Podcasts about first trust

Bob Carey discusses his long-term outlook for equity markets as the baby boom generation ages.  He also weighs in on potential near-term drivers of equity market performance, including tariffs, regulations, and the “one big, beautiful bill”.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

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 these themes and how a new administration may impact their continued growth. ----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Where is the economy headed amidst all this uncertainty?  Well, who better to ask than a Senior Economist! Robert Curtiss sits down with Strider Elass, a Senior Economist from First Trust, to navigate the financial landscape we're seeing so far in 2025. They discuss the implications of recent policy decisions, historic market volatility, and what … Read More Read More

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 headed for the rest of 2025.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

In this episode of Always On, Duncan MacPherson welcomes back Chris Jeppesen, Chief of Advisory Practices at First Trust, for a timely conversation rooted in real-world field experience. As volatility continues to test the industry, the best financial advisors aren't retreating, they're leaning in. Duncan and Chris unpack how the most effective teams are embracing … Continue reading Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76) →

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.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

We continue to explore the themes that are driving markets in 2025. The impact of changing policies in the US and elsewhere is clearly causing investors to reconsider how they will forecast the economy and markets going forward. We are lucky to be joined by Brian Wesbury of First Trust, consistently one of the top forecasters on Wall Street, to discuss the important issues facing investors today

Amid 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Gibson 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 PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Hello la famille,J'espère que vous allez bien. On se retrouve aujourd'hui pour un nouvel épisode de Rentrer. Le tout premier épisode de l'année 2025.J'en profite pour vous souhaiter une très bonne année 2025. C'est un plaisir de reprendre officiellement le podcast. Et c'est une grâce de pouvoir servir Dieu également à travers ce podcast.Contenu de l'épisode :Un bilan de l'année 2024.Une session questions et réponses. J'ai pris le temps de répondre aux questions du questionnaire à l'occasion des 2 ans de ce podcast. Merci encore pour vos questions pertinentes.Un partage de témoignage qui nous rappelle que le processus est tout aussi important que la ligne d'arrivée. Apprécions les trésors cachés derrière le parcours par lequel nous passons avant d'atteindre nos objectifs. Il est important de prendre conscience de la personne que nous devenons pendant le processus, alors que nous décidons de laisser à Dieu le contrôle de nos vies.Un petit temps d'introspection : je réponds à une question issue des cartes Focus. Il s'agit de cartes pour faire de l'introspection. À la fin de chaque épisode, je piocherai une carte au hasard et j'y répondrai.L'idée, c'est que tu y répondes aussi. En gros, qu'on le fasse ensemble.Quelques annonces pour les événements à venir.Voilà voilà,Je te souhaite une bonne écoute,À très vite,Shama Nzuzi,Hôte de l'émission The Healing and Restoration PodcastHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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 about investing in an overvalued market.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

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 future innovations and profits. From humanoid robots to self-driving vehicles, Mandeep shares his expert analysis on the potential impact of these technologies in the years to come.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

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—in the years ahead.----------------------------------------------------------------------------------------------Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

After climbing the ranks of the high finance ladder, Codie Sanchez felt lost. She was no longer in charge of her day-to-day life, despite her years of schooling and hard work. She decided to use the insights she had gained to build her own portfolio of what she calls “boring businesses.” Now, she is out to help others do the same, quickly becoming one of the biggest female business influencers in the world. In this episode, Codie breaks down her step-by-step approach to identifying, buying, and scaling small businesses that most people ignore but yield big returns. In this episode, Hala and Codie will discuss:  (00:00) Introduction  (03:18) From Journalism to Finance (05:11) Breaking Corporate Chains (08:09) Battling Bias as a Woman in Finance   (11:21) Unorthodox Wealth Creation Strategies   (20:00) Should You Really Diversify Your Income Streams?   (24:06) Wealth from Boring Businesses   (27:09) Six Creative Strategies to Buy a Business (35:11) Spotting Motivated Sellers (37:05) Key Metrics for Evaluating Businesses  (40:27) Finding Hidden Gem Businesses (53:53) Codie's Secrets to Success   Codie Sanchez is the founder of Contrarian Thinking and co-founder of Unconventional Acquisitions, focusing on small business acquisitions and roll-ups in the micro-PE space. She runs a holding company of service-based SMBs under $10M EBITDA, emphasizing "boring businesses." She previously led First Trust's $1B Latin America business and held leadership roles at Goldman Sachs, State Street, and Vanguard. She started her career as an award-winning journalist and has since become a recognized investor and thought leader. She holds an MBA from Georgetown University and serves on boards like Permian Investment and Magma Partners. Connect with Codie: Codie's Website: https://www.codiesanchez.com/#intro  Codie's LinkedIn: https://www.linkedin.com/in/codiesanchez/  Codie's Twitter: https://twitter.com/codie_sanchez  Codie's Instagram: https://www.instagram.com/codiesanchez/  Sponsored By: Airbnb - Find yourself a co-host at airbnb.com/host. Mint Mobile - To get a new 3-month premium wireless plan for just 15 bucks a month, go to mintmobile.com/profiting  Found - Try Found for FREE at https://found.com/profiting  Working Genius - Get 20% off the $25 Working Genius assessment at www.workinggenius.com/ with code PROFITING at checkout Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify    Indeed - Get a $75 job credit at indeed.com/profiting    Resources Mentioned: Contrarian Thinking: https://contrarianthinking.co/  Unconventional Acquisitions: https://unconventionalacquisitions.com/  Top Tools and Products of the Month: https://youngandprofiting.com/deals/  More About Young and Profiting Download Transcripts - youngandprofiting.com Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review - ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting   Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala   Learn more about YAP Media's Services - yapmedia.io/

