Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
The Inflation Guy doesn't understand why some people love to be the smartest person in the room. That's not fun at all! The Inflation Guy wants to be no better than the second-smartest, so he can always be learning. This is the first episode where he achieves this goal in a podcast format, with a real live guest who is deeply experienced in how insurance companies evaluate and address inflation risks.
Bill Poutsiaka is a senior financial services executive who has been a CEO, Chief Investment Officer, and board member for global insurance and asset management businesses. Bill has served as an active director on the boards of public, mutual, private and non-profit organizations. These organizations have included global, domestic, large, small, multiline and highly specialized insurance and investment entities. His executive roles include Chief Investment Officer & SVP of AIG Property Casualty following the financial crisis; CEO of quantitative firm PanAgora Asset Management, and CEO Arkwright Mutual Insurance Co which he merged to form FM Global.
More importantly, he is an old friend of the Inflation Guy. In this episode of the podcast, they talk about how insurance companies think about and address inflation risks...and also go 'into the lab' to talk about some of the things they ought to do, if they don't.
Bill is currently consulting, doing board work, research on application of emerging data science methods, mentoring, advising/coaching fintech organizations and startups, publishing, and speaking at conferences and universities. If you want to get in touch with him, drop the Inflation Guy a message at InflationGuy@EnduringInvestments.com
Ep. 32: The Remarkable Story of Inflation Futures
Ep. 31: Why Gold is Like TIPS (or Vice-Versa)
Ep. 30: This Month’s CPI Report: General Alarm
Ep. 29: Waves and the Tide - What Housing Data is Really Saying
Ep. 28: This Month’s CPI Report - Peak Changes, not Peak Prices
Ep. 27: Reflections on this Century’s First 50bp Rate Hike
Ep. 26: I-Bonds - Smart Money with Small Money
Ep. 25:This Month’s CPI Report - Peak CPI? Yay?
Ep. 24: Home is Where the Hedge Is
Ep. 23: Grumpy Old Man Edition
Ep. 22: This Month’s CPI Report - Balls in the Air
Ep. 21: Recording for Posterity the Absurdity of Negative Interest Rates
Ep. 20: This Month’s CPI Report - The Ongoing Inflation Debate (?)
Ep. 19: Dual Duration - Why TIPS Are Exactly Half the Story
Ep. 18: Cash is an Option Whose Cost is Inflation
Ep. 17: This Month’s CPI Report - Are We Volked?
Ep. 16: The Fundamentals of Risk and Return in Commodities
Ep. 15: An Interview with Special Guest Milton Friedman
Ep. 14: This Month‘s CPI Report - 100% Policy Error
Ep. 13: Some General Thoughts About Inflation-Aware Investing
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