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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
Local Currency Bonds
India
Next Generation Of Wealth Transfer
Financial Professionals
Shareholder Expectations
Energy Sector
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 monthlyEpisodes60Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for First Trust ROI Podcast

Latest Episodes

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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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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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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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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YouTube

Key Facts

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Podcast Host
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Recent Guests

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
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
Gibson Smith
Founder, CEO, and Chief Investment Officer at Smith Capital Investors
Smith Capital Investors
Episode: Ep 41 | Gibson Smith | Actively Managing Through Uncertain Times | ROI Podcast

Host

Ryan Isakainen
ETF Strategist at First Trust.

Reviews

4.9 out of 5 stars from 64 ratings
  • 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 Statesa year ago

Listeners Say

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

The quality of the guests and their expert knowledge stands out in listener feedback, highlighting the value of the insights provided.
There is mention of a clear production quality and the crisp presentation style, which enhances the listening experience.
Listeners appreciate the insightful discussions on current economic trends and the impact on investment strategies.

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Talking Points

Recent interactions between the hosts and their guests.

Ep 56 | Josh Volen | Finding an Edge in Commercial Real Estate | ROI Podcast
Q: What types of areas in real estate do you think are more attractive now?
There are opportunities to generate alpha in areas where investors have expertise. The industrial and retail sectors are currently promising, especially in logistics and flex spaces.
Ep 51 | Jeff Chang | Addressing Bitcoin and Volatility | ROI Podcast
Q: How do you stomach the volatility, especially as a fiduciary?
Chang mentions that investing in Bitcoin requires strategies to manage volatility, including the use of derivatives and risk management techniques.
Ep 51 | Jeff Chang | Addressing Bitcoin and Volatility | ROI Podcast
Q: Can you talk about the different ways beyond just the traditional owning a flash drive, owning Bitcoin?
Jeff Chang discusses the various methods to own Bitcoin today, including ETFs, derivatives, and options that permit investors to access the asset class without owning it directly.
Ep 53 | Brian Comiskey | How are Technologies Evolving into Digital Utilities?| ROI Podcast
Q: What are the financial motives behind cyber attacks?
The majority of cyber attacks are financially motivated, including ransomware and corporate espionage.
Ep 53 | Brian Comiskey | How are Technologies Evolving into Digital Utilities?| ROI Podcast
Q: How do you expect cybersecurity spending to impact companies and nations?
Governments are recognizing the importance of cybersecurity and are increasing their budgets to combat potential threats.

Audience Metrics

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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?

Focused primarily on investment professionals, the content thoroughly explores critical topics encompassing macroeconomic perspectives, equity and fixed income markets, and practice management strategies. The discussions integrate expert insights from economists and industry leaders, often analyzing current trends, financial performance, and investment strategies in a rapidly changing economic landscape. This approach aims to provide listeners with actionable information relevant to navigating investment opportunities and challenges, making it particularly valuable for those looking to enhance their investment acumen or stay informed about market dynamics.

Noteworthy is the podcast's commitment to addressing pressing questions that affect ... more

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How many listeners does First Trust ROI Podcast get?

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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. Barron's Advisor
4. Kitces and Carl - Real Talk for Real Financial Advisors
5. Behind the Markets Podcast

How many episodes of First Trust ROI Podcast are there?

First Trust ROI Podcast launched 2 years ago and published 60 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for 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. Josh Volen
2. Brian Wesbury
3. Brian Comiskey
4. Bob Stein
5. Jeff Chang
6. Richard Bernstein
7. Ron Pernick
8. Dave McGarel

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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