Codie Sanchez started out on the traditional corporate path, working long hours and steadily rising through the ranks. But she soon noticed a pattern: the wealthiest people weren't just starting flashy tech companies—they were buying "boring businesses." Codie decided to break away from the corporate world to invest in steady, everyday businesses that others ignored, like laundromats and vending machines, building her wealth that way. In today's episode, Hala and Codie dive into how these unglamorous businesses can be your ticket to financial freedom and why sometimes the smartest move is going against the grain. In this episode, Hala and Codie will discuss:  (00:00) Introduction (01:58) Wealth Myths Shattered (05:55) The Power of Ownership (10:59) True Entrepreneurship vs. Just Another Job (15:14) Main Street Businesses: The Hidden Wealth Builders (25:03) How to Prep to Buy a Business  (32:49) Creative Financing Secrets (38:20) Where to Hunt for Business Deals (43:00) Go Strategic or Diversify? (47:42) Key Financials Before You Buy (49:56) Scaling Smarter, Not Harder (52:00) Plotting the Perfect Exit Strategy (59:43) AI & The Future of “Boring” Business Codie Sanchez is the founder of Contrarian Thinking and co-founder of Unconventional Acquisitions, focusing on small business acquisitions and roll-ups in the micro-PE space. She runs a holding company of service-based SMBs under $10M EBITDA, emphasizing "boring businesses." She previously led First Trust's $1B Latin America business and held leadership roles at Goldman Sachs, State Street, and Vanguard. She started her career as an award-winning journalist and has since become a recognized investor and thought leader. She holds an MBA from Georgetown University and serves on boards like Permian Investment and Magma Partners. Connect with Codie: Codie's Website: https://www.codiesanchez.com/#intro  Codie's LinkedIn: https://www.linkedin.com/in/codiesanchez/  Codie's Twitter: https://twitter.com/codie_sanchez  Codie's Instagram: https://www.instagram.com/codiesanchez/  Sponsored By: Airbnb - Find yourself a co-host at airbnb.com/host. Mint Mobile - To get a new 3-month premium wireless plan for just 15 bucks a month, go to mintmobile.com/profiting  Found - Try Found for FREE at https://found.com/profiting  Working Genius - Get 20% off the $25 Working Genius assessment at www.workinggenius.com/ with code PROFITING at checkout Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify    Indeed - Get a $75 job credit at indeed.com/profiting    Resources Mentioned: Codie's Book, Main Street Millionaire: How to Make Extraordinary Wealth Buying Ordinary Businesses: https://codiesanchez.com/book/   Top Tools and Products of the Month: https://youngandprofiting.com/deals/  More About Young and Profiting Download Transcripts - youngandprofiting.com Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review - ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting   Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala   Learn more about YAP Media's Services - yapmedia.io/

Codie Sanchez is an investor, entrepreneur, and founder of Contrarian Thinking, a platform focused on alternative investments and cash-flowing businesses. She began her career in finance, working with firms like Goldman Sachs and First Trust. Codie is known for promoting financial independence through unconventional investments such as laundromats and car washes. She advocates for questioning traditional financial advice and building multiple income streams. Through her work, Codie empowers individuals to achieve wealth and freedom by thinking differently. In our conversation, we discuss:[01:20] - Introductions[02:26] - Traditional education system[08:30] - What causes the gap in information[12:10] - Great Reset Initiative[16:36] - Talking about money[22:46] - The Great Retirement[31:19] - Financing a business[37:12] - Getting the first deal right[40:37] - Buying a business[1:03:50] - Determining good deals[1:07:11] - Growing a business[1:09:07] - Selling a business[1:14:14] - Codie's mindset[1:20:27] - Practice now[1:22:04] - Women's challenges in the business world Watch full episodes on:  https://www.youtube.com/@seankim?sub_confirmation=1 Connect on IG: https://instagram.com/heyseankim

