The Meb Faber Show: “Strangest Asset Class: You Can Make Money From A Hurricane!”
The Meb Faber Show: “Strangest Asset Class: You Can Make Money From A Hurricane!”
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Today’s guests are Andre Rzym and Tarek Abou Zeid, Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world.
In today’s episode, Andre & Tarek delve into the world of catastrophe bonds. They provide an overview of what catastrophe bonds are, recent performance metrics, how they relate to ESG and sustainable investing. They share some predictions for the 2024 hurricane season and wind down with some thoughts on the crypto markets.
To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo…
(2:01) Catastrophe bonds overview
(10:21) Recent performance
(16:54) Market trends
(23:49) ESG factors
(26:26) Pandemic bonds
(28:42) Liquidity
(33:48) Crypto market dynamics
(37:41) Diversification benefits
(39:03) 2024 Hurricane season predictions
(42:07) Controversial investing beliefs
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Sponsor: Today’s episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention “Meb” for 20% off your subscription (new clients only). Learn more: https://go.ycharts.com/meb-faber
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