1BasisPoint|
Long-form, unscripted conversations with macro investors and strategists navigating rates, FX, commodities, emerging markets, and geopolitics.
Latest Episodes
Unscripted conversations on macro markets
The Fed Creates the Crises It Rescues Us From | James Athey, Fixed Income Fund Manager
The Fed as Arsonist and Fireman: A conversation with James Athey, Fixed Income Fund Manager
James Athey
Market Analysis
Deep dives on macro themes
It Is Not What It Looks Like
Exploring the state of AI as of February 2026
Your Valuation Model is a Confession
DCF assumes institutional stability. Multiples trust the crowd. Asset-based valuation assumes both are wrong. SOTP trusts that complexity requires disaggregation. Market-implied reverse-engineers what the price believes.
From Capital to Power: Why Growth Models Fall Short
Economists spent decades explaining growth through capital, markets, and innovation, each theory capturing part of the truth. What stubbornly remained was divergence.
Why 1BasisPoint?
In finance, 1 basis point is just 0.01% — small, but meaningful. In the right context it can move markets.
That's how we think about the conversations worth having — the ones that don't make headlines, but shape how global markets move.
Our Podcast
Each episode, one practitioner. Rates, FX, commodities, EM, geopolitics. Wherever their thinking takes us.
Our Analysis
Written research connecting central banks, geopolitics, and markets. Between the conversations.
Interested in macro? Curious about where rates, currencies, and emerging markets are heading? Subscribe and join the conversation.