
John Seo
Co-founder of Fermat Capital Management, which invests in catastrophe bonds.
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Jun 6, 2024 • 1h 14min
John Seo: Catastrophe Bonds and the Investor Choice Problem — Manifold #61
Steve and John discuss the Investor Choice Problem, parallels between derivatives and insurance markets, and building Fermat Capital. They explore catastrophe bonds, market dynamics, and the future of the industry amidst climate change impacts.