First Trust ROI Podcast

Latest Episodes:

Ep 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI Podcast Feb 24, 2025

Show notes

Electricity demand is poised to soar after decades of slow growth, driven by AI, reshoring, and EVs. Jim Murchie, CEO and portfolio manager at Energy Income Partners, unpacks how natural gas, nuclear power, and renewables will fuel this surge, as utilities scramble to keep up.

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Ep 39 | Brian Wesbury | Why Government Spending Cuts May Cause Short-Term Pain, But Long-Term Prosperity | ROI Podcast Feb 10, 2025

Show notes

Brian Wesbury explains why cutting government spending could be painful in the near-term but boost longer-term economic growth, similarities and difference between Trump and Reagan, and how he thinks about investing in an overvalued market.

Ep 38 | Mandeep Singh | What’s Next for Artificial Intelligence? | ROI Podcast Jan 27, 2025

Show notes

Mandeep Singh, Global Head of Technology Research at Bloomberg Intelligence, joins the podcast to explore how massive investments in artificial intelligence made over the past few years could drive future innovations and profits. From humanoid robots to self-driving vehicles, Mandeep shares his expert analysis on the potential impact of these technologies in the years to come.

Ep 37 | Ryan Issakainen | Ripple Effects & Second Order Investment Opportunities Arising from AI | ROI Podcast Jan 14, 2025

Show notes

Companies are investing billions to build out artificial intelligence capabilities. Ryan shares First Trust’s perspective on various investment themes that may benefit—either directly or indirectly—in the years ahead.

Ep 36 | Paul Black and Mike Trigg | Why Culture Matters When Seeking to “Defy the Fade” for International Equities | ROI Podcast Dec 30, 2024

Show notes

Paul Black and Mike Trigg are portfolio managers and co-CEOs at WCM Investment Management. They join the podcast to discuss WCM’s unique path to becoming a leading global equity manager, highlighting WCM’s unconventional approach for identifying investment opportunities, including why a company’s culture matters and the important of economic moat trajectory.

Ep 35 | Richard Bernstein—What Surprises Await Investors for 2025? | ROI Podcast Dec 09, 2024

Show notes

Richard Bernstein provides his perspective on key investment themes to watch in the year ahead, including overlooked opportunities, potential pitfalls, and the value of seeking “maximum diversification”.

Ep 34 | Dave Rutherford | Lessons in Leadership, Fear, and Success | ROI Podcast Nov 25, 2024

Show notes

Dave Rutherford has been a Navy SEAL, a contractor for Blackwater and the CIA, and performance coach. In this episode, he shares insights and strategies for pursuing excellence and overcoming fear in high-pressure environments.

Ep 33 | Brian Wesbury | Post-Election Economic Insights | ROI Podcast Nov 11, 2024

Show notes

In this episode, Brian Wesbury discusses the implications of Trump's recent election victory. Recorded the day after Election Day, Brian explores potential changes in economic and tax policies, providing insights into the future economic landscape.

Ep 32 | Bob Stein | Election Countdown: Assessing the Odds and Outcomes | ROI Podcast Oct 28, 2024

Show notes

Bob Stein — As Election Day looms, Bob analyzes the probabilities of different election scenarios. Additionally, we explore how tariffs and other tax policies might affect the economy, discuss the implications of government spending, and consider if advancements in AI might pave the way for universal basic income initiatives.

Ep 31 | Bill Housey | Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates? | ROI Podcast Oct 14, 2024

Show notes

Bill Housey discusses recent dynamics in the bond market, including why longer-term interest rates have increased since the Fed began cutting rates, where we are in the economic cycle, and implications for fixed income investors.

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