Codie Sanchez is a formidable force in the world of finance, known for her bold, contrarian thinking, financial acumen and entrepreneurial prowess. Codie comes by blue collar ownership and education the old fashioned way, her parents. Her mom a 30 year special education teacher and her dad a self made blue collar builder many times over inspired her to keep building. Determined to figure out what leads to real freedom, Codie graduated early from Arizona State University with a degree in journalism. She spent time in Juarez, Mexico, where she worked to bring attention to the murder, mutilation and human trafficking of thousands of women. Codie's coverage of the atrocities in Juarez earned her the Robert F. Kennedy award for print journalism. But after witnessing firsthand the ways in which financial stability could be a lifeline, Codie realized she didn't want to write stories, she wanted to change them. She saw that people hold the power—and the purse strings—but they have to be able to bet on themselves in order to succeed. Codie shifted gears from journalism to finance, dedicating herself to learning how to earn more money so she could help others do the same. In 2008, Codie took her first job in finance at Vanguard. That same year, the 2008 financial crisis struck and Codie again witnessed the devastating impact of financial illiteracy on ordinary people. Over the next several years, she redoubled her efforts to master the financial industry, ascending the ranks of prominent institutions such as Goldman Sachs, State Street, and First Trust. Over the next decade, Codie's entrepreneurial drive led her to buy, build and invest in an array of businesses, like laundromats and cannabis companies. Never one to shy away from a challenge, Codie kept betting on herself and eventually created an investment portfolio as diverse as her skills. Now fluent in the language of finance, dealmaking, mergers and acquisitions, Codie began working on a way to pull her experiences together. The goal was, as it had always been, to reach, educate and empower other people. When a global pandemic brought the world to a standstill in 2020, Codie realized it was time to take action. She launched Contrarian Thinking, the world's first free-thinking finance and media company. In spite of the global pandemic it launched in, Contrarian Thinking has empowered thousands to take control of their financial destinies and become successful small business owners. This venture fosters a community of more than four million contrarian thinkers worldwide, teaching the tenets of financial freedom and supporting small business ownership.

How will the 2024 election affect the economy, the markets, the deficits, and your wallet? Our favorite economist is back on the podcast for a third time with his straightforward opinions!    Bob Stein is the Deputy Chief Economist at First Trust Advisors, where he's responsible for commenting on and forecasting the U.S. economy.    In this Off the Wall discussion, Bob shares his thoughts and predictions for the 2024 electoral races for the House, Senate and White House, and their impacts on the American people.    Bob breaks down the scenarios and possible outcomes for the election, including what would happen in a parallel universe (thanks for the fun prompt, Dave). So, buckle up and get ready for some ponder-worthy possibilities!    “As of today, the one thing I can tell you for sure is that my odds will change between now and Election Day, maybe multiple times, maybe by dinner tonight. But as of right now, I think Donald Trump has about a 60% chance of winning. Harris only 40.” – Bob Stein    Episode Timeline/Key Highlights:  [00:00] Introducing Bob Stein & the topic of today's episode.  [02:28] What is the likely outcome of the House election and how will it impact the US economy?  [04:06] Will Hakeem Jeffries become speaker of the House and a presidential candidate for 2028?  [06:48] What is the likely outcome of the Senate election? What are the odds the Democrats take the Senate?  [10:25] If Republicans take the Senate, what impact will it have on the economy, markets, deficit, and people's wallets?  [11:31] Bob's predictions on the 2024 Presidential Election results.  [15:06] If Trump or Harris won, how would it affect the economy, markets, deficits, and people's wallets?  [18:33] If Harris won the election, would tax cuts get extended?  [20:48] Potential outcomes of a red sweep, blue sweep, or divided government.  [23:48] What are the realistic policies being supported by Trump and Harris?  [29:06] Are there any policy ideas that the presidential candidates are putting forward that you think, if it's enacted, would be potentially harmful to the economy or the average American?  [30:07] Potential changes to the Supreme Court after the election.  [33:46] Low probability surprises we could see happen in the 2024 Presidential Election.    Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.      Resources Mentioned:  First Trust: https://www.ftportfolios.com  Listen to our first episode with Bob (Predictions for the Economic & Political Landscape 2022): https://bit.ly/3fU48CH  Listen to our last episode with Bob (2024 Presidential Election Predictions): https://bit.ly/bobstein2  Subscribe to our blog: https://bit.ly/MonumentWealthBlog  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered    About Bob Stein:  Bob is Deputy Chief Economist at First Trust Advisors, L.P., where he is responsible for forecasting the U.S. economy and writing economic commentaries. With Bob's projections, First Trust has won numerous awards for its economic forecasts, including being ranked #1 in the world by Consensus Economics for accurately predicting GDP growth and Consumer Price Inflation in the United States in 2022. In addition, First Trust is consistently ranked in the top five by Bloomberg for forecasting economic indicators. Bob has also won several Crystal Ball Awards from Zillow for forecasting home prices. Prior to joining First Trust in 2006, Bob was Assistant Secretary for Economic Policy at the U.S. Treasury Department. While there, Bob was responsible for briefing the Secretary of the Treasury on U.S. macroeconomic developments, formulating policy proposals, and helping generate the official economic forecast used by the President for budget proposals. Day to day, he led a team of twenty economists conducting in-depth economic analysis and research.    Between 1996 and 2002, Bob was an economist on Capitol Hill, including the last two years (2001-02) as chief economist for the Senate Budget Committee. While on Capitol Hill, Bob also worked for the Senate Banking Committee and Joint Economic Committee. Prior to his tenure on Capitol Hill, Bob was an economic journalist for Investor's Business Daily. Bob received a BA in both Economics and Government from Georgetown University. He has been a CFA charter holder since 2003.    Connect with Bob Stein on LinkedIn: https://www.linkedin.com/in/robert-stein-4234ba18  Follow him on X: https://x.com/BobStein_FT    Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com. 

