Shows / Basis Points
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.
Episodes
- Basis Points
I'll See Your 50, and Raise You 75
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…
- Basis Points
What’s Next? 2022 Mid-Year Outlook with Morgan Stanley
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…
- Basis Points
Unsure About Duration? Try our Barbell Tool
With the mix of high inflation and rising interest rates, should investors and advisors consider repositioning their bond portfolios? This week on the Basis…
- Basis Points
How to Find Higher Yield
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…
- Basis Points
Float Like a Butterfly, Don't Get Stung by a Bee
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…
- Basis Points
Fed Watch: Nifty-Fifty
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…
- Basis Points
The Defining Moment for the Bond Market?
This week on the Basis Points podcast, Kevin Flanagan is joined by George Goncalves, Head of U.S. Macro Strategy at MUFG Securities. They discuss global…
- Basis Points
On the QT
This week on the Basis Points podcast, Kevin Flanagan is joined by Roberto Perli, Head of Global Policy at Piper Sandler and former senior staff member at the…
- Basis Points
Are Inverted Treasury Yields Fake News?
What is all the buzz about a potential economic recession? This week on the Basis Points podcast, Kevin Flanagan discusses inverted treasury yields, while…
- Basis Points
Where Treasury and TIPS Yields May Be Headed
This week on the Basis Points podcast, Kevin Flanagan discusses a few key takeaways following the March FOMC meeting, focusing on where we believe treasury…
- Basis Points
We Have Lift-Off
Now that the first hike has been announced, Kevin Flanagan discusses what the rate hike cycle looks like going forward. And up until Russia's invasion of…
- Basis Points
Stagflation Without the Stag
This week on the Basis Points podcast, Kevin Flanagan lays out the runway for next week’s fed meeting while analyzing the latest on the employment sector as we…
- Basis Points
Can Powell Hit a Curveball?
This week on the Basis Points podcast, Kevin Flanagan takes a trip down memory lane as he examines the yield curve and poses the question, what will the Fed do…
- Basis Points
Are Fed Funds Futures All That They're Cracked Up To Be
With several Fed interest rate hikes expected to begin as early as March, this week on the Basis Points podcast, Kevin Flanagan discusses what history has to…
- Basis Points
Looking for Yield When Rates Are Rising
This week on the Basis Points podcast, Kevin Flanagan speaks with Gapstow Chief Executive Officer, Chris Acito to discuss the impact of rising rates on…
- Basis Points
Negative Yields Are No Longer Spanning Across The Globe
Is the Treasury market at risk of losing support from the Fed and global investors? This week on the Basis Points podcast, Kevin Flanagan covers the latest…
- Basis Points
Where Is The Treasury 10-Year Yield Headed?
With the money and bond markets still buzzing following Chairman Powell’s ‘hawkish’ show, this week on the Basis Points podcast, Kevin Flanagan shares his…
- Basis Points
Ready, Set, Hike...
This week on the Basis Points podcast, Kevin Flanagan discusses a few key takeaways following the latest Fed meeting, including signals that rate hikes could…
- Basis Points
The Fed's Balancing Act
Is it more than a rebalancing act? This week on the Basis Points podcast, Kevin Flanagan focuses on the Fed balance sheet while discussing the rate hike cycles…
- Basis Points
Is Early Liftoff a ‘Four’ Gone Conclusion?
