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First Trust ROI Podcast

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

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 monthlyEpisodes68Founded3 years ago
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InvestingBusiness

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Artwork for First Trust ROI Podcast

Latest Episodes

Bob Stein discusses the economic impact of the war in Iran, whether high energy prices will cause inflation, and how the upcoming midterm elections are shaping up. 

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Gibson Smith, founder of Smith Capital Investors, discusses emerging risks and opportunities in the bond market amid heightened geopolitical risk, a new Fed Chair, and a fresh wave of borrowing for the buildout of AI.

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Jackie Wilke discusses how artificial intelligence is being leveraged by financial professionals to improve productivity and “level up” the client experience.

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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

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Recent Guests

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
Bob Stein
Deputy Chief Economist at First Trust
First Trust
Episode: Ep 52 | Bob Stein | Midterms to Tariffs: Economic Trends and Election Predictions | ROI Podcast
Jeff Chang
President and Co-Founder of Vest Financial
Vest Financial
Episode: Ep 51 | Jeff Chang | Addressing Bitcoin and Volatility | ROI Podcast
Richard Bernstein
CEO and founder of Richard Bernstein Advisors
Richard Bernstein Advisors
Episode: Ep 48 | Richard Bernstein | Where to Invest When Certainty is Scarce | 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

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 States3 months ago
  • More Jim Bowen

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

    Apple Podcasts
    5
    Thanks FT
    United States3 months 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

Key themes from listener reviews, highlighting what works and what could be improved about the show.

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

Recent interactions between the hosts and their guests.

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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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. Capital Ideas Podcast
2. Facts vs Feelings with Ryan Detrick & Sonu Varghese
3. The Compound and Friends
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Kitces and Carl - Real Talk for Real Financial Advisors

How many episodes of First Trust ROI Podcast are there?

First Trust ROI Podcast launched 3 years ago and published 68 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on First Trust ROI Podcast?

Recent guests on First Trust ROI Podcast include:

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

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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