Podcasts about cumberland advisors

In the US, 10% of commercial egg-laying hens have died from the bird flu in the last eight weeks. Egg prices are set to soar another 41% this year. Are we in for another pandemic? Cumberland Advisors co-founder David Kotok discusses the economic domino effects of pandemics across history.

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ David Kotok, co-founder and chief investment officer at Cumberland Advisors, joins Jack fresh off his trip to Cuba, to share insights about the Cuban financial system. Kotok argues that the Federal Reserve has demonstrated its commitment to financial stability, which is very bullish for U.S. financial assets. With that being said, Kotok has his concerns. Filmed on January 23, 2024. Kotok is also a board member of the Global Interdependence Center (GIC) and host of the eponymous “Camp Kotok.” __ Follow David Kotok on Twitter https://twitter.com/DavidKotokGIC Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG10 to get 10% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (00:38) The Bond Market Rollercoaster (04:54) The Municipal Bond Market (12:18) The Importance Of Financial Stability (17:14) The Fed Prevented A Banking Run In March 2023 (22:36) Incentive for "Fed To Move Slowly" (24:29) VanEck Ad (25:09) Cuba (29:43) U.S. Dollar Is The Most Popular Currency In Cuba (35:42) Inflation and Credit In Cuba (44:47) Cuba's International Relations (48:25) David Kotok's View On The U.S. Stock Market (51:53) U.S. Economic Outlook (59:41) The Fed's Balance Sheet Policy In 2024 (01:03:00) Inflation In LCLoR (Lowest Comfortable Level of Reserves) (01:06:00) Treasury's Quarterly Refunding Announcement (QRA) Is Not Very Relevant In The Long-Term __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

David Kotok, chief investment officer and co-founder of Cumberland Advisors, welcomes Jack Farley to “Camp Kotok” with an interview. Kotok explains the origins of “Camp Kotok” and makes the case that, contrary to popular understanding, Fitch's recent downgrading of U.S. debt is, in fact, a big deal. Filmed on August 5, 2023. David Kotok's analysis on the debt ceiling: https://www.cumber.com/market-commentary/cost-debt-ceiling-crisis About Camp Kotok: https://www.cumber.com/about/camp-kotok Follow David Kotok on Twitter https://twitter.com/DavidKotokGIC Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Dave Nadig on Twitter https://twitter.com/DaveNadig Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Big thank you to David Nadig of VettaFi for supplying the drone footage: https://www.youtube.com/watch?v=wT1H7or-sHo ___ Timecodes: (00:00) Introduction (00:10) The History Of Camp Kotok (11:11) Fitch's Downgrade Of U.S. Treasury Debt (20:56) 2023 Debt Ceiling Drama Imposed Real Cost On Borrowing Rates (28:58) Alternatives To The Global Dollar System (31:29) Anecdote From Municipal Bond Market (35:46) Will Interests Rates Go Even Higher? (38:32) The Federal Reserve's Assistance To The U.S. Banking Sector In 2023

The debt ceiling  has been dumbed-down to a political debate of right vs. left. But the ramifications of the debt standoff are already being felt in the debt markets, and it's costing us billions of dollars. In this episode of Global Macro Update, I talk with David Kotok, Chairman and Chief Investment Officer at Cumberland Advisors. We discuss the costs of brinkmanship, the risks posed to money market funds, the geopolitical side effects, and where he sees bargains in the bond market.

Ron DeSantis has filed the necessary paperwork to run for the US presidency, saying he's Donald Trump without the drama. Mr DeSantis is expected to be one of the strongest challengers to the current leader in the polling: Donald Trump, despite being some way behind him. Kasia Madera hears from David Kotok, the chair and chief investment officer of Cumberland Advisors - a money management firm in Florida.

