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First Trust ROI Podcast

First Trust Portfolios

58 episodes

1 week ago

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. ---------------------------------------------------------------------------------------------- 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 Subsc...

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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. ---------------------------------------------------------------------------------------------- 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 Subsc...

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Episodes (20/58)

First Trust ROI Podcast

Ep 58 | Bob Carey | The Tug of War Between FOMO and Fear | ROI Podcast

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. ---------------------------------------------------------------------------------------------- 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 Subsc...

1 week ago

38 minutes

First Trust ROI Podcast

Ep 57 | Bill Housey & John Wilhelm | Overlooked Opportunities in Tax-free Bonds | ROI Podcast

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. ---------------------------------------------------------------------------------------------- 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 Subsc...

3 weeks ago

47 minutes

First Trust ROI Podcast

Ep 56 | Josh Volen | Finding an Edge in Commercial Real Estate | ROI Podcast

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. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follo...

1 month ago

30 minutes

First Trust ROI Podcast

Ep 55 | Dave McGarel | Reassessing the Reality of a Re-Rating Rally. | ROI Podcast

Dave McGarel discusses potential winners and losers in the equity market as the Federal Reserve embarks on a new interest rate cutting cycle. ---------------------------------------------------------------------------------------------- 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 First Trust YouTube Channel Subscribe to the ROI Podcast ...

1 month ago

34 minutes

First Trust ROI Podcast

Ep 54 | Brian Wesbury | It’s a Topsy-Turvy World | ROI Podcast

Brian Wesbury discusses Fed independence, inflationary fears, the growth of government, and whether the broader economic benefits of AI adoption will materialize. ---------------------------------------------------------------------------------------------- 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 First Trust YouTube Channel Subscrib...

2 months ago

49 minutes

First Trust ROI Podcast

Ep 53 | Brian Comiskey | How are Technologies Evolving into Digital Utilities?| ROI Podcast

Brian Comiskey, Senior Director of Innovation and Trends at the Consumer Technology Association (CTA), explores how emerging technologies—including cybersecurity, AI, robotics, and cloud computing—are evolving into digital utilities, with important implications for investors. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on Lin...

2 months ago

38 minutes

First Trust ROI Podcast

Ep 52 | Bob Stein | Midterms to Tariffs: Economic Trends and Election Predictions | ROI Podcast

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 LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust Yo...

3 months ago

41 minutes

First Trust ROI Podcast

Ep 51 | Jeff Chang | Addressing Bitcoin and Volatility | ROI Podcast

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 LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust YouTube C...

3 months ago

24 minutes

First Trust ROI Podcast

Ep 50 | Jim Murchie | New Developments in the Race for More Electricity | ROI Podcast

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: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First ...

4 months ago

54 minutes

First Trust ROI Podcast

Ep 49 | Brian Wesbury | Unconventional Wisdom on Tariffs, Taxes, and the Fed | ROI Podcast

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 with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust ...

4 months ago

41 minutes

First Trust ROI Podcast

Ep 48 | Richard Bernstein | Where to Invest When Certainty is Scarce | ROI Podcast

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 Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First...

4 months ago

33 minutes

First Trust ROI Podcast

Ep 47 | Bob Carey | Cataracts and Cadillacs…Unpacking Equity Market Trends | ROI Podcast

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 Portfolios Connect with us on LinkedIn: First Trust LinkedIn Fo...

5 months ago

37 minutes

First Trust ROI Podcast

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

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 Market News Website: First Trust Portfolios Connect with ...

5 months ago

38 minutes

First Trust ROI Podcast

Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast

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 Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First T...

6 months ago

59 minutes

First Trust ROI Podcast

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

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 Connect with us on LinkedIn: First Trust LinkedIn Follow us on ...

6 months ago

45 minutes

First Trust ROI Podcast

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

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 LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust You...

7 months ago

34 minutes

First Trust ROI Podcast

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

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 First Trust YouTube Channel Subscribe to the ROI Podcast YouTube Channel

7 months ago

33 minutes

First Trust ROI Podcast

Ep 41 | Gibson Smith | Actively Managing Through Uncertain Times | ROI Podcast

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 on X Subscribe to the First Trust YouTube Channel Subscribe to the ROI Podcast...

8 months ago

35 minutes

First Trust ROI Podcast

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

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 Market News Website: First Trust Portfolios Connect with us...

8 months ago

1 hour 1 minute

First Trust ROI Podcast

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

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 Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow u...

9 months ago

47 minutes