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First Trust ROI Podcast

First Trust Portfolios
Company Culture
WCM Investment Management
Inflation
Interest Rates
Federal Reserve
Emerging Markets
Women Investors
Alternative Investments
Direct Indexing
International Equities
First Trust
Finance
S&P 500
Local Currency Bonds
India
Next Generation Of Wealth Transfer
Financial Professionals
Renewable Energy
Shareholder Expectations
Investment Strategies

On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seekin... more

PublishesTwice monthlyEpisodes65Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for First Trust ROI Podcast

Latest Episodes

On the heels of a strong year for international equities in 2025, Andrew Wiechert, Portfolio Manager at WCM Investment Management, breaks down why developed and emerging markets remain positioned to benefit from attractive valuations and improving fu... more

Dave McGarel highlights why sky-high valuations in 2026 are like lingering too long at the summit of Mount Everest oxygen is thin and small mistakes can lead to dire consequences.  He explains the key risks ahead and points to where he sees more attr... more

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In this episode, Brian Wesbury discusses his recent testimony on Capitol Hill, First Trust’s economic outlook for 2026, and implications of overvalued markets.

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Will the stock market finally broaden?  Are valuations stretched?  Will momentum stall for AI-related stocks?  Richard Bernstein provides his perspective on these questions and others, laying out risks and opportunities for investors for 2026.

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Recent Guests

Richard Bernstein
Founder of Richard Bernstein Advisors
Richard Bernstein Advisors
Episode: Ep 62 | Richard Bernstein | It’s Not a Horse Race…Boring is Beautiful in 2026 | ROI Podcast
Kevin Bishopp
Performance coach and national speaker at First Trust with three decades of experience in the financial services industry
First Trust
Episode: Ep 60 | Kevin Bishopp | Is AI a Friend or Foe to Financial Advisors? | ROI Podcast
Strider Elass
Senior Economist
First Trust
Episode: Ep 59 | Strider Elass | What Moved the Needle for the US Economy in 2025? | ROI Podcast
Josh Volen
Co-founder and principal at CIRE Equity
CIRE Equity
Episode: Ep 56 | Josh Volen | Finding an Edge in Commercial Real Estate | ROI Podcast
Brian Wesbury
Chief Economist at First Trust
First Trust
Episode: Ep 54 | Brian Wesbury | It’s a Topsy-Turvy World | ROI Podcast
Brian Comiskey
Senior Director of Innovation and Trends at the Consumer Technology Association
Consumer Technology Association
Episode: Ep 53 | Brian Comiskey | How are Technologies Evolving into Digital Utilities?| ROI Podcast
Jeff Chang
President and Co-Founder of Vest Financial
Vest Financial
Episode: Ep 51 | Jeff Chang | Addressing Bitcoin and Volatility | ROI Podcast
Ron Pernick
Co-founder and managing director at Clean Edge
Clean Edge
Episode: Ep 46 | Ron Pernick | Power and Infrastructure: Beyond the Political Narratives | ROI Podcast
Dave McGarel
Chief Investment Officer at First Trust
First Trust
Episode: Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast

Hosts

Ryan Isakainen
Host and ETF Strategist at First Trust, specializing in investment management and strategies.
Richard Bernstein
Founder and CEO of Richard Bernstein Advisors, offering insights on investment and market analysis.

Reviews

4.8 out of 5 stars from 68 ratings
  • Episode 62

    Would be nice to not have to listen to a dog yapping in the back ground the entire podcast.

    Apple Podcasts
    2
    KnightNole77
    United Statesa month ago
  • More Jim Bowen

    Great information! Please bring Jim onto the show again in 2026.

    Apple Podcasts
    5
    Thanks FT
    United Statesa month ago
  • Advisors PLEASE Give this a listen!

    First trust has been a company I have done business with over a decade. In my humble opinion FT consistently has remained on the cutting edge of product innovation by always providing new and creative solutions for our clients and their needs. Beyond that, the company invests heavily in the advisors they rely on to deliver these solutions. This podcast is just another example of this fact. The Pod is crisp and in general well produced, and the host always seems to cover the ideas and themes with... more

    Apple Podcasts
    5
    the JC Way
    United States2 years ago

Listeners Say

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The inclusion of expert guests is frequently appreciated, as they contribute valuable industry knowledge.
The production quality is noted as being high, making the listening experience enjoyable and informative.
Listeners praise episodes for providing timely and relevant insights into market trends and investment strategies.

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Talking Points

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Ep 59 | Strider Elass | What Moved the Needle for the US Economy in 2025? | ROI Podcast
Q: What is the role of AI in economic growth?
AI is expected to lead to significant productivity gains over time, although these will take several years to fully materialize.
Ep 59 | Strider Elass | What Moved the Needle for the US Economy in 2025? | ROI Podcast
Q: What are the implications of household debt levels on the economy?
Household debt is at record highs, but when compared to assets, it is much lower than in previous years, indicating underlying economic strength.
Ep 57 | Bill Housey & John Wilhelm | Overlooked Opportunities in Tax-free Bonds | ROI Podcast
Q: What questions are you not getting from financial advisors regarding municipal bonds?
Advisors want to know about the underperformance of munis compared to other fixed income classes and recent fear-driven market dynamics.
Ep 57 | Bill Housey & John Wilhelm | Overlooked Opportunities in Tax-free Bonds | ROI Podcast
Q: What do you think about the resilient labor market and its impact?
Despite initial strong job growth, recent months have shown muted growth, indicating a more balanced approach for the Fed moving forward.
Ep 58 | Bob Carey | The Tug of War Between FOMO and Fear | ROI Podcast
Q: How should investors position themselves now?
Investors should consider diversifying their portfolios to mitigate risks associated with potential market downturns, while recognizing the ongoing demand for innovative investment strategies that could provide downside protection.

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Frequently Asked Questions About First Trust ROI Podcast

What is First Trust ROI Podcast about and what kind of topics does it cover?

Focusing on the investment profession, discussions often revolve around macroeconomic trends, strategies for equity and fixed income markets, and various aspects of practice management. A notable feature is the inclusion of expert guests, such as economists and financial service professionals, who provide insights that help listeners navigate the complexities of investment decisions. Episodes highlight topical themes like the impacts of technology on financial advice, evolving market conditions, and the significance of diversification in investment strategies.

This content is particularly relevant for investment professionals looking for data-driven perspectives that can enhance their client service and investment approaches. The podcast s... more

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Which podcasts are similar to First Trust ROI Podcast?

These podcasts share a similar audience with First Trust ROI Podcast:

1. The Compound and Friends
2. Barron's Streetwise
3. Ask The Compound
4. Animal Spirits Podcast
5. Masters in Business

How many episodes of First Trust ROI Podcast are there?

First Trust ROI Podcast launched 3 years ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact First Trust ROI Podcast?

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What guests have appeared on First Trust ROI Podcast?

Recent guests on First Trust ROI Podcast include:

1. Richard Bernstein
2. Kevin Bishopp
3. Strider Elass
4. Josh Volen
5. Brian Wesbury
6. Brian Comiskey
7. Jeff Chang
8. Ron Pernick

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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