Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
The Inflation Guy sometimes gets distracted by shiny things. Today, he was distracted by an article sent from a listener, detailing comments from the CFO of Travelers Insurance about the increased reinsurance the company is employing as a hedge against inflation risks to its property and casualty (P&C) businesses.
This is an illuminating comment, showing both that (a) insurance costs are going up not just because insured property values are rising, but also because the cost of reinsuring is rising as inflation risks rise; and (b) major insurance companies are still not hedging inflation risk in P&C businesses with inflation hedges but rather through increasing reinsurance coverage. That's inefficient, and the Inflation Guy explains why.
Insurance and inflation! What could be more interesting than combining those two exciting topics?
NOTES
Article: Inflation on insured values main reason for Travelers extra reinsurance protection, says CFO
Blog Post: Inflation Sherpa
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Ep. 107: Those Ten Dangerous Words
Ep. 106: This Month's CPI Report - A Potential Pony Situation
Ep. 105: Inflation as Foreign Exchange, or How People Screwed Up Housing Forecasts
Ep. 104: Inflation Snippets
Ep. 103: This Month's CPI Report - Sticky Too Soon
Ep. 102: Gold and Crypto - Are Either, or Both, Real?
Ep. 101: Live Long and Prosper with Inflation-Linked Annuities
Ep. 100: Looking Back and Looking Forward
Ep. 99: This Month’s CPI Report - UGH!
Ep. 98: Will You Be Able to Trade Medical Care Inflation Soon?
Ep. 96: Money Illusion - What it is and Why it Matters
Ep. 95: 2024 Call to Action
Ep. 94: This Month’s CPI Report - New Year, New Ewww
Ep. 93: This Month’s CPI Report - Sorry I Could Not Travel Both
Ep. 92: Safe Withdrawal Rates - Accounting for Inflation
Ep. 91: Quality Adjustment (?) in College Tuition Inflation
Ep. 90: This Month’s CPI Report - Miles to Go Before We Sleep
Ep. 89: Hedge ’Em All - the Price of Risk
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