Podcast by Mandeep Singh
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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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The flawed, foolish and fantastic podcast explores the great work being carried out by fantastic people in the Punjabi community
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Ep 46 | Ron Pernick | Power and Infrastructure: Beyond the Political Narratives | ROI Podcast
38:32
38:32
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38:32Ron 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. ----------------------------------------------------------------------------…
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Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast
59:00
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59:00Brian 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 Pod…
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Ep 44 | Bob Stein | Tariffs, Taxes, and Trade: Decoding the New Administration | ROI Podcast
45:55
45:55
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45:55Bob 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…
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Ep 43 | Bill Housey | Separating the Signal from the Noise in the Bond Market | ROI Podcast
34:43
34:43
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34:43Bill 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 Websi…
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Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast
33:04
33:04
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33:04Amid a sharp drawdown in US equities, Dave McGarel highlights the risks and opportunities that may lie on the horizon. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on LinkedIn: First Tru…
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Ep 41 | Gibson Smith | Actively Managing Through Uncertain Times | ROI Podcast
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35:01Gibson Smith, founder and CEO of Smith Capital, discusses some of the unique challenges—and opportunities—facing fixed income investors today. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with u…
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Ep 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI Podcast
1:01:21
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1:01:21Electricity 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, nuclear power, and renewables will fuel this surge, as utilities scramble to keep up. ------------------------------------------------------------------------…
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Ep 39 | Brian Wesbury | Why Government Spending Cuts May Cause Short-Term Pain, But Long-Term Prosperity | ROI Podcast
47:52
47:52
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47:52Brian 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 about investing in an overvalued market. ---------------------------------------------------------------------------------------------- Subscribe Here…
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Ep 38 | Mandeep Singh | What’s Next for Artificial Intelligence? | ROI Podcast
39:34
39:34
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39:34Mandeep 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 future innovations and profits. From humanoid robots to self-driving vehicles, Mandeep shares his expert analysis on the potential impact of these techn…
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Ep 37 | Ryan Issakainen | Ripple Effects & Second Order Investment Opportunities Arising from AI | ROI Podcast
24:37
24:37
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24:37Companies 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—in the years ahead. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & o…
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Ep 36 | Paul Black and Mike Trigg | Why Culture Matters When Seeking to “Defy the Fade” for International Equities | ROI Podcast
57:35
57:35
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57:35Paul 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, highlighting WCM’s unconventional approach for identifying investment opportunities, including why a company’s culture matters and the important of economic moat t…
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Ep 35 | Richard Bernstein—What Surprises Await Investors for 2025? | ROI Podcast
31:36
31:36
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31:36Richard 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 diversification”. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Tru…
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Ep 34 | Dave Rutherford | Lessons in Leadership, Fear, and Success | ROI Podcast
46:14
46:14
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46:14Dave 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 in high-pressure environments. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI P…
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Ep 33 | Brian Wesbury | Post-Election Economic Insights | ROI Podcast
32:53
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32:53In 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, providing insights into the future economic landscape. ---------------------------------------------------------------------------------------------- Subscr…
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Ep 32 | Bob Stein | Election Countdown: Assessing the Odds and Outcomes | ROI Podcast
44:57
44:57
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44:57Bob 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 implications of government spending, and consider if advancements in AI might pave the way for universal basic income initiatives. ----------------------…
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Ep 31 | Bill Housey | Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates? | ROI Podcast
