logo
episode-header-image
Jan 2025
23m 2s

Who Should Bear the Cost? Socialized ver...

J. David Stein
About this episode
Natural disasters are becoming more severe and costly—who should bear the financial burden? We explore the tension between socialized risk and market-based insurance. Topics covered include:The surprisingly large percentage of natural disaster losses that are uninsuredWhy natural disaster severity is increasingA deep dive into the complexity of the home ins ... Show More
Up next
May 13
We Are All Wayfinders
Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze his portfolio trades over the past 12 years.SponsorsSquare - Get up to $200 in h ... Show More
23m 20s
Apr 29
Five Practices That Have Shaped My Career
I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI.Topics covered include:Recommended note-taking app and practicesRecommended periodicalsHow to get better ideasWhy we need to understand the probab ... Show More
27m 55s
Apr 22
Invitation to Our Live Portfolio Review and Rebalancing Special Webinar
Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalancing a portfolio. I will also answer your questions.You can sign up for this spec ... Show More
3m 57s
Recommended Episodes
Feb 2025
California’s insurance crisis
Thousands of homes burned to the ground in the recent wildfires in Los Angeles which will likely become the most expensive natural disaster in US history.Many victims did not have insurance, because they couldn’t afford California’s increasingly expensive policies or because they ... Show More
18m 35s
Apr 2025
How climate disasters are shaping insurance markets
Premiums are rising. Insurers are leaving markets. But people keep building in risk-prone areas, and the climate disasters just keep coming. Can insurance markets adapt? In this episode, Shayle talks to Dr. Judd Boomhower, an assistant professor of economics at the University of ... Show More
33m 1s
Mar 2025
Insuring the uninsurable
We hear from businesses in California, Fiji and the UK that have been hit hard by natural disasters like floods, wildfires and extreme storms - followed by rising insurance premiums - or companies refusing to insure them at all. An alternative type of cover, parametric insurance, ... Show More
17m 43s
Feb 2025
Money Box Live: Cost of Insurance
Car, home, travel and life insurance are just some of the policies we might take out to protect ourselves if the worst happens.This year we've already seen floods followed by freezing temperatures and property claim pay outs hit £4.1 billion last year according to industry figure ... Show More
28m 17s
Mar 2025
The Other Policy Choices That Matter
<p>While tariffs continue to dominate headlines, our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests investors should also focus on the sectoral impacts of additional U.S. policy choices.</p><p><br></p><p>----- Transcript -----</p><p><br></p ... Show More
2m 52s
Sep 2023
The natural disaster economist
There seems to be headlines about floods, wildfires, or hurricanes every week. Scientists say this might be the new normal — that climate change is making natural disasters more and more common.Tatyana Deryugina is a leading expert on the economics of natural disasters — how we r ... Show More
23m 41s
Apr 2025
153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
Send us Fan MailThis week on The Wall Street Skinny, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash-inducing reversal in the bond and equity markets, Jen and Kristen break down how the tariff announcements are r ... Show More
1h 13m