Herb Wagner
10 statements across 1 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement Sep 22, 2025 by Herb Wagner · said 1 times in 1 episodes since 2025 · across every show →
On the record as a speaker too: Herb Wagner's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (1)
tap a year for its mentions
2025 1 mention in 1 episode
Everything said about Herb Wagner, oldest first
Sep 22, 2025 positive
Wagner: Slow-moving climate risk creates mispricings against volatile annual reinsurance swings
“Year to year, you don't have big changes in the risk of a large hurricane. Over 10 years, 20 years you do, which is kind of what we've seen, but it's a slow moving increase in risk. That's what's fascinating to us is because you can have these year to year cha…”
Sep 22, 2025
Wagner: Finepoint shifted from buying cheap assets to requiring catalysts
“We ended up pivoting a number of years ago
We don't want to be dependent upon what the market tells us something is worth, and that's why a lot of what we do is catalyzed.
So that was one of the big huge change that I made in my investing style, probably start…”
Sep 22, 2025 positive
Sep 22, 2025 neutral
Wagner: Reinsurance pricing varies dramatically across structures due to market opacity
“The way that it's priced across different structures, vehicles, and different markets is dramatically different. So actually, one of the hardest parts about reinsurance is just sourcing the risk. It's an opaque market. It's a lot of bilateral contracts.”
Sep 22, 2025 positive
Sep 22, 2025 bullish
Sep 22, 2025
Sep 22, 2025
Sep 22, 2025 bullish
Wagner: Finepoint buys Asian derivatives at 80% discount due to pod shorting
“So we actually have recently found a derivative in an Asian market That we're buying for 10 to 20% of what we think it's worth, so 80 to 90% discount, and it's solely the result of the fact that there's a market in Asia that has such a large demand to be short…”
Sep 22, 2025
Wagner: Grounding downside risk in opaque situations enables aggressive sizing
“What I found is that in these situations that are fast moving and opaque, if you can ground yourself in some kind of downside scenario and get conviction around that, Then you can actually make something really large, and you can be very aggressive.”