Basis Points

Basis Points

By Basis Points by WisdomTree Asset ManagementBusiness
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Basis Points episodes

  • 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 income space following the Treasury’s initial market response. In other words, Fibonacci’s technical analysis.
    Basis Points: 1/100th of 1 percent.
    5 min
  • 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 inflation, bond markets and more before gearing up to take a seat at the holiday table.
    5 min
  • 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 Kevin discuss a wide-range of hot topics including the Fed's plan for a fast taper, rate hikes and more while forecasting its potential market impacts.
    6 min
  • Interview with Howard Tang, SmartAHC
    On this week’s episode of the China of Tomorrow podcast, Liqian Ren is joined by Dr. Howard Tang, with roots in Malaysia and Singapore, SmartAHC’s Co-Founder and COO, to answer your questions about conducting small business in China. During the episode, Liqian reminisces fondly of her time in China while discussing Howard’s experiences developing SmartAHC, a leading provider of digitalization solutions for pig farming on the Chinese market, as well as the regulatory challenges they faced, funding strategy and more.
    35 min
  • 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 Points podcast, it looks like things are getting spooky for treasury yields all across the coupon curve, as it brought absolute levels, in some cases, back to where they were pre-pandemic.
    Basis Points: 1/100th of 1 percent.
    5 min
  • Interview with Chase Taylor, Pinecone Macro Research
    What’s the latest on the global energy crisis? On this week’s China of Tomorrow podcast, Wisdom Tree’s Liqian Ren and Jeremy Schwartz lead a discussion with Pinecone Macro Research’s Chase Taylor on the latest trends in the space. The session offers a wide-range of insights into the hot topics of China’s energy efficiency, energy storage sector, the rise of nuclear power and more.
    36 min
  • 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 action that’s been occurring in the treasury markets, specifically in the 5 and 10-year sectors.
    Basis Points: 1/100th of 1 percent.
    4 min
  • 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 Flanagan revisits one of the main themes for fixed income – considering a rate hedge strategy for bond portfolios.
    Distributor: Foreside Fund Services, LLC.
    Basis Points: 1/100th of 1 percent.
    6 min
  • 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 about Fixed Income ETFs. They discuss Mike’s upcoming WisdomTree blog about trading in fixed income ETFs and how they performed at the height of the COVID-19 pandemic in March 2020.
    Basis Points: 1/100th of 1 percent.
    Bid–ask spread: the difference between the prices quoted for an immediate sale and an immediate purchase for stocks, futures contracts, options, or currency pairs.
    Premium discount: a volume discount applied to premiums that acknowledges the administrative cost savings associated with larger premiums.
    11 min
  • Interview with Marko Papic, Clocktower Group
    On this episode of China of Tomorrow, Liqian and Jeremy are joined by Marko Papic, Partner and Chief Strategist at Clocktower Group, an alternative asset management platform in public markets that seeds and invests in hedge funds across macro and onshore China-focused strategies. Tune-in to hear our guests discuss navigating offshore investment flows and trades, Chinese tech companies coming under increased regulatory scrutiny, the Evergrande Group crisis and related political and regulatory developments, including ‘exits’ in China’s real-estate market and more.
    39 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.