In this week's episode of The Lumber Word, we're joined by Brian Wesbury, Chief Economist for First Trust. Brian shares his expert analysis of the housing market, discussing interest rates, housing supply, and what economic signals mean for the future of housing. He also weighs in on whether we're in a recession and offers predictions for the prices of new and existing homes. Tune in for this insightful conversation and stay ahead in the housing sector! For more insights from Brian, visit First Trust and sign up for their free newsletter.

SummaryIn this episode of the Retire Ready podcast, Kolin and Kyle discuss investing in and near retirement. They start by explaining the difference between accumulation and decumulation phases and the importance of focusing on decumulation as retirement approaches. They then dive into the concept of 'naked investing,' where many people invest without a clear strategy or understanding of why they are investing. Kyle emphasizes the need for a thoughtful and well-planned approach to investing near and in retirement, considering factors like protection, liquidity, and growth. He also discusses the importance of tax planning and understanding market volatility.TakeawaysAs retirement approaches, it's important to shift focus from accumulation to decumulation and develop a strategy for investing near and in retirement.Many people engage in 'naked investing,' investing without a clear strategy or understanding of why they are investing.Investing near and in retirement requires considering factors like protection, liquidity, and growth.Tax planning is crucial in retirement investing to minimize long-term tax bills.Understanding market volatility and having a realistic perspective on returns is essential for successful investing in retirement.First Trust: https://www.ftportfolios.com/COMMON/CONTENTFILELOADER.ASPX?CONTENTGUID=4ECFA978-D0BB-4924-92C8-628FF9BFE12D Subscribe to The Retire Ready Weekly NewsletterGet more information on The Retire Ready AcademyLooking for personalized financial planning? Visit our websiteDisclosure: MOKAN Wealth Management is a registered investment adviser with the state of Kansas and Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.

In 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 investment professional should pay close attention to for the rest of 2024.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

