First Trust ROI Podcast

Latest Episodes:

Ep 10 - Jackie Wilke - How Are Elite Teams Serving the Next Generation of Investors? - ROI Podcast Dec 18, 2023

Show notes

In this episode, Ryan talks to Jackie Wilke from the Advisor Consulting Group at First Trust about serving female investors, the need to build multi-generational relationships, and the importance of uncovering what’s truly important to investors.
📚 Jackie's Book Recommendation: Wealth 3.0: The Future of Wealth Advising

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Ep 9 - Leonardo Da Costa - Are There Any Catalysts on the Horizon for Emerging Markets? - ROI Podcast Dec 04, 2023

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In this episode, Ryan speaks with Leonardo Da Costa, portfolio manager at First Trust Global Portfolios, about why returns for many international investments have been muted in recent years, why US investors shouldn’t ignore international allocations, and what catalysts may provide a boost over the next few years.

Ep 8 - Scott Friske - How to Stay at the Cutting Edge of Asset Management - ROI Podcast Nov 17, 2023

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In this episode, Ryan is joined by Scott Friske, head of new product development at First Trust for a discussion about where great ideas come from and where the next generation of investment products is headed.
📚 Scott's Book Recommendations:

Ep 7 - Jim Bowen - What’s the Secret to Success in Financial Services? - ROI Podcast Nov 03, 2023

Show notes

In this episode, Ryan is joined by Jim Bowen, CEO of First Trust for a discussion about the importance of intellectual freedom, service to others, and challenging the narrative…all key hallmarks of the firm he’s led for over 30 years.
📚Jim's book recommendation: Elon Musk by Walter Isaacson

Ep 6 - Brian Wesbury - Will Inflation Keep Trending Lower…and Is a Recession Still Coming? - ROI Podcast Oct 23, 2023

Show notes

In this episode of the First Trust ROI Podcast, Ryan talks with Brian Wesbury, Chief Economist at First Trust about his expectations for the US economy, inflation, and the Fed.
📚 Suggested Authors to read: Ludwig von Mises & Milton Friedman

Ep 5 - Dave McGarel - Why Should Investors Look Beyond the “Magnificent Seven”? - ROI Podcast Oct 10, 2023

Show notes

In this episode of the First Trust ROI Podcast, Ryan is joined by Dave McGarel, Chief Investment Officer at First Trust. Ryan and Dave discuss parallels between the current environment and previous recessions, why investors should pay close attention to valuations, and why some of the best long-term opportunities may come from smaller stocks.

Ep 4 - Bob Stein - Will an economic recession decide the next US president? - ROI Podcast Sep 26, 2023

Show notes

Bob Stein, Deputy Chief Economist at First Trust, spent several years working in Washington D.C. before coming to First Trust in 2006, including as chief economist for the Senate Budget Committee and as Assistant Secretary of Economic Policy at the US Treasury Department. In this episode of the First Trust ROI Podcast, Ryan and Bob discuss:

Why many are underestimating the likelihood of a US recession
How the Federal government will “eventually” address irresponsible budget deficits (just not yet)
Why the economy may play an outsized role in determining the next US president

📚 Bob Stein's Recommend Reading: Optimally Irrational by Lionel Page

Ep 3 - Jeff Chang - How can investors exploit volatility to manage risk and generate income? - ROI Podcast Sep 19, 2023

Show notes

In this episode of the First Trust ROI Podcast, Ryan talks with Jeff Chang, President of CBOE Vest, about two areas of the ETF industry that have seen robust growth over the past few years: Buffered ETFs and Call-writing ETFs.

Ep 2 | Bill Housey | Is the Inverted Yield Curve a Broken Signal or Is a Recession Still Coming? And What Does that Mean For Fixed Income? | ROI Podcast Aug 10, 2023

Show notes

Historically, an inverted yield curve has often preceded economic recessions, and many investment professionals view the current inversion as a troubling sign for what may lie ahead for the US economy. However, the 10-year US Treasury yield has been lower than the 2-year US Treasury yield for over a year, and a recession has (apparently) not yet begun. In this episode of the ROI podcast, Ryan and Bill Housey discuss:

Is the inverted US Treasury yield curve a broken signal today or is a recession still coming?
Are investors too optimistic about “soft landing” (or “no landing”) scenarios for the US economy?
What’s lies ahead for Fed policy?
How should investment professionals think about risk and positioning fixed income portfolios for what lies ahead?

Read the latest Housey's Income Insights Newsletter
Follow on 'X' @BillHousey
Connect on LinkedIn

Ep 1 | Bob Carey | Why are stocks up this year & can the rally continue? | ROI Podcast Aug 02, 2023

Show notes

Why are stocks up this year…and can the rally continue?

On the heels of the worst year for stocks since 2008, pessimism dominated most forecasts coming into 2023. In this episode of the ROI podcast, Ryan and Bob discuss some of the most common questions investment professionals and their clients are asking, including:

Why have stocks defied expectations so far in 2023?
Will returns continue to be driven by a small number of stocks, or will markets broaden out?
Will international stocks outpace domestic stocks?
Perhaps most importantly, can the stock market rally continue?

Visit the Cash Flow and Carey Blog
Follow on X: @bobcareyfta
Connect on LinkedIn

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