John Mousseau, chief executive officer at Cumberland Advisors says that he sees the potential for the Federal Reserve to steer the economy clear of a recession, and while he expects volatility and notes that investors are right to be nervous about high inflation and the inverted yield curve, they should not be scared away from fixed income now. Mousseau notes that with inflation starting to ease up while rates have been rising, investors are being paid well for taking on short- and intermediate bonds.  In The Book Interview, Scarlett Cochran -- author of 'It's Not About the Money: A Proven Path to Building Wealth and Living the Rich Life You Deserve,' discusses finding the right balance of savings and investing with spending and enjoying life, and she and Chuck discuss how one area where she diverges from most experts is in suggesting that debt be a tool to help consumers embrace and use smartly rather than avoid out of fear. Also on the show, Rona Guymon of Nationwide Annuity discusses the firm's eighth annual Advisor Authority survey, which shows that many investors plan to keep working in retirement, and may move in retirement to where it is cheapest to live, even if that means moving away from family.  Plus, Chuck answers a listener's question about how to size up a financial adviser whose recommendations are more aggressive than she believes is right for someone her age. 

David Kotok, CIO and Chairman of Cumberland Advisors, discusses the latest on the markets. He spoke with hosts Bryan Curtis and Rishaad Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

David Kotok, CIO and Chairman of Cumberland Advisors, discusses the latest on the markets. He spoke with hosts Doug Krizner and Rishaad Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

David Kotok, CIO and Chairman of Cumberland Advisors, discusses the latest on the markets. He spoke with hosts Bryan Curtis and Rishaard Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

David Kotok, CIO and Chairman of Cumberland Advisors, discusses the latest on the markets. He spoke with hosts Bryan Curtis and Stephen Engle on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

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Natalie Cohen of The Public Purse and John Mousseau of Cumberland Advisors take a deep dive into what's happening in Reedy Creek in the wake of the Florida battle between Gov. Ron DeSantis and the Disney Co. Is it a portent of things to come or just a tempest in a teapot? Chip Barnett hosts the podcast recorded June 9. (33 minutes)

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Ukraine update ~3 million have left, thousands killed. Bucks would like to thank David Kotok for the link to New Yorker journalist Masha Gessen's 2017 interview on Vladimir Putin. Scary how prescient this analysis was. ~2 hours long; can listen to ~20 minutes to get the drift. Video is the property of PBS Frontline.Mr Kotok is chairman of Cumberland Advisors. Full disclosure: Neither Dave nor Del has any money invested with Cumberland Advisors. Here's the link to the video.You can sign up for free for the Cumberland Advisors newsletter here. It's always very thoughtful.  This is Cumberland's website.This was Mr. Kotok's closing thought: After listening to at least some of this interview, please consider the ancient mythological dilemma.  You are in a sealed cave.  You are discovered by a monster who wants to eat you.  You are trying to find a reason to argue and therefore to convince the monster not to eat you.  From birth, the monster has learned only deceit, arrogance and brutality.  The monster has only one thing in his mind and cannot be persuaded to change his goal of consuming you.  What do you do?  The choice becomes binary: be eaten or find a way to kill the monster.       Contribute to your favorite charity supporting the people of Ukraine.  Just google "contribute to Ukraine" and you'll get links to several options. It's Tax Season again. The IRS uses “courtesy disconnects” to hang up on callers when wait times are long. Yes, you read that correctly: “Courtesy Disconnects” is the official term used by the agency. Del runs Trivia Night and gets out alive to tell about it. Dave has a Trivia experience of his own. Brady's back, much to the chagrin of the guy who paid $250K for the “last touchdown” ball a few hours before Brady announced his reincarnation. It's March Madness again. Dave plans to suffer from sleep deprivation again Speaking of sports, Shaq explains how to save money on gas - 2018 advice but still just as valid. Watch the video here.Del falls down, experiences pain and suffering…again. Subscribe to TOB with Apple Podcasts on your iPhone, Google podcasts on your android phone, or with Stitcher, Spotify, Pandora, or Player FM.  As always, give us your thoughts at BUCKSTWOOLD@GMAIL.COM

