We meet Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to talk about the end of high inflation, why smallcaps are looking historically oversold, and the US, Indian, European and Japanese economies.

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00:00 Is this the end of the current high-inflation cycle?
02:41 Crowded house: concentration of trades in the Mag7 stocks
05:08 Opportunities in oversold smallcaps
07:51 US election affecting US stocks
11:42 Emerging Markets getting more interest from investors
17:31 India overheating and red hot IPOs
21:48 Which European Equity sector look strongest?
24:03 Drivers in the Japanese economy
30:07 WisdomTree's view on gold

There are opportunities in oversold smallcap stocks says Aneeka Gupta, WisdomTree | Ep.120

What’s really happening inside the Fed? This week on Basis Points, Kevin Flanagan breaks down recent headlines around Chair Powell’s future, board reshuffling, and what it all could mean for upcoming policy decisions. With a rate cut in play, Kevin offers perspective on how the Fed operates, what could shape the next FOMC outcome, and why the data still leads the way.

Fed Watch: Independence & Filtering Out the Noise

How low can yields go and what comes next? This week on Basis Points, Kevin Flanagan unpacks the latest jobs report and what it signals for the Fed’s next move. With signs of labor market cooling, Kevin discusses the path ahead for Treasury yields and how a measured rate cut cycle could support a more stable, constructive environment for fixed income investors. 

Basis point: 1/100th of 1 percent. 

Treasury Yields: How Low Can We Go?

As was widely expected, the Fed implemented a 25-basis-point rate cut at today's FOMC meeting, bringing the new Fed Funds trading range down to 4%–4.25%. This week on Basis Points, Kevin Flanagan explains why the Fed’s next steps may hinge on how job growth evolves and whether inflation keeps creeping above target.  

Basis point: 1/100th of 1 percent. 
Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

Fed Watch: Will It Be Déjà vu All Over Again?

Where should fixed income investors look now that the Fed has resumed rate cuts? In this episode of Basis Points, Kevin Flanagan explains why Treasury Floating Rate Notes continue to stand out as a compelling option in today’s shifting interest rate landscape. Listen now for perspective on positioning portfolios in a lower-rate environment and why flexibility matters more than ever. Basis point: 1/100th of 1 percent. Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

Treasury FRNs Remain a Cornerstone Bond Strategy

With the government shutdown now stretching into its second week, key data releases have been delayed and uncertainty is rising. In this week’s episode of Basis Points, Kevin Flanagan shares how investors should interpret the lack of new economic data, and why the current backdrop differs from shutdowns of the past. Listen now for perspective on rates, risks, and what could come next. 
 
Basis point: 1/100th of 1 percent. 

ISM Services PMI: The ISM Services PMI (formerly the ISM Non-Manufacturing Index) provides a detailed look at the economy from a non-manufacturing standpoint.

Purchasing Managers’ Index (PMI): An indicator of the economic health of the manufacturing sector. The PMI is based on five major indicators: new orders, inventory levels, production, supplier deliveries and the employmentenvironment. A reading above 50 indicates an expansion of the manufacturing sector compared to the previous month; below 50 represents a contraction while 50 indicates no change.




‘Flying Blind’ in the Shutdown?

The FCA has just approved listed crypto ETFs for retail investors, opening the door to #Bitcoin and #Ethereum exposure through regular brokerage accounts — no wallets, no private keys, no hassle.

In this episode of Investing, Markets & Money, host Stuart Fieldhouse talks with Dovile Silenskyte from WisdomTree's Digital Assets team about what this decision means for UK investors, how #crypto ETPs actually work, and why this could be a game changer for mainstream adoption.

We cover:
✅ What makes crypto ETPs safer and simpler than direct crypto ownership
✅ How Bitcoin and Ethereum ETPs are structured and backed
✅ The differences between physical and synthetic exposure
✅ Whether crypto ETPs could soon be held in ISAs and SIPPs
✅ Smart allocation tips — how much crypto might make sense in your portfolio

If you’ve been curious about adding crypto exposure without the wallet headaches, this episode is for you.

🎧 Subscribe for more investing insights and market analysis every week.
👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/

Useful links
WisdomTree Europe website - https://www.wisdomtree.eu/en-gb/strategies/crypto-currency
FCA approval of Crypto ETPs for retail investors - https://www.thearmchairtrader.com/crypto/a-safer-way-into-the-cryptocurrency-maze/
UK allows crypto ETPs in ISAs and SIPPs - https://www.thearmchairtrader.com/crypto/uk-allows-crypto-in-isas-and-pensions/

#CryptoETF #BitcoinETF #Investing #UKInvestors #WisdomTree #CryptoNews #ETFs #FCA #Ethereum #DigitalAssets #InvestingPodcast #FinancialMarkets #InvestingEducation

00:00 Introduction to WisdomTree in crypto markets
01:54 Allowing access for retail investors
02:50 Managing your own wallets
03:37 What are crypto ETFs?
05:00 Do ETF managers use pure crypto exposure?
05:52 How crypto custody works
08:58 Ethereum yield from staking, and risks
11:15 Benefits for investors of the ETF model
12:00 Reduced liquidity risk
12:40 Including in ISAs and SIPPs
13:33 Coins becoming available
15:36 Leveraged crypto products
17:52 How much to own in your portfolio?
19:08 Actively managed crypto products and fees
22:09 Finding out more at wisdomtree.eu

Dovile Silenskyte: UK Investors Can Finally Buy Bitcoin & Ethereum ETPs!

Guest:

Jonathan Steinberg -  President and CEO of WisdomTree. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc.

Behind The Markets Podcast: Jonathan Steinberg

Show Originally Aired 1/17/20

Professor Jeremy Siegel kicks off the show with a market update discussing the stock highs and his skepticism with the amount of market increases. He also talks about positive housing news, the long term value of equities, calm money markets, and following trends. Then Jeremy Schwartz brings in two experts on blockchain and fintech to discuss the future of the industry. The guests talk about the disruption of black markets using blockchain and the importance of recent changes to make the ledgers transparent. 

Guests:
Dan Doney- CEO of Securrency, Inc, a financial services company that combines world class security, advantages of distributed ledgers, and a global compliance framework
Follow Securrency on Twitter: @Securrency 
Find out more about Securrency here: https://securrency.com/

William Peck - Director of Corporate Strategy at WisdomTree

Behind the Markets Podcast: Don Doney & Will Peck

Unlike other Federal Reserve related news since the beginning of March, the April FOMC meeting did not provide any groundbreaking headlines. That being said, the Fed continued to make it abundantly clear they stand “at the ready,” should the need arise. Kevin Flanagan discusses.

Fed Watch: At the Ready

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio.

 

Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.

Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.

Listen on SoundCloud, YouTube or wherever you get your podcasts.

Popular tracks tagged #wisdomtree