
First Trust ROI Podcast
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.
Podcasting since 2023 • 44 episodes
First Trust ROI Podcast
Latest Episodes
Ep 44 | Bob Stein | Tariffs, Taxes, and Trade: Decoding the New Administration | ROI Podcast
Bob Stein provides perspective on likely economic outcomes that may result from the evolving policy mix of the new Trump Administration. Plus…Bob shares an early peak at potential contenders for the 2028 US Presidential election.
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Season 1
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Episode 44
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45:55

Ep 43 | Separating the Signal from the Noise in the Bond Market | ROI Podcast
Bill Housey explores how fixed income investors can navigate rising uncertainty—from trade policies to inflation and beyond—in this deep dive into the bond market’s shifting dynamics.
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Season 1
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Episode 43
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34:43

Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast
Amid a sharp drawdown in US equities, Dave McGarel highlights the risks and opportunities that may lie on the horizon.
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Season 1
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Episode 42
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33:04

Ep 41 | Gibson Smith | Actively Managing Through Uncertain Times | ROI Podcast
Gibson Smith, founder and CEO of Smith Capital, discusses some of the unique challenges—and opportunities—facing fixed income investors today.
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Season 1
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Episode 41
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35:01

Ep 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI Podcast
Electricity demand is poised to soar after decades of slow growth, driven by AI, reshoring, and EVs. Jim Murchie, CEO and portfolio manager at Energy Income Partners, unpacks how natural gas, nuclear power, and renewables will fuel this s...
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Season 1
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Episode 40
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1:01:21
