10/28/2024 Election Countdown: Assessing the Odds and Outcomes

Bob Stein, Deputy Chief Economist at First Trust, analyzes the probabilities of different election scenarios. The podcast also explores how tariffs and other tax policies might affect the economy, while discussing the implications of government spending, and considers if advancements in AI might pave the way for universal basic income initiatives.

25:39

10/14/2024 Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates?

Bill Housey, managing director of fixed income at First Trust, discusses recent developments in the bond market, including why long-term interest rates have risen since the Fed began cutting rates, where we are in the economic cycle, and what the implications are for bond investors.
32:46

9/30/2024 Broadening Markets and Factor Investing: Opportunities Amid Fed Rate Cuts

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.
36:45

9/18/2024 Risks and Opportunities for Stocks When Interest Rates Decline

Ryan talks with Bob Carey about the implications of a falling interest rate environment for equity markets.
51:24

9/3/2024 Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence

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, and governments around the world.

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