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

About this episode

The episode discusses private credit market risks and the importance of investment strategy over fund type.

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...

People in this episode

Host: Landis Wiley

Guest: Allen Wallace

Topics covered

• private credit
• investment strategy
• active ETFs
• mutual funds
• liquidity
• default rates

Keywords

• private credit
• active ETFs
• investment strategy
• liquidity pressure
• default rates

Mentioned in this episode

Organizations: Basepoint Wealth

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