Today's episode is brought to you by the following:  LMNT: LMNT came up with a fantastic offer for us. Just go to https://www.DrinkLMNT.com/notalone to get a free sample pack with any purchase!  Home Chef: For a limited time, HomeChef is offering my listeners 18 Free Meals PLUS Free Dessert for Life and Free Shipping on your first box! Go to https://www.homechef.com/VALERIA **Must be an active subscriber to receive free dessert Bird & Be: Try out the Ovarian Reserve Screening Test and save 15% off your first purchase with code NOTALONE15 on https://www.birdandbe.com  Better Help: Give online therapy a try at https://www.betterhelp.com/notalone and get on your way to being your best self.  Today, Valeria welcomes the dynamic Codie Sanchez. Valeria and Codie explore the nonlinear paths of our lives and the importance of maintaining curiosity as a tool for continuous learning. The two tap on conventional wisdom with discussions on the myths of working smarter versus harder and debunk the idea that you can get paid for being lazy. The conversations also cover various topics such as the impact of what we consume online, the dynamics of the workplace, and the often misunderstood concept of toxic positivity. Codie Sanchez is the founder and CEO of Contrarian Thinking, a digital media company, and Contrarian Thinking Capital, a small business holding company that is focused on bringing Main Street businesses back to the limelight. Codie Sanchez is the Founder and CEO of Contrarian Thinking, one of the fastest growing financial media businesses with 6 million followers and 100 million monthly views. She is also the Founder of Contrarian Thinking Capital, a venture capital firm, and Main Street Holding Company with 25+ small or, what we call, “boring businesses.” Think car washes, laundromats, property management companies etc. She is a former partner at one of the largest cannabis investment firms, where she invested in 65+ companies. Her specialty is in the roll-up, turnaround and add-on space. She built First Trust's $1 billion+ AUM Latin America business and held leadership positions at Goldman Sachs, State Street, and Vanguard. Check out Contrarian Thinking: https://contrarianthinking.co/   Codie is on: https://www.instagram.com/codiesanchez  https://www.tiktok.com/@realcodiesanchez  https://www.youtube.com/@CodieSanchezCT  https://twitter.com/Codie_Sanchez  Valeria is on: https://www.instagram.com/valerialipovetsky/  https://www.youtube.com/channel/UCWkDFq1pO7YNzifE3A4UsMA  https://www.tiktok.com/@valeria.lipovetsky  Not Alone Podcast What We Talked About: 00:00 Intro 02:48 Our path isn't linear 05:26 Curiosity is a skill 06:16 Myth: Work smarter not harder 10:39 What do we consume most online? 12:17 Getting paid to be lazy 14:57 The Sexy-Boring matrix 16:27 Unhappy working employee 21:34 How do you grow your network 23:40 People aren't happier  26:53 Toxic positivity 27:26 How do you define success? 30:35 Your problems shrink as time passes 34:47 Money is a cruel mistress 36:43 This isn't how you get rich 38:19 Contrarian Thinking 39:13 Running a business is hard 40:28 How the rich get rich 43:32 You gotta work hard for it 46:04 Women equally competing with men 47:42 Women empowerment 50:43 Sharing your success   53:07 Having conversations with yourself 47:17 Think about what you post 53:53 What's wrong with judgment? 56:43 MBAs are useless? 59:39 The future of education 01:04:45 Navigating your feminine/masculine energy 01:07:46 If you're going to work with your partner 01:10:52 Do you have a big ego? Learn more about your ad choices. Visit megaphone.fm/adchoices

We are joined by Leonardo DeCosta from First Trust to discuss the environment of expats in Europes markets. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

With Sharon away for work this week, we invited Andrew Opdyke, CFA from First Trust to join us to address a concern that many people have this year: the future of the market. What's ​the ​Fed ​going ​to ​do? ​Where's ​this ​economy ​going? ​How's ​this ​election ​going ​to ​affect ​my ​portfolio ​and ​my ​financial ​future? We tackle all these pressing financial questions and get Andrew's thoughts on the year ahead.   Here's some of what we discuss in this episode: What will the Fed do with interest rates in 2024? What impact did COVID have with the shutdown and the government spending that followed? What is driving inflation right now? The issue that stems from consumer debt continuing to rise. How will the US service their massive debt and what problems is that causing? The impact AI will have on everything.   About our guest: https://www.linkedin.com/in/andrewopdyke    Visit us online: https://beyondthemaskpodcast.com/   Get the CE Certificate here: https://beyondthemaskpodcast.com/wp-content/uploads/2020/04/Beyond-the-Mask-CE-Cert-FILLABLE.pdf   Help us grow by leaving a review: https://podcasts.apple.com/us/podcast/beyond-the-mask-innovation-opportunities-for-crnas/id1440309246   Donate to Our Heart Your Hands here: https://www.ourheartsyourhands.org/donate     

Ryan 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.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

In 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.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

Ben, Andrew, and Tom discuss today's First Trust conference, a positive reaction to Target's earnings report, activist investors looking to “Restore the Magic” for Disney, AAPL's weak numbers in China, TSLA loses a plant in Germany due to a fire, and a quick preview of Super Tuesday & the State of the Union Address. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

In 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. Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

In today's rapidly evolving market landscape, investors are often confronted with the challenge of making informed decisions amidst a plethora of options and the noise of market fluctuations. In this insightful episode of The Millionaire Next Door, Robert Curtiss is joined by certified financial analyst and ETF analyst at First Trust, Ryan Issakainen. Together, they … Read More Read More

In this episode of "The Lumber Word Podcast," renowned economist Brian Wesbury from First Trust joins the discussion, offering insights into crucial economic aspects such as lumber trading, housing trends, and interest rates. The conversation delves into key indicators like housing starts, permits, and home sales, exploring the dynamics of building regions and the size of new homes. Brian's expertise sheds light on the potential trajectory of interest rates and speculations about Federal Reserve actions. The hosts address the political landscape's role in a successful housing market, tackling concerns about the disappearance of affordable homes and discussing prospects for improvement. The episode wraps up with the popular segment "Marry, Date, or Dump," providing a light-hearted conclusion to an informative discussion on the economic landscape and its implications for 2024 planning. Tune in for expert analysis and engaging content on "The Lumber Word Podcast." Brian is also on @wesbury at X and you can sign up for his free newsletter at FTPLP.com

