First Trust ROI Podcast

First Trust Portfolios
  • 4.9 (41)
  • INVESTING
  • UPDATED BIWEEKLY

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.

  1. 1D AGO

    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 Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust YouTube Channel Subscribe to the ROI Podcast YouTube Channel

    48 min

  2. FEB 2

    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 Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust YouTube Channel Subscribe to the ROI Podcast YouTube Channel

    27 min

  3. JAN 20

    Ep 63 | Brian Wesbury | Mr. Wesbury Goes to Washington | ROI Podcast

    In this episode, Brian Wesbury discusses his recent testimony on Capitol Hill, First Trust’s economic outlook for 2026, and implications of overvalued markets. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust YouTube Channel Subscribe to the ROI Podcast YouTube Channel

    39 min

  4. JAN 5

    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 Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust YouTube Channel Subscribe to the ROI Podcast YouTube Channel

    44 min

  5. 12/22/2025

    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 Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust YouTube Channel Subscribe to the ROI Podcast YouTube Channel

    47 min

  6. 12/08/2025

    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 Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust YouTube Channel Subscribe to the ROI Podcast YouTube Channel

    44 min

  7. 11/24/2025

    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 Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust YouTube Channel Subscribe to the ROI Podcast YouTube Channel

    49 min

  8. 11/03/2025

    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 Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to the First Trust YouTube Channel Subscribe to the ROI Podcast YouTube Channel

    39 min
See All (65)

4.9
out of 5
41 Ratings

About

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.

Information

  • Creator
    First Trust Portfolios
  • Years Active
    2023 - 2026
  • Episodes
    65
  • Rating
    Clean
  • Copyright
    © 2026 First Trust ROI Podcast
  • Show Website
    First Trust ROI Podcast

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