Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 23 August 2024

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guests are Andre Rzym and Tarek Abou Zeid, two 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. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Subscribe to the YCharts blog and visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only). Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Medb Faber Show, where the focus is on helping you grow and preserve your wealth.
0:10.8	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help
0:15.4	you grow wealthier and wiser.
0:17.1	Better investing starts here.
0:19.6	Met Baber is a co-founder and chief investment officer of Cambria Investment Management. Due to industry regulations, he will not discuss any of Cambra's funds on this
0:25.0	podcast.
0:26.0	All opinions expressed by Podcast participants are solely their own opinions and do not reflect the
0:29.0	opinion of Cambria Investment Management or its affiliates.
0:30.9	For more information, visit Kambria Investments.com.
0:35.4	This episode is sponsored by our friends at Why Charts. If you're on the hunt for that
0:39.1	next big insight, head over to the Why Charts blog page and check out their latest piece on the top 10 best performing
0:45.3	EDFs of the past decade. This isn't just your typical top 10 list. Why Charts goes deep, breaking down,
0:52.3	what drove these EDFs to outperform
0:54.1	What lessons you can take away to fine tune your own investing strategies plus you'll get access to downloadable easy to understand visuals that not only elevate your client communication but also keep your clients and
1:04.4	prospects engaged during meetings. Plus it's customizable so you can compare strategies across size,
1:10.4	style and sector. Subscribe to the YCharts blog with the link in the show notes to ensure you're plugged into the latest insights, research and market trends, and don't forget, get 20% off your initial WhyCharts professional subscription when you start your free YCharts trial and tell them that Mebs sent you new customers only.
1:29.6	Welcome back everybody. Today's guests are Andre Zim and Tarek Abu Zed two portfolio managers
1:35.8	from Mann AHL one of the largest running systematic asset managers in the world. Today we're going to talk about a topic we really
1:44.2	haven't covered here on the show before. Catastrophe bonds. Andre and Tark are
1:48.5	going to give us a high-level overview, then walk us through where the asset
1:51.6	class is today, what the future looks like, and what the weather
1:55.0	season will be like the rest of the year.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Idea Farm, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Idea Farm and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.