In 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. Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

Founder and CEO of Contrarian Thinking one of the fastest growing financial media businesses with 6 million followers and 100 million monthly views. Founder of Contrarian Thinking Capital, a venture capital firm, and Main Street Holding Company with 25+ small or what we call “boring businesses.” Think car washes, laundromats, property management companies etc. She is a former partner at one of the largest cannabis investment firms, where she invested in 65+ companies. Her specialty is in the roll-up, turnaround and add-on space. She built First Trust's $1 billion+ AUM Latin America business and held leadership positions at Goldman Sachs, State Street, and Vanguard. She started as a journalist where she won the JFK award and Howard Buffett Foundation grant for border conflict. Sanchez is a pundit on CNBC, Fox, Forbes, Fast Company, Entrepreneur, People en Español, Business Wire. She was listed as a 25 Most Innovative Leader in Cannabis, The Cannabis Disruptor by MG Retailer, and a Top Young Investor by Forbes. She has an M.B.A. from Georgetown University, a master's from ESADE and FundaçãoGetúlio Vargas, and a B.A. from Arizona State University. She sits on the board of Permian Capital Hedge Fund, Magma Partners Chilean Venture Fund, and E-commerce Fuel Investment Fund.   In this episode, Brad and Codie discuss how to utilize your finances and your platform to build your wealth and success.   Bombs: You never lose money educating, yet rather implementing.  The best thing a human being can do is be a curator for the things that go inside their minds. The things we say about ourselves matter.  We taught people how to be employees instead of owners.   Follow Codie @codiesanchez Learn more about what Codie does https://www.contrarianthinking.co  Watch the full video episode on Brad's Rumble here: https://rumble.com/c/c-2544182  Watch the full video episode on Brad's Youtube Here: https://bradlea.tv       

For 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. Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

In 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. Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients. In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from … Continue reading Timely and Timeless Best Practices with Chris Jeppesen (Ep. 50) →

In 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. Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

Brian Wesbury (@wesbury), Chief Economist at First Trust, covers a range of topics from the state of the stock market to central bank meetings, inflation, Bitcoin and government policies. As the economic toll of the response to the COVID-19 pandemic lingers, he explores the long-term consequences of massive monetary and fiscal stimulus. He weighs in on the issue of interest rates and their manipulation by central banks, raising questions about the sustainability of low rates and points out the potential risks associated with such policies. The discussion touches upon the concept of a national bank and digital currency. He explores the political landscape and the challenges facing fiscal conservatism in today's society, highlighting the importance of free speech, free markets, and personal responsibility, including recent labor strikes, their impact on economic data, and their potential to disrupt various industries, including the automotive sector. He provides a nuanced perspective on economic growth, inflation, and the uncertain role of Federal Reserve Chairman Jerome Powell. The conversation also delves into Bitcoin and the possibility of government regulation, noting the government's willingness to let cryptocurrencies flourish, as long as they can collect tax revenue. The discussion takes an interesting turn as the hosts explore the potential resurgence of barter systems in the economy, reflecting the public's growing distrust of government and taxation. Follow ⁠⁠@jimiuorio⁠⁠ ⁠⁠@Bob_Iaccino⁠⁠ Produced by ⁠⁠Haynow Media

In 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.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries, and producing articles on the First Trust Economics Blog. Andrew provides research and analysis to Chief Economist Brian Wesbury, Chief Market Strategist Bob Carey, and First Trust CEO Jim Bowen. Cogent's 2017 Survey of Advisors rated First Trust's thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients. Andrew received an MBA from Northwestern University's Kellogg Graduate School of Management and a BA in Business and Economics from Hope College.

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header contest between dividend growth ETFs from First Trust and Siren ETFs. The dividend ETFs facing off in this contest are: the First Trust Rising Dividend Achievers ETF (RDVY), First Trust NASDAQ Technology Dividend Index Fund (TDIV), and the Siren DIVCON Leaders Dividend ETF (LEAD). Program judges Shana Sissel with Banríon Capital Management and Tony Dong, an independent ETF analyst examine this high income ETF duel to see which ETF is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield , and a mystery category. Find out who wins the battle!**********ETF Battles is sponsored by Direxion* Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In 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.  Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

