First Trust ROI Podcast

Latest Episodes:

Ep 50 | Jim Murchie | New Developments in the Race for More Electricity | ROI Podcast Jul 14, 2025

Show notes

Jim Murchie explains recent developments in the energy sector, including growing, bipartisan demand for nuclear power and why the non-cyclical energy industry is “an island in a sea of chaos”.

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Ep 49 | Brian Wesbury | Unconventional Wisdom on Tariffs, Taxes, and the Fed | ROI Podcast Jun 30, 2025

Show notes

Brian Wesbury discusses why the conventional wisdom about tariffs and inflation is wrong, how the Fed can save taxpayers $2 trillion over the next decade, and the positives and negatives of the Big, Beautiful Bill.

Ep 48 | Richard Bernstein | Where to Invest When Certainty is Scarce | ROI Podcast Jun 16, 2025

Show notes

Richard Bernstein draws on over four decades of investment experience to offer insights on how to navigate risks and opportunities amid soaring economic uncertainty and market volatility.

Ep 47 | Bob Carey | Cataracts and Cadillacs…Unpacking Equity Market Trends | ROI Podcast Jun 02, 2025

Show notes

Bob Carey discusses his long-term outlook for equity markets as the baby boom generation ages. He also weighs in on potential near-term drivers of equity market performance, including tariffs, regulations, and the “one big, beautiful bill”.

Ep 46 | Ron Pernick | Power and Infrastructure: Beyond the Political Narratives | ROI Podcast May 19, 2025

Show notes

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.

Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast May 05, 2025

Show notes

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.

Ep 44 | Bob Stein | Tariffs, Taxes, and Trade: Decoding the New Administration | ROI Podcast Apr 21, 2025

Show notes

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.

Ep 43 | Bill Housey | Separating the Signal from the Noise in the Bond Market | ROI Podcast Apr 07, 2025

Show notes

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.

Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast Mar 24, 2025

Show notes

Amid a sharp drawdown in US equities, Dave McGarel highlights the risks and opportunities that may lie on the horizon.

Ep 41 | Gibson Smith | Actively Managing Through Uncertain Times | ROI Podcast Mar 11, 2025

Show notes

Gibson Smith, founder and CEO of Smith Capital, discusses some of the unique challenges—and opportunities—facing fixed income investors today.

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