Will the stock market finally broaden? Are valuations stretched? Will momentum stall for AI-related stocks? Richard Bernstein provides his perspective on these questions and others, laying out risks and opportunities for investors for 2026. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on LinkedIn: First Trust...

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. ---------------------------------------------------------------------------------------------- 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 t...

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. ---------------------------------------------------------------------------------------------- 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...

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. ---------------------------------------------------------------------------------------------- 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 t...

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. ---------------------------------------------------------------------------------------------- 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 Subsc...

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. ---------------------------------------------------------------------------------------------- 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 Subsc...

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. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follo...

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

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

Brian Comiskey, Senior Director of Innovation and Trends at the Consumer Technology Association (CTA), explores how emerging technologies—including cybersecurity, AI, robotics, and cloud computing—are evolving into digital utilities, with important implications for investors. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on Lin...

Bob Stein breaks down 2028 presidential contenders, 2026 midterm odds, Trump’s fiscal agenda, tariffs’ impact, and the economic forces shaping America’s political and financial future. ---------------------------------------------------------------------------------------------- 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 Yo...

In this episode Jeff Chang breaks down the virtues and risks of Bitcoin, highlighting Bitcoin-linked tools and strategies that aim to generate income and mitigate downside risk. ---------------------------------------------------------------------------------------------- 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 C...

Jim Murchie explains recent developments in the energy sector, including growing, bipartisan demand for nuclear power and why the non-cyclical energy industry is “an island in a sea of chaos”. ---------------------------------------------------------------------------------------------- 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 ...

Brian Wesbury discusses why the conventional wisdom about tariffs and inflation is wrong, how the Fed can save taxpayers $2 trillion over the next decade, and the positives and negatives of the Big, Beautiful Bill. ---------------------------------------------------------------------------------------------- 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 ...

Richard Bernstein draws on over four decades of investment experience to offer insights on how to navigate risks and opportunities amid soaring economic uncertainty and market volatility. ---------------------------------------------------------------------------------------------- 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...

Bob Carey discusses his long-term outlook for equity markets as the baby boom generation ages. He also weighs in on potential near-term drivers of equity market performance, including tariffs, regulations, and the “one big, beautiful bill”. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on LinkedIn: First Trust LinkedIn Fo...

Ron Pernick is the founder of Clean Edge, a firm specializing in thematic research surrounding clean energy, transportation, water, and the power grid. In this episode, we discuss the evolution of these themes and how a new administration may impact their continued growth. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with ...

Brian Wesbury shares his views on why the Trump Administration is upending global trade, why tariffs may be an insufficient cure for problems created by big government, and where the US economy is headed for the rest of 2025. ---------------------------------------------------------------------------------------------- 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 T...

Bob Stein provides perspective on likely economic outcomes that may result from the evolving policy mix of the new Trump Administration. Plus…Bob shares an early peak at potential contenders for the 2028 US Presidential election. ---------------------------------------------------------------------------------------------- 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 ...

Bill Housey explores how fixed income investors can navigate rising uncertainty—from trade policies to inflation and beyond—in this deep dive into the bond market’s shifting dynamics. ---------------------------------------------------------------------------------------------- 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 You...