Basis Points

Basis Points by WisdomTree Asset Management
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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.

  1. -2 ДН.

    Weighing in on Warsh

    Markets reacted quickly to the nomination of Kevin Warsh as the next Fed Chairman, but the bigger story lies beyond the headlines. This week on the Basis Points podcast, Kevin Flanagan weighs Warsh’s Fed background, policy instincts and what a balance-sheet-focused Fed could mean for bonds. Basis point: 1/100th of 1 percent. Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

    5 мин.

  2. 5 ФЕВР.

    Trump Administration’s Plan to Buy Agency MBS: How to Play It?

    Policy headlines are creating fresh opportunities in securitized markets. This week on the Basis Points podcast, Kevin Flanagan is joined by Dave Goodson, Head of Securitized at Voya Investment Management, to break down the Trump administration’s proposed $200 billion purchase of agency mortgage-backed securities (MBS), what’s already priced in and where active fixed income managers may find relative value. They also explore why a mortgage-plus approach could make sense as policy and market dynamics continue to evolve. Basis point: 1/100th of 1 percent. MBS: Mortgage-backed security CMBS: Commercial mortgage-backed security RMBS: Residential mortgage-backed security Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

    9 мин.

  3. 29 ЯНВ.

    Fed Watch: Can I Place You on Hold?

    After a flurry of rate cuts at the end of 2025, the FOMC decided to pause their rate cuts at the January meeting, keeping the fed funds trading range at 3.50%–3.75%. This week on the Basis Points podcast, Kevin Flanagan explains why this shift may mark a move toward neutral policy and how labor market data could steer the next phase of decision-making. Basis point: 1/100th of 1 percent. Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

    4 мин.

  4. 22 ЯНВ.

    A Quality-Screened Substitute for Bank Loans

    Bank loans come with yield, but also risk. This week on the Basis Points podcast, Kevin Flanagan explains how the WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) offers a high-yield, zero-duration alternative with quality screening designed to reduce credit risk. Basis point: 1/100th of 1 percent. Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

    4 мин.

  5. 14 ЯНВ.

    Putting a Steeper Yield Curve to the Test

    The steepening yield curve isn’t just a forecast, it’s atest. This week on the Basis Points podcast, Kevin Flanagan breaks down a horizon analysis using our 2026 Economic & Market Outlook, showing how short-term Treasuries could outperform while long duration risks negative returns. Basis point: 1/100th of 1 percent. Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now    Please see theWisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

    4 мин.

  6. 24.12.2025

    The Answer to the Curve Steepener: Active/Passive Barbell

    The Treasury yield curve steepened in 2025, and 2026 could bring more of the same. This week on the Basis Points podcast, Kevin Flanagan explains why an active/passive barbell strategy is a timely way to capture income potential while managing duration risk. Basis point: 1/100th of 1 percent. Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

    4 мин.

  7. 17.12.2025

    The Fed’s Silent Dissenters

    The Fed’s divisions may run deeper than the official vote count suggests. This week on the Basis Points podcast, Kevin Flanagan unpacks the concept of “silent dissenters,” what the dot plot signals about rate cuts, and why a shifting FOMC could make future policy decisions even more data dependent. Basis point: 1/100th of 1 percent Learn more:https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now Please see the WisdomTree Glossary for additional definitions of terms and/or indexes:https://www.wisdomtree.com/investments/glossary

    4 мин.

  8. 11.12.2025

    Fed Watch: Recalibrating the “Recalibration”

    As expected, the Fed delivered a third straight 25-basis-point rate cut at the December FOMC meeting. With the resumption of rate cuts now at round three, Kevin Flanagan explains how Powell’s “risk management” approach, internal Fed divisions, and missing data raise key questions about what 2026 could bring—and whether the recalibration now needs a recalibration of its own. Basis point: 1/100th of 1 percent. Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now Please see the WisdomTree Glossary for additional definitions of terms and/or indexes:https://www.wisdomtree.com/investments/glossary

    4 мин.
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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.

Информация

  • Автор
    Basis Points by WisdomTree Asset Management
  • Годы выхода
    2019 - 2026
  • Выпуски
    299
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Basis Points by WisdomTree Asset Management
  • Сайт подкаста
    Basis Points

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