Bloomberg Opinion columnist Barry Ritholtz speaks with David R. Kotok, who is co-founder, chairman and chief investment officer of Cumberland Advisors, which has $4 billion in assets under management. Kotok is also a director at the nonprofit Global Interdependence Center, which promotes free trade and international dialogue, and has authored or co-authored four books, including "From Bear to Bull with ETFs" and "Adventures in Muniland: A Guide to Municipal Bond Investing in the Post-Crisis Era." Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mark Douglas, CEO and Founder of MNTN, talks about the Apple, Epic ruling and what it means for both companies and game developers. David Kotok, Chairman and CIO of Cumberland Advisors, talks markets. Katerina Simonetti, Senior Vice President, Private Wealth Advisor for Morgan Stanley Private Wealth Management, discusses the latest market news. Matt Maley, Chief Market Strategist at Miller Tabak & Co. and Founder of the Maley Report, talks markets and stocks to watch. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Laura Forczyk, Space Analyst and Owner of Astralytical, NASA Subject Matter Expert for planetary science missions, and author of "Rise of the Space Age Millennials," talks about the Virgin Galactic space flight. David Kotok, Co-Founder and CIO of Cumberland Advisors, discusses the markets. Ben Emons, Managing Director of Global Macro Strategy at Medley Global Advisors, talks markets. Kristina Hooper, Chief Global Market Strategist for Invesco, discusses the markets in relation to Covid-19 variant concerns. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller) Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

John Mousseau, chief executive officer and director of fixed income at Cumberland Advisors, says that worries about rising inflation are overblown given current conditions, and he says investors should expect higher inflation but only to the extent that it returns to pre-pandemic levels over the next year. Also on the show, Francesca Ortegren discusses a recent study done by Clever Real Estate showing how the pandemic continues to damage Americans' finances, Chuck answers a question about Section 72T withdrawals from retirement accounts, and Jason Browne of Alexis Investment Partners talks practical and tactical investing with TFs in the Market Call. 

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on bond markets, inflation and the recovery. Dan Ives, Managing Director, Equity Research, at Wedbush Securities, on why the tech sell-off offers massive buying opportunities. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on why it's too soon to reopen fully. Tom Gimbel, CEO of global staffing company LaSalle Network, on today's jobs data and the hiring landscape. Hosted by Paul Sweeney and Matt Miller.

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on why markets are looking forward to the end of Trump chaos and covid. Nick Colas, co-Founder of DataTrek Research, on market exuberance, and Janet Yellen as Treasury Secretary. Charlotte Ryan, Bloomberg aviation reporter, on why covid passports are the key to resuming international travel. Steven Arons, German banks reporter for Bloomberg, on Deutsche Bank considering 40% permanent work-from-home policy. Hosted by Paul Sweeney and Vonnie Quinn. 

Justin Levitt, Professor of Constitutional Law at Loyola Law School, on why there isn't a legal basis for contesting the election. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on bond markets and his current election outlook. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, discusses how the election has impacted her outlook for the economy, and a preview of the FOMC. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on the election results. Hosted by Paul Sweeney and Vonnie Quinn. 

Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, discusses his column: "Kodak Craziness Is Captured in One Word. Really?" David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on fiscal stimulus, the pandemic, and investment outlook. Dr. David Skorton, president and chief executive of the Association of American Medical Colleges, discusses his Washington Post column: "We Need a Covid-19 Reset. So We Developed a Comprehensive Plan to Do Just That." Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on whether tech companies will face the music on regulation. Hosted by Paul Sweeney and Vonnie Quinn. 

Ken Berman of Gorilla Trades says he'd stick with companies with strong balance sheets, a big domestic presence and a business focus online to ride through a sawtooth, back-and-forth summer, a fall correction and then a rally that brings the Standard and Poor's 500 to at least the 3,500 level he was forecasting when he last visited the show in February, before the coronavirus pandemic. Also on the show, John Mosseau of Cumberland Advisors discusses the value of sticking with traditional fixed-income allocations in the lower-for-longer rate environment, and says that he expects an economic recovery even if there is no vaccine for Covid-19, Gregg Bell of A# Financial Investments discusses alternative credit investments like reverse mortgages and private equity and how they are particularly well-suited for the closed-end, interval fund structure, and Bob Auer, manager of the Auer Growth Fund, discusses why he believes in his methodology and process despite a low Morningstar rating, and then puts his methods to work talking growth stocks in the Market Call.

Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to discuss her column: "Clothing Stores' Devastation Has Only Just Begun." David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the markets are realizing the economic price to pay for poor management of the pandemic. Hosted by Vonnie Quinn and Paul Sweeney.

