Podcast Episodes

Ep 36 | Paul Black and Mike Trigg | Why Culture Matters When Seeking to “Defy the Fade” for International Equities | ROI Podcast

Season 1 Episode 36

Paul Black and Mike Trigg are portfolio managers and co-CEOs at WCM Investment Management.  They join the podcast to discuss WCM’s unique path to becoming a leading global equity manager, highlightin…

Published on 9 months, 1 week ago

Ep 35 | Richard Bernstein—What Surprises Await Investors for 2025? | ROI Podcast

Season 1 Episode 35

Richard Bernstein provides his perspective on key investment themes to watch in the year ahead, including overlooked opportunities, potential pitfalls, and the value of seeking “maximum diversificati…

Published on 9 months, 4 weeks ago

Ep 34 | Dave Rutherford | Lessons in Leadership, Fear, and Success | ROI Podcast

Season 1 Episode 34

Dave Rutherford has been a Navy SEAL, a contractor for Blackwater and the CIA, and performance coach.  In this episode, he shares insights and strategies for pursuing excellence and overcoming fear i…

Published on 10 months, 1 week ago

Ep 33 | Brian Wesbury | Post-Election Economic Insights | ROI Podcast

Season 1 Episode 33

In this episode, Brian Wesbury discusses the implications of Trump's recent election victory. Recorded the day after Election Day, Brian explores potential changes in economic and tax policies, provi…

Published on 10 months, 3 weeks ago

Ep 32 | Bob Stein | Election Countdown: Assessing the Odds and Outcomes | ROI Podcast

Season 1 Episode 32

Bob Stein — As Election Day looms, Bob analyzes the probabilities of different election scenarios. Additionally, we explore how tariffs and other tax policies might affect the economy, discuss the im…

Published on 11 months, 1 week ago

Ep 31 | Bill Housey | Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates? | ROI Podcast

Season 1 Episode 31

Bill Housey discusses recent dynamics in the bond market, including why longer-term interest rates have increased since the Fed began cutting rates, where we are in the economic cycle, and implicatio…

Published on 11 months, 3 weeks ago

Ep 30 | Dave McGarel |Broadening Markets and Factor Investing: Opportunities Amid Fed Rate Cuts | ROI Podcast

Season 1 Episode 30

Dave McGarel provides insights on what sort of stocks are poised for long-term outperformance in light of Fed rate cuts, valuation gaps, and factor analysis.

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Published on 1 year ago

Ep 29 | Bob Carey | Risks and Opportunities for Stocks When Interest Rates Decline | ROI Podcast

Season 1 Episode 29

Ryan talks with Bob Carey about the implications of a falling interest rate environment for equity markets.

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Published on 1 year ago

Ep 28 | Brian Comiskey | Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence | ROI Podcast

Season 1 Episode 28

Brian Comiskey, Senior Director at the Consumer Technology Association, joins the podcast to discuss how recent trends in technology are reshaping the spending priorities of businesses, consumers, an…

Published on 1 year, 1 month ago

EP 27 | Bob Stein | Updated Odds and Scenarios for a Reset Presidential Race | ROI Podcast

Season 1 Episode 27

Bob Stein joins the podcast to discusses how the nomination of Kamala Harris will impact the upcoming presidential election, his thoughts on each candidate’s choice of running mate, and how elections…

Published on 1 year, 1 month ago