Basis Points Podcast
1) ‘Warsh’ and Dry
Inflation fears are back, with Treasury yields climbing sharply and markets now pricing in a potential Fed rate hike by 2027. This week on the Basis Points podcast, Kevin Flanagan explains why the “in...Show More
2) What’s ‘Under the Hood’ of Your Core Bond Position?
Nearly half of the Bloomberg U.S. Aggregate Bond Index is now made up of Treasuries, a dramatic shift from just 22% in 2002. This week on the Basis Points podcast, Kevin Flanagan explains why rising d...Show More
3) Powell Stays…Should the Dot Plot?
Four Fed officials dissented in April—the most since 1992—signaling growing division on rate policy. This week on the Basis Points podcast, Kevin Flanagan explains how this shift, alongside Powell sta...Show More
4) Fed Watch: Powell’s Last Stand & What Comes Next?
At the April FOMC meeting, the Fed held rates steady for a third consecutive time, but uncertainty is only building. This week on the Basis Points podcast, Kevin Flanagan explains why a data-dependent...Show More
5) Inflation’s First Official Debut
March CPI surged +0.9%, its largest monthly jump since 2022, driven by the sharpest gasoline price increase since 1967. This week on the Basis Points podcast, Kevin Flanagan explains why the Fed may l...Show More
6) Nowhere to Hide…Except Maybe Treasury Floating Rate Notes
Treasury yields have surged despite geopolitical tensions, challenging their traditional safe-haven role amid rising inflation fears. This week on the Basis Points podcast, Kevin Flanagan explains why...Show More
7) How to Mitigate Software Exposure in Bonds
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...Show More
8) Fed Watch: Between a Rock and a Hard Place
The latest FOMC meeting reinforced a patient Fed, but the outlook remains uncertain. Kevin Flanagan breaks down how policymakers are weighing inflation, slowing growth, and geopolitical risks while as...Show More
9) One Week Later
Oil surged above $100 and the 10-year Treasury jumped toward 4.2% as Middle East tensions and fresh economic data jolted markets in the past week. This week on the Basis Points podcast, Kevin Flanagan...Show More
10) Is “Selling America” Fake News?
Foreign investors held a record $9.27 trillion in U.S. Treasuries at the end of 2025, even as “Selling America” fears made headlines. This week on the Basis Points podcast, Kevin Flanagan analyzes the...Show More