Basis Points by WisdomTree Asset Management
Basis Points
Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.
Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.wisdomtree.com
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Basis Points by WisdomTree Asset Management
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Strona podcastu
Ostatni odcinek
8 lip 2026
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Odcinki
Pay No Attention to That Man Behind the Curtain 16.11.2022 4:21
With the money and bond markets preoccupied with inflation, the chance of a recession and Fed rate hikes, the state of the U.S. government’s finances has not received much attention. This week on the Basis Points podcast, Kevin Flanagan “pulls back the curtain” and provides some insights on this front. Basis Points: 1/100th of 1 percent.
Is Five Becoming the New Four? 09.11.2022 3:42
November has gotten off to an inauspicious start for the money and bond markets. Against this backdrop, during this week’s episode of the Basis Points podcast, Kevin Flanagan discusses the likelihood of Powell & Co. raising the terminal rate for Fed Funds to the 5% threshold. Basis Point: 1/100th of 1 percent.
Fed Watch: 'Pivot' Lite? 02.11.2022 4:23
The Fed delivered another outsized rate increase at today’s FOMC meeting, raising interest rates again by 75 basis points to a new range of 3.75%–4%. This week on the Basis Points podcast, Kevin Flanagan outlines what this means for the markets and discusses what to expect from the Fed going into 2023. Basis Point: 1/100th of 1 percent.
U.S. Treasury Yields: The Next Generation with Morgan Stanley 26.10.2022 15:02
This week on the Basis Points podcast, Kevin Flanagan is joined by Morgan Stanley’s Global Head of Macro Strategy, Matthew Hornbach. During the episode, they cover the impacts of the rising 31 trillion-dollar national debt, possible outcomes for the next Fed meeting and key economic indicators for inflation, including: rate hikes, labor markets, U.S. Treasury Yields and more. Basis Point: 1/100th...
No Powell Pivot 19.10.2022 4:50
This week on the Basis Points podcast, Kevin Flanagan discusses the Fed's inflation fighting strategy and the chatter about a “pivot” shifts gears as the hotter-than-expected September CPI report effectively eliminates the possibility of a Powell pivot in the near future.
Volatility Seems To Be Everywhere 11.10.2022 5:17
Given the evolving regulatory environment, this week on the Basis Points podcast, Kevin Flanagan explores the related risks and trends against a volatile market backdrop. Basis Point: 1/100th of 1 percent.
When Is a Recession Actually a Recession? 05.10.2022 4:32
This week on the Basis Points podcast, Kevin Flanagan takes listeners down memory lane to define the framework of a recession and how it compares with where the US economy has been, where it is and where we believe it might be headed. Basis Points: 1/100th of 1 percent.
Navigating the Uncharted Waters Between Growth and Inflation 28.09.2022 10:25
This week on the Basis Points podcast, Kevin Flanagan is joined by WisdomTree thought leaders Jeff Weniger, Nitesh Shah and Aneeka Gupta to cover a compelling blend of global research and analysis regarding the recent dramatic shift in monetary policy by just about every central bank in the developed world, including: The latest economic and investing developments in emerging and developed markets...
Fed Watch: Full Steam Ahead 21.09.2022 4:20
At today’s FOMC meeting, the Fed raised the Fed Funds target by 75 basis points. This week on the Basis Points podcast, Kevin Flanagan discusses the driving factors behind this decision and what we might expect from the Fed in the future. Basis Points: 1/100th of 1 percent.
Will It Be A 'Four' Gone Conclusion? 07.09.2022 4:35
This week on the Basis Points podcast, Kevin Flanagan recaps the Fed’s latest messaging on inflation and rising rates, their impact on the money and bond markets and turns to the latest jobs report for answers. Basis Points: 1/100th of 1 percent.
Aiming for High Income, with a Quality Screen 24.08.2022 5:13
We’ll say it again, there is income back in fixed income! This week on the Basis Points podcast, Kevin Flanagan reviews developments in the high yield market. And he focuses in on how considering a quality screen in your allocation approach could be beneficial. Basis Points: 1/100th of 1 percent. High Yield Market Cap is proxied by the Bloomberg Barclays U.S. Corporate High Yield Index. The benchm...
Will Powell Play “Fed Texas Hold’Em”? 17.08.2022 4:35
Will the Fed hold‘em, fold‘em or stay? This week on the Basis Points podcast, Kevin Flanagan weighs in on the latest debate in the money and bond markets, and contemplates the future landscape regarding interest rate hikes. During the episode, Kevin deals out notable perspectives and possible approaches to consider under the current environment and discusses shorter duration profiles in a fixed in...
