Wildfires are increasingly being seen by risk takers insurers primarily as a material risk. The consequences of not managing it are insolvencies and unpaid insurance claims. "We have an underlyingness as this probability of its occurrence"
The margin of safety for household spending keeps shrinking.
(00:21) Jason Moser and Matt Argersinger discuss: - What the producer price index is saying about the cost of goods and services. - Americans hitting $1 trillion in credit card debt and what it means for the health of the consumer. - Earnings updates from Disney, UPS, and Axon.
(19:11) Motley Fool Money’s Deidre Woollard talks with Tom Larsen, a senior director at Corelogic, about extreme weather’s impact on homeowners and insurers.
(28:48) Jason and Matt break down two stocks on their radar: Sky Harbor and Home Depot
Stocks discussed: DIS, AXON, UPS, WE, TLRY, HD, SKYH
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Tom Larsen Engineer: Dan Boyd
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