Episodes

  • 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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    39 mins
  • 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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    55 mins
  • 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.

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    51 mins
  • Ep 70 | Bill Housey | Has the Quality of Junk Improved? | ROI Podcast
    Apr 28 2026

    Investors 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 provides his prospective on where investors are and are not being adequately compensated for taking risk.

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    44 mins
  • Ep 69 | Jim Murchie | What Does AI Demand and a War in Iran Mean for Utilities and Energy? | ROI Podcast
    Apr 13 2026

    Jim 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 utility bills.

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    51 mins
  • Ep 68 | Bob Stein | How Will the War in Iran Impact the Economy and Elections? | ROI Podcast
    Mar 30 2026

    Bob 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.

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    51 mins
  • Ep 67 | Gibson Smith | How Will the War in Iran Impact Bond Markets? | ROI Podcast
    Mar 16 2026

    Gibson 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 wave of borrowing for the buildout of AI.

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    47 mins
  • Ep 66 | Jackie Wilke | Embracing Disruption in the Age of AI | ROI Podcast
    Mar 2 2026

    Jackie Wilke discusses how artificial intelligence is being leveraged by financial professionals to improve productivity and “level up” the client experience.

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    39 mins