76 episódios
Ep 76 | Bob Carey | New Leadership in Equity Markets…Will It Continue? | ROI Podcast
20/07/2026 | 31minDespite an ongoing war and shifting interest rate expectations, equity market performance favored small- and mid-cap stocks during the first half of 2026. Bob Carey explains some of the reasons this shift has occurred and breaks down the risks and opportunities on the horizon.
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Subscribe to the ROI Podcast YouTube ChannelEp 75 | Nikki Hsu & Gabriela Privetera | The Road Back to Nuclear Power: Opportunities and Pitfalls Ahead | ROI Podcast
07/07/2026 | 40minSurging electricity demand from AI data centers and industrial reshoring is driving renewed interest in nuclear power. After years of contraction, the industry may be poised for expansion and reacceleration. In this episode, Bloomberg Intelligence’s Nikki Hsu and Gabriela Privetera help us unpack some of the opportunities and obstacles that could shape nuclear’s comeback.
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Subscribe to the ROI Podcast YouTube ChannelEp 74 | Josef Schuster | What Does History Say About Post-IPO Performance Trends? | ROI Podcast
23/06/2026 | 28minWith the ongoing IPO market activity, Dr. Josef Schuster joins the podcast to discuss his research on the unique performance dynamics that often follow new listings.
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Subscribe to the ROI Podcast YouTube ChannelEp 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI Podcast
09/06/2026 | 39minMandeep 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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Subscribe Here to the ROI Podcast & other First Trust Market News
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Subscribe to the ROI Podcast YouTube Channel- 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
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Sobre First Trust ROI Podcast
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.
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