27:19
27:19
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27:19Bill 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 implications for fixed income investors. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI…
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Ep 30 | Dave McGarel |Broadening Markets and Factor Investing: Opportunities Amid Fed Rate Cuts | ROI Podcast
33:00
33:00
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33:00Dave 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. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios…
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Ep 29 | Bob Carey | Risks and Opportunities for Stocks When Interest Rates Decline | ROI Podcast
43:26
43:26
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43:26Ryan talks with Bob Carey about the implications of a falling interest rate environment for equity markets. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on LinkedIn: First Trust LinkedIn…
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Ep 28 | Brian Comiskey | Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence | ROI Podcast
50:53
50:53
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50:53Brian 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, and governments around the world. ---------------------------------------------------------------------------------------------- Subscribe Here to the RO…
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EP 27 | Bob Stein | Updated Odds and Scenarios for a Reset Presidential Race | ROI Podcast
59:22
59:22
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59:22Bob 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 results may impact the economy in the years ahead. ---------------------------------------------------------------------------------------------- Subs…
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Ep 26 | Chris Jeppesen | Should Financial Professionals Feel Threatened or Empowered by AI? | ROI Podcast
34:04
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34:04In this episode, Ryan talks to Chris Jeppesen, Chief of the Advisor Practice group at First Trust Chief of Advisor Consulting about what sets financial professionals apart from their peers. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News…
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Ep 25 | Bob Stein | Key Insights from the First Half of 2024 | ROI Podcast
25:36
25:36
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25:36In this episode, Ryan looks back at the first half of 2024, highlighting some of the key insights provided by guests of the podcast—including Bob Stein, Brian Wesbury, Jim Murchie, and Richard Bernstein. He also reveals plans for the second half of the year. -------------------------------------------------------------------------------------------…
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Ep 24 | Jeff Chang | What’s Behind the Growth in Buffered ETFs? | ROI Podcast
36:31
36:31
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36:31Jeff Chang, President and Co-founder of Vest Financial, discusses the growth of buffered investments over the past few years. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on LinkedIn: Fi…
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Ep 23 | Brian Wesbury | Is Government Spending Boosting or Slowing the Economy? | ROI Podcast
40:59
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40:59On this episode of the podcast, Ryan asks Brian Wesbury about the impact of government spending on economic growth, the upcoming presidential election, and whether or not tariffs are an effective policy tool. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other Firs…
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Ep 22 | Richard Bernstein | Are Investors Ignoring a More Powerful Secular Growth Theme than AI? | ROI Podcast
37:15
37:15
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37:15Richard Bernstein, CEO/CIO of Richard Bernstein Advisors, discusses deglobalization, the reindustrialization of America, and how most investors are ignoring one of the most powerful secular growth opportunities today. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & o…
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Ep 21 | Brian Wesbury | A Recession is Still Likely…But Here’s Why We Could Be Wrong | ROI Podcast
39:25
39:25
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39:25Brian Wesbury joins the ROI Podcast for a wide ranging discussion about the state of the US economy, why government spending suppresses growth, and what factors could ultimately prevent an economic recession. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other Firs…
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Ep 20 | Dave McGarrel | Will the Stock Market Continue to Defy Expectations? | ROI Podcast
34:41
34:41
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34:41In this episode, Dave McGarel, Chief Investment Officer at First Trust shares his perspective on the risks and opportunities that may lie ahead for equities. Dave shares why First Trust believes low volatility stocks are growing more attractive, why the technology sector has been the secular growth story of our lifetimes, and which data points inve…
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Ep 19 | John Gambla | Rethinking Diversification: Are Stocks and Bonds Enough? | ROI Podcast
32:52
32:52
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32:52In this episode, we explore why more and more investment professionals are allocating to call-writing funds, long/short strategies, and commodities. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect …
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ROI Podcast | Episode 18 | Navigating a Narrow Market | Chris Bush | April 8, 2024
33:17
33:17
