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First Trust ROI Podcast

First Trust Portfolios

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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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Riding Unicorns is the go-to podcast for anyone interested in venture capital and high-growth startups. Hosted by VCs James Pringle and Hector Mason, the show explores what it takes to build and back successful tech unicorns. Each episode features candid conversations with top founders, operators, and investors—unpacking the strategies, challenges, and insights behind scaling category-defining companies. From fundraising and product-market fit to hiring, growth, and beyond, no topic is off-l ...
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Subscribe to the Reading Unicorns newsletter here. Follow Riding Unicorns on LinkedIn here. Subscribe to the Riding Unicorns YouTube channel here. In this episode of Riding Unicorns, we’re joined by legendary repeat founder Dylan Collins, known for building and exiting three companies—including SuperAwesome, acquired by Epic Games. Dylan takes us o…
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Bob 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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Subscribe to the Reading Unicorns newsletter here. Follow Riding Unicorns on LinkedIn here. Subscribe to the Riding Unicorns YouTube channel here. In this episode of Riding Unicorns, James Pringle and Hector Mason are joined by Mark Beeston, Founder and Managing Partner at Illuminate Financial—a thesis-driven venture capital firm investing in B2B F…
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Subscribe to the Reading Unicorns newsletter here. Follow Riding Unicorns on LinkedIn here. Subscribe to the Riding Unicorns YouTube channel here. This episode sees James Pringle and Hector Mason sit down with Staffan Helgesson, General Partner of Creandum. Creandum is one of Europe's top early stage investors focused on Seed and Series A across a …
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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 Websi…
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Subscribe to our newsletter here. Follow us on LinkedIn here. Subscribe to our YouTube channel here. Joseph Pizzolato is the Founder & General Partner at Defiant VC, a newly launched venture fund bringing a tech-first approach to investing. Joseph shares his journey from engineering to venture capital, his experiences at Vitruvian Partners and Feli…
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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 Portfolios Connect with us on LinkedIn: First Tru…
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Subscribe to our newsletter here. Follow us on LinkedIn here. Subscribe to our YouTube channel here. In this episode of Riding Unicorns, we’re joined by Aidan Rushby, Founder & CEO of Carmoola, a fintech company reinventing the way people buy used cars through a seamless, mobile-first car finance experience. Aidan shares his journey from running a …
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Subscribe to our newsletter here. Follow us on LinkedIn here. Subscribe to our YouTube channel here. Mike Smeed, Managing Director at InMotion Ventures, Jaguar Land Rover’s corporate venture capital arm. Mike shares his journey from a career in finance to leading one of the most active CVCs in the UK. He provides unique insights into the role of co…
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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 Portfolios Connect with u…
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Subscribe to our newsletter here. Follow us on LinkedIn here. Subscribe to our YouTube channel here. This week on Riding Unicorns, we’re joined by Adam Norris, Founder & CEO of Pure Electric, one of the leading premium electric scooter brands. Adam is also well known for playing a key role in managing the career of his son, Lando Norris, McLaren F1…
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Electricity 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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Stefano Vaccino is the Founder and CEO of Yapily, a leading open banking infrastructure provider. Stefano shares his unique journey from a career in nanotransistor research and investment banking to discovering his passion for technology and founding Yapily. We explore how open banking regulations like PSD2 inspired him to create a mission-driven c…
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Mandeep Singh is an angel investor and co-founder and former CEO of Trouva, a marketplace for independent boutiques that was acquired by Made.com. Mandeep takes us through his journey from founding Trouva, navigating its growth, and the eventual exit, to his current role as an active angel investor with a portfolio of over 80 companies. In this epi…
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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…
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Tim Chong is the Co-Founder and CEO of Yonder, a modern lifestyle rewards credit card designed for young city adventurers. Tim shares his journey from growing up in Australia and a career in consulting to working at ClearScore and ultimately founding Yonder. We delve into the evolution of the Yonder product and brand, from solving credit challenges…
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This week on Riding Unicorns, we’re joined by Romina Savova, Founder & CEO of PensionBee, the platform transforming how people manage their pensions. With over 260,000 customers and £5.5 billion in assets under management, PensionBee has become a household name in the UK. Romina shares the journey of building a public company that empowers consumer…
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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 techn…
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This week on Riding Unicorns, we're joined by Dom Hallas, Executive Director at the Startup Coalition, the policy voice for UK tech startups and scaleups. Dom brings a wealth of insight into the intersection of tech, venture, and public policy, offering a fascinating look into the state of the UK ecosystem during a time of governmental and economic…
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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. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & o…
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Ron Levin is the Managing Partner at Alumni Ventures, the most active venture capital firm in the US. Hector spoke to Ron to discuss his journey from entrepreneur to investor and his insights on scaling ventures and building impactful companies. Ron shares his fascinating career story, from organising trading card shows as a teenager to founding th…
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Paul Black and Mike Trigg are portfolio managers and co-CEOs at WCM Investment Management. They join the podcast to discuss WCM’s unique path to becoming a leading global equity manager, 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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Martin Sokk is the Co-Founder and CEO of Lightyear. He joined Hector to discuss his journey from product management at Wise (formerly TransferWise) to building a company revolutionising retail investing in Europe. Martin shares how his product-driven mindset and relentless curiosity have shaped his career, offering insights into creating 10x produc…
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Richard Bernstein provides his perspective on key investment themes to watch in the year ahead, including overlooked opportunities, potential pitfalls, and the value of seeking “maximum diversification”. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Tru…
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In this episode of Riding Unicorns, James is joined by Matt Chandler, Principal at Octopus Ventures, one of Europe’s leading early-stage venture capital firms. Known for his focus on consumer tech, Matt shares his journey from aspiring oil painter to venture capitalist, weaving creativity into every step of his career. Matt discusses the unique dyn…
