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126: How Geospatial Data Can Inform Investing

The Bid

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The Effects of FEMA Disaster Declarations on Economic Activity

Josh: We wanted to better understand how extreme weather events were ultimately impacting households, businesses, and the market. A couple of years ago, Mike and I decided to explore what were the effects of FEMA disaster declarations on economic activity at the county level in the United States. The minute that we got comfortable with that, Russia invaded Ukraine. And in the horror of that atrocity, we immediately sprung into action to try to understand how the war was ultimately going to impact our clients' portfolios.

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