In this episode of the podcast, Ryan is joined by Bill Housey, Managing Director of Fixed Income at First Trust for a discussion about the US economy, the Federal Reserve, interest rates, and why Bill believes that an asymmetry between risk and return has shifted in favor of bond investors.----------------------------------------------------------------------------------------------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

In 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. ----------------------------------------------------------------------------------------------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

In this episode of the podcast, Ryan is joined by Jim Murchie, co-founder of Energy Income Partners for a deep dive into the energy industry, discussing incentives and opportunities that lie on the horizon.----------------------------------------------------------------------------------------------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

In 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. ----------------------------------------------------------------------------------------------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

In 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----------------------------------------------------------------------------------------------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

For 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----------------------------------------------------------------------------------------------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

In this episode, Ryan talks to Jackie Wilke from the Advisor Consulting Group at First Trust about serving female investors, the need to build multi-generational relationships, and the importance of uncovering what’s truly important to investors. 📚 Jackie's Book Recommendation: Wealth 3.0: The Future of Wealth Advising----------------------------------------------------------------------------------------------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

In this episode, Ryan speaks with Leonardo Da Costa, portfolio manager at First Trust Global Portfolios, about why returns for many international investments have been muted in recent years, why US investors shouldn’t ignore international allocations, and what catalysts may provide a boost over the next 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

In this episode, Ryan is joined by Scott Friske, head of new product development at First Trust for a discussion about where great ideas come from and where the next generation of investment products is headed. 📚 Scott's Book Recommendations: The Leadership Bookshelf by James Stavridis & Robert AncellEgo is the Enemy By Ryan HolidayThe Hard Things About Hard Things by Ben Horowitz----------------------------------------------------------------------------------------------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

Jim Bowen, CEO of First Trust, talks about the importance of intellectual freedom, service to others, and challenging the narrative in the financial services industry. They discuss the value of financial advisors, the implication of lack of diversity of thought in universities, views on inflation and its potential impact on the economy, and American exceptionalism, citizen engagement, and social media's impact.