Today is March 22nd 2020, crazy time of our history here, world history, history of the United States, and I'm doing a series right now of talking to some people who's opinions I respect, we're definitely taking a long view and under that framework conversation, I want to introduce John … Tell me your, I'm going to butcher your last name, but I just call you Moose. You know you and I just met and I know I'm getting personal here but I call you the moose, but John tell me the pronunciation of your last name. John Mousseau: So the last pronunciation Trevor is Mousseau. Trevor Chambers: Mousseau, got it. John Mousseau: And I've been called Moose my whole life as my sister and two brothers have and my three daughters have and my father was big moose, so there you go. Trevor Chambers: So you guys are the herd? John Mousseau: We've never called ourselves the herd but not a bad idea. Trevor Chambers: I think you should. John Mousseau: Yeah absolutely. Trevor Chambers: So tell me, where did you grow up? John Mousseau: I grew up in north eastern Connecticut, literally in the north east corner, Thompson Connecticut, so the next town north is Massachusetts and the next town east is Rhode island. It's called the quiet corner of Connecticut, not as quiet anymore because we've had a lot of people move there from western Connecticut to buy some older homes and casino executives moving north to buy homes and people moving down out of the bus route, 128 [inaudible 00:05:20] kind of needs for more affordable homes. So in the area that used to be a broken down pathways move to north Carolina area 50 years ago is now more shishi in the sense that it has a lot of antique shops and galleries and stuff like that. But it was a nice area to grow up in. Read Full Interview Transcript at: https://olderaleighfinancial.com/meet-the-masters-john-mousseau-president-and-chief-executive-officer-and-the-director-of-fixed-income-at-cumberland-advisors/ Olde Raleigh Financial Group 3110 Edwards Mill Road, Suite 340 Raleigh, NC 27612 Phone: 919.861.8212 This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to control the yield curve. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on the mixed bag in emerging markets. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses LIBOR vs SOFR, and the flight to Treasuries.

Bloomberg Opinion columnist Barry Ritholtz speaks with John R. Mousseau, who is president, chief executive officer and director of fixed income at Cumberland Advisors. Mousseau is also co-author of the book “Adventures in Muniland: A Guide to Municipal Bond Investing in the Post-Crisis Era.” 

Kevin talked to Matthew McAleer, Executive Vice President and Director of Equity Strategies at Cumberland Advisors about the market sell-off. Panel guests: Bob Cusack, Editor in Chief at The Hill, Sery Kim, Republican Strategist, former Senior Advisor in the Trump Administration and Attorney at Scheef and Stone and David Livingston, Senior Analyst at the Eurasia Group.

Kevin talked to Matthew McAleer, Executive Vice President and Director of Equity Strategies at Cumberland Advisors about the market sell-off. Panel guests: Bob Cusack, Editor in Chief at The Hill, Sery Kim, Republican Strategist, former Senior Advisor in the Trump Administration and Attorney at Scheef and Stone and David Livingston, Senior Analyst at the Eurasia Group.

The Federal Reserve kept its benchmark interest rate steady and continued to signal policy would stay on hold for the time being as the U.S. enters a presidential election year. To discuss the news is Bloomberg News Global Economics and Policy Editor Kathleen Hays, Bloomberg News Stocks Editor Dave Wilson, Steven Skancke, Chief Economic Advisor at Keel Point, Frances Donald, Chief Economist at Manulife Investment Management, Bloomberg News Bond Reporter Alex Harris, and Josh Wright, Chief Economist at iCIMS. And we Drive to the Close with David Kotok, Chairman & CIO at Cumberland Advisors. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

