Risky Science Podcast

John Seo, founder of Fermat Capital, about the lessons of Katrina for catastrophe bonds and models 20 years later.


  • (00:00) - Introduction
  • (02:00) - Katrina as a Market Catalyst
  • (06:30) - Investor Confidence Under Fire
  • (11:00) - The First True Test of Catastrophe Models
  • (16:00) - Politics, Policy, and Deductibles
  • (22:30) - The In-House View of Models
  • (28:00) - Beyond Peak Perils
  • (34:00) - AI and Model Acceleration
  • (38:00) - A Biophysics Approach to Complex Systems
  • (44:00) - Katrina’s Legacy in Today’s Markets
  • (49:00) - Why Katrina Still Shapes Investor Confidence and Risk Transfer Today

Creators and Guests

Host
Christopher Westfall
Editor, Owner Risk Market News
Guest
John Seo
Dr. John Seo is a co-founder and managing director of Fermat Capital.

What is Risky Science Podcast?

The Risky Science Podcast features conversations with scientists, insurers, investors, portfolio managers, and others about the evolving science of predicting and modeling risk across both natural and man-made perils.