First Trust ROI Podcast

Latest Episodes:

Ep 80 | Gibson Smith | Why are Interest Rates Climbing Again…and What are the Implications for Bond Investors? | ROI Podcast Sep 14, 2026

Show notes

Gibson Smith, Founder and CIO of Smith Capital Investors, joins the podcast to unpack the forces reshaping fixed income today, including persistent inflation, a new Fed Chair, a shifting geopolitical backdrop, and the rise of debt financing for AI data centers. Gibson then shares his outlook on the implications for portfolio positioning.

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Ep 79 | Kevin Bishopp | The Best of Both Worlds: AI’s Opportunity for Financial Professionals | ROI Podcast Sep 01, 2026

Show notes

In this episode, Kevin Bishopp, performance coach at First Trust, channels Van Halen’s Best of Both Worlds to make the case that AI is already improving both the productivity of financial professionals and the client experience.

Ep 78 | Brian Wesbury | How Has the “Chairman in Name Only” Performed so Far? | ROI Podcast Aug 17, 2026

Show notes

Brian Wesbury discusses the impact that the Trump administration’s immigration and trade policies have had on the economy so far, as well as how Keven Warsh is navigating the early stages of his term as Chairman of the Fed.

Ep 77 | Jackie Wilke | The Human Edge in an AI World | ROI Podcast Aug 03, 2026

Show notes

In a world increasingly run by algorithms, is human connection still your biggest competitive advantage? Jackie Wilke joins the podcast to explore why authentic relationships remain a financial professional's greatest edge, even as automation reshapes the industry.

Ep 76 | Bob Carey | New Leadership in Equity Markets…Will It Continue? | ROI Podcast Jul 20, 2026

Show notes

Despite an ongoing war and shifting interest rate expectations, equity market performance favored small- and mid-cap stocks during the first half of 2026. Bob Carey explains some of the reasons this shift has occurred and breaks down the risks and opportunities on the horizon.

Ep 75 | Nikki Hsu & Gabriela Privetera | The Road Back to Nuclear Power: Opportunities and Pitfalls Ahead | ROI Podcast Jul 07, 2026

Show notes

Surging electricity demand from AI data centers and industrial reshoring is driving renewed interest in nuclear power. After years of contraction, the industry may be poised for expansion and reacceleration. In this episode, Bloomberg Intelligence’s Nikki Hsu and Gabriela Privetera help us unpack some of the opportunities and obstacles that could shape nuclear’s comeback.

Ep 74 | Josef Schuster | What Does History Say About Post-IPO Performance Trends? | ROI Podcast Jun 23, 2026

Show notes

With the ongoing IPO market activity, Dr. Josef Schuster joins the podcast to discuss his research on the unique performance dynamics that often follow new listings.

Ep 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI Podcast Jun 09, 2026

Show notes

Mandeep Singh, global head of Technology Research at Bloomberg Intelligence, joins the podcast to provide an update on the growing impact of artificial intelligence and other cutting-edge innovations.

Ep 72 | Brian Wesbury | Can AI Make a Pencil? | ROI Podcast May 26, 2026

Show notes

Brian Wesbury discusses the implications of a new Fed Chair, how the conflict in Iran may impact inflation, and whether or not AI can make a pencil.

Ep 71 | Brian Murphy | What Does AI Disruption Mean for Private Credit? | ROI Podcast May 12, 2026

Show notes

Artificial intelligence has emerged as a disruptive force in the economy, as investors race to identify companies and industries that could be disintermediated. Brian Murphy, Co-CIO of First Trust Capital Management, breaks down the implications for private credit, including potential risks and opportunities for investors.

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