What’s going on with car insurance?
Inflation goes beyond just supply chains and labour
Unhedged · Financial Times & Pushkin Industries
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Show Notes
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?
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