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First Trust ROI Podcast

Latest episodes

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Jul 29, 2024 • 34min

ROI Podcast | Episode 26 | Should Financial Professionals Feel Threatened or Empowered by AI? | Chris Jeppesen | July 29, 2024

In this episode, Ryan talks to Chris Jeppesen, Chief of the Advisor Practice group at First Trust Chief of Advisor Consulting about what sets financial professionals apart from their peers.----------------------------------------------------------------------------------------------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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Jul 15, 2024 • 26min

ROI Podcast | Episode 25 | Key Insights from the First Half of 2024 | Ryan Issakainen | July 15, 2024

Ryan Issakainen hosts a conversation with financial experts Bob Stein, Brian Wesbury, Jim Murchie, and Richard Bernstein. They analyze the political landscape ahead of the upcoming elections, including the Biden-Trump rematch and its implications. The discussion shifts to energy demands driven by tech like electric vehicles, scrutinizing public policy and infrastructure needs. Lastly, they highlight emerging investment trends, covering significant shifts in ETF markets and the challenges faced by various investment strategies.
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Jul 1, 2024 • 37min

ROI Podcast | Episode 24 | What’s Behind the Growth in Buffered ETFs? | Jeff Chang | July 1, 2024

Jeff Chang, President and Co-founder of Vest Financial, discusses the growth of buffered investments over the past few years. ----------------------------------------------------------------------------------------------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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Jun 17, 2024 • 41min

ROI Podcast | | Episode 23 | Is Government Spending Boosting or Slowing the Economy? | Brian Wesbury | June 17, 2024

On 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.----------------------------------------------------------------------------------------------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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Jun 3, 2024 • 37min

ROI Podcast | Episode 22 | Are Investors Ignoring a More Powerful Secular Growth Theme than AI? | Richard Bernstein | June 3, 2024

Richard Bernstein, CEO/CIO of Richard Bernstein Advisors, shares insights on pressing economic themes such as deglobalization and reindustrialization. He highlights how investors are overlooking significant growth opportunities beyond AI. Bernstein emphasizes the crucial need for modernization in the U.S. grid infrastructure to meet rising energy demands and forecasts a staggering $14 trillion capital requirement. He also addresses the Federal Reserve's challenges in managing inflation and the evolving landscape of profit growth, urging a long-term investment approach.
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May 20, 2024 • 39min

ROI Podcast | Episode 21 | A Recession is Still Likely…But Here’s Why We Could Be Wrong | May 20, 2024

Brian Wesbury, an expert on the US economy, dives into the effects of government spending on growth and why a recession may still be on the horizon. He discusses the Federal Reserve's challenges with inflation and interest rates while reflecting on the disparity between government job growth and the private sector. Wesbury also shares an optimistic view on economic recovery linked to historical policy shifts and the enduring relevance of Milton Friedman’s insights. Additionally, he touches on the importance of Stoicism in navigating today's chaotic landscape.
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May 6, 2024 • 35min

ROI Podcast | Episode 20 | Will the Stock Market Continue to Defy Expectations? | May 6, 2024

In 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.----------------------------------------------------------------------------------------------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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Apr 22, 2024 • 33min

ROI Podcast | Episode 19 | Rethinking Diversification: Are Stocks and Bonds Enough? | John Gambla | April 22, 2024

In this episode, we explore why more and more investment professionals are allocating to call-writing funds, long/short strategies, and commodities.----------------------------------------------------------------------------------------------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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Apr 8, 2024 • 33min

ROI Podcast | Episode 18 | Navigating a Narrow Market | Chris Bush | April 8, 2024

Ryan discusses factor investing with Chris Bush, portfolio manager at First Trust, as well as risk and opportunities for various industries and themes, including artificial intelligence, regional banks, and more.----------------------------------------------------------------------------------------------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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Mar 25, 2024 • 33min

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

In this episode, Ryan is joined by Jay Gragnani, Senior Market Strategist at Nasdaq Dorsey Wright for a discussion about how financial professionals are utilizing technical analysis and Dorsey Wright’s research as an objective input for their decision-making process.----------------------------------------------------------------------------------------------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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