20 episodes

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.

First Trust ROI Podcast First Trust Portfolios

    • Business
    • 5.0 • 26 Ratings

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.

    ROI Podcast | Episode 20 | Will the Stock Market Continue to Defy Expectations? | May 6, 2024

    ROI Podcast | Episode 20 | Will the Stock Market Continue to Defy Expectations? | May 6, 2024

    In this episode, Dave McGarel, Chief Investment Officer at First Trust shares his perspective on the risks and opportunities that may lie ahead for equities.  Dave shares why First Trust believes low volatility stocks are growing more attractive, why the technology sector has been the secular growth story of our lifetimes, and which data points investment professional should pay close attention to for the rest of 2024.
    Reach us at https://www.ftportfolios.com/
    Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/
    Follow us on 'X' @ftportfolios

    • 34 min
    ROI Podcast | Episode 19 | Rethinking Diversification: Are Stocks and Bonds Enough? | John Gambla | April 22, 2024

    ROI Podcast | Episode 19 | Rethinking Diversification: Are Stocks and Bonds Enough? | John Gambla | April 22, 2024

    In this episode, we explore why more and more investment professionals are allocating to call-writing funds, long/short strategies, and commodities.
    Reach us at https://www.ftportfolios.com/
    Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/
    Follow us on 'X' @ftportfolios

    • 32 min
    ROI Podcast | Episode 18 | Navigating a Narrow Market | Chris Bush | April 8, 2024

    ROI Podcast | Episode 18 | Navigating a Narrow Market | Chris Bush | April 8, 2024

    Ryan discusses factor investing with Chris Bush, portfolio manager at First Trust, as well as risk and opportunities for various industries and themes, including artificial intelligence, regional banks, and more.
    Reach us at https://www.ftportfolios.com/
    Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/
    Follow us on 'X' @ftportfolios

    • 33 min
    ROI Podcast | Episode 17 | How Can Technical Analysis Guide Portfolio Allocations? | Jay Gragnani | March 25, 2024

    ROI Podcast | Episode 17 | How Can Technical Analysis Guide Portfolio Allocations? | Jay Gragnani | March 25, 2024

    In this episode, Ryan is joined by Jay Gragnani, Senior Market Strategist at Nasdaq Dorsey Wright for a discussion about how financial professionals are utilizing technical analysis and Dorsey Wright’s research as an objective input for their decision-making process.
    Reach us at https://www.ftportfolios.com/
    Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/
    Follow us on 'X' @ftportfolios

    • 32 min
    ROI Podcast | Episode 16 | Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors? | Bill Housey | March 12, 2024

    ROI Podcast | Episode 16 | Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors? | Bill Housey | March 12, 2024

    In this episode of the podcast, Ryan is joined by Bill Housey, Managing Director of Fixed Income at First Trust for a discussion about the US economy, the Federal Reserve, interest rates, and why Bill believes that an asymmetry between risk and return has shifted in favor of bond investors.
    Reach us at https://www.ftportfolios.com/
    Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/
    Follow us on 'X' @ftportfolios

    • 35 min
    ROI Podcast | Episode 15 | What Solutions Can Direct Indexing Offer? | Jon DiGiovanni | February 26, 2024

    ROI Podcast | Episode 15 | What Solutions Can Direct Indexing Offer? | Jon DiGiovanni | February 26, 2024

    In this episode of the podcast, Ryan speaks with Jon DiGiovanni, Managing Director of Direct Indexing and Separate Managed Accounts at First Trust, about some of the reasons that Direct Indexing has quietly been one of the fastest growing innovations in the financial services industry. 
    Reach us at https://www.ftportfolios.com/
    Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/
    Follow us on 'X' @ftportfolios

    • 32 min

Customer Reviews

5.0 out of 5
26 Ratings

26 Ratings

Top Podcasts In Business

Prof G Markets
Vox Media Podcast Network
REAL AF with Andy Frisella
Andy Frisella #100to0
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
Habits and Hustle
Jen Cohen and Habit Nest

You Might Also Like

Capital Ideas Investing Podcast
Capital Group
Notes on the Week Ahead
Dr. David Kelly
Insights Now
Dr. David Kelly, J.P. Morgan Asset Management
Wall Street Breakfast
Seeking Alpha
Investing Experts
Seeking Alpha
Financial Advisor Success
Michael Kitces