episode link: https://www.buzzsprout.com/126848/8171216-samir-shah-on-innovating-capital
youtube link: https://youtu.be/diERmzI7YSc
Why did I do this show? Inside the reinsurance world the idea of finding more ‘efficient’ capital carries an almost religious fervor. In my opinion there is a lot of silly thinking on the topic and Samir struck me as someone who combines idealism with a pragmatic and experienced flair. That is rare! I got the chance to take the gloves off and talk about all the things that really bother me on the topic!
What did I learn? learned about the underlying principle of Samir’s strategy, which I have to admit is one I agree with. It’s smaller and much more powerful than I had appreciated going into the conversation.
What was my favorite part? Oh, take on all manner of sloppy ideas about how capital really works in insurance and Samir and I were much more aligned than I had appreciated before. It was a fantastic conversation!
Not Unreasonable 