Skyler Weinand

Ahmed Riesgo, Chief Investment Officer at Insigneo, and Skyler Weinand, Chief Investment Officer at Regan Capital, dive into the ramifications of Trump's newly announced tariffs impacting major trading partners. They discuss how these tariffs, particularly the proposed 25% levies on Japan and South Korea, trigger significant market reactions and uncertainties. The conversation shifts to inflation concerns and the potential long-term stability of markets. Additionally, they touch on investment opportunities in international markets amidst the evolving economic landscape.

Paul Dobson, Executive Editor for Asia Markets at Bloomberg, and Skyler Weinand, Founder and Chief Investment Officer at Regan Capital, delve into the pivotal economic gathering in Jackson Hole. They discuss the potential rise of the yen following US Treasury intervention and the implications for Japan's monetary policy. The duo highlights Fed Chair Jerome Powell's anticipated dovish stance, likely to signal sooner rate cuts. Market reactions are examined, reflecting investor caution amid evolving global financial dynamics.