Episode 58: Inflation: Transitioning to Troubling from Transitory

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Mike Ashton, the Inflation Guy, to dive into the complexities of inflation in today’s economic environment. Mike reflects on his accurate predictions from a previous conversation, revisiting his memorable "popcorn" analogy to explain how inflation unfolds in an uneven, unpredictable manner. He also highlights why current inflation challenges defy traditional models, emphasizing the role of persistent price increases and the growing breadth of inflation across sectors.

With inflation reshaping the investment landscape, this conversation offers insurance investors a fresh perspective on managing inflation-sensitive liabilities and bond portfolios. Stewart and Mike discuss how insurers can prepare for potential tail risks while adapting to an economic reality where inflation appears more enduring than transitory.