First Trust ROI Podcast

Latest Episodes:

Ep 70 | Bill Housey | Has the Quality of Junk Improved? | ROI Podcast Apr 28, 2026

Show notes

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 being adequately compensated for taking risk.

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Ep 69 | Jim Murchie | What Does AI Demand and a War in Iran Mean for Utilities and Energy? | ROI Podcast Apr 13, 2026

Show notes

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 Mar 30, 2026

Show notes

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 Mar 16, 2026

Show notes

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.

Ep 66 | Jackie Wilke | Embracing Disruption in the Age of AI | ROI Podcast Mar 02, 2026

Show notes

Jackie Wilke discusses how artificial intelligence is being leveraged by financial professionals to improve productivity and “level up” the client experience.

Ep 65 | Andrew Wiechert | Unpacking Underappreciated Overseas Opportunities with WCM | ROI Podcast Feb 19, 2026

Show notes

On the heels of a strong year for international equities in 2025, Andrew Wiechert, Portfolio Manager at WCM Investment Management, breaks down why developed and emerging markets remain positioned to benefit from attractive valuations and improving fundamentals in 2026 and beyond. He highlights the risks and also some of the potential competitive advantages enjoyed by active managers seeking to navigate these opportunities.

Ep 64 | Dave McGarel | Navigating the Treacherous Descent from the Peak of Mount Everest | ROI Podcast Feb 02, 2026

Show notes

Dave McGarel highlights why sky-high valuations in 2026 are like lingering too long at the summit of Mount Everest oxygen is thin and small mistakes can lead to dire consequences. He explains the key risks ahead and points to where he sees more attractive, lower altitude opportunities for equity investors.

Ep 63 | Brian Wesbury | Mr. Wesbury Goes to Washington | ROI Podcast Jan 20, 2026

Show notes

In this episode, Brian Wesbury discusses his recent testimony on Capitol Hill, First Trust’s economic outlook for 2026, and implications of overvalued markets.

Ep 62 | Richard Bernstein | It’s Not a Horse Race…Boring is Beautiful in 2026 | ROI Podcast Jan 05, 2026

Show notes

Will the stock market finally broaden? Are valuations stretched? Will momentum stall for AI-related stocks? Richard Bernstein provides his perspective on these questions and others, laying out risks and opportunities for investors for 2026.

Ep 61 | Bob Stein | What Surprises Are Ahead for the US Economy in 2026? | ROI Podcast Dec 22, 2025

Show notes

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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