Ryan Tunis
PersonHeard in 3 episodes across 1 show since Sep 2026
Ryan Tunis is a property and casualty insurance equity research analyst at Cantor Fitzgerald. He is known for covering the U.S. insurance sector and publicly traded insurance companies.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 3 |
| Oct 2026 | 0 |
What Ryan Tunis has said on podcasts
40 statements
Chubb would likely be worse off by bypassing insurance brokers.
“So from Chubb's standpoint, you really wouldn't benefit a lot if you tried to go direct. I think you'd probably end up in a worse place.”
Open the episode · P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74Listen at 6:23
Direct distribution works in U.S. personal auto insurance.
“direct works in one market within PNC in the United States. And we all know that it's personal auto with the Geico and the Progressive.”
Open the episode · P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74Listen at 7:52
Direct auto insurance distribution has gained roughly 1.5 percentage points of share over time.
“the direct market has taken share of the, you know. whether it's a captive agent like Allstate, like an agent that will sell just the Allstate product, or an independent agent that can sell products from multiple carriers, you've seen the direct channel take maybe a point and a half a share over time.”
Open the episode · P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74Listen at 9:09
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
3 episodes featuring Ryan Tunis, newest first
- Sep 18, 2026
Eisman challenges AI doomsday warnings as markets absorb new risksThe Real Eisman PlaybookSep 18, 2026 - Sep 7, 2026
Insurance investors brace for softer markets and AI disruptionThe Real Eisman PlaybookSep 7, 2026Guest - Sep 4, 2026
OpenAI’s finances expose the AI economy’s fragile foundationThe Real Eisman PlaybookSep 4, 2026Guest