First Trust ROI Podcast

Hosted by First Trust Portfolios

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Latest episode

Jun 2026

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EN-US

About the show

On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.

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60 recent

June 9, 2026Episode 7339 min

Ep 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI Podcast

Mandeep Singh, global head of Technology Research at Bloomberg Intelligence, joins the podcast to provide an update on the growing impact of artificial intelligence and other cutting-edge innovations.----------------------------------------------------------------------------------------------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

May 26, 2026Episode 7255 min

Ep 72 | Brian Wesbury | Can AI Make a Pencil? | ROI Podcast

Brian Wesbury discusses the implications of a new Fed Chair, how the conflict in Iran may impact inflation, and whether or not AI can make a pencil.----------------------------------------------------------------------------------------------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

May 12, 2026Episode 7151 min

Ep 71 | Brian Murphy | What Does AI Disruption Mean for Private Credit? | ROI Podcast

Artificial intelligence has emerged as a disruptive force in the economy, as investors race to identify companies and industries that could be disintermediated. Brian Murphy, Co-CIO of First Trust Capital Management, breaks down the implications for private credit, including potential risks and opportunities 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

April 28, 2026Episode 7044 min

Ep 70 | Bill Housey | Has the Quality of Junk Improved? | ROI Podcast

Investors have been on edge this year, as mounting concerns related to geopolitical risk, interest rate risk, and credit risk have contributed to rising volatility. Bill Housey provides his prospective on where investors are and are not being adequately compensated for taking risk.----------------------------------------------------------------------------------------------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

April 13, 2026Episode 6950 min

Ep 69 | Jim Murchie | What Does AI Demand and a War in Iran Mean for Utilities and Energy? | ROI Podcast

Jim Murchie joins the podcast to break down how the war in Iran may impact the energy sector as well as the misunderstood relationship between AI data centers and consumer utility bills.----------------------------------------------------------------------------------------------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

March 30, 2026Episode 6851 min

Ep 68 | Bob Stein | How Will the War in Iran Impact the Economy and Elections? | ROI Podcast

Bob Stein discusses the economic impact of the war in Iran, whether high energy prices will cause inflation, and how the upcoming midterm elections are shaping up. ----------------------------------------------------------------------------------------------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

March 16, 2026Episode 6747 min

Ep 67 | Gibson Smith | How Will the War in Iran Impact Bond Markets? | ROI Podcast

Gibson Smith, founder of Smith Capital Investors, discusses emerging risks and opportunities in the bond market amid heightened geopolitical risk, a new Fed Chair, and a fresh wave of borrowing for the buildout of AI.----------------------------------------------------------------------------------------------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

March 2, 2026Episode 6638 min

Ep 66 | Jackie Wilke | Embracing Disruption in the Age of AI | ROI Podcast

Jackie Wilke discusses how artificial intelligence is being leveraged by financial professionals to improve productivity and “level up” the client experience.----------------------------------------------------------------------------------------------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

February 19, 2026Episode 6547 min

Ep 65 | Andrew Wiechert | Unpacking Underappreciated Overseas Opportunities with WCM | ROI Podcast

On the heels of a strong year for international equities in 2025, Andrew Wiechert, Portfolio Manager at WCM Investment Management, breaks down why developed and emerging markets remain positioned to benefit from attractive valuations and improving fundamentals in 2026 and beyond. He highlights the risks and also some of the potential competitive advantages enjoyed by active managers seeking to navigate these opportunities. ----------------------------------------------------------------------------------------------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

February 2, 2026Episode 6427 min

Ep 64 | Dave McGarel | Navigating the Treacherous Descent from the Peak of Mount Everest | ROI Podcast

Dave McGarel highlights why sky-high valuations in 2026 are like lingering too long at the summit of Mount Everest oxygen is thin and small mistakes can lead to dire consequences. He explains the key risks ahead and points to where he sees more attractive, lower altitude opportunities for equity 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