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33:17Ryan discusses factor investing with Chris Bush, portfolio manager at First Trust, as well as risk and opportunities for various industries and themes, including artificial intelligence, regional banks, and more. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other …
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ROI Podcast | Episode 17 | How Can Technical Analysis Guide Portfolio Allocations? | Jay Gragnani | March 25, 2024
32:55
32:55
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32:55In this episode, Ryan is joined by Jay Gragnani, Senior Market Strategist at Nasdaq Dorsey Wright for a discussion about how financial professionals are utilizing technical analysis and Dorsey Wright’s research as an objective input for their decision-making process. ----------------------------------------------------------------------------------…
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ROI Podcast | Episode 16 | Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors? | Bill Housey | March 12, 2024
35:15
35:15
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35:15In this episode of the podcast, Ryan is joined by Bill Housey, Managing Director of Fixed Income at First Trust for a discussion about the US economy, the Federal Reserve, interest rates, and why Bill believes that an asymmetry between risk and return has shifted in favor of bond investors. ----------------------------------------------------------…
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ROI Podcast | Episode 15 | What Solutions Can Direct Indexing Offer? | Jon DiGiovanni | February 26, 2024
32:32
32:32
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32:32In this episode of the podcast, Ryan speaks with Jon DiGiovanni, Managing Director of Direct Indexing and Separate Managed Accounts at First Trust, about some of the reasons that Direct Indexing has quietly been one of the fastest growing innovations in the financial services industry. ---------------------------------------------------------------…
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ROI Podcast | Episode 14| Dissecting Incentives and Opportunities in (Traditional and Alternative) Energy | Jim Murchie | February 12, 2024
1:01:24
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1:01:24In this episode of the podcast, Ryan is joined by Jim Murchie, co-founder of Energy Income Partners for a deep dive into the energy industry, discussing incentives and opportunities that lie on the horizon. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First …
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Ep 13 - Bob Stein - Handicapping the Odds for a 2024 Recession and Upcoming Elections - ROI Podcast
43:59
43:59
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43:59In this episode, Ryan speaks with Bob Stein, Deputy Chief Economist at First Trust about why a US recession didn’t materialize in 2023, why it may still be coming in 2024, and implications for the upcoming elections in November. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI …
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Ep 12 - Rob Biddinger - How are Alternatives Expanding the Traditional Toolbox of Investment Professionals? - ROI Podcast
28:41
28:41
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28:41In this episode, Ryan talks to Rob Biddinger, managing director at First Trust Capital Solutions, about the growing popularity of alternative investments, how institutional investors have historically utilized these strategies, and why the democratization of alternatives is under way. 📚 Rob's Book Recommendations: How I Built This by Guy Raz ------…
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Ep 11 - Bob Carey - Will the Stock Market Rally Continue in 2024? - ROI Podcast
41:34
41:34
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41:34For the first episode of the podcast in 2024, Ryan is joined by Bob Carey, Chief Market Strategist at First Trust. After an unexpected rally for the stock market in 2023, Ryan and Bob discuss expectations for 2024. 📚 Bob's book recommendations: Better Listening by Stranford Slovin The Ultimate Resource by Julian Simon ------------------------------…
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Ep 10 - Jackie Wilke - How Are Elite Teams Serving the Next Generation of Investors? - ROI Podcast
31:03
31:03
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31:03In this episode, Ryan talks to Jackie Wilke from the Advisor Consulting Group at First Trust about serving female investors, the need to build multi-generational relationships, and the importance of uncovering what’s truly important to investors. 📚 Jackie's Book Recommendation: Wealth 3.0: The Future of Wealth Advising -----------------------------…
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Ep 9 - Leonardo Da Costa - Are There Any Catalysts on the Horizon for Emerging Markets? - ROI Podcast
35:35
35:35
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35:35In this episode, Ryan speaks with Leonardo Da Costa, portfolio manager at First Trust Global Portfolios, about why returns for many international investments have been muted in recent years, why US investors shouldn’t ignore international allocations, and what catalysts may provide a boost over the next few years. ----------------------------------…
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Ep 8 - Scott Friske - How to Stay at the Cutting Edge of Asset Management - ROI Podcast
24:51
24:51
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24:51In this episode, Ryan is joined by Scott Friske, head of new product development at First Trust for a discussion about where great ideas come from and where the next generation of investment products is headed. 📚 Scott's Book Recommendations: The Leadership Bookshelf by James Stavridis & Robert Ancell Ego is the Enemy By Ryan Holiday The Hard Thing…
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Ep 7 - Jim Bowen - What’s the Secret to Success in Financial Services? - ROI Podcast
29:15
29:15
