00:01 Introduction and Background

00:59 Skylar's Journey in the Bond Market

02:18 Post 2008 Crisis and the Rise of Cryptocurrency

03:10 The Impact of Banks and Insurance Companies on the Market

04:10 The Aftermath of the Crisis and the Rise of Global Macro

05:08 The Shift from Sell Side to Buy Side

05:39 The Role of Regan Capital in the Market

08:56 The Current State of the Housing Market

09:35 The Impact of Rates on the Housing Market

15:45 The State of the Banking Sector

16:21 The Impact of Rates on Banks and Private Equity

24:27 The Future of the Housing Market

25:56 The Impact of Prepayments on the Mortgage Market

28:47 The Role of Private Credit Lenders

32:35 The Future of Banks and Community Banks

35:07 Understanding Equity Bailouts and Active Management

35:21 Banking Sector: Investment Opportunities and Risks

36:36 The Role of Tech Companies in Banking

36:57 The Impact of Federal Reserve Balance Sheet on Banks

37:28 The Future of Banking: Predictions and Strategies

37:46 Understanding the Deleveraging Process

37:59 The State of Bank Credit Growth

38:29 The Dynamics of Lending and Borrowing in Banks

39:42 The Role of Private Equity in Banking

40:07 The Impact of Fed Pivot on Banks

40:41 Understanding the Loan-to-Deposit Ratio in Banks

40:55 The Importance of Call Reports in Banking

43:58 The Future of Fixed Income Market

44:49 The Role of Credit in Business Cycle

55:59 The Future of Private Credit

59:27 The Impact of Borrower Age on Prepayment Rates

01:02:15 The State of the Equity Market

01:04:47 The Role of Active Managers in Equity Market

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