Basis Points

How to Mitigate Software Exposure in Bonds


Listen Later

Credit spreads are widening again as liquidity concerns resurface and AI-driven disruption—especially in software—comes back into focus. This week on the Basis Points podcast, Kevin Flanagan is joined by Andrew Okrongly, Director of Model Portfolios at WisdomTree, to break down what’s driving these shifts, and why high yield’s lower exposure to software, combined with a stronger liquidity profile, may help mitigate emerging risks while enhancing income.


Basis point: 1/100th of 1 percent.


Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now


Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

...more
View all episodesView all episodes
Download on the App Store

Basis PointsBy Basis Points by WisdomTree Asset Management

  • 5
  • 5
  • 5
  • 5
  • 5

5

5 ratings


More shows like Basis Points

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,173 Listeners

Odd Lots by Bloomberg

Odd Lots

1,993 Listeners

Trumponomics by Bloomberg

Trumponomics

355 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

96 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

105 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,020 Listeners

Trillions by Bloomberg

Trillions

196 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,145 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,320 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

87 Listeners

The Journal. by The Wall Street Journal & Spotify Studios

The Journal.

6,097 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

80 Listeners

Barron's Live by Barron's Live

Barron's Live

212 Listeners

WSJ's Take On the Week by The Wall Street Journal

WSJ's Take On the Week

150 Listeners

Bloomberg Talks by Bloomberg

Bloomberg Talks

19 Listeners