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First Trust ROI Podcast

First Trust ROI Podcast

By: First Trust Portfolios
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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.

© 2026 First Trust ROI Podcast Economics Personal Finance
Episodes
  • Ep 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI Podcast

    Ep 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI Podcast
    Jun 9 2026

    Mandeep 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 cutting-edge innovations.

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    Website: First Trust Portfolios
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    39 mins
  • Ep 72 | Brian Wesbury | Can AI Make a Pencil? | ROI Podcast

    Ep 72 | Brian Wesbury | Can AI Make a Pencil? | ROI Podcast
    May 26 2026

    Brian 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.

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    Subscribe Here to the ROI Podcast & other First Trust Market News
    Website: First Trust Portfolios
    Connect with us on LinkedIn: First Trust LinkedIn
    Follow us on X: First Trust on X
    Subscribe to the First Trust YouTube Channel
    Subscribe to the ROI Podcast YouTube Channel
    Show More Show Less
    55 mins
  • Ep 71 | Brian Murphy | What Does AI Disruption Mean for Private Credit? | ROI Podcast

    Ep 71 | Brian Murphy | What Does AI Disruption Mean for Private Credit? | ROI Podcast
    May 12 2026

    Artificial intelligence has emerged as a disruptive force in the economy, as investors race to identify companies and industries that could be disintermediated. Brian Murphy, Co-CIO of First Trust Capital Management, breaks down the implications for private credit, including potential risks and opportunities for investors.

    ----------------------------------------------------------------------------------------------
    Subscribe Here to the ROI Podcast & other First Trust Market News
    Website: First Trust Portfolios
    Connect with us on LinkedIn: First Trust LinkedIn
    Follow us on X: First Trust on X
    Subscribe to the First Trust YouTube Channel
    Subscribe to the ROI Podcast YouTube Channel
    Show More Show Less
    51 mins
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