Cutting Life Insurance Short

Featuring Jeremy Shoykhet

Jeremy Shoykhet of the Active Owners Fund is wary on the growth potential for several U.S. life insurance companies. Specifically, he’s troubled by Athene’s current business model, which revolves around an aggressive tax and capital structure. In this interview with Brian Price, Jeremy now says that Athene provides for a compelling short opportunity. Filmed on July 16, 2018.

Published on
20 July, 2018
Duration
15 minutes
Rating
9

Comments

  • SO

    Sloane O.

    8 8 2018 01:17

    0       0

    "They've deliberately chosen to invest in illiquid securities in sort of a reach for yield."

  • CL

    Chewy L.

    21 7 2018 12:25

    1       0

    Anyone have any insights into which insurance products pose more risk to insurance companies? Any good primers on how to analyze insurance companies? Thanks

  • lb

    larry b.

    20 7 2018 16:03

    0       1

    awful risk to reward. may be good analysis but why take a trade with equal upside to downside.

  • FG

    FundamentalAnalysis G.

    20 7 2018 10:22

    0       0

    I hope active owners fund also has savvy accountants who have experience in Insurance accounting specifically. That plus commercial awareness from the likes of Jeremy is the edge that is required to navigate the insurance market from an investment/speculative perspective.

  • GO

    Greg O.

    20 7 2018 09:55

    1       10

    Jeremy, I'm hesitant to make my comment but... in my opinion your attire sends (to say the least) a very confusing signals and I will leave it at that. You're obviously a very knowledgable, no BS guy, unlike some snake oil salesman on RVTV.