3 Comments
Jan 31Liked by Sylvain Saurel

Correction: The general fund of life insurance companies have only a sliver of government debt, 1-2%. Majority is corporate debt, 60-80%. That’s its own problem but corporations at least create value vs destroy it.

Also, whole life insurance contracts (the only kind with guarantees on cash value and endowment) transfer risk of non-performance from individuals to the carrier. It’s not like owning bonds directly in a portfolio as an investor. Policyholders have downside protection against bond losses while receiving the economic benefits (guaranteed liquidity and death benefit protection) of the policy. If anything, the right life insurance policy structure replaces the bond portion of an investor portfolio providing less volatility and additional wealth transfer benefits.

I could add more... but people have even less interest in understanding life insurance than understanding money.

Bottomline, savers are always going to be punished in a fiat world, except those that choose the Bitcoin escape hatch.

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Bitcoin is the way out.

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Hey Sylvain, interesting wording: Major American regional banks :)

It was just temporary panic selling when a regional bank collapsed. People still remember 2008 and panic at the slightest resemblance to those events. All is fine with the US baking system. If I could, I'd abolish news feeds like CNBC. They do more harm than good.

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