First Trust ROI Podcast

Latest Episodes:

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.

----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Trust LinkedIn
Follow us on X: First Trust on X
Subscribe to the First Trust YouTube Channel
Subscribe to the ROI Podcast YouTube Channel

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