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InsuranceERM Podcasts

The Insurance "Credit Apocalypse," Explained - IERM Weekly

Yesterday · 23 min · 22.3 MB
0:00-23:01

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In this special summer episode of InsuranceERM Weekly,

  • Martin dives into the increasingly tangled relationship between life insurers, private equity, private credit, offshore reinsurance and the AI investment boom, and asks whether the industry is quietly building the foundations of what Burry calls a “budding credit apocalypse”.
  • Then, David heads offshore to examine Apollo’s changing tune on the Cayman Islands, private markets and insurance regulation
  • Ronan gives a final update on InsuranceERM’s 2026/27 Technology Guide.