Tune in to this week's episode as Matt connects with Jackie Wilke, Vice President and Advisor Consultant at First Trust, and Author of "Insights & Innovations," a blog focused on business development for financial professionals and enterprises. Together, they delve into valuable insights across a range of financial industry topics.Drawing on her experience working alongside financial professionals and exploring the resources offered by First Trust, Jackie stresses the importance of authenticity and remaining true to oneself in an ever-evolving industry. Jackie also discusses the challenges of connecting with the next generation of investors, a group with diverse needs and expectations. She offers insights into how advisors can bridge this gap by offering educational and financial literacy programs, effectively engaging the younger generation.Furthermore, the conversation covers tactics for delivering exceptional client experiences, including leveraging customer relationship management systems for personalized service. Jackie addresses the value of deliberate communication, proactive issue resolution, and the element of delightful surprises to enhance client satisfaction.Jackie explores the evolving communication dynamics in the digital era and demonstrates how financial experts can adjust by reusing content and establishing more personal connections. To conclude the episode, Jackie shares her dedication to enabling advisors and expanding their reach to assist more families. Prepare to uncover valuable advice for navigating the dynamic financial industry and excelling in client service!More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In 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. Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

With 2024 on the horizon, what should investors know about the current closed-end fund environment, discounts, and potential opportunities? Watch the video below for views and insights from Jeff Margolin, First Trust Senior Vice President & Closed-End Fund Analyst, and author of First Trust's quarterly Closed-End Fund Review.   Established in 1991, First Trust Portfolios manages of family of 14 closed-end funds. Learn more about the company here.

Bob 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 many are underestimating the likelihood of a US recessionHow the Federal government will “eventually” address irresponsible budget deficits (just not yet)Why the economy may play an outsized role in determining the next US presidentReach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

My guest this week has an incredibly inspiring story. Codie Sanchez started her career as a journalist covering human trafficking, and was confronted with extreme violence and the worst of humanity on a daily basis. Realising that she didn't want to be someone who, in her own words, had to ‘fight for a living' she decided to take a hard pivot into finance. Since entering the world of finance, Codie became partner at private equity firm EEC, and built First Trust's $1 billion+ AUM Latin America business. She's also the co-founder of ‘Unconventional Acquisitions' and the founder of ‘Contrarian Thinking' who have a mission to bring more people into financial freedom. In the conversation we talk about how, just like Codie's career, human beings don't have linear paths, we talk about the question of whether you need periods of struggle in order to achieve wealth, happiness and success. As well as advice for women in the workplace and leadership and we finish by covering a handful of truths that will make you more money than any business degree. I hope you enjoy this conversation as much as I did.Sponsored by Huel - go to https://www.huel.com/deepdive and with your first order you'll get a free t-shirt and shaker.Sponsored by Trading 212 - download the Trading 212 app https://trading212.com/promocodes/ALI and use the promo code "ALI" after signing up and depositing to receive a random free share worth up to £100. This is not financial advice. Investments can fall and rise. Past performance is no guarantee of future results. Other fees may apply*. Capital is at risk. 