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29:15In this episode, Ryan is joined by Jim Bowen, CEO of First Trust for a discussion about the importance of intellectual freedom, service to others, and challenging the narrative…all key hallmarks of the firm he’s led for over 30 years. 📚Jim's book recommendation: Elon Musk by Walter Isaacson ----------------------------------------------------------…
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Ep 6 - Brian Wesbury - Will Inflation Keep Trending Lower…and Is a Recession Still Coming? - ROI Podcast
50:37
50:37
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50:37In this episode of the First Trust ROI Podcast, Ryan talks with Brian Wesbury, Chief Economist at First Trust about his expectations for the US economy, inflation, and the Fed. 📚 Suggested Authors to read: Ludwig von Mises & Milton Friedman ---------------------------------------------------------------------------------------------- Subscribe Here…
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Ep 5 - Dave McGarel - Why Should Investors Look Beyond the “Magnificent Seven”? - ROI Podcast
33:59
33:59
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33:59In this episode of the First Trust ROI Podcast, Ryan is joined by Dave McGarel, Chief Investment Officer at First Trust. Ryan and Dave discuss parallels between the current environment and previous recessions, why investors should pay close attention to valuations, and why some of the best long-term opportunities may come from smaller stocks. -----…
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Ep 4 - Bob Stein - Will an economic recession decide the next US president? - ROI Podcast
42:55
42:55
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42:55Bob Stein, Deputy Chief Economist at First Trust, spent several years working in Washington D.C. before coming to First Trust in 2006, including as chief economist for the Senate Budget Committee and as Assistant Secretary of Economic Policy at the US Treasury Department. In this episode of the First Trust ROI Podcast, Ryan and Bob discuss: Why man…
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Ep 3 - Jeff Chang - How can investors exploit volatility to manage risk and generate income? - ROI Podcast
27:54
27:54
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27:54In this episode of the First Trust ROI Podcast, Ryan talks with Jeff Chang, President of CBOE Vest, about two areas of the ETF industry that have seen robust growth over the past few years: Buffered ETFs and Call-writing ETFs. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Po…
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Ep 2 | Bill Housey | Is the Inverted Yield Curve a Broken Signal or Is a Recession Still Coming? And What Does that Mean For Fixed Income? | ROI Podcast
28:40
28:40
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28:40Historically, an inverted yield curve has often preceded economic recessions, and many investment professionals view the current inversion as a troubling sign for what may lie ahead for the US economy. However, the 10-year US Treasury yield has been lower than the 2-year US Treasury yield for over a year, and a recession has (apparently) not yet be…
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Ep 1 | Bob Carey | Why are stocks up this year & can the rally continue? | ROI Podcast
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30:45Why are stocks up this year…and can the rally continue? On the heels of the worst year for stocks since 2008, pessimism dominated most forecasts coming into 2023. In this episode of the ROI podcast, Ryan and Bob discuss some of the most common questions investment professionals and their clients are asking, including: Why have stocks defied expecta…
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Flawed foolish and fantastic: Season 2 Episode 21 - Rav Singh
1:59:05
1:59:05
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1:59:05The flawed, foolish and fantastic podcast explores the great work being carried out by fantastic people in the Punjabi community. In this episode Kamalpreet Singh talks to Rav Singh, who as you know from season 1, is already fantastic. Rav gives us an update on all the amazing new finds he has made and the new journeys he has been on. We are in awe…
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Flawed foolish and fantastic: Season 2 Episode 11 -Gurinder Singh Mann
1:53:38
1:53:38
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1:53:38In this episode Kamalpreet Singh talks to Gurinder Singh Mann a historian, author and researcher, who for a long time has inspired people through his work by encouraging discussion and discourse on Sikhi. Gurinder talks about the books he has authored and other projects he has had the privilege to work on such as the Sikh museum initiative. He also…
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Flawed foolish and fantastic: Season 2 Episode 10 - Mandeep Singh
1:40:52
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1:40:52The flawed, foolish and fantastic podcast explores the great work being carried out by fantastic people in the Punjabi community. In this episode Kamalpreet Singh talks to Mandeep Singh a teacher who is clearly inspiring young people both in the school he teaches as well as at camps and many other places. Mandeep Singh talks about the impact that t…
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Flawed foolish and fantastic: Season 2 Episode 9 - Shamsher Singh Part 2
1:10:16
1:10:16
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1:10:16The flawed, foolish and fantastic podcast explores the great work being carried out by fantastic people in the Punjabi community. In this episode (part 2 of 2) Shamsher Singh talks about the amazing film that is the Battle of Amritsar. If you have not seen it yet definitely go and watch it!By flawedfoolishandfantastic
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