From Headlines to Portfolios: Navigating Inflation, Geopolitics & Market Uncertainty (Recorded 4/21/26)

How global events like the Strait of Hormuz impact inflation, markets, and portfolio strategy, and what investors should watch next.

Global headlines can feel overwhelming, but what actually matters for your portfolio?

In this episode of The Point Podcast, we connect the dots between geopolitical events, inflation risks, and real-world investment decisions.

Using the recent focus on the Strait of Hormuz as a starting point, we explore how disruptions in energy, supply chains, and global trade can ripple through markets in ways that aren’t always obvious. (Episode recorded on 4 /21/26).

More importantly, we break down how we’re responding. From diversifying beyond traditional stocks and bonds to incorporating strategies like catastrophe bonds, utilities, and international exposure, this episode offers a behind-the-scenes look at how portfolios are being positioned in today’s uncertain environment.

If you’re wondering how to think about investing when the headlines feel ominous, this conversation is designed to bring clarity, context, and a long-term perspective.

Have questions about how your portfolio is positioned in today’s environment? We’re always here to help you make sense of what’s happening and what it means for your financial plan.

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.

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We would enjoy hearing your feedback on the podcast and any topics or questions you would like us to discuss. Please feel free to email us here.

About the Basepoint Wealth Podcast

Hosted by Landis Wiley and featuring insights from Chief Investment Officer Allen Wallace, the Basepoint Wealth Podcast explores timely financial topics with clarity and purpose. Through candid conversations and expert commentary, we help listeners cut through the noise and focus on what matters most in building a confident financial future. Basepoint Wealth is a fee-only fiduciary firm with offices in Cedar Rapids, Dubuque, and Davenport, Iowa. We offer transparent, personalized financial advice designed to align your wealth with your goals—because from here, you can go anywhere.

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