First Trust ROI Podcast

First Trust Portfolios
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Jan 5, 2026 • 44min

Ep 62 | Richard Bernstein | It’s Not a Horse Race…Boring is Beautiful in 2026 | ROI Podcast

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.----------------------------------------------------------------------------------------------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 Channel
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Dec 22, 2025 • 47min

Ep 61 | Bob Stein | What Surprises Are Ahead for the US Economy in 2026? | ROI Podcast

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.----------------------------------------------------------------------------------------------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 Channel
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Dec 8, 2025 • 44min

Ep 60 | Kevin Bishopp | Is AI a Friend or Foe to Financial Advisors? | ROI Podcast

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.----------------------------------------------------------------------------------------------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 Channel
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Nov 24, 2025 • 49min

Ep 59 | Strider Elass | What Moved the Needle for the US Economy in 2025? | ROI Podcast

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.----------------------------------------------------------------------------------------------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 Channel
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Nov 3, 2025 • 39min

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 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 Channel
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Oct 20, 2025 • 47min

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 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 Channel
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Oct 7, 2025 • 31min

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 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 Channel
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Sep 22, 2025 • 35min

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 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 Channel
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Sep 9, 2025 • 50min

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 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 Channel
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Aug 25, 2025 • 39min

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 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 Channel

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