Shows
First Trust ROI PodcastEp 50 | Jim Murchie | New Developments in the Race for More Electricity | ROI PodcastJim 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-07-1454 minFirst Trust ROI PodcastEp 49 | Brian Wesbury | Unconventional Wisdom on Tariffs, Taxes, and the Fed | ROI PodcastBrian 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-06-3041 minFirst Trust ROI PodcastEp 48 | Richard Bernstein | Where to Invest When Certainty is Scarce | ROI PodcastRichard 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-06-1633 minFirst Trust ROI PodcastEp 47 | Bob Carey | Cataracts and Cadillacs…Unpacking Equity Market Trends | ROI PodcastBob 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-06-0237 minFirst Trust ROI PodcastEp 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI PodcastBrian 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-05-0559 minFirst Trust ROI PodcastEp 44 | Bob Stein | Tariffs, Taxes, and Trade: Decoding the New Administration | ROI PodcastBob 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-04-2145 minFirst Trust ROI PodcastEp 43 | Bill Housey | Separating the Signal from the Noise in the Bond Market | ROI PodcastBill 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-04-0734 minFirst Trust ROI PodcastEp 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI PodcastAmid 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-03-2433 minFirst Trust ROI PodcastEp 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI PodcastElectricity 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 Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-02-241h 01First Trust ROI PodcastEp 39 | Brian Wesbury | Why Government Spending Cuts May Cause Short-Term Pain, But Long-Term Prosperity | ROI PodcastBrian 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2025-02-1047 minFirst Trust ROI PodcastEp 35 | Richard Bernstein—What Surprises Await Investors for 2025? | ROI PodcastRichard 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-12-0931 minFirst Trust ROI PodcastEp 34 | Dave Rutherford | Lessons in Leadership, Fear, and Success | ROI PodcastDave 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-11-2546 minFirst Trust ROI PodcastEp 33 | Brian Wesbury | Post-Election Economic Insights | ROI PodcastIn 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: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-11-1132 minFirst Trust ROI PodcastEp 32 | Bob Stein | Election Countdown: Assessing the Odds and Outcomes | ROI PodcastBob 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.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Po...2024-10-2844 minFirst Trust ROI PodcastEp 31 | Bill Housey | Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates? | ROI PodcastBill 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.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-10-1427 minFirst Trust ROI PodcastEp 30 | Dave McGarel |Broadening Markets and Factor Investing: Opportunities Amid Fed Rate Cuts | ROI PodcastDave 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.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-09-3033 minFirst Trust ROI PodcastEp 29 | Bob Carey | Risks and Opportunities for Stocks When Interest Rates Decline | ROI PodcastRyan talks with Bob Carey about the implications of a falling interest rate environment for equity markets.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-09-1943 minFirst Trust ROI PodcastEp 25 | Bob Stein | Key Insights from the First Half of 2024 | ROI PodcastIn 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.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast You...2024-07-1525 minFirst Trust ROI PodcastEp 24 | Jeff Chang | What’s Behind the Growth in Buffered ETFs? | ROI PodcastJeff Chang, President and Co-founder of Vest Financial, discusses the growth of buffered investments over the past few years. ----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-07-0136 minFirst Trust ROI PodcastEp 23 | Brian Wesbury | Is Government Spending Boosting or Slowing the Economy? | ROI PodcastOn this episode of the podcast, Ryan asks Brian Wesbury about the impact of government spending on economic growth, the upcoming presidential election, and whether or not tariffs are an effective policy tool.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-06-1740 minFirst Trust ROI PodcastEp 22 | Richard Bernstein | Are Investors Ignoring a More Powerful Secular Growth Theme than AI? | ROI PodcastRichard Bernstein, CEO/CIO of Richard Bernstein Advisors, discusses deglobalization, the reindustrialization of America, and how most investors are ignoring one of the most powerful secular growth opportunities today.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-06-0337 minFirst Trust ROI PodcastEp 21 | Brian Wesbury | A Recession is Still Likely…But Here’s Why We Could Be Wrong | ROI PodcastBrian Wesbury joins the ROI Podcast for a wide ranging discussion about the state of the US economy, why government spending suppresses growth, and what factors could ultimately prevent an economic recession.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-05-2039 minFirst Trust ROI PodcastEp 20 | Dave McGarrel | Will the Stock Market Continue to Defy Expectations? | ROI PodcastIn this episode, Dave McGarel, Chief Investment Officer at First Trust shares his perspective on the risks and opportunities that may lie ahead for equities. Dave shares why First Trust believes low volatility stocks are growing more attractive, why the technology sector has been the secular growth story of our lifetimes, and which data points investment professional should pay close attention to for the rest of 2024.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X...2024-05-0634 minFirst Trust ROI PodcastEp 19 | John Gambla | Rethinking Diversification: Are Stocks and Bonds Enough? | ROI PodcastIn this episode, we explore why more and more investment professionals are allocating to call-writing funds, long/short strategies, and commodities.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-04-2232 minFirst Trust ROI PodcastROI Podcast | Episode 15 | What Solutions Can Direct Indexing Offer? | Jon DiGiovanni | February 26, 2024In this episode of the podcast, Ryan speaks with Jon DiGiovanni, Managing Director of Direct Indexing and Separate Managed Accounts at First Trust, about some of the reasons that Direct Indexing has quietly been one of the fastest growing innovations in the financial services industry. ----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-02-2632 minFirst Trust ROI PodcastEp 13 - Bob Stein - Handicapping the Odds for a 2024 Recession and Upcoming Elections - ROI PodcastIn this episode, Ryan speaks with Bob Stein, Deputy Chief Economist at First Trust about why a US recession didn’t materialize in 2023, why it may still be coming in 2024, and implications for the upcoming elections in November. ----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel2024-01-3043 minFirst Trust ROI PodcastEp 12 - Rob Biddinger - How are Alternatives Expanding the Traditional Toolbox of Investment Professionals? - ROI PodcastIn this episode, Ryan talks to Rob Biddinger, managing director at First Trust Capital Solutions, about the growing popularity of alternative investments, how institutional investors have historically utilized these strategies, and why the democratization of alternatives is under way. 📚 Rob's Book Recommendations: How I Built This by Guy Raz----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube Cha...2024-01-1328 minFirst Trust ROI PodcastEp 11 - Bob Carey - Will the Stock Market Rally Continue in 2024? - ROI PodcastFor the first episode of the podcast in 2024, Ryan is joined by Bob Carey, Chief Market Strategist at First Trust. After an unexpected rally for the stock market in 2023, Ryan and Bob discuss expectations for 2024. 📚 Bob's book recommendations: Better Listening by Stranford SlovinThe Ultimate Resource by Julian Simon----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTub...2024-01-0241 min