Basis Points

Basis Points

By Basis Points by WisdomTree Asset ManagementBusiness
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Basis Points episodes

  • 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 interest rates continue their journey higher, and what that means as talks of a possible recession start to heat up.
    Basis Points: 1/100th of 1 percent.
    5 min
  • Interview with Brian CK Ho, Deloitte Singapore
    On this week’s episode of China of Tomorrow, Liqian Ren is joined by Brian CK Ho, Partner at Deloitte in Singapore, focusing on Asia Pacific and Southeast Asia, to discuss how ESG investing is being evaluated at the company level historically and in the future.
    42 min
  • Interview with HSBC India and WisdomTree Europe
    On this week’s episode of China of Tomorrow, Liqian Ren is joined by HSBC Managing Director and Chief India Economist, Pranjul Bhandari and WisdomTree Director of Macroeconomic Research, Aneeka Gupta to report on China and India as the Russian-Ukraine war continues to dominate markets while covering the latest on potential inflation risks, growth outlook and more.
    39 min
  • 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 Ukraine, it appeared as if this rate hike episode would be kind of straightforward.
    Basis Points: 1/100th of 1 percent.
    4 min
  • 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 anticipate our policymakers will act as a catalyst for slower growth.
    Basis Points: 1/100th of 1 percent.
    5 min
  • Interview with Esoterica Capital
    On this week’s episode of China of Tomorrow, Jeremy Schwartz and Liqian Ren are joined by Bruce Liu, CEO and Founder and Yang Ren, Portfolio Manager of Digital Transformation ETF Strategy at Esoterica Capital to discuss, among other things, the latest industry trends, China’s cooperation with global semiconductor companies and related industry concerns.
    48 min
  • 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 as this tightening cycle progresses amidst, among other things, the highest inflation setting in 40 years? Listen in as Kevin shares his insights on the unique backdrop the Fed faces leading up to the first rate hike announcement since 2018, including the uncertainty of a Ukraine-Russia conflict.
    Basis Points: 1/100th of 1 percent.
    5 min
  • Interview with Nicholas Smith, CLSA
    On this week’s episode of China of Tomorrow, Hosts Jeremy Schwartz and Liqian Ren speak with Nicholas Smith, Japan Strategist at CLSA in Tokyo, to examine Japanese markets while covering ETFs versus value investing in this area, regulatory updates and more.
    33 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.