The Point Podcast

← The Point Podcast6 May · 41 min

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

Ep 21: Recorded 4/21/26 From Headlines to Portfolios: Navigating Inflation, Geopolitics & Market Uncertainly6 May41 min

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, includin...