Back in the Summer of '69 10.08.2022 4:22
This week on the Basis Points podcast, Kevin Flanagan provides perspective on the latest labor market data as policy officials continue pushing back against the recession narrative and gear up for the Jackson Hole Conference taking place later this month.
Don't Go Chasing Waterfalls 03.08.2022 5:29
What a week for the money and bond markets. This week on the Basis Points podcast, Kevin Flanagan continues his discussion on the sticky topic of inflation and breaks down the impact of the latest monetary policies on bond yields as it relates to the volatile market backdrop. Listen now to learn more about potential solutions for positioning your fixed income portfolio today. Basis Points: 1/100th...
Fed Watch: Back-to-Back in the History Books 28.07.2022 4:35
At this week’s FOMC meeting, the Fed made history with another 75-point rate hike. This week on the Basis Points podcast, Kevin Flanagan discusses how the latest regulatory updates and developments affect the Fixed Income sector to help equip investors and advisors as talks of a possible recession continue. Basis Points: 1/100th of 1 percent.
Is it Just a Matter of How Shallow or Deep? 20.07.2022 4:19
What type of rate hike are we going to see at next week's July FOMC meeting? This week on the Basis Points podcast, Kevin Flanagan weighs in on the buzz around recession talk and what the yield curve could look like in the near term. Basis point: 1/100th of 1 percent.
Income Back in Fixed Income? 06.07.2022 4:21
Is income coming back into Fixed Income? This week on the Basis Points podcast, Kevin Flanagan discusses how the dynamic duo of inflation and fed policy are affecting the Fixed Income landscape and how it might be something to consider as recession chatter continues. Basis point: 1/100th of 1 percent. Yield to worst: The rate of return generated assuming a bond is redeemed by the issuer on the lea...
Looking for Recession Clues In All the Wrong Places 29.06.2022 5:08
Are the markets looking for recession clues in the right or the wrong places? This week on the Basis Points podcast, Kevin Flanagan discusses the leading economic indicators of a recession, as well as where investors and advisors can turn to for a silver lining. Basis point: 1/100th of 1 percent.
Is a 4% 10-Year Treasury Yield Possible? 22.06.2022 3:26
The first half of 2022 is now in the books, and the Treasury 10-year yield continues to make headlines in the bond market. This week on the Basis Points podcast, Kevin Flanagan covers where the treasury yield might be headed next to help investors feel updated and informed on the latest market updates and developments. Basis Points: 1/100th of 1 percent. Fibonacci retracement: A technical analysis...
I'll See Your 50, and Raise You 75 15.06.2022 4:32
All eyes on today’s Fed decision – now what? This week on the Basis Points podcast, Kevin Flanagan covers the impact of this week’s FOMC meeting announcement to raise interest rates by 75 basis points, for the first time since 1994, and what that means for the money and bond markets. Basis Points: 1/100th of 1 percent.
What’s Next? 2022 Mid-Year Outlook with Morgan Stanley 08.06.2022 14:23
As market uncertainty persists, investors and advisors are left to wonder what’s next? This week on the Basis Points podcast, Kevin Flanagan leads a discussion with Morgan Stanley’s Global Head of Macro Strategy, Matthew Hornbach to discuss their key takeaways from the first half of 2022 and the many forces set to impact the road ahead. Basis Points: 1/100th of 1 percent.
Unsure About Duration? Try our Barbell Tool 01.06.2022 5:59
With the mix of high inflation and rising interest rates, should investors and advisors consider repositioning their bond portfolios? This week on the Basis Points podcast, Kevin Flanagan delivers timely and actionable ideas to help investors and advisors navigate ever-changing market conditions including the use of WisdomTree’s Barbell strategy as a helpful tool that aims to provide investors wit...
How to Find Higher Yield 25.05.2022 12:45
With rates up and bond prices down, is there room for potential opportunity in the alternative credit sector? This week on the Basis Points podcast, Kevin Flanagan speaks with Chris Acito, Chief Executive Officer of Gapstow to discuss the impact of rising rates on traditional fixed income investments, alternative credit and more. To learn more about the standardized performance of the WisdomTree A...
Float Like a Butterfly, Don't Get Stung by a Bee 11.05.2022 6:10
Has the sell-off in bond markets taken its course? This week on the Basis Points podcast, Kevin Flanagan covers the Fed potentially raising rates two if not three more times between now and year-end and what that means for fixed income investors. Basis Points: 1/100th of 1 percent.
Fed Watch: Nifty-Fifty 04.05.2022 5:21
At today’s Fed meeting, for the first time since May 2000, the Fed announced a 50 point rate hike. This week on the Basis Points podcast, Kevin Flanagan discusses the impact of the meeting results on the fixed income markets going forward. Basis Points: 1/100th of 1 percent.
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