This week on the Basis Points podcast, Kevin Flanagan discusses the more hawkish tilt coming out of the recent Fed meeting and what affect that has on the…
- Basis Points
2022's High Conviction Trade – Rising Rates
This week on the Basis Points podcast, Kevin Flanagan discusses three rate-hedging investment resolutions for 2022’s rising rates and inflationary environment…
- Basis Points
It's Beginning to Look a Lot Like...Rate Hikes
This week on the Basis Points podcast, Kevin Flanagan discusses the final FOMC meeting for 2021 and it’s beginning to look a lot like rate hikes may be coming…
- Basis Points
In The Eye Of The Beholder
This week on the Basis Points podcast, Kevin Flanagan discusses the swaying focus for the money and bond markets on the Fed, inflation and labor market due to…
- Basis Points
Nowhere to Run...With One Exception
This week on the Basis Points podcast, Kevin Flanagan talks about the reappointment of Federal Reserve Chairman Jay Powell and the rate outlook in the fixed…
- Basis Points
Transitory Inflation Has Gone Mainstream
Is the Fed in for a sticky situation? This week on the Basis Points podcast, Kevin Flanagan discusses what ‘transitory’ means specifically related to…
- Basis Points
Fed Watch - Moving On And Rather Quickly
This week on the BasisPoints podcast, Kevin Flanagan reflects on the latest Fed meeting as they commence ‘phase two’ of their exit strategy. Tune-in to hear…
- Basis Points
Rates Rising, Who You Gonna Call?
With Halloween just a few days away, Kevin Flanagan wonders if the bond market is going to be giving out tricks or treats this year. This week on the Basis…
- Basis Points
Five and Dime
This week on the Basis Point’s Podcast, Kevin Flanagan takes a trip down memory lane as he remembers the Five-and-Dime stores while discussing the recent…
- Basis Points
This Time It's For Real
Is your bond portfolio prepared for the possibility that this time the increase in rates is for real? On this week’s episode of the Basis Points podcast, Kevin…
- Basis Points
A Fresh Idea for Bond Investors
On this week’s episode of the Basis Points podcast, Kevin Flanagan is joined by Mike Barrer, WisdomTree’s Director of Capital Markets, to answer your questions…
- Basis Points
A Conversation on Mortgage-Backed Securities
On this week’s episode of the Basis Point’s podcast, Kevin Flanagan is joined by Jeff Dutra from Voya Financial to discuss the WisdomTree Mortgage Plus Bond…
- Basis Points
Exit Stage Left
Another FOMC meeting is in the books as policymakers completed their September convocation, and for those keeping track, that leaves two more Fed meetings this…
- Basis Points
Protecting the 'Core'terback
After a great weekend of enjoying the start of 2021’s football season, Kevin Flanagan uses the sport as an analogy for bonds and fixed income investing. On…
- Basis Points
Missed it by that Much
After looking at the August jobs report, Kevin Flanagan can’t help but feel a bit of déjà vu. On this week’s episode of the Basis Points podcast, Kevin…
- Basis Points
Greetings from Jackson Hole... See you in September
One of the most anticipated events of the year for the financial markets is behind us and Kevin Flanagan weighs in on the takeaways. On this week’s episode of…
- Basis Points
Your Move, Jay Powell
Another jobs report in the books and things are getting a bit more interesting for the Fed. On this week’s Basis Points Podcast, Kevin Flanagan wonders if the…
- Basis Points
Aligning the Stars in Fixed Income
Federal Reserve Chairman Jerome Powell reiterated his stance that the recent spike in inflation is only transitory – so where does this leave fixed income…
- Basis Points
What's Behind the Recent Drop in the Treasury 10-Year Yield?
On this week’s episode of the Basis Point’s podcast, Kevin Flanagan discusses a variety of reasons for the recent drop in the Treasury 10-year yield. Basis…
- Basis Points
Ending the First Half on a Solid Note
On this week’s episode of the Basis Point’s podcast, Kevin Flanagan reflects on the first half of the year and provides an outlook on the market and economy as…
- Basis Points
'TIP'ping Point
On this week’s episode of the Basis Point’s podcast, Kevin Flanagan discusses whether investors should be considering Federal Reserve (“Fed”) exit strategy…
- Basis Points
Could Liftoff Be Pushed Up Again?
On this week’s episode of the Basis Point’s podcast, Kevin Flanagan wonders if liftoff could be pushed up again by the Fed. He further discusses his main…
- Basis Points
Fed Watch "Blues Clues"
On this week’s episode of the Basis Point’s podcast, Kevin Flanagan “connects the dots” from yesterday’s Fed meeting. He discusses his main takeaways from the…
- Basis Points
Breathe, Breathe In The Air
Another week of lower than expected jobs report numbers and Fed Chair Powell breathes a sigh of relief. On this week’s episode, Kevin Flanagan discusses the…
- Basis Points
Wait a Minute(s)
Investors received an interesting surprise with discussion of “tapering” in the April FOMC minutes. On this week’s podcast, Kevin Flanagan discusses who is…
- Basis Points
"Consumed" By Inflation
The release of April’s CPI and PPI reports caused a stir in the money and bond markets last week. On this week’s episode, Kevin Flanagan continues his…
- Basis Points
A Potential High-Income Solution for a Yield-Challenged Environment
On this week’s podcast, Kevin Flanagan is joined by Chris Acito, Chief Executive Officer and Chief Investment Officer of Gapstow Capital Partners. They discuss…
- Basis Points
Emerging Markets Corporate Bonds Q&A
Digging deeper into the investment opportunities in the Emerging Markets space, Kevin Flanagan and JD Bütikofer of Voya Investment Management discuss why…
- Basis Points
Fed Watch: Same as it Ever was
At today’s Fed meeting the FOMC members voted to continue a zero- interest rate policy and keep their quantitative ease purchases on auto-pilot. On this week’s…
- Basis Points
Going Out Like a Lion
The momentum appears to be in place for continued robust economic recovery for the remainder of 2021. On this week’s podcast, Kevin Flanagan highlights this…
- Basis Points
Giving Credit Where It’s Due
The absolute level of rates remains historically low, which leaves investors searching for yield. Kevin Flanagan explains why investors searching for income…
- Basis Points
Treasury 10-Year Yield: A Case of “Higher Highs”
The first quarter of 2021 is now in the books, and the rising Treasury 10-Year yield continues to make headlines in the bond market. On this week’s podcast…
- Basis Points
“Zero”ing in on a Rate-Hedged Solution
Can Treasury yields rise even if the Federal Reserve doesn’t raise rates? The 2021 experience has shown investors that they certainly can. Kevin Flanagan…
- Basis Points
Fed vs. Treasuries: Who Will Blink First?
On this week’s podcast Kevin Flanagan discusses the rise in the UST 10-year yield and what this could potentially mean for the bond market.
- Basis Points
Fed Watch: In No Hurry for a “Liftoff”
Fed Watch: In No Hurry for a “Liftoff” by Kevin Flanagan
- Basis Points
There's No Such Thing as a Free Lunch
One of the biggest stories in bond-land thus far in 2021 has been the spike in the U.S. Treasury 10-year yield. On this week’s podcast, Kevin Flanagan…
- Basis Points
Have You Rate-Hedged Yet?
Last week’s spike in the U.S. Treasury 10-year yield was a not-so-subtle reminder that rate-hedging remains an active consideration for the bond market…
- Basis Points
Reflation, Flation, What’s Your Nation?
Inflation expectations have been noticeably on the rise thus far in 2021. On this week’s podcast, Kevin Flanagan is joined by Scott Welch, WisdomTree’s Chief…
- Basis Points
Searching for Yield, Not Reaching for Yield
Interest rates around the globe are either outright negative, or in the case of the U.S., they remain at historically low levels. On this week’s podcast, Kevin…
- Basis Points
“Inflate-Gate”? Don’t Tell That to the Bond Market
Not all market participants are convinced yet that inflation might make a comeback, but don’t tell that to the bond market. On this week's podcast, Kevin…
- Basis Points
What Does the U.S. Manufacturing Recovery Mean for Commodities?
Given the unfortunate second wave of the COVID-19 pandemic, it’s easy to focus solely on what the negative impact could potentially mean for the U.S. economy…