The Federal Reserve kept its benchmark interest rate steady and continued to signal policy would stay on hold for the time being as the U.S. enters a presidential election year. To discuss the news is Bloomberg News Global Economics and Policy Editor Kathleen Hays, Bloomberg News Stocks Editor Dave Wilson, Steven Skancke, Chief Economic Advisor at Keel Point, Frances Donald, Chief Economist at Manulife Investment Management, Bloomberg News Bond Reporter Alex Harris, and Josh Wright, Chief Economist at iCIMS. And we Drive to the Close with David Kotok, Chairman & CIO at Cumberland Advisors. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, said that the Standard and Poor's 500 closed 2019 so strongly that it nearly eclipsed his firm's forecast for where it would be in 2020, squarely in the middle of the 3,200 to 3,300 forecast range. Wren warned that the investment consensus is more optimistic than he and Wells Fargo are, but is expectation is for a relatively flat year with some heightened volatility as the market sorts out pressures from interest rates, politics and more. Also ont he show, Tom Lydon of ETFTrends.com makes a big, classic index fund his 'ETF of the Week," Chuck throws dirt on some funds that died in 2019, and we revisit a recent chat with David Kotok of Cumberland Advisors.

Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, says that while he is optimistic for the new year, he is worried about how much the economy may accelerate, noting that if it picks up speed in the second half of 2020 it will create stress come 2021. It's an environment that he says is good for politics -- which is why he's worried about it during a presidential election year -- but not great for long-term investors who will feel the aftermath. Also on the show, David Kotok of Cumberland Advisors says investors should expect single-digit returns in 2020 with performance charts that don't look anything like what they have seen in 2019. Danielle Shay of SimplerTrading covers the market's technical side between those two Big Interviews and we revisit a recent ETF of the Week chat with Tom Lydon of ETFTrends.com.

Laura Martin, Senior Analyst at Needham, on why Netflix needs to add a lower-priced service to compete. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, with his market outlook and a preview of the Fed. Christopher Wilson, Deputy Director of the Wilson Center's Mexico Institute, on the USMCA trade deal. Andy Browne, editorial director for Bloomberg New Economy, on China tariffs and the demise of the WTO. Hosted by Lisa Abramowicz and Paul Sweeney.

Michael McDonough, Chief Economist for Financial Products at Bloomberg LP, on why he expects an interim, cosmetic trade deal with China. Harold Edwards, CEO of Limoneira (Nasdaq: LMNR), on the global growth of lemon and avocado consumption, and managing the trade war. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on how the Fed can enact policy to mitigate repo market squeezes. Eric Roston, sustainability editor for Bloomberg, on the global climate rally, and Amazon revealing its carbon footprint. Hosted by Lisa Abramowicz and Paul Sweeney. 

John Authers, Senior Editor for Bloomberg Markets, will discuss why U.K. Prime Minister Boris Johnson’s Brexit strategy is in tatters after UK government loses majority in parliament. David Kotok,  Chairman & Chief Investment Officer at Cumberland Advisors, on markets and current investment outlook. Chris Condon, Federal Reserve Reporter, will discuss what’s a busy day for Fed speakers, and also why Boston Fed President Eric Rosengren is unconvinced the central bank needs to cut interest rates at this month's Fed meeting. William Quigley, CEO of the WAX (Worldwide Asset eXchange) and co-founder of Tether, discusses issues surrounding Facebook's Libra and why blockchain apps aren't being adopted.

Jackson Hole/Fed roundtable with Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors and Former Director of Research at the Atlanta Fed, along with Bloomberg's Matt Boesler, Fed reporter, Kathleen Hays, global politics and policy editor, and Dave Wilson, stocks editor. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's retaliatory tariffs, and the difficulty that manufacturers are facing in shifting away from China. Hosted by Lisa Abramowicz and Paul Sweeney. 

Andy Browne, Editorial Director: Bloomberg New Economy, on Trump's new round of China tariffs, and what to expect in terms of retaliation. John Kilduff, Founding Partner of Again Capital, on oil markets plunging on new China tariffs. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the Fed, yield curve, and the economy. Becky Frankiewicz, president of ManpowerGroup North America, discusses the "pitch perfect" jobs report and hiring landscape. Hosted by Lisa Abramowicz and Paul Sweeney.

