Car insurance costs in the US have shot up by 23% in the past 18 months, dwarfing the overall rise in inflation. What exactly is happening? And what lessons can be learnt? We discuss how idiosyncratic factors like a new law in Florida and even Taylor Swift’s latest tour are showing up in US prices. Also, we go short US housing and long SoftBank’s Masayoshi Son and his quirky presentations.Links:What’s going on with US car insurance?For a free 90- day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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