Podcast Episodes

Ep 46 | Ron Pernick | Power and Infrastructure: Beyond the Political Narratives | ROI Podcast

Season 1 Episode 46

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 t…

Published on 4 months, 2 weeks ago

Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast

Season 1 Episode 45

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 he…

Published on 5 months ago

Ep 44 | Bob Stein | Tariffs, Taxes, and Trade: Decoding the New Administration | ROI Podcast

Season 1 Episode 44

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…

Published on 5 months, 2 weeks ago

Ep 43 | Bill Housey | Separating the Signal from the Noise in the Bond Market | ROI Podcast

Season 1 Episode 43

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.

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Published on 6 months ago

Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast

Season 1 Episode 42

Amid a sharp drawdown in US equities, Dave McGarel highlights the risks and opportunities that may lie on the horizon.

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Published on 6 months, 1 week ago

Ep 41 | Gibson Smith | Actively Managing Through Uncertain Times | ROI Podcast

Season 1 Episode 41

Gibson Smith, founder and CEO of Smith Capital, discusses some of the unique challenges—and opportunities—facing fixed income investors today.

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Published on 6 months, 3 weeks ago

Ep 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI Podcast

Season 1 Episode 40

Electricity demand is poised to soar after decades of slow growth, driven by AI, reshoring, and EVs.  Jim Murchie, CEO and portfolio manager at Energy Income Partners, unpacks how natural gas, nuclea…

Published on 7 months, 1 week ago

Ep 39 | Brian Wesbury | Why Government Spending Cuts May Cause Short-Term Pain, But Long-Term Prosperity | ROI Podcast

Season 1 Episode 39

Brian Wesbury explains why cutting government spending could be painful in the near-term but boost longer-term economic growth, similarities and difference between Trump and Reagan, and how he thinks…

Published on 7 months, 3 weeks ago

Ep 38 | Mandeep Singh | What’s Next for Artificial Intelligence? | ROI Podcast

Season 1 Episode 38

Mandeep Singh, Global Head of Technology Research at Bloomberg Intelligence, joins the podcast to explore how massive investments in artificial intelligence made over the past few years could drive f…

Published on 8 months, 1 week ago

Ep 37 | Ryan Issakainen | Ripple Effects & Second Order Investment Opportunities Arising from AI | ROI Podcast

Season 1 Episode 37

Companies are investing billions to build out artificial intelligence capabilities.  Ryan shares First Trust’s perspective on various investment themes that may benefit—either directly or indirectly—…

Published on 8 months, 3 weeks ago