Show from 4/26/19In this episode our hosts Jeremy Schwartz and Liqian Ren start off the show talking to the Executive Vice President and Director of Equity Strategies at Cumberland Advisors about European markets, sector investing, South Africa, market momentum, and much more. Then they bring on economist and author of the new book "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk." She gets into retirement, managing risk, and trading bonds.Guests:Matt McAleer- Executive Vice President and Director of Equity Strategies at Cumberland Advisors.Follow Cumberland Advisors on Twitter: @CumberlandADVAllison Schrager - An economist who is co-founder of the risk advisory firm LifeCycle Finance Partners, LLC and a journalist at Quartz. She’s also the author of a great new book called AN ECONOMIST WALKS INTO A BROTHEL: And Other Unexpected Places to Understand Risk.Follow Allison on Twitter: @AllisonSchragerMore on Allison & her book here: https://www.allisonschrager.com/ See acast.com/privacy for privacy and opt-out information.

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on why he's shifting his portfolio to a more defensive position. Former SBA Administrator Karen Mills discusses her new book, "Fintech, Small Business & the American Dream." Annie Massa, asset management reporter for Bloomberg, on BlackRock launching a sweeping overhaul to boost growth. Former FCC Commissioner Meredith Attwell Baker, current CEO of CTIA, discusses their new report how the US has surged ahead in 5G readiness and is now running neck & neck with China. Hosted by Lisa Abramowicz and Paul Sweeney. 

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets. Therese Raphael, Bloomberg Opinion editor, on the stakes at play for today's Brexit vote in Parliament.  Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Huawei charges and how this will impact US-China trade relations. Shira Ovide, Bloomberg technology columnist, on what to expect from Apple and other big tech reporting earnings this week. Hosted by Abramowicz and Paul Sweeney. 

David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets.  Marty Schenker, Chief Content Officer for Bloomberg, on the chaos enveloping the Trump Administration and the path forward for Congress. Chris Whalen, Chairman of Whalen Global Advisors, on why Mnuchin's tweet about discussions with bank CEOs was not helpful. Avani Ramnani, Director: Financial Planning and Wealth Management at Francis Financial, on how people should prepare or position their portfolios for a down market in 2019. Hosted by Pimm Foxx and Romaine Bostick (filling in for Lisa Abramowicz.)

In Episode 68 of Hidden Forces, Demetri Kofinas speaks with David Kotok, co-founder and CIO of Cumberland Advisors. David Kotok’s articles and financial market commentaries have appeared in The New York Times, The Wall Street Journal, Barron’s, and other publications.    This is a fascinating conversation that spans a wide range of issues currently facing the global economy, as well as subjects and themes stretching as far back as 5th century Athens. Demetri asks David Kotok for his opinion on a series of topics including trade, the US Dollar, European monetary policy, as well as what markets he thinks are most at risk as the Fed continues down its path of tightening and as protectionist trade measures introduce new anomalies into the American economy. Kotok also shares his experience investing during the turbulent years of the 1970s and how the lessons he learned during that decade can be applied today. David also gives his outlook for credit markets, specifically the riskier areas of the corporate bond market that include leveraged loans and middle-market lending. Investors will find this conversation helpful, as they adjust their strategies to protect themselves against some of the non-linear impacts of government policies while still positioning themselves and their clients to profit from the rising tide of economic growth. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will Hares, European energy analyst for Bloomberg Intelligence, on OPEC cutting its estimate for global demand for crude next year. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on the market rout and whether it's a buying opportunity. Ernest Loumaye, CEO of Women’s Health biopharma ObsEva (NASDAQ: OBSV), on their pipeline of drugs aimed at targeting conditions that impact womens' fertility. Hosted by Pimm Fox and Lisa Abramowicz.

The show broadcasts live from the U.S. Open Tennis Championships. Alan Krueger, Princeton Economist, talks about dwindling worker bargaining power, stagnant wages and the implications for monetary policy. John Mousseau, CEO and Director of Fixed Income at Cumberland Advisors, discusses his outlook for the economy and markets. Elizabeth O'Brien, Program Director of Sports & Entertainment Marketing at IBM, explains how artificial intelligence is aiding player development at the U.S. Open. And we Drive to the Close of the market with Steve Kroll, Managing Director at Monness Crespi Hardt & Co.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan

The show broadcasts live from the U.S. Open Tennis Championships. Alan Krueger, Princeton Economist, talks about dwindling worker bargaining power, stagnant wages and the implications for monetary policy. John Mousseau, CEO and Director of Fixed Income at Cumberland Advisors, discusses his outlook for the economy and markets. Elizabeth O'Brien, Program Director of Sports & Entertainment Marketing at IBM, explains how artificial intelligence is aiding player development at the U.S. Open. And we Drive to the Close of the market with Steve Kroll, Managing Director at Monness Crespi Hardt & Co.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this episode of Behind the Markets we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine where economists and investment advisors talk shop while fishing and hiking. What’s their outlook for the markets and how are they adjusting in advance of another expected Fed rate hike? We also talk sector rotation and how that works to keep your portfolio in check. Tune in!Guests:Matthew McAleer - Executive Vice President and Director of Equity Strategies at Cumberland AdvisorsMore about Cumberland Advisors here http://www.cumber.com/ Andrew Stewart -Exchange Capital Management Senior Portfolio Manager Ann Arbor, MIMore about Exchange Capital Management here https://www.exchangecapital.com/ See acast.com/privacy for privacy and opt-out information.

David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Consulting and energy and Middle East expert, on how the biggest importers of Iranian oil will react to sanctions. Damian Sassower, fixed income strategist for Bloomberg Intelligence, on Turkey markets sinking amid talk of an IMF bailout, while the central bank and Erdogan remain silent. Kit Konolige, Senior Utility analyst for Bloomberg Intelligence, on how California wildfires are impacting utilities, and reports that PG&E may declare bankruptcy.

Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show  is Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and economic outlook. We also speak with Gerry Smith, Bloomberg Media Reporter, on his recent article "Disney Under Gun to Respond to Comcast's $65 Billion Fox Bid”. Rounding out the show is Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and current market outlook.                                             

Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, on the payments that Michael Cohen received from corporations and a Russian oligarch, and the line between lobbying and bribes. John Kilduff, Founding Partner of Again Capital, on the oil markets, and why he expects oil to go to $80-85 a barrel.David Kotok, Chairman and CEO of Cumberland Advisors, on current investment outlook, the labor force and the Fed. Dr. Richard Chin, CEO of Kindred Biosciences, Inc., on the FDA approval of their new topical drug to treat weight loss in cats, and the company's extensive drug pipeline for pets.

Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and thoughts on the potential Fed Vice Chairman. Shira Ovide, Bloomberg Gadfly columnist covering technology, rounds up the big tech earnings including Apple, and Amazon. David Ritter, Payments and Specialty Finance analyst for Bloomberg Intelligence, on EBay dropping PayPal for Dutch processor Ayden for its payments business, and a look at Mastercard eps. Bloomberg Intelligence’s Anurag Rana, Senior Analyst of Software & IT Services, and Poonam Goyal, Senior Retail analyst, on the growing impact of AI in the retail industry, and why it will accelerate the pace of disruption.

David Kotok, chairman and CEO of Cumberland Advisors, talks about bitcoin risks and how many fixed income players may not be seasoned enough to withstand a downturn. Mark Dunkerly, departing Hawaiian Airlines president and CEO, tells Pimm Fox and Lisa Abramowicz about retiring from the company and what lies next. Dakin Campbell, a financial reporter at Bloomberg, talks about how Goldman Sachs is facing doubts about loss rates at its new online lender platform. Finally, Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses why Travis Kalanick needs to explain his role in Uber's breach. 

Jim Vogel, an interest rate strategist at FTN Financial, discusses the bond market, inflation and rates outlook. Bob Eisenbeis, the vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, talks about the Fed and the top picks if Fed Chair Yellen is replaced. Seema Shah, a consumer discretionary analyst at Bloomberg Intelligence, and Christian Magoon, CEO of Amplify Investments, discuss retail sales and why it makes sense for Amazon to buy struggling Macy's. Finally, Steve Dennis, a congressional reporter at Bloomberg, says the Republican health-care bill is destined for another rewrite.