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Sasha Kaletsky, Managing Partner at Creator Ventures, joins James Pringle on Riding Unicorns to discuss his journey into venture capital, the evolution of Creator Ventures, and the unique insights creators bring to consumer internet investing. In this episode, Sasha dives into: The transition from an investment club to a $20M fund Backing transform…
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Dave Rutherford has been a Navy SEAL, a contractor for Blackwater and the CIA, and performance coach. In this episode, he shares insights and strategies for pursuing excellence and overcoming fear in high-pressure environments. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI P…
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Rory Sutherland, Vice Chairman of Ogilvy UK, joins James Pringle and Hector Mason on Riding Unicorns to delve into the fascinating intersection of behavioural science, marketing, and business strategy. With a career dedicated to understanding human decision-making, Rory shares his unique perspective on how psychological insights can unlock growth a…
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Vidu Shanmugarajah is a Partner at GV (formerly Google Ventures), where he invests in transformative tech companies across Europe. In this episode of Riding Unicorns, Vidu joins James Pringle and Hector Mason to share his journey from corporate law to venture capital, highlighting how his unique background has shaped his approach to investing. Vidu…
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In this episode, Brian Wesbury discusses the implications of Trump's recent election victory. Recorded the day after Election Day, Brian explores potential changes in economic and tax policies, providing insights into the future economic landscape. ---------------------------------------------------------------------------------------------- Subscr…
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Edwina Johnson is the General Manager of MoneyGram Online International, responsible for overseeing the company’s digital consumer business outside of North America. In this episode of Riding Unicorns, Edwina joins James Pringle and Hector Mason to talk about her diverse career, ranging from working with startups to corporate roles, as well as her …
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Bob Stein — As Election Day looms, Bob analyzes the probabilities of different election scenarios. Additionally, we explore how tariffs and other tax policies might affect the economy, discuss the implications of government spending, and consider if advancements in AI might pave the way for universal basic income initiatives. ----------------------…
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Paul Yacoubian is the Founder and CEO of Copy.ai, a company revolutionising the way businesses create marketing and sales copy by automating workflows with AI. Founded in 2020, Copy.ai initially helped distribute the value of GPT-3, but has since expanded to build an enterprise product streamlining go-to-market efforts for companies globally. In th…
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Bill Housey discusses recent dynamics in the bond market, including why longer-term interest rates have increased since the Fed began cutting rates, where we are in the economic cycle, and implications for fixed income investors. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI…
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Charles Wells is the Founder and CEO of HelloSelf, a technology business focused on personalised psychological advice aimed at self-betterment. In this episode, Charlie joins hosts James Pringle and Hector Mason to discuss his eclectic career in marketing, charity, angel investing, and entrepreneurship, as well as the story behind HelloSelf. The bu…
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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. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios…
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Simon Mellin is the Founder and CEO of The Modern Milkman. ​Their business started as a local milkround inspired by David Attenborough's Blue Planet and the need to reduce plastic waste. In the space of a few short years, they've grown from four friends and a truck to a vast network of milkmen and women working tirelessly to reduce consumer waste. …
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Ryan 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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David Jarvis is the Co-Founder and CEO of Griffin. ​Griffin puts the bank in Banking as a Service. They combine the secure, regulated infrastructure of a bank with the speed and power of modern software into one powerful full-stack BaaS platform. Their goal is to empower companies to embed banking into their products quickly and safely. With purpos…
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Mike Soutar worked in the media and entertainment industry since the mid-1980s, starting as a magazine journalist and editor before becoming a Publisher and Managing Director working across print, digital, and broadcast platforms in the UK and America. In 2000 Mike joined the Board of Britain’s largest magazine publisher, IPC, and was part of the B…
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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. ---------------------------------------------------------------------------------------------- Subscribe Here to the RO…
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George Henry is a General Partner at LocalGlobe. LocalGlobe is a venture capital firm that focuses on seed and impact investments. They have seeded impactful founders since 1999 at places like Citymapper, Improbable, Lovefilm, Moo, Wise, and Zoopla. They invest in startups selling to consumers, small businesses, and enterprises. They are lean, data…
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Bob Stein joins the podcast to discusses how the nomination of Kamala Harris will impact the upcoming presidential election, his thoughts on each candidate’s choice of running mate, and how elections results may impact the economy in the years ahead. ---------------------------------------------------------------------------------------------- Subs…
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Richard Anton is the Co-Founder and General Partner at Oxx. Oxx partners with the most promising European B2B software companies at the scale-up stage. As a specialist SaaS investor, Oxx provides each entrepreneur with a support system of unique specialist expertise and network, and a culture of unfaltering partnership and absolute conviction. The …
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In 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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Tim Creswick is the CEO and Founder of Vorboss. Vorboss is a dedicated fibre network and internet service purpose-built for the needs of London’s most demanding businesses. They are the only internet service provider that offers 10Gbps as a minimum—meaning that their network can cope with the demands of the most data-hungry businesses for the next …
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In 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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Oana Andreea Jinga is a CCO and Co-founder of Dexory. They develop robotics and AI logistics solutions to drive better business decisions. Through their DexoryView platform, they automate data collection and build real-time fed digital twin technology that unlocks insights across all levels of warehouse operations. Oana joins James Pringle and Hect…
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Jeff 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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Gareth Jefferies is a Partner at RTP Global, a global, early-stage venture capital firm, backing ambitious founders who are reshaping the world with technology. Their track record speaks for itself; over 110 investments worldwide, with one in 10 becoming multi-billion dollar companies including Datadog, DeliveryHero, and Cred. Gareth joins James Pr…
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