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. 50: What the Money Velocity Comeback Means for Inflation, and Investors
Ep. 49: Do Inflation Expectations Affect Inflation?
Ep. 48: This Month’s CPI Report - It’s Not Easy Being ’Mean’
Ep. 47: New Year’s Resolutions
Ep. 46: This Month’s CPI Report - Why Does Christmas Come But Once a Year?
Ep. 45: Is Crypto a Hedge Against Inflation?
Ep. 44: Mailbag!
Ep. 43: This Month’s CPI Report: Health Care Gives Me A Headache
Ep. 42: Potpourri
Ep. 41: This Month’s CPI Report - Evidently, We Are NOT There Yet
Ep. 40: Return to the Teeter-Totter - Comments on the Price System
Ep. 39: This Month’s CPI Report - Are We There Yet?
Ep. 38: Is Tuition Forgiveness Inflationary?
Ep. 37: Bad Idea of the Year - Wage and Price Controls
Ep. 36: This Month’s CPI Report - A Sticky Situation
Ep. 35: Will the Inflation Reduction Act Reduce Inflation?
Ep. 34: Velocity Turns Higher...Whoops!
Ep. 33: This Month’s CPI Report - Not Good
Ep. 32: The Remarkable Story of Inflation Futures
Ep. 31: Why Gold is Like TIPS (or Vice-Versa)
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