Margrethe Vestager, the European commissioner for competition, says Google demoted rivals in favor of Google Shopping. Prior to that, Neal Soss, Credit Suisse's vice chairman of global fixed income, says infrastructure is the way to get GDP higher than 2 percent. David Herro, CIO of international equity at Harris Associates, says Google is a strong, virtuous business but there's concern about privacy. Finally, David Kotok, CEO of Cumberland Advisors, says Amazon's Whole Foods purchase made sense and that more "unusual" consolidations are on the way. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Margrethe Vestager, the European commissioner for competition, says Google demoted rivals in favor of Google Shopping. Prior to that, Neal Soss, Credit Suisse's vice chairman of global fixed income, says infrastructure is the way to get GDP higher than 2 percent. David Herro, CIO of international equity at Harris Associates, says Google is a strong, virtuous business but there's concern about privacy. Finally, David Kotok, CEO of Cumberland Advisors, says Amazon's Whole Foods purchase made sense and that more "unusual" consolidations are on the way.

Bob Eisenbeis, vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, previews what to expect from the Fed and gives an outlook for rate hikes. Anna Edney, a Bloomberg health-care reporter, says the American Health Care Act is taking a hit with CBO's dire estimates. Dan Solender, the lead money manager of municipal bonds at Lord Abbett, discusses Puerto Rico's oversight board decision to approve the governor's debt plan. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses how a Trump tax cut could save oil drillers billions of dollars.

Adam and Tom speak with David Kotok, founder of Cumberland Advisors... and a great fly fisherman!   This episode was produced by Rob Schulte http://robkschulte.com

Bloomberg's Zachary Tracer discusses the future of Obamacare under a Donald Trump presidency. David Kotok, chairman and CIO of Cumberland Advisors, says he sees value in high-quality 30-year municipal bonds. George Ferguson, senior aerospace and defense analyst for Bloomberg Intelligence, talks to Pimm Fox and Lisa Abramowicz about Trump seeking a larger U.S. nuclear arsenal. Finally, Henley Smith, senior vice president at Vanderbilt Avenue Asset Management, discusses money market concerns.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Mousseau, Executive VP and Director of Fixed Income at Cumberland Advisors, for a look at the bond markets, the Fed, and what concerns him about municipalities. Live from the 2016 US Tennis Open.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Shaun Burgess, Portfolio Manager and Analyst, Fixed Income, at Cumberland Advisors, on Puerto Rico defaulting on their debt and what lies ahead.

Cumberland Advisors' Robert Eisenbeis discusses how the weak jobs report impacts the Fed's timetable. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. (Corrects name and headline) Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Kotok, Chairman and Chief Investment Officer at Cumberland Advisors, on his concern that bondholders will be subordinated to pension holders in Puerto Rico, paving the way for concerns in the muni market.

Cumberland Advisors' David Kotok sits down to discuss Japanese equities ahead of the BOJ meeting on Bloomberg Surveillance with Michael McKee and Francine Lacqua. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Cumberland Advisors' David Kotok weighs in on how markets are becoming used to a sequence of terror attacks and are developing an expectation that there will be more of them on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

July 11 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews David Kotok, chairman and chief investment officer at Cumberland Advisors Inc., he is also a member of the National Business Economics Issues Council (NBEIC), the National Association for Business Economics (NABE) and served on the Research Advisory Board of BCA Research. They discuss long term bond maturity and interest rates. This interview aired on Bloomberg Radio.

Cumberland Advisors chairman and chief investment officer David Kotok discusses upcoming mass sovereign and bank funding and refinancing in the eurozone, posits that the US economy is probably all right for now, and discusses the lag between monetary policy decisions and the reaction in precious metals prices.

Cumberland Advisors chairman and chief investment officer David Kotok: "It's the banking system that's at risk here and that's what has them scared."

Lubetkin & Co. Communications is pleased to present the third podcast of the Rutgers University School of Business at Camden Quarterly Business Outlook. This quarterly forum, presented by Rutgers University in cooperation with the Chamber of Commerce of Southern New Jersey and sponsored by the law firm of Flaster Greenberg, features South Jersey area business leaders who assess the Southern New Jersey economy in their business sectors. This program was recorded on Tuesday, July 18, 2006, at the Clarion Hotel and Conference Center in Cherry Hill, NJ. Technical specifications regarding our production of podcasts is available here. Download the podcast program here (Stereo MP3 file, 89.9 mb, duration 1:03:58.) The program was introduced by Peter R. Spirgel