First Trust ROI Podcast

First Trust ROI Podcast

Podcast by First Trust Portfolios

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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46 jaksot
episode Ep 46 | Ron Pernick | Power and Infrastructure: Beyond the Political Narratives | ROI Podcast artwork
Ep 46 | Ron Pernick | Power and Infrastructure: Beyond the Political Narratives | ROI Podcast

Ron Pernick is the founder of Clean Edge, a firm specializing in thematic research surrounding clean energy, transportation, water, and the power grid.  In this episode, we discuss the evolution of these themes and how a new administration may impact their continued growth.  ---------------------------------------------------------------------------------------------- Subscribe Here [https://www.ftportfolios.com/commentary/insights_commentary/roipod/all] to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios [https://www.ftportfolios.com/] Connect with us on LinkedIn: First Trust LinkedIn [https://www.linkedin.com/company/first-trust/] Follow us on X: First Trust on X [https://x.com/ftportfolios] Subscribe to the First Trust YouTube Channel [https://www.youtube.com/@FirstTrustAdvisors] Subscribe to the ROI Podcast YouTube Channel [https://www.youtube.com/@FirstTrustROI]

Eilen - 38 min
episode Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast artwork
Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast

Brian Wesbury shares his views on why the Trump Administration is upending global trade, why tariffs may be an insufficient cure for problems created by big government, and where the US economy is headed for the rest of 2025. ---------------------------------------------------------------------------------------------- Subscribe Here [https://www.ftportfolios.com/commentary/insights_commentary/roipod/all] to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios [https://www.ftportfolios.com/] Connect with us on LinkedIn: First Trust LinkedIn [https://www.linkedin.com/company/first-trust/] Follow us on X: First Trust on X [https://x.com/ftportfolios] Subscribe to the First Trust YouTube Channel [https://www.youtube.com/@FirstTrustAdvisors] Subscribe to the ROI Podcast YouTube Channel [https://www.youtube.com/@FirstTrustROI]

05. toukok. 2025 - 59 min
episode Ep 44 | Bob Stein | Tariffs, Taxes, and Trade: Decoding the New Administration | ROI Podcast artwork
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. ---------------------------------------------------------------------------------------------- Subscribe Here [https://www.ftportfolios.com/commentary/insights_commentary/roipod/all] to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios [https://www.ftportfolios.com/] Connect with us on LinkedIn: First Trust LinkedIn [https://www.linkedin.com/company/first-trust/] Follow us on X: First Trust on X [https://x.com/ftportfolios] Subscribe to the First Trust YouTube Channel [https://www.youtube.com/@FirstTrustAdvisors] Subscribe to the ROI Podcast YouTube Channel [https://www.youtube.com/@FirstTrustROI]

21. huhtik. 2025 - 45 min
episode Ep 43 | Bill Housey | Separating the Signal from the Noise in the Bond Market | ROI Podcast artwork
Ep 43 | Bill Housey | 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. ---------------------------------------------------------------------------------------------- Subscribe Here [https://www.ftportfolios.com/commentary/insights_commentary/roipod/all] to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios [https://www.ftportfolios.com/] Connect with us on LinkedIn: First Trust LinkedIn [https://www.linkedin.com/company/first-trust/] Follow us on X: First Trust on X [https://x.com/ftportfolios] Subscribe to the First Trust YouTube Channel [https://www.youtube.com/@FirstTrustAdvisors] Subscribe to the ROI Podcast YouTube Channel [https://www.youtube.com/@FirstTrustROI]

07. huhtik. 2025 - 34 min
episode Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast artwork
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. ---------------------------------------------------------------------------------------------- Subscribe Here [https://www.ftportfolios.com/commentary/insights_commentary/roipod/all] to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios [https://www.ftportfolios.com/] Connect with us on LinkedIn: First Trust LinkedIn [https://www.linkedin.com/company/first-trust/] Follow us on X: First Trust on X [https://x.com/ftportfolios] Subscribe to the First Trust YouTube Channel [https://www.youtube.com/@FirstTrustAdvisors] Subscribe to the ROI Podcast YouTube Channel [https://www.youtube.com/@FirstTrustROI]

24. maalisk. 2025 - 33 min
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