Brett Walden

Here for the fintwit memes. Occasionally post about insurance industry trends.

[Brett Walden @brett_walden]

<guy in the corner at a party>

"They don't realize the analytical possibilities that LDTI and IFRS 17 will bring to analyzing profitability and risk in the life insurance industry."

[Brett Walden @brett_walden]

[wipes brow]

[Brett Walden @brett_walden]

@shortbus_ace @shidellian At the same time US PE moving to buy yen assets (lilely with a substantial base of USD capital)

[Brett Walden @brett_walden]

@EllliotttB If you also own a life insurer, than you are PE.

I don't make the rules.

[Brett Walden @brett_walden]

@talktoskirt

[Brett Walden @brett_walden]

Dest having a horrific half

[Brett Walden @brett_walden]

@JG_Nuke @LeylaKuni Not many insurance balance sheets can utilize CFOs efficiently for capital purposes, except the lower quality island regimes (eg Cayman, etc)

[Brett Walden @brett_walden]

@RampCapitalLLC Too many wage earning years left to not have access to AI. $1M isn't enough to retire yet.

[Brett Walden @brett_walden]

@jclarkson203 And final expense life insurance sales are $1B per year too

[Brett Walden @brett_walden]

@AnalystEgg @tangentstyle Demand for IG 30y paper from insurance and pension balance sheets
https://t.co/3mikZOBXVb

[Brett Walden @brett_walden]

Any opportunity to buy 30y paper at 5-6% will be gobbled up to match the ultimate forward rate assumption and extend duration.

[Brett Walden @brett_walden]

Watching old commercials with kids... 5th grader: "wait, both kids called her mother, but two dads showed up to spank the kids. Is this a throuple?"

[Brett Walden @brett_walden]

@ShitFund The cornerstone of every retired farmer's portfolio

[Brett Walden @brett_walden]

@jclarkson203 From IL and AZ has always been my #2. Hasn't been a good night in my house

[Brett Walden @brett_walden]

@WaterworldCapi1 We're watching the NCAA. What's up?

[Brett Walden @brett_walden]

I should probably check with the old man about his portfolio. At xmas, he was reducing PLTR exposure.

[Brett Walden @brett_walden]

My dad, who struggles to use his iPhone, was updating me on his NVDA and SMCI holdings last week.

[Brett Walden @brett_walden]

@hedgequote Couldn't convince them to use the green logo tho

[Brett Walden @brett_walden]

@shidellian @tangentstyle Liability underwriting kills more insurers than asset risk.

However, it's very difficult to go seriously wrong on fixed annuities... maybe with certain withdrawal guarantees, but still very hard.

[Brett Walden @brett_walden]

@tangentstyle Ser, have you not heard about the convergence of private credit and insurance

[Brett Walden @brett_walden]

@tangentstyle Ok, well, I will listen to this one

[Brett Walden @brett_walden]

@ExcessDefaults @CuiBonoCapital They didn't realize that most annuities offer 10% free annual withdrawals at the individual level... The convergence is inevitable.

[Brett Walden @brett_walden]

Folks, if you find the guest and his arguments compelling...