First Trust ROI Podcast
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Ep 83 | Jim Murchie | Can the Power Grid Keep Up with the AI Boom? |…
Ep 83 | Jim Murchie | Can the Power Grid Keep Up with the AI Boom? |…
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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…seeking to generate attractive returns on their investments.
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- Ep 83 | Jim Murchie | Can the Power Grid Keep Up with the AI Boom? | ROI Podcast · 1 t 0 min · Sesong 1 Episode 83Jim Murchie, co-founder and portfolio manager at Energy Income Partners, returns to the podcast to discuss whether the nation's power grid can keep pace with surging demand from…
- Ep 82 | Dave McGarel | Has the Market Descended From the “Death Zone”? | ROI Podcast · 28 min · Sesong 1 Episode 82When Dave McGarel joined the podcast at the start of 2026, he compared high market valuations to a climber that had ascended into Mount Everest’s “death zone” — thin air, high…
- Ep 81 | Bob Stein | Will Populist Politics Upend the 2026 Midterms…and the Economy? | ROI Podcast · 40 min · Sesong 1 Episode 81With midterm elections weeks away, First Trust Deputy Chief Economist Bob Stein joins the podcast for his final pre-election check-in. Bob breaks down how rising populist…
- Ep 80 | Gibson Smith | Why are Interest Rates Climbing Again…and What are the Implications for Bond Investors? | ROI Podcast · 51 min · Sesong 1 Episode 80Gibson Smith, Founder and CIO of Smith Capital Investors, joins the podcast to unpack the forces reshaping fixed income today, including persistent inflation, a new Fed Chair, a…
- Ep 79 | Kevin Bishopp | The Best of Both Worlds: AI’s Opportunity for Financial Professionals | ROI Podcast · 35 min · Sesong 1 Episode 79In this episode, Kevin Bishopp, performance coach at First Trust, channels Van Halen’s Best of Both Worlds to make the case that AI is already improving both the productivity of…
- Ep 78 | Brian Wesbury | How Has the “Chairman in Name Only” Performed so Far? | ROI Podcast · 41 min · Sesong 1 Episode 78Brian Wesbury discusses the impact that the Trump administration’s immigration and trade policies have had on the economy so far, as well as how Keven Warsh is navigating the…
- Ep 77 | Jackie Wilke | The Human Edge in an AI World | ROI Podcast · 30 min · Sesong 1 Episode 77In a world increasingly run by algorithms, is human connection still your biggest competitive advantage? Jackie Wilke joins the podcast to explore why authentic relationships…
- Ep 76 | Bob Carey | New Leadership in Equity Markets…Will It Continue? | ROI Podcast · 31 min · Sesong 1 Episode 76Despite an ongoing war and shifting interest rate expectations, equity market performance favored small- and mid-cap stocks during the first half of 2026. Bob Carey explains some…
- Ep 75 | Nikki Hsu & Gabriela Privetera | The Road Back to Nuclear Power: Opportunities and Pitfalls Ahead | ROI Podcast · 40 min · Sesong 1 Episode 75Surging electricity demand from AI data centers and industrial reshoring is driving renewed interest in nuclear power. After years of contraction, the industry may be poised for…
- Ep 74 | Josef Schuster | What Does History Say About Post-IPO Performance Trends? | ROI Podcast · 29 min · Sesong 1 Episode 74With the ongoing IPO market activity, Dr. Josef Schuster joins the podcast to discuss his research on the unique performance dynamics that often follow new listings…
- Ep 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI Podcast · 39 min · Sesong 1 Episode 73Mandeep Singh, global head of Technology Research at Bloomberg Intelligence, joins the podcast to provide an update on the growing impact of artificial intelligence and other…
- Ep 72 | Brian Wesbury | Can AI Make a Pencil? | ROI Podcast · 55 min · Sesong 1 Episode 72Brian Wesbury discusses the implications of a new Fed Chair, how the conflict in Iran may impact inflation, and whether or not AI can make a pencil…
- Ep 71 | Brian Murphy | What Does AI Disruption Mean for Private Credit? | ROI Podcast · 51 min · Sesong 1 Episode 71Artificial intelligence has emerged as a disruptive force in the economy, as investors race to identify companies and industries that could be disintermediated. Brian Murphy…
- Ep 70 | Bill Housey | Has the Quality of Junk Improved? | ROI Podcast · 44 min · Sesong 1 Episode 70Investors have been on edge this year, as mounting concerns related to geopolitical risk, interest rate risk, and credit risk have contributed to rising volatility. Bill Housey…
- Ep 69 | Jim Murchie | What Does AI Demand and a War in Iran Mean for Utilities and Energy? | ROI Podcast · 51 min · Sesong 1 Episode 69Jim Murchie joins the podcast to break down how the war in Iran may impact the energy sector as well as the misunderstood relationship between AI data centers and consumer…
- Ep 68 | Bob Stein | How Will the War in Iran Impact the Economy and Elections? | ROI Podcast · 51 min · Sesong 1 Episode 68Bob 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…
- Ep 67 | Gibson Smith | How Will the War in Iran Impact Bond Markets? | ROI Podcast · 47 min · Sesong 1 Episode 67Gibson 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…
- Ep 66 | Jackie Wilke | Embracing Disruption in the Age of AI | ROI Podcast · 39 min · Sesong 1 Episode 66Jackie Wilke discusses how artificial intelligence is being leveraged by financial professionals to improve productivity and “level up” the client experience…
- Ep 65 | Andrew Wiechert | Unpacking Underappreciated Overseas Opportunities with WCM | ROI Podcast · 48 min · Sesong 1 Episode 65On 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…
- Ep 64 | Dave McGarel | Navigating the Treacherous Descent from the Peak of Mount Everest | ROI Podcast · 27 min · Sesong 1 Episode 64Dave 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…
