Episode 12
The Modeled Through Line from Hurricane Katrina to Cyber Catastrophe Risk with Fermat Capital’s John Seo
Risky Science Podcast · Risk Market News
August 27, 202552m 48s
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Show Notes
John Seo, founder of Fermat Capital, about the lessons of Katrina for catastrophe bonds and models 20 years later.
- (00:00) - Introduction
- (02:00) - Katrina as a Market Catalyst
- (06:30) - Investor Confidence Under Fire
- (11:00) - The First True Test of Catastrophe Models
- (16:00) - Politics, Policy, and Deductibles
- (22:30) - The In-House View of Models
- (28:00) - Beyond Peak Perils
- (34:00) - AI and Model Acceleration
- (38:00) - A Biophysics Approach to Complex Systems
- (44:00) - Katrina’s Legacy in Today’s Markets
- (49:00) - Why Katrina Still Shapes Investor Confidence and Risk Transfer Today
Topics
scienceinsurancehazardscatastropherisk modelsinvestmentsaifinance