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Planet Money

How hurricanes became a hot investment

05 Dec 2025

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.098 - 16.825 Unknown

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17.699 - 33.835 Mary Childs

Hey, it's Mary Childs. Before we start the show today, we want to shout out some Planet Money listeners and, importantly, recent NPR donors. Like Brad from Virginia, who says, NPR is the final frontier of unbiased, real journalism. Thank you, Brad. Represent Virginia.

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33.875 - 57.416 Mary Childs

And then there's E. Katarina from New York, who writes, quote, I love Planet Money podcasts and I learn so much from it because hard concepts are explained in the simplest way possible. Thank you, Ekaterina. That is exactly what we're trying to do. And finally, Gary from Utah, who says, Planet Money is the greatest podcast of all time. Okay. Thank you, Gary. Wow. That's an honor.

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Chapter 2: What unusual financial bet did the Jamaican government make regarding hurricanes?

58.058 - 69.698 Mary Childs

We sincerely appreciate all of the kind words and support, especially this year. As you may have heard as of October 1st, NPR is now operating without federal funding. That is the first time in our more than 50-year history.

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70.039 - 92.07 Mary Childs

So if you value Planet Money, maybe like Brad for the quality of our journalism, or like Ekaterina because of how we break down economic concepts, maybe we've helped you make a smart decision, or we're just entertaining and you like our show. If you value what we do, please help us keep doing it by signing up for NPR+. It's a simple, recurring donation that gets you perks to NPR's podcasts.

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92.05 - 100.85 Mary Childs

and bonus episodes. So if you've already joined, thank you. And if not, just go to plus.npr.org. Okay, on to the show.

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106.963 - 109.148 Michael Bennett

This is Planet Money from NPR.

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112.013 - 125.913 Jeff Guo

A few weeks ago, Faval Williams drove across Jamaica to the west side of the island to see the damage with her own eyes. She was headed to where the worst hurricane in her country's history had made landfall.

126.534 - 152.398 Fayval Williams

When she got there, there was a lady and she says, come with me. Let me show you. This is where my house used to be. And you go, where? It's like right here. There was nothing in the space. It was all gone. You saw persons just sitting and looking off into the distance, wondering what's next.

152.8 - 171.585 Waylon Wong

For Fayval, for all Jamaicans, this is unfortunately a familiar scene after hurricanes. Only Hurricane Melissa was worse. It was a Category 5, winds of 185 miles per hour. And now people were adding up what they had lost, trying to figure out how they would get it back.

171.818 - 182.296 Fayval Williams

I found myself just hugging people, assuring them that the government would take steps to help them to rebuild.

182.877 - 201.823 Jeff Guo

And Fayval, she is the government. She's actually Jamaica's minister of finance. So she knew that Jamaica had been preparing for exactly this kind of catastrophe. preparing so that the country could pay to rebuild the roads, to rebuild people's homes. And to do that, Jamaica had some financial tricks up its sleeve.

Chapter 3: How do catastrophe bonds work and why are they becoming popular?

1327.17 - 1328.772 Jeff Guo

It is to fight poverty.

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1328.954 - 1348.617 Waylon Wong

And about 10 years ago, the largest Ebola outbreak in history occurred in West Africa. More than 10,000 people died. Michael and his colleagues were sitting in that not-so-cushy office in D.C. thinking, what we really need is some kind of international pandemic insurance so that poorer countries could get some help.

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1348.698 - 1360.994 Jeff Guo

So in 2016, he and his team came up with a creative new use for catastrophe bonds to share the risk of pandemics. They basically went around designing their own custom pandemic insurance policy.

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1361.275 - 1375.313 Michael Bennett

And so we came up with a list of six disease types, which were believed by the medical experts to be most likely to cause a significant global type pandemic.

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1375.36 - 1395.9 Jeff Guo

At the top of that list of threats was, of course, Ebola. Also on the list was pandemic influenza, like the type that swept through the world right after World War I, as well as, you know, a couple other types of viruses. The World Bank went around to investors asking them, hey, do you want to bet against a pandemic caused by one of these six types of viruses?

1395.88 - 1407.713 Waylon Wong

Okay, so of course they didn't literally say that, but that's the essence of what a cat bond is. And the World Bank ended up raising more than $300 million worth of these new pandemic cat bonds.

1407.862 - 1424.287 Jeff Guo

So investors agreed that if a global pandemic happened in the next few years, some or all of those $300 million would go to the World Bank to help developing countries. And in the meantime, the World Bank would be paying them a decent amount of interest, like tens of millions of dollars a year.

1424.507 - 1430.376 Michael Bennett

People thought this is an extremely innovative way to use the cap on market. No one had ever done it before.

1430.356 - 1453.174 Waylon Wong

The World Bank's first ever pandemic bond was set to last for three years, starting in 2017. By 2019, some people were criticizing the World Bank for this deal because here these investors were making fat profits. And what were the chances even that there would be a worldwide pandemic that could trigger this bond? One famous economist called the whole thing an embarrassing mistake.

Chapter 4: Who is Karen Clark and what role did she play in the development of catastrophe bonds?

1689.404 - 1695.892 Nigel Clark

If we were to try to have insurance cover everything, it would be far too expensive.

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1696.112 - 1713.353 Jeff Guo

So when Jamaica went to the market with its catastrophe bonds, the country knew what it was buying. It knew how much interest it would have to pay investors and how much insurance it wanted. And that it would only pay out if there was a hurricane the size of, well, the one that came next.

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1713.738 - 1727.739 Waylon Wong

This year, Hurricane Melissa was like the definition of that once-in-a-generation hurricane. Within a week and a half, the cat bond officially triggered. And Favol says she was surprised at how tuned in the whole country was.

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1728.4 - 1743.222 Fayval Williams

It was on the tongues of everyone. There are all kinds of interviews on radio and so on, articles written in the paper. Everybody was talking about it. Who never knew about a cat bond knew about it then.

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1743.269 - 1751.541 Waylon Wong

Thanks to its cat bond, Jamaica is going to get $150 million. In fact, the money just hit the country's bank accounts this week.

1751.707 - 1778.338 Fayval Williams

I am hoping that investors globally will see this as a market to support because behind the dollars are people, real people with lives who would not have anything else to help them. And here we are now having resources to help us with the reconstruction.

1778.504 - 1790.843 Jeff Guo

You know, as this market for catastrophe grows, as catastrophe bonds become more and more mainstream, what it's doing is making the market for insurance bigger and hopefully more competitive.

1790.958 - 1809.912 Waylon Wong

So the more investors who get into cat bonds, then if markets work like they're supposed to, the better rates that countries like Jamaica can get. And the better rates insurance companies can get on the reinsurance they need. Right now, the price of reinsurance is actually going down, in part because of competition from cat bonds.

1810.077 - 1827.934 Jeff Guo

The whole point of cat bonds is to share risk with people outside of the traditional insurance markets. And as the weather gets more and more chaotic, as the risk of catastrophe grows, it's maybe not a bad idea to find more and more ways to share that risk.

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