Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
HF Manager Skyler Weinand on Tariffs & The Housing Market
(00:00) - Introduction to Non-Consensus Investing
(01:41) - Tariffs and Their Impact
(04:17) - Economic Consequences of Tariffs
(06:58) - Market Reactions and Predictions
(08:15) - Inflation and Consumer Sentiment
(12:41) - Recession Indicators and Predictions
(21:40) - Investment Strategies in a Volatile Market
(44:15) - Global Trade Pressures and Market Implications
(45:42) - Advanced Robotics and Manufacturing Challenges
(48:38) - Housing and Mortgage Market Dynamics
(56:31) - Corporate Credit and CLO Market Overview
(01:14:08) - Banking Sector and Economic Outlook
(01:25:14) - Final Thoughts
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