The Point Podcast

Hosted by Basepoint Wealth

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Latest episode

May 2026

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About the show

Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management. We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener topic or question out of a hat and have a candid conversation about it. The fun part, we don't know what the question will be, and that makes it interesting and exciting for us to discuss it with you. We are striving for a great listener experience by discussing financial topics in a relatable way. We hope you enjoy it. Be sure to subscribe and follow along as we release episodes each month. The Point Podcast is sponsored by Basepoint Wealth, LLC. Visit basepointwealth.com for important disclosure information.

Listen to episodes

22 recent

May 26, 2026Episode 2241 min

Ep 22: Private Credit Risks, Active ETF's & Why Investment Strategy Matters More Than Fund Type

In this episode of The Point Podcast, Landis Wiley and CIO Allen Wallace discuss rising concerns in private credit markets, including liquidity pressure, and increasing default rates.They also answer a common investor question:What matters more — active ETFs, mutual funds, or the actual investment strategy behind them?Allen walks through how Basepoint Wealth evaluates investments, selects managers, and builds portfolios based on strategy, transparency, liquidity, valuation, and long-term risk management.Topics include:✔ Private credit risks✔ Active ETFs vs. mutual funds✔ Active vs. passive investing✔ Tax efficiency✔ Portfolio construction✔ Risk management philosophySponsored by Basepoint Wealth.We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

May 6, 2026Episode 2141 min

Ep 21: Recorded 4/21/26 From Headlines to Portfolios: Navigating Inflation, Geopolitics & Market Uncertainly

In this episode of The Point Podcast, Landis Wiley and CIO Allen Wallace break down how global events, like tensions in the Strait of Hormuz, can ripple through markets in unexpected ways. From inflation risks tied to energy and agriculture to the realities of a globally connected economy, they unpack what investors should really be watching.The conversation then shifts to how Basepoint is positioning portfolios today focusing on diversification beyond traditional stocks and bonds, including catastrophe bonds, utilities, and international exposure.If you’ve been wondering how to invest amid constant headlines, this episode offers clarity and perspective.We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

February 27, 2026Episode 2052 min

EP 20: Are You Making These Common Retirement Mistakes?

What are the most common retirement mistakes people make—and how can you avoid them?In this episode of The Point Podcast, Landis Wiley and Allen Wallace, Chief Investment Officer at Basepoint Wealth, explore the retirement planning pitfalls they see most often, from Social Security timing and Medicare premiums to Required Minimum Distributions (RMDs) and long-term tax strategy.They discuss why generic retirement advice doesn’t fit everyone, how taxes can rise later in retirement, and why planning ahead—sometimes decades in advance—can help retirees keep more of what they’ve worked so hard to save. The episode walks through major retirement milestones and explains how decisions at each stage impact income, healthcare costs, and legacy planning.This episode is ideal for anyone approaching retirement or wanting to better understand how tax-aware planning can improve long-term outcomes.We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

January 6, 2026Episode 2035 min

Ep 19: AI Bubble or Market Evolution? Lessons from 2000, Crypto Volatility & Investor Strategy

Is today’s market evolving—or overheated? 🤖📉In this episode of The Point, Landis Wiley and Allen Wallace, CIO at Basepoint Wealth, break down the growing conversation around AI, crypto volatility, and market risk.We discuss: ✅ AI hype vs. real innovation ✅ Market similarities to the 2000 dot-com bubble ✅ Why valuation still matters ✅ Risks tied to leverage, speculation, and market concentration ✅ What could actually trigger a market correctionRather than chasing headlines, this episode focuses on historical perspective, disciplined investing, and how to think clearly when markets feel uncertain.We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

November 21, 2025Episode 1826 min

Ep 18: From Crypto Chaos to Mortgage Math: What's Really Driving Today's Markets

A sudden crypto crash and shifting mortgage rates have investors asking big questions. 💥💰In this episode, Landis Wiley and Chief Investment Officer Allen Wallace break down: ✅ What caused the recent crypto “flash crash” and whether it could spill into traditional markets ✅ How leverage and psychology drive volatility ✅ Why mortgage rates haven’t dropped—even as the Fed cuts rates ✅ What to consider before refinancing your homeTune in for clear explanations and practical insights—without the hype.#CryptoCrash #MortgageRates #InvestingPodcast #InterestRates #Refinance #FinancialPlanning #BasepointWealth We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

October 7, 2025Episode 1735 min

Ep 17: Negative Headlines, Inflation Worries, & AI Hype - What Investors Need to Know

