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 • 61 episodes
First Trust ROI Podcast
Latest Episodes
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.
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Season 1
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Episode 61
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47:27
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.
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Season 1
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Episode 60
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43:41
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.
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Season 1
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Episode 59
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48:42
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.
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Season 1
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Episode 58
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38:30
Ep 57 | Bill Housey & John Wilhelm | Overlooked Opportunities in Tax-free Bonds | ROI Podcast
In the wake of underperforming municipal bonds this year, portfolio managers Bill Housey and John Wilhelm of First Trust highlight why they believe fresh opportunities for tax-free investors have emerged.
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Season 1
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Episode 57
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47:27
