29: On recency bias, reinsurance investing & the market cycle

After our last podcast on the importance of being good custodians of capital, thought it might be interesting to discuss the potential for recency bias among investors that are pouring capital into the market right now. In this episode we discuss whether the cycle is dead, changed for good, or whether some people have just forgotten recent history and may be making decisions based on the reinsurance renewals of the last year. Forgetting how the reinsurance market changes over the last decade to fifteen years could be a critical mistake and those bringing money into the market right now really need to be asking why now is the right time, how it's going to be used differently to be more effective and deliver better returns, and what the company they're funding plans to do to ensure these returns can be delivered sustainably and not just in a small window of opportunity.

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