HF Manager Skyler Weinand on Tariffs & The Housing Market

In this episode of Non-Consensus Investing, host Ram Ahluwalia, CIO of Lumida Wealth, speaks with Skyler, Weinand, a seasoned hedge fund manager, to discuss a range of current economic topics. The conversation starts with an in-depth analysis of recent tariff policies announced by the administration and their potential impacts on markets and various sectors, including housing and mortgages. They delve into the mechanics of CLO (Collateralized Loan Obligation) markets, examining the dislocation and risks involved. The discussion also covers the health of the economy, credit markets, and how regional banks might be affected. Throughout the episode, Skyler provides expert insights on navigating these turbulent times, emphasizing the importance of understanding underlying economic indicators and making informed investment decisions.

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary