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  • Ep 61 | Bob Stein | What Surprises Are Ahead for the US Economy in 2026? | ROI Podcast
    2025/12/22

    At the precipice of a new year, Bob Stein discusses the implications of a probable new Fed Chair, the possibility of a Supreme Court ruling against tariff policies, and the odds for mid-term elections.

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    47 分
  • Ep 60 | Kevin Bishopp | Is AI a Friend or Foe to Financial Advisors? | ROI Podcast
    2025/12/08

    Will AI replace—or empower—financial advisors? Performance coach Kevin Bishopp shares how financial professionals are already leveraging AI tools, potential risks ahead, and new opportunities to thrive in an AI era.

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    44 分
  • Ep 59 | Strider Elass | What Moved the Needle for the US Economy in 2025? | ROI Podcast
    2025/11/24

    Strider Elass, Senior Economist at First Trust, joins the ROI Podcast to discuss tariff turbulence, DOGE’s spending purge, AI’s productivity potential, and what drove (and dragged) the US economy in 2025.

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    49 分
  • Ep 58 | Bob Carey | The Tug of War Between FOMO and Fear | ROI Podcast
    2025/11/03

    Bob Carey discusses some of the biggest questions on the minds of financial professionals heading into the final stretch of 2025, including whether or not investors should be afraid of higher equity valuations.

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    39 分
  • Ep 57 | Bill Housey & John Wilhelm | Overlooked Opportunities in Tax-free Bonds | ROI Podcast
    2025/10/20

    In the wake of underperforming municipal bonds this year, portfolio managers Bill Housey and John Wilhelm of First Trust highlight why they believe fresh opportunities for tax-free investors have emerged.

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    47 分
  • Ep 56 | Josh Volen | Finding an Edge in Commercial Real Estate | ROI Podcast
    2025/10/07

    Josh Volen, co-founder and managing principal at CIRE Equity, joins the podcast to discuss trends in commercial real estate investing as urban populations shift, hybrid work environments evolve, and industries adapt to changes in global trade.

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    31 分
  • Ep 55 | Dave McGarel | Reassessing the Reality of a Re-Rating Rally. | ROI Podcast
    2025/09/22

    Dave McGarel discusses potential winners and losers in the equity market as the Federal Reserve embarks on a new interest rate cutting cycle.

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    35 分
  • Ep 54 | Brian Wesbury | It’s a Topsy-Turvy World | ROI Podcast
    2025/09/09

    Brian Wesbury discusses Fed independence, inflationary fears, the growth of government, and whether the broader economic benefits of AI adoption will materialize.

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    Website: First Trust Portfolios
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    50 分