First Trust ROI Podcast

Latest Episodes:

Ep 20 | Dave McGarrel | Will the Stock Market Continue to Defy Expectations? | ROI Podcast May 06, 2024

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In this episode, Dave McGarel, Chief Investment Officer at First Trust shares his perspective on the risks and opportunities that may lie ahead for equities. Dave shares why First Trust believes low volatility stocks are growing more attractive, why the technology sector has been the secular growth story of our lifetimes, and which data points investment professional should pay close attention to for the rest of 2024.

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Ep 19 | John Gambla | Rethinking Diversification: Are Stocks and Bonds Enough? | ROI Podcast Apr 22, 2024

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In this episode, we explore why more and more investment professionals are allocating to call-writing funds, long/short strategies, and commodities.

ROI Podcast | Episode 18 | Navigating a Narrow Market | Chris Bush | April 8, 2024 Apr 08, 2024

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Ryan discusses factor investing with Chris Bush, portfolio manager at First Trust, as well as risk and opportunities for various industries and themes, including artificial intelligence, regional banks, and more.

ROI Podcast | Episode 17 | How Can Technical Analysis Guide Portfolio Allocations? | Jay Gragnani | March 25, 2024 Mar 25, 2024

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In this episode, Ryan is joined by Jay Gragnani, Senior Market Strategist at Nasdaq Dorsey Wright for a discussion about how financial professionals are utilizing technical analysis and Dorsey Wright’s research as an objective input for their decision-making process.

ROI Podcast | Episode 16 | Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors? | Bill Housey | March 12, 2024 Mar 10, 2024

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In this episode of the podcast, Ryan is joined by Bill Housey, Managing Director of Fixed Income at First Trust for a discussion about the US economy, the Federal Reserve, interest rates, and why Bill believes that an asymmetry between risk and return has shifted in favor of bond investors.

ROI Podcast | Episode 15 | What Solutions Can Direct Indexing Offer? | Jon DiGiovanni | February 26, 2024 Feb 26, 2024

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In this episode of the podcast, Ryan speaks with Jon DiGiovanni, Managing Director of Direct Indexing and Separate Managed Accounts at First Trust, about some of the reasons that Direct Indexing has quietly been one of the fastest growing innovations in the financial services industry.

ROI Podcast | Episode 14| Dissecting Incentives and Opportunities in (Traditional and Alternative) Energy | Jim Murchie | February 12, 2024 Feb 12, 2024

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In this episode of the podcast, Ryan is joined by Jim Murchie, co-founder of Energy Income Partners for a deep dive into the energy industry, discussing incentives and opportunities that lie on the horizon.

Ep 13 - Bob Stein - Handicapping the Odds for a 2024 Recession and Upcoming Elections - ROI Podcast Jan 29, 2024

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In this episode, Ryan speaks with Bob Stein, Deputy Chief Economist at First Trust about why a US recession didn’t materialize in 2023, why it may still be coming in 2024, and implications for the upcoming elections in November.

Ep 12 - Rob Biddinger - How are Alternatives Expanding the Traditional Toolbox of Investment Professionals? - ROI Podcast Jan 12, 2024

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In this episode, Ryan talks to Rob Biddinger, managing director at First Trust Capital Solutions, about the growing popularity of alternative investments, how institutional investors have historically utilized these strategies, and why the democratization of alternatives is under way.
📚 Rob's Book Recommendations:
How I Built This by Guy Raz

Ep 11 - Bob Carey - Will the Stock Market Rally Continue in 2024? - ROI Podcast Jan 02, 2024

Show notes

For the first episode of the podcast in 2024, Ryan is joined by Bob Carey, Chief Market Strategist at First Trust. After an unexpected rally for the stock market in 2023, Ryan and Bob discuss expectations for 2024.
📚 Bob's book recommendations:

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