Tom Spier joins us from Baden-Baden 2025 to unpack how the reinsurance market is navigating the softening phase. From broker strategies and M&A ambitions to data interoperability and operational innovation, Tom explains where growth, opportunity, and smart cycle management still exist in a changing market.

EPISODE LINKS:

Tom's LinkedIn: https://www.linkedin.com/in/tomspier/

CONNECT WITH US:

Say Hello: ⁠[email protected]⁠

Website: ⁠https://www.supercede.com⁠ 

LinkedIn: https://www.linkedin.com/company/supercedehq 

X: ⁠https://twitter.com/SupercedeHQ⁠ 

YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ 

RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ 

OUTLINE & TIMESTAMPS:

00:00 Intro01:06 The challenge of finding new themes in a softening market01:40 Brokers’ revenue pressure and softening conditions02:37 How brokers might fill the gap03:36 Risk reduction and portfolio clarity04:31 Cedents pushing, reinsurers defending05:03 AI hype fades, focus shifts to practical outcomes05:38 Making systems talk to each other06:28 Macro trends & political uncertainty07:26 A stable, profitable market - for now07:50 Managing the cycle