Insurance, AI, and the Search for Quality With Piper Sandler's Paul Newsome

Michael and Stephen are joined by Paul Newsome to discuss the evolving insurance landscape and where investors can find opportunities as the market cycle shifts. They examine the divergence between life insurers, property and casualty carriers, and insurance brokers, with a focus on interest rates, inflation, capital management, and rising M&A activity. The conversation also explores the potential impact of AI on insurance distribution and profitability, the outlook for homeowners insurance costs, and why select insurance companies may stand out for their balance sheet strength and returns on capital.

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