Basis Points

Dec 11 2024 250 ep. 5 mins 8
Basis Points Podcast artwork

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.

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A Normal Rate Setting Calls for Active Passive/Fixed Income

Dec 11 2024 10 mins  
With U.S. interest rates back to “normal” levels, fixed income investors face a landscape many haven’t seen in years. This week on the Basis Points podcast, Kevin Flanagan is joined by Jim Bianco, President of Bianco Research to cover how blending active and passive bond strategies — now more accessible through ETFs — may help navigate this evolving environment. Basis

A Passive Income Solution Without the Volatility

Dec 03 2024 3 mins  
Treasury Floating Rate Notes provide income without taking on duration risk—a key advantage while the 3-month/10-year Treasury yield curve remains inverted. This week on the Basis Points podcast, Kevin Flanagan explores how the WisdomTree Floating Rate Treasury Fund (USFR) could fit within an active/passive core fixed income portfolio. Basis point: 1/100th of 1 percent.

Re-Positioning in an Active Core Strategy

Nov 19 2024 4 mins  
Navigating today’s fixed income market is about more than timing—it’s about strategy. This week on the Basis Points podcast, Kevin Flanagan highlights the Bianco Research Fixed Income Total Return Index's recent re-positioning to neutral duration, underscoring how active management adapts to steepening yield curves and credit risks. Basis Point: 1/100th of a percent Bianco Re

A Post-Election/Post-Fed Look at Treasuries

Nov 13 2024 4 mins  
The U.S. Treasury market reacted sharply to last week’s election and Fed meeting. This week on the Basis Points podcast, Kevin Flanagan unpacks why Treasury yields are likely to stay elevated in the months ahead. Basis point: 1/100th of 1 percent.

Fed Watch: Speed Limit 25

Nov 07 2024 3 mins  
After a bold 50-basis point (bp) cut in September, the Fed dialed down to a 25-bp rate reduction at today’s FOMC meeting. This week on the Basis Points podcast, Kevin Flanagan breaks down how shifting economic data is complicating the path for future rate cuts—and why the Fed might even pause by early 2025 if inflation gets sticky and the labor markets don’t soften as expecte

Putting the ‘Plus’ in a Barbell Plus Strategy

Oct 30 2024 4 mins  
A barbell strategy builds a strong foundation for a bond portfolio, but how can investors enhance that? This week on the Basis Points podcast, Kevin Flanagan explains how securitized fixed income could potentially boost investor portfolios with added income from mortgage-backed and asset-backed securities. Basis point: 1/100th of 1 percent.

Sorry, Your Ticket Has Not Been Validated

Oct 16 2024 3 mins  
The U.S. Treasury market has experienced two significant rallies over the past year, with investors waiting for a validation of declining yields. This week on the Basis Points podcast, Kevin Flanagan discusses the recent UST yield reversal, shifting Fed rate cut expectations, and the potential impact of upcoming economic data on the bond market. Basis point: 1/100th of 1 percent.

Unlocking the Potential of Alternative & Private Credit in Modern Portfolios

Oct 09 2024 12 mins  
The private credit market may be primed for more attention with the start of the latest rate cut cycle. This week on the Basis Points podcast, Kevin Flanagan is joined by the CEO of Gapstow Capital Partners, Chris Acito to discuss the latest on this growing asset class. They also offer insight into how the WisdomTree Alternative Income Fund, HYIN, can offer strategic exposure for i

Money in Motion: A Barbell for Rate Cuts

Oct 02 2024 4 mins  
With the Fed “recalibrating” monetary policy towards rate cuts, the uncertainty now shifts to the timing and magnitude of this easing. In the latest Basis Points episode of the Money in Motion series, Kevin Flanagan presents a barbell approach, utilizing our Floating Rate Treasury Fund (USFR) and Yield Enhanced U.S. Aggregate Bond Fund (AGGY). Basis point: 1/100th of 1 percent

Fed Watch: 'Cut' to the Chase

Sep 18 2024 4 mins  
After much anticipation, the Fed finally delivered a rate cut at today’s FOMC meeting. This week on the Basis Points podcast, Kevin Flanagan examines the Fed’s data-driven approach, the potential disconnect between market expectations and Fed actions and the crucial role employment data will play in shaping future rate cuts. Basis point: 1/100th of 1 percent.