Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
NCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital
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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