Basis Points Podcast
1) Fed Watch: Independence & Filtering Out the Noise
What does rising unemployment really mean for the Fed? This week on Basis Points, Kevin Flanagan breaks down the latest jobs report and why a higher unemployment rate—despite soft payrolls—could furth...Show More
2) Basis Points: Steeper Curves Ahead
Following the softer than expected July jobs report, the money and bond markets have fully embraced the narrativethat a Fed rate cut will be coming at the September FOMC meeting. In this episode, Kevi...Show More
3) Is a September Rate Cut Now in Play?
A surprisingly soft July jobs report – and what appears to be the largest non-COVID downward revision since 1979 – has shifted the Fed conversation. In this week’s episode of Basis Points, Kevin Flana...Show More
4) Fed Watch: See You in September?
At the July FOMC meeting, the Fed left rates unchanged for the fifth straight time, holding firm at 4.25%–4.50%. This week on the Basis Points podcast, Kevin Flanagan explains why mixed data, tariff r...Show More
5) Early to the Private Credit Party
Private credit is no longer just for institutions and investors are taking notice. This week on the Basis Points podcast, Kevin Flanagan is joined by Chris Acito, CEO of Gapstow Capital Partners, to u...Show More
6) What the ‘One Big Beautiful Bill’ Means for Muni Investors
Wondering what the second half of 2025 could look like for muni bonds? This week on Basis Points, Kevin Flanagan talks with Jeff Burger, Senior Portfolio Manager at Insight Investment, about why recen...Show More
7) A Core Fixed Income Solution That is Built to Last
The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) has a decade under its belt, and a performance edge to show for it. This week on Basis Points, Kevin Flanagan shows how this core bond ETF...Show More
8) Will the Next Fed Chair Lurk in the ‘Shadows’?
On top of all the geopolitical headlines the money and bond markets have had to contend with of late, there has been another news story which has recently garnered its own fair share of headlines: a n...Show More
9) Fed Watch: In No Hurry
The Fed left rates unchanged for the fourth straight time in arow at the June FOMC meeting, holding the Fed Funds range at 4.25%–4.50%. This week on Basis Points, Kevin Flanagan explains why Powell & ...Show More
10) Municipals: Relative Value in U.S. Fixed Income
Munis are the only major U.S. fixed income sector delivering negative returns in 2025, down 1.1%. This week on Basis Points, Kevin Flanagan analyzes why this underperformance may actually present a ra...Show More