Why Are Interest Rates Still High? What The Bond Markets Are Telling Us.
Why are long-term interest rates rising even when the Fed hasn't significantly changed course? In Episode 24 of The Point Podcast, Landis Wiley and Allen Wallace unpack what the bond market may be signaling, and what today's changing rate environment could mean for inflation, housing, markets, and investors.
Interest rates continue to shape everything from mortgages and housing affordability to investment markets—but understanding what is actually driving rates requires looking beyond the Federal Reserve.
In Episode 24 of The Point Podcast, Landis Wiley and Basepoint Wealth Chief Investment Officer Allen Wallace break down today’s interest rate environment, including the difference between short-term rates set by the Fed and longer-term rates determined by the market. They explore rising Treasury yields, the Fed’s balance sheet and quantitative easing, and the growing competition for capital created by government borrowing and significant investment in AI infrastructure.
The conversation also looks at what the bond market may be signaling to investors, why technological innovation can create inflationary pressures before producing longer-term efficiencies, and how these changing dynamics factor into portfolio decisions.
Plus, Allen and Landis discuss the Strategic Petroleum Reserve and the potential implications of rebuilding it for oil prices and inflation.
Episode 24 also marks the Season 2 finale of The Point Podcast. We’ll return for Season 3 with new conversations—and a new recording home at Basepoint Wealth’s Cedar Rapids headquarters.
Be sure to subscribe to our YouTube channel or your favorite listening app and follow along as we release episodes each month.
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.
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