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

EPISODE · May 6, 2026 · 41 MIN

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

from The Point Podcast · host Basepoint Wealth

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 [email protected] 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.

Episode metadata supplied by the publisher feed · Published May 6, 2026

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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...

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

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