The Point Podcast

Basepoint Wealth

Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management.  We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener topic or question out of a hat and have a candid conversation about it. The fun part, we don't know what the question will be, and that makes it interesting and exciting for us to discuss it with you. We are striving for a great listener experience by discussing financial topics in a relatable way. We hope you enjoy it. Be sure to subscribe and follow along as we release episodes each month.  The Point Podcast is sponsored by Basepoint Wealth, LLC. Visit basepointwealth.com for important disclosure information.

  1. 08/28/2025

    E16: Can We Trust the Data: Jobs Surveys, CPI, and GDP in Focus

    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 we explore the nuances behind the headlines and how these reports impact markets, policy, and everyday financial decisions. 🔍 What You’ll Learn in This Episode: 📊 The key differences between the household survey and establishment survey in jobs reports🏠 Why conflicting jobs data can create confusion for economists, markets, and policymakers💡 How CPI and GDP are measured — and what they reveal (or hide) about economic health📈 Why data reliability matters when making financial and policy decisionsIf you’ve ever wondered why the numbers don’t always add up, this episode will give you clarity. #JobsReport, #EconomicData, #CPI, #GDP, #LaborMarket, #InflationInsights, #DataReliability 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 you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next. Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

    37 min
  2. 06/30/2025

    Ep 15: Mutual Funds vs. EFT's: Why We Don't Always Choose the Cheapest Option

    💭 "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 investment decisions—and how institutional mutual funds, qualitative manager traits, and portfolio construction all factor into smarter investing.  ✅ Why lower cost doesn’t always mean better value in investments  ✅ The tradeoffs between mutual funds and ETFs, including manager oversight and turnover  ✅ How Allen evaluates mutual funds using Buffett-inspired criteria  ✅ The role of qualitative factors: manager passion, strategy, and team depth  ✅ How Japan’s rising interest rates are affecting global bond markets and investor portfolios 🎯 Whether you're a DIY investor or working with an advisor, this episode offers clarity on how to evaluate investment costs in context, not isolation. Key points: ETFs vs mutual funds, investment costs, active vs passive, portfolio strategy, Japan interest rates, fund manager analysis 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 you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next. Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

    27 min
  3. 05/07/2025

    Ep 14: Budget vs Trade Deficit, Market Volatility & Private Equity in Retirement

    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 Private Equity has a place in a well-constructed retirement portfolio. 🔹 Topics Covered: ✅ Budget Deficit vs. Trade Deficit: What each one really means ✅ How to approach market volatility with a long-term mindset ✅ Pros and cons of Private Equity in retirement planning ✅ What current trade policy shifts could mean for investors 📣 Join the conversation! Share your take on this week’s hot topics. 🔔 Subscribe for more timely insights on money, markets, and smart investing! #Investing #DeficitsExplained #MarketVolatility #PrivateEquity #TradePolicy #FinancePodcast #RetirementPlanning #WealthManagement 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 you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next. Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

    46 min
  4. 03/27/2025

    Ep 13 The Magnificent Seven, Credit Spreads & Global Investments

    📌 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 their momentum. 🔹 Topics Covered: ✅ Why international stocks might deserve more attention in portfolios ✅ Understanding credit spreads and their influence on investments ✅ The rise (and risks) of the Magnificent Seven stocks ✅ Key factors shaping global markets in 2024 📣 Join the conversation! Drop your thoughts in the comments below. 🔔 Subscribe for more insights on investing, markets, and financial strategies! #Investing #InternationalStocks #CreditSpreads #MagnificentSeven #StockMarket #GlobalInvestments #WealthManagement #FinancePodcast 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 you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next. Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

    35 min
  5. 03/14/2025

    Ep 12 Growth vs. Value Investing: What Investors Need to Know

    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's market. 🔹 Topics Covered: ✅ Growth vs. Value: Understanding the Core Differences ✅ Why Value Investing? Basepoint’s Approach Explained ✅ Market Cycles: When Does Value Outperform Growth? But first, in our Most Important Thing segment, we highlight recent headlines, including: 📌 The current administration and its impact on markets 📌 DOGE making waves again 📌 The importance of the separation of powers in government Tune in for expert insights on long-term investing strategies, market trends, and financial planning. Don't forget to like, subscribe, and hit the notification bell for more episodes! #Investing #ValueInvesting #GrowthInvesting #StockMarket #FinancePodcast #BasepointWealth #WealthManagement 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 you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next. Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

    39 min

About

Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management.  We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener topic or question out of a hat and have a candid conversation about it. The fun part, we don't know what the question will be, and that makes it interesting and exciting for us to discuss it with you. We are striving for a great listener experience by discussing financial topics in a relatable way. We hope you enjoy it. Be sure to subscribe and follow along as we release episodes each month.  The Point Podcast is sponsored by Basepoint Wealth, LLC. Visit basepointwealth.com for important disclosure information.