 - Jim Bowen - What’s the Secret to Success in Financial Services? - ROI Podcast 29:15

1 Ep 6 - Brian Wesbury - Will Inflation Keep Trending Lower…and Is a Recession Still Coming? - ROI Podcast 50:37

1 Ep 5 - Dave McGarel - Why Should Investors Look Beyond the “Magnificent Seven”? - ROI Podcast 33:59

1 Ep 4 - Bob Stein - Will an economic recession decide the next US president? - ROI Podcast 42:55
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