The Point Podcast

← The Point Podcast26 mei · 42 min

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

Ep 22: Private Credit Risks, Active ETF's & Why Investment Strategy Matters More Than Fund Type26 mei42 min

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 r...