All Episodes

Ep 71 | Brian Murphy | What Does AI Disruption Mean for Private Credit? | ROI Podcast

Ep 70 | Bill Housey | Has the Quality of Junk Improved? | ROI Podcast

Ep 69 | Jim Murchie | What Does AI Demand and a War in Iran Mean for Utilities and Energy? | ROI Podcast

Ep 68 | Bob Stein | How Will the War in Iran Impact the Economy and Elections? | ROI Podcast

Ep 67 | Gibson Smith | How Will the War in Iran Impact Bond Markets? | ROI Podcast

Ep 66 | Jackie Wilke | Embracing Disruption in the Age of AI | ROI Podcast

Ep 65 | Andrew Wiechert | Unpacking Underappreciated Overseas Opportunities with WCM | ROI Podcast

Ep 64 | Dave McGarel | Navigating the Treacherous Descent from the Peak of Mount Everest | ROI Podcast

Ep 63 | Brian Wesbury | Mr. Wesbury Goes to Washington | ROI Podcast

Ep 62 | Richard Bernstein | It’s Not a Horse Race…Boring is Beautiful in 2026 | ROI Podcast

Ep 61 | Bob Stein | What Surprises Are Ahead for the US Economy in 2026? | ROI Podcast

Ep 60 | Kevin Bishopp | Is AI a Friend or Foe to Financial Advisors? | ROI Podcast

Ep 59 | Strider Elass | What Moved the Needle for the US Economy in 2025? | ROI Podcast

Ep 58 | Bob Carey | The Tug of War Between FOMO and Fear | ROI Podcast

Ep 57 | Bill Housey & John Wilhelm | Overlooked Opportunities in Tax-free Bonds | ROI Podcast

Ep 56 | Josh Volen | Finding an Edge in Commercial Real Estate | ROI Podcast

Ep 55 | Dave McGarel | Reassessing the Reality of a Re-Rating Rally. | ROI Podcast

Ep 54 | Brian Wesbury | It’s a Topsy-Turvy World | ROI Podcast

Ep 53 | Brian Comiskey | How are Technologies Evolving into Digital Utilities?| ROI Podcast

Ep 52 | Bob Stein | Midterms to Tariffs: Economic Trends and Election Predictions | ROI Podcast

Ep 51 | Jeff Chang | Addressing Bitcoin and Volatility | ROI Podcast

Ep 50 | Jim Murchie | New Developments in the Race for More Electricity | ROI Podcast

Ep 49 | Brian Wesbury | Unconventional Wisdom on Tariffs, Taxes, and the Fed | ROI Podcast

Ep 48 | Richard Bernstein | Where to Invest When Certainty is Scarce | ROI Podcast

Ep 47 | Bob Carey | Cataracts and Cadillacs…Unpacking Equity Market Trends | ROI Podcast

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Ep 26 | Chris Jeppesen | Should Financial Professionals Feel Threatened or Empowered by AI? | ROI Podcast

Ep 25 | Bob Stein | Key Insights from the First Half of 2024 | ROI Podcast

Ep 24 | Jeff Chang | What’s Behind the Growth in Buffered ETFs? | ROI Podcast

Ep 23 | Brian Wesbury | Is Government Spending Boosting or Slowing the Economy? | ROI Podcast

Ep 22 | Richard Bernstein | Are Investors Ignoring a More Powerful Secular Growth Theme than AI? | ROI Podcast

Ep 21 | Brian Wesbury | A Recession is Still Likely…But Here’s Why We Could Be Wrong | ROI Podcast

Ep 20 | Dave McGarrel | Will the Stock Market Continue to Defy Expectations? | ROI Podcast

Ep 19 | John Gambla | Rethinking Diversification: Are Stocks and Bonds Enough? | ROI Podcast

ROI Podcast | Episode 18 | Navigating a Narrow Market | Chris Bush | April 8, 2024

ROI Podcast | Episode 17 | How Can Technical Analysis Guide Portfolio Allocations? | Jay Gragnani | March 25, 2024

ROI Podcast | Episode 16 | Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors? | Bill Housey | March 12, 2024

ROI Podcast | Episode 15 | What Solutions Can Direct Indexing Offer? | Jon DiGiovanni | February 26, 2024

ROI Podcast | Episode 14| Dissecting Incentives and Opportunities in (Traditional and Alternative) Energy | Jim Murchie | February 12, 2024

Ep 13 - Bob Stein - Handicapping the Odds for a 2024 Recession and Upcoming Elections - ROI Podcast

Ep 12 - Rob Biddinger - How are Alternatives Expanding the Traditional Toolbox of Investment Professionals? - ROI Podcast

Ep 11 - Bob Carey - Will the Stock Market Rally Continue in 2024? - ROI Podcast

Ep 10 - Jackie Wilke - How Are Elite Teams Serving the Next Generation of Investors? - ROI Podcast

Ep 9 - Leonardo Da Costa - Are There Any Catalysts on the Horizon for Emerging Markets? - ROI Podcast

Ep 8 - Scott Friske - How to Stay at the Cutting Edge of Asset Management - ROI Podcast

Ep 7 - Jim Bowen - What’s the Secret to Success in Financial Services? - ROI Podcast

Ep 6 - Brian Wesbury - Will Inflation Keep Trending Lower…and Is a Recession Still Coming? - ROI Podcast

Ep 5 - Dave McGarel - Why Should Investors Look Beyond the “Magnificent Seven”? - ROI Podcast

Ep 4 - Bob Stein - Will an economic recession decide the next US president? - ROI Podcast

Ep 3 - Jeff Chang - How can investors exploit volatility to manage risk and generate income? - ROI Podcast

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

Ep 1 | Bob Carey | Why are stocks up this year & can the rally continue? | ROI Podcast