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.
First Trust ROI Podcast
Latest Episodes
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 b...
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.
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.
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.
