The Point Podcast

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

Basepoint Wealth Season 2 Episode 22

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0:00 | 41:47

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 philosophy

Sponsored 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.

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Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.