EPISODE · Jan 14, 2024 · 1H 8M
NCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
00:01 Introduction and Background00:59 Skylar's Journey in the Bond Market02:18 Post 2008 Crisis and the Rise of Cryptocurrency03:10 The Impact of Banks and Insurance Companies on the Market04:10 The Aftermath of the Crisis and the Rise of Global Macro05:08 The Shift from Sell Side to Buy Side05:39 The Role of Regan Capital in the Market08:56 The Current State of the Housing Market09:35 The Impact of Rates on the Housing Market15:45 The State of the Banking Sector16:21 The Impact of Rates on Banks and Private Equity24:27 The Future of the Housing Market25:56 The Impact of Prepayments on the Mortgage Market28:47 The Role of Private Credit Lenders32:35 The Future of Banks and Community Banks35:07 Understanding Equity Bailouts and Active Management35:21 Banking Sector: Investment Opportunities and Risks36:36 The Role of Tech Companies in Banking36:57 The Impact of Federal Reserve Balance Sheet on Banks37:28 The Future of Banking: Predictions and Strategies37:46 Understanding the Deleveraging Process37:59 The State of Bank Credit Growth38:29 The Dynamics of Lending and Borrowing in Banks39:42 The Role of Private Equity in Banking40:07 The Impact of Fed Pivot on Banks40:41 Understanding the Loan-to-Deposit Ratio in Banks40:55 The Importance of Call Reports in Banking43:58 The Future of Fixed Income Market44:49 The Role of Credit in Business Cycle55:59 The Future of Private Credit59:27 The Impact of Borrower Age on Prepayment Rates01:02:15 The State of the Equity Market01:04:47 The Role of Active Managers in Equity Market Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth
What this episode covers
In this podcast episode, Skylar and Ram delve into various topics revolving around the current banking climate and the bond markets. They discuss the issues impacting the banking sector, including the economic inverse situation where banks are facing financial difficulties due to increasing rates against their long commitments at lower rates. They explore the residential housing market, touching on why homeowners are staying put and the recent challenges faced by banks as well as opportunities for new lenders stepping into the fray. Included is also a discussion about the current credit market with a focus on mortgage bonds and legacy non-agency RMBS strategy. Furthermore, they share their insights on interest rates and the implications for the equity market, offering viewers detailed perspectives based on their professional experience and expertise.
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NCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital
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