After climbing the ranks of the high finance ladder, Codie Sanchez felt lost. She was no longer in charge of her day-to-day life, despite her years of schooling and hard work. She decided to take the insights she gained to build her own portfolio of what she calls “boring businesses.” Now, she's out to help others do the same and is quickly becoming one of the biggest female business influencers in the world. In this episode, Codie reveals what she looks for when buying a boring business, what kinds of businesses you can buy tomorrow with no money down, and how to think like a contrarian investor. Codie Sanchez is the co-founder of Unconventional Acquisitions, a company that helps people learn how to buy small businesses. She also founded Contrarian Thinking, a popular newsletter that discusses investment strategies and trends. In this episode, Hala and Codie will discuss:  - Codie's background as an award-winning journalist - How to think like a contrarian investor - Earning horizontal income - Creating multiple revenue streams - Why you should invest in “boring” businesses - The 80/20 rule - Why you should take more mirror selfies - And other topics… Codie Sanchez is the founder and CEO of Contrarian Thinking, with over 2.5+ million subscribers. She is the co-founder of Unconventional Acquisitions, focused on small business acquisitions in the micro-PE space with an emphasis on roll-ups. She runs a holding company of SMBs below $10M EBITDA focused upon what she calls “boring businesses,” or service-based businesses. She is a former partner at private equity firm EEC, and built First Trust's $1 billion+ AUM Latin America business.  She held leadership positions at Goldman Sachs, State Street, and Vanguard. She started as a journalist where she won the JFK award and Howard Buffett Foundation. She was listed as one of the 25 Most Innovative Leaders in Cannabis, and a Top Female Investor by Forbes. She has an M.B.A. from Georgetown University, a master's from ESADE and Fundação Getúlio Vargas, and a B.A. from Arizona State University. She sits on the board of Permian Investment, and Magma Partners Chilean Venture Fund. Resources Mentioned: Codie's Website: https://www.codiesanchez.com/#intro  Codie's LinkedIn: https://www.linkedin.com/in/codiesanchez/  Codie's Twitter: https://twitter.com/codie_sanchez  Codie's Instagram: https://www.instagram.com/codiesanchez/  Codie's Facebook: https://www.facebook.com/codiesanchezbiz/  Codie's Tiktok: https://www.tiktok.com/@realcodiesanchez?lang=en  Codie's Youtube: https://www.youtube.com/channel/UC5fI3kxC-ewZ6ZXEYgznM7g  Contrarian Thinking: https://contrarianthinking.co/  Unconventional Acquisitions: https://unconventionalacquisitions.com/  LinkedIn Secrets Masterclass, Have Job Security For Life: Use code ‘podcast' for 30% off at yapmedia.io/course. Sponsored By:  The Kelly Roach Show - Listen to The Kelly Roach show on Apple, Spotify or wherever you listen to podcasts. More About Young and Profiting Download Transcripts - youngandprofiting.com/episodes-new/ Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review - ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala Learn more about YAP Media Agency Services - yapmedia.io/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Codie started her career as a JFK award winning journalist covering human trafficking. In a career change, Codie entered the world of finance, and is a former partner at private equity firm EEC, and built First Trust's $1 billion+ AUM Latin America business. She is the Founder of ‘Contrarian Thinking' and the co-founder of ‘Unconventional Acquisitions', which focuses on purchasing small or what Codie calls ‘boring' businesses as a way to achieve financial freedom. Codie has appeared on CNBC, Fox, Forbes, Fast Company, Entrepreneur, People en Español and Business Wire. In this conversation Codie and Steven discuss topics, such as: The ways of reaching financial freedom Learning the skills of making the perfect deal Codie's ingredients for success How to transform failing businesses How to purchase a business with $0 You can find out more about Codie on her website, here: https://bit.ly/3CMfn7T Follow Codie: Instagram: https://bit.ly/469lC3n Twitter: https://twitter.com/Codie_Sanchez TikTok: https://bit.ly/42QOYAw Watch the episodes on Youtube - ⁠https://g2ul0.app.link/3kxINCANKsb⁠  My new book! 'The 33 Laws Of Business & Life' per order link: ⁠https://smarturl.it/DOACbook⁠  Follow me:  Instagram: bit.ly/3nIkGAZ Twitter: bit.ly/3ztHuHm Linkedin: bit.ly/41Fl95Q Telegram: bit.ly/3nJYxST Sponsors:  Huel:⁠ https://g2ul0.app.link/G4RjcdKNKsb⁠ Zoe: http://joinzoe.com with an exclusive code CEO10 for 10% off

Jackie Wilke and and I caught up to talk about the current state of financial marketing, specifically financial advisor marketing: How do you define your wins I'm always careful saying you "have to" Handling "competition" The upcoming transfer of generational assets -- Jackie's details:  Jackie Wilke, VP, Advisor Consultant, First Trust, LinkedIn -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠LinkedIn⁠ and make sure you're subscribed to my channel on ⁠YouTube⁠! Cheers, Corey

Ronni Zehavi, the CEO and Co-founder of HiBob, an HR platform that simplifies people management and modernizes the work experience. Before being the CEO of HiBob, he was an entrepreneur in Residence at the Silicon Valley-based Bessemer Venture Partners. Growing up in Israel, Ronni joined the army at the age of 18, where he became an intelligence officer. After graduating, he got his BA in History and Educational Management from Tel Aviv and a MA in organizational Sociology from Bar-ilan University. Previously, Ronni was the co-founder and CEO of Contendo, which was later acquired by Akamai for $300 million.  In today's episode Ronni shares his thoughts on quiet quitting, the importance of putting his employees first, and the elements of the three T's, trust, transparency and teamwork. --------------------- This episode is sponsored by Hibob. From creating great employee experiences to bridging the gap with multi-national companies, look to HiBob to help create the future of work in your company. Check out their free guide at  www.hibob.com/fow. ------------------ Get ad-free listening, early access to new episodes and bonus episodes with the subscription version of the show The Future of Work Plus. To start it will only be available on Apple Podcasts and it will cost $4.99/month or $49.99/year, which is the equivalent to the cost of a cup of coffee.  ________________ Over the last 15 years, I've had the privilege of speaking and working with some of the world's top leaders. Here are 15 of the best leadership lessons that I learned from the CEOs of organizations like Netflix, Honeywell, Volvo, Best Buy, The Home Depot, and others. I hope they inspire you and give you things you can try in your work and life. Get the PDF here. --------------------- Get the latest insights on the Future of Work, Leadership and employee experience through my daily newsletter at futureofworknewsletter.com  Let's connect on social! Linkedin: http://www.linkedin.com/in/jacobmorgan8 Instagram: https://instagram.com/jacobmorgan8 Twitter: http://www.twitter.com/jacobm Facebook: https://www.facebook.com/FuturistJacob