Basis Points

Basis Points

By Basis Points by WisdomTree Asset ManagementBusiness
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Basis Points episodes

  • Fed Watch: June Gloom
    It came as no surprise that the Federal Reserve left monetary policy right where it is at the June FOMC meeting. Kevin Flanagan discusses how fixed income investors should position their portfolios.
    7 min
  • Don't Go All Negative on Me
    There has been an increasing amount of chatter regarding whether the Federal Reserve would consider pushing the Fed Funds rate into negative territory. On this week’s podcast, Kevin Flanagan discusses this possibility and its impact on the economy.
    4 min
  • The Fed and Fixed Income ETFs
    So far in 2020, fixed income ETF inflows have been greater than flows into U.S. equities, commodities or currency. On this week’s podcast, Kevin Flanagan discusses this noteworthy feat.
    5 min
  • How Bad Was It?
    All eyes were on Friday’s jobs report to see just how bad it really was. As expected, it was bad, the worst report of our lifetime, as a matter of fact. On this week’s podcast, Kevin Flanagan provides a quick rundown of the numbers and outlines what to expect next.
    6 min
  • Should We Care About the Yield Curve Going Forward?
    Recently, it has been argued the Fed’s balance sheet altered the historical relationship between inverted yield curves and recessions. Given the Fed’s recent quantitative easing program, Kevin Flanagan makes the argument that the curve’s predictive value may have been permanently altered.
    5 min
  • Fed Watch: At the Ready
    Unlike other Federal Reserve related news since the beginning of March, the April FOMC meeting did not provide any groundbreaking headlines. That being said, the Fed continued to make it abundantly clear they stand “at the ready,” should the need arise. Kevin Flanagan discusses.
    5 min
  • The Fed Goes Bond Buying
    With the alphabet soup of facilities that have all been announced by the Fed over the last month, Kevin Flanagan narrows down the scope and focuses in on the programs that involve the financial markets more directly. In other words, the Fed is going bond buying.
    7 min
  • Dazed and Confused? We Got You Covered
    Over the last month, the combination of U.S. monetary and fiscal support has not only come at breakneck speed, but perhaps more importantly, at almost unimaginable amounts just a few months ago. On this week’s podcast, Kevin Flanagan provides a solution for fixed income investors that might be feeling a bit dazed and confused.
    7 min
  • Money in Motion: What's in the Price?
    Recently, the overarching question for fixed income investors has been whether current valuations represent a renewed buying opportunity for the U.S. investment-grade and high-yield corporate arena. On this week’s podcast, Kevin Flanagan answers the more pertinent query: what’s in the price?
    6 min
  • Money in Motion: Yield Ahead
    Both the Fed and the U.S. federal government provided unprecedented responses to the market turmoil last week. The natural question on investors’ minds is whether the time has come to begin positioning their fixed income portfolios for what comes next. On this week’s podcast, Kevin Flanagan explains why one of the most noteworthy items to consider is your interest rate profile.
    6 min

About Basis Points

From the publisher's feed

As part of WisdomTree’s Investment Strategy group, Kevin serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was most recently a Managing Director. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.