Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

NCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital

Episode Summary

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.

Episode Notes

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