Headlines are turning negative — but does that mean a recession is here? In this episode of The Point, Landis Wiley and Allen Wallace, CIO at Basepoint Wealth, break down the current economic and market outlook. 📉 They discuss inflation pressures, job revisions, and what the Fed’s next moves could mean for investors. 🏦 Plus, a reality check on the AI boom: can massive spending and sky-high valuations keep markets moving, or is it overhyped? 💡 Finally, they share portfolio strategies — from international exposure to gold, silver, and cash — designed to balance opportunity with caution. ⚖️ #MarketUpdate #EconomicOutlook #RecessionRisk #InterestRates #Inflation #FedPolicy #PortfolioManagement #InvestingStrategy #ArtificialIntelligence #AIBoom We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

August 28, 2025Episode 1637 min

E16: Can We Trust the Data: Jobs Surveys, CPI, and GDP in Focus

Can we really trust the numbers that shape our economy? In this episode of The Point Podcast, we break down the reliability of key economic data, from the monthly jobs surveys to CPI inflation and GDP growth. Understanding the difference between the household survey and the establishment survey (and why they don’t always agree) is critical for interpreting what the data truly means.Join us as we explore the nuances behind the headlines and how these reports impact markets, policy, and everyday financial decisions.🔍 What You’ll Learn in This Episode:📊 The key differences between the household survey and establishment survey in jobs reports🏠 Why conflicting jobs data can create confusion for economists, markets, and policymakers💡 How CPI and GDP are measured — and what they reveal (or hide) about economic health📈 Why data reliability matters when making financial and policy decisionsIf you’ve ever wondered why the numbers don’t always add up, this episode will give you clarity.#JobsReport, #EconomicData, #CPI, #GDP, #LaborMarket, #InflationInsights, #DataReliabilityWe hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

June 30, 2025Episode 326 min

Ep 15: Mutual Funds vs. EFT's: Why We Don't Always Choose the Cheapest Option

💭 "If one of your investment principles is reducing costs, why do you still use mutual funds when ETFs are cheaper?" That’s the thoughtful listener question that kicks off this episode—and it leads to a wide-ranging discussion about value, strategy, and what really matters in long-term investing.Join Landis Wiley and Allen Wallace as they unpack why cost alone shouldn’t drive investment decisions—and how institutional mutual funds, qualitative manager traits, and portfolio construction all factor into smarter investing. ✅ Why lower cost doesn’t always mean better value in investments ✅ The tradeoffs between mutual funds and ETFs, including manager oversight and turnover ✅ How Allen evaluates mutual funds using Buffett-inspired criteria ✅ The role of qualitative factors: manager passion, strategy, and team depth ✅ How Japan’s rising interest rates are affecting global bond markets and investor portfolios🎯 Whether you're a DIY investor or working with an advisor, this episode offers clarity on how to evaluate investment costs in context, not isolation.Key points: ETFs vs mutual funds, investment costs, active vs passive, portfolio strategy, Japan interest rates, fund manager analysisWe hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

May 7, 2025Episode 246 min

Ep 14: Budget vs Trade Deficit, Market Volatility & Private Equity in Retirement

In this episode of The Point, we kick off with “In the News,” where we unpack the latest on tariffs and trade policy—and what they could mean for your wallet. Then, we break down three big financial questions that are top of mind for investors. Our hosts clarify the differences between the budget deficit and trade deficit, explore smart ways to navigate market volatility, and discuss whether Private Equity has a place in a well-constructed retirement portfolio.🔹 Topics Covered:✅ Budget Deficit vs. Trade Deficit: What each one really means✅ How to approach market volatility with a long-term mindset✅ Pros and cons of Private Equity in retirement planning✅ What current trade policy shifts could mean for investors📣 Join the conversation! Share your take on this week’s hot topics.🔔 Subscribe for more timely insights on money, markets, and smart investing!#Investing #DeficitsExplained #MarketVolatility #PrivateEquity #TradePolicy #FinancePodcast #RetirementPlanning #WealthManagementWe hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.

March 27, 2025Episode 134 min

Ep 13 The Magnificent Seven, Credit Spreads & Global Investments

📌 The Magnificent Seven, Credit Spreads & Global InvestmentsIn this episode of The Point Podcast, we dive into international investments, discuss credit spreads as the Most Important Thing, and analyze the performance of the Magnificent Seven stocks. Our hosts explore the potential of global markets, how credit spreads impact risk and returns, and whether the Magnificent Seven can maintain their momentum.🔹 Topics Covered:✅ Why international stocks might deserve more attention in portfolios✅ Understanding credit spreads and their influence on investments✅ The rise (and risks) of the Magnificent Seven stocks✅ Key factors shaping global markets in 2024📣 Join the conversation! Drop your thoughts in the comments below.🔔 Subscribe for more insights on investing, markets, and financial strategies!#Investing #InternationalStocks #CreditSpreads #MagnificentSeven #StockMarket #GlobalInvestments #WealthManagement #FinancePodcastWe hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.