P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help…
NYSE
American International Group, INC.
AIG
3 stories
$41B Market cap · 2026-10-16
kab60 on X
I wonder how much Karp is paying him. $AIG must be a massive account, and with Palantir trading at a quadzillion x rev, Zaffino must've created a ton of value for Karp. Zaffino stepping down as CEO of $AIG to be 'head of financial services', but I bet the pay is better?
kab60 on X
Zaffino always seemed completely Palantir-pilled. Now we know why. Wonder if $AIG might get their expenses in order if new management (although handpicked by Zaffino...) take it easy with all their Palantir consultants https://t.co/bGgocKEd9v
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