First Trust ROI Podcast

Dave 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 Channel

Ryan 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 Channel

Brian Comiskey, Senior Director at the Consumer Technology Association, joins the podcast to discuss how recent trends in technology are reshaping the spending priorities of businesses, consumers, and governments around the world.----------------------------------------------------------------------------------------------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

Bob Stein joins the podcast to discusses how the nomination of Kamala Harris will impact the upcoming presidential election, his thoughts on each candidate’s choice of running mate, and how elections results may impact the economy in the years ahead.----------------------------------------------------------------------------------------------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

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.----------------------------------------------------------------------------------------------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

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.

Jeff 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 Channel

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.----------------------------------------------------------------------------------------------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

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.

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.