The Point Podcast

In this episode of The Point Podcast, Landis Wiley and CIO Allen Wallace discuss rising concerns in private credit markets, including liquidity pressure, and increasing default rates. They also answer a common investor question: What matters more — active ETFs, mutual funds, or the actual investment strategy behind them? Allen walks through how Basepoint Wealth evaluates investments, selects manag...

In this episode of The Point Podcast , Landis Wiley and CIO Allen Wallace break down how global events, like tensions in the Strait of Hormuz, can ripple through markets in unexpected ways. From inflation risks tied to energy and agriculture to the realities of a globally connected economy, they unpack what investors should really be watching. The conversation then shifts to how Basepoint is posit...

What are the most common retirement mistakes people make—and how can you avoid them? In this episode of The Point Podcast , Landis Wiley and Allen Wallace, Chief Investment Officer at Basepoint Wealth, explore the retirement planning pitfalls they see most often, from Social Security timing and Medicare premiums to Required Minimum Distributions (RMDs) and long-term tax strategy. They discuss why...

Is today’s market evolving—or overheated? 🤖📉 In this episode of The Point , Landis Wiley and Allen Wallace, CIO at Basepoint Wealth , break down the growing conversation around AI, crypto volatility, and market risk. We discuss: ✅ AI hype vs. real innovation ✅ Market similarities to the 2000 dot-com bubble ✅ Why valuation still matters ✅ Risks tied to leverage, speculation, and market concen...

A sudden crypto crash and shifting mortgage rates have investors asking big questions. 💥💰 In this episode, Landis Wiley and Chief Investment Officer Allen Wallace break down:  ✅ What caused the recent crypto “flash crash” and whether it could spill into traditional markets  ✅ How leverage and psychology drive volatility  ✅ Why mortgage rates haven’t dropped—even as the Fed cuts rates  ✅ What...

Headlines are turning negative — but does that mean a recession is here? In this episode of The Point , Landis Wiley and Allen Wallace, CIO at Basepoint Wealth, break down the current economic and market outlook.  📉 They discuss inflation pressures, job revisions, and what the Fed’s next moves could mean for investors.  🏦 Plus, a reality check on the AI boom: can massive spending and sky-high va...

Can we really trust the numbers that shape our economy? In this episode of The Point Podcast , we break down the reliability of key economic data, from the monthly jobs surveys to CPI inflation and GDP growth . Understanding the difference between the household survey and the establishment survey (and why they don’t always agree) is critical for interpreting what the data truly means. Join us as w...

💭 "If one of your investment principles is reducing costs, why do you still use mutual funds when ETFs are cheaper?" That’s the thoughtful listener question that kicks off this episode—and it leads to a wide-ranging discussion about value, strategy, and what really matters in long-term investing. Join Landis Wiley and Allen Wallace as they unpack why cost alone shouldn’t drive investmen...

In this episode of The Point, we kick off with “In the News,” where we unpack the latest on tariffs and trade policy—and what they could mean for your wallet. Then, we break down three big financial questions that are top of mind for investors. Our hosts clarify the differences between the budget deficit and trade deficit, explore smart ways to navigate market volatility, and discuss whether Priva...

📌 The Magnificent Seven, Credit Spreads & Global Investments In this episode of The Point Podcast, we dive into international investments, discuss credit spreads as the Most Important Thing, and analyze the performance of the Magnificent Seven stocks. Our hosts explore the potential of global markets, how credit spreads impact risk and returns, and whether the Magnificent Seven can maintain t...

In this episode of The Point Podcast , we dive into the ongoing debate between growth investing vs. value investing and why Basepoint Wealth focuses on value investing —even after a decade where growth stocks have outperformed. Our experts break down the key differences between growth stocks and value stocks , how they fit into an investment strategy, and what investors should consider in today&ap...

Markets are hitting new highs, but is this sustainable? In this episode of The Point Podcast, hosts Landis Wiley and Allen Wallace discuss Bitcoin, asset bubbles, key valuation metrics, and explore what investors should consider in today’s economic landscape. Are we in for a major correction, or is there still room to run? Tune in for expert insights on navigating market uncertainty.  We hope you’...

Post-election changes, they are coming. As with any change in administration, there are new policies and changes that go into effect that can have an impact on the market and economy, some significant. Let's talk about it. We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today . We would love to hear from you with your questions or specific topics yo...

We tackle a great listener question for this episode, "What impact does the National Debt have on retirement and savings and does this possibly mean higher taxes and more inflation in the future? Good question. We thought it was important to come together to discuss and give you our perspective. Thanks for tuning in. Be sure to subscribe to our channel and follow along as we release episodes...

The 2024 Election is on the minds of most Americans. It is a consistent topic that comes up frequently as we meet with our Basepoint clients. Many ask, "What will happen to the market and the economy after the election?"  We thought it was important to come together to discuss and give you our perspective. Thanks for tuning in. Be sure to subscribe to our channel and follow along as we r...

Our Chief Investment Officer kicks off episode 7 with the Most Important Thing, the Federal Reserve followed by our listener question, "What is Basepoint Wealth's investment strategy and how does it relate to the current market environment?" Thanks for tuning in. Be sure to subscribe to our channel and follow along as we release episodes each month. Do you have a topic you want to h...

What role will Artificial Intelligence (AI) play in the financial industry and how will it affect the role of advisors? We tackle a great listener question related to all the AI buzz, "How might the recent developments in artificial intelligence change the financial landscape and wealth management? Will AI advisors make human advisors obsolete? We hope you’ve gained some valuable insights or...

Should commodities make up a portion of your investment portfolio? If so, what kind of exposure should one add, and by what means should commodities be added to a portfolio, ie Futures, funds, options, metals? Also, on every episode, we discuss "What's the Most Important Thing" at the moment and help clear up what you might be hearing in the headlines. We hope you’ve gained some val...

Interest rates always seem to be in the news. Our listener question this episode states, "How have the interest rate hikes by the Fed affected the market? What is the impact on banks, mortgages, fixed income, and equities?" Let's dive in and talk about it. We kick off each episode with our segment titled, "What's the Most Important Thing" where we offer our insights a...

Join us as we discuss how cryptocurrency and other digital assets have changed the financial landscape. Is it a viable asset in an allocation, what value does cryptocurrency have? Discover Basepoint's view on crypto and how it relates to our core principles and investment philosophies. We kick things off with our segment, "What's the Most Important Thing" where we offer our ins...

Although energy envelops us daily, its profound impact on our lives, economy, and future often goes unnoticed. Join us as we discuss several energy-related factors impacting the world around us.     Tune in for our kick-off segment, "What's the Most Important Thing" where we offer our insights and perspective on the a relevant and timely topic on our minds. Be sure to subscribe to b...

Welcome to our inaugural episode of The Point, sponsored by Basepoint Wealth! In our first episode, we introduce a relevant and timely topic in a 60 second segment we like to call, What's the Most Important Thing. Then we dive right in by drawing our first topic quite literally from a hat. We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today . We w...