Private Credit, Liquidity, Longevity and Life Insurance With S&P’s Carmi Margalit

Private Credit, Liquidity, Longevity and Life Insurance With S&P’s Carmi Margalit

As insurers seek higher yields in a persistent high-rate environment, private credit has become an increasingly significant part of portfolio strategies. But with that growth comes a new set of questions—about liquidity, transparency, and the long-term implications for credit quality. Carmi Margalit shares S&P’s analytical framework for assessing these risks, highlighting what insurers, regulators, and investors should be watching.


Jaksot(39)

The LA Fires and the Risk Market Value Chain With Joy Chen

The LA Fires and the Risk Market Value Chain With Joy Chen

The Eaton and Palisades fires are now the most expensive wildfire disaster in U.S. history — and what's happening in Los Angeles right now is a real-time stress test of the entire insurance value chai...

28 Huhti 42min

How Catastrophe Models Work and Where They Fall Short With Anil Vasagiri

How Catastrophe Models Work and Where They Fall Short With Anil Vasagiri

This episode is part of a series of live conversations recorded at Climate Tech Connect 2026 in Washington, D.C.Anil Vasagiri, Head of Risk Data Solutions at Swiss Re is a rare combination of technica...

22 Huhti 27min

Why Mixing Catastrophes With Prediction Markets Is More Dangerous Than It Looks With Jamie Pietruska

Why Mixing Catastrophes With Prediction Markets Is More Dangerous Than It Looks With Jamie Pietruska

The LA wildfires burned more than a hundred thousand acres. They destroyed thousands of homes. And while they were still burning, people were placing bets on them.Not insurers. Not reinsurers. Not cat...

15 Huhti 48min

AI, Models, and the Limits of Climate Assumptions with Sarah Kapnick

AI, Models, and the Limits of Climate Assumptions with Sarah Kapnick

We sit down with Dr. Sarah Kapnick at Climate Tech Connect in Washington, D.C. in a conversation covers the time-horizon problem at the heart of climate finance, what the PG&E bankruptcy revealed abou...

13 Huhti 27min

Can Models Still Work When Everything Changes at Once? With Christiane Baumeister

Can Models Still Work When Everything Changes at Once? With Christiane Baumeister

This week  I speak with Dr. Christiane Baumeister, a professor at the University of Notre Dame. Her research focuses on global oil market dynamics — disentangling the supply and demand forces that dri...

1 Huhti 52min

(Preview) China's Growing Risk Data Moat and the US Brain Drain With Hui Su

(Preview) China's Growing Risk Data Moat and the US Brain Drain With Hui Su

A conversation with Dr. Hui Su, a professor at the Hong Kong University of Science and Technology and one of the leading researchers working at the intersection of satellite data, artificial intellige...

25 Maalis 5min

Confidence as a Service With Eric Winsberg

Confidence as a Service With Eric Winsberg

We speak with  Eric Winsberg: a philosopher of science at Cambridge and the University of South Florida, who has thought hard about what happens when models move from the lab into the world and into p...

18 Maalis 1h

(Preview) The $232 Billion Storm No One Is Pricing With Moody's Chris Lafakis

(Preview) The $232 Billion Storm No One Is Pricing With Moody's Chris Lafakis

Chris Lafakis and his team did the first analysis to combine Moody's catastrophe modeling infrastructure with a full macroeconomic model. The results are eye opening.This is a preview of the Risky Sci...

11 Maalis 10min

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