The Derivative

Hurricanes, Cat Bonds, and the Billions at Risk with Dr. Jeff Masters and Chris McKeown


Listen Later

Otherworldly forces can affect the market and hurt it just as much. Hurricane Ian continues to bring surges, winds, and flooding to Florida, and we have our own hurricane swirling around the set. That's right, we're bringing two forces together this week in a mashup of two previous pods with Hurricane Hunter Dr. Jeff Masters and Re-Insurance pro Chris Mckeown. We're revisiting what Dr. Jeff has to say on hurricanes and how you can track them, and we're also talking catastrophe bonds with Chris McKeown.

You'll want to add this special episode to your playlist to learn more about; building weather models, the financial impacts of a storm, fat tails outside of financial markets… yes they are there too (let's just say it's a complex system), off-loading risk via reinsurance, CAT bonds, structural issues in an upside market, and so much more — SEND IT!

Chapters:

00:00-01:58 = Intro

01:59-20:41 =  Hurricane Hunting, “The Final Flight”, & Weather Underground

20:42-32:10 = Building Weather Models w/ 15km Global Grids

32:11-46:47 = Storm Financial Impacts, Catastrophe Bonds & Fat Tails ( It’s a complex system)

46:48-50:57 = Favorite Hurricane

50:58-51:22 = *** break ***

51:23-01:06:00 = Off-loading Risk via Reinsurance, Capital Deployment & Investor portfolio protection

01:06:01-01:13:14 = Cat Bonds & Structural Issues in an Upside Down Market

From the episode:

Check out Dr. Jeff Masters on Yale Climate Connections blog Eye on the Storm, follow him on Twitter @DrJeffMasters, and visit wunderground.com

Visit VantageRisk.com for more information on Re-Insurance, Chris McKeown and his team

Don't forget to subscribe to The Derivative, follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.

Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

...more
View all episodesView all episodes
Download on the App Store

The DerivativeBy RCM Alternatives

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

50 ratings


More shows like The Derivative

View all
Chat With Traders by Ian Cox and Tessa Dao

Chat With Traders

1,986 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,074 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

593 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

932 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

408 Listeners

Flirting with Models by Corey Hoffstein

Flirting with Models

234 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

82 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Excess Returns by Excess Returns

Excess Returns

81 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

98 Listeners

The Business Brew by Bill Brewster

The Business Brew

249 Listeners

Forward Guidance by Blockworks

Forward Guidance

270 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

218 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

134 Listeners