How Prediction Markets Could Become Cat Modeling's 'Audit' Layer
Good morning, Today's brief: a prediction market pricing live hurricane landfall probability, Canada's worst catastrophe year
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How Prediction Markets Could Become Cat Modeling's 'Audit' Layer
Good morning, Today's brief: a prediction market pricing live hurricane landfall probability, Canada's worst catastrophe year
Private Credit Liquidity Never Was the Problem for Insurance. But the Maturity Wall Is
A redemption panic that hit the private-credit market over the past several months is not the insurer/investor problem, according to industry professionals. However, a looming maturity wall is the one private-credit risk a buy-and-hold annuity book can't structure away.
AI Hyperscale Risk Is Too Big for Insurers' Balance Sheet (But Not Its PE Rolodex)
Three new pricing inputs landed today for cat risk and AI risk.
Ackman's Insurance Deal Already Has Its Exit Written
California quake tail risk wags
Rich Catastrophe, Poor Catastrophe
Good Morning. This morning capital markets may systematically underpricing the biggest risks, and the fixes are arriving from external authorities
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How California's Wildfire Bust Became Hedge Funds' AI Boom (And Why Banks Took the Other Side)
The perfect market-dislocation play driven by wildfires, California's energy utility sector was made for activist and credit funds trading on companies buckling under ballooning liabilities. The AI-driven datacenter electricity-demand boom has changed the calculus.
Hedging Hurricane Season With Robinhood
Atlantic hurricane season opens today. Things to watch from risk, models and markets.
Before Hurricane Season Starts, Markets Are Trying to Price The Risk Models Can't Capture
As the 2026 Hurricane seasons starts on Monday, risk and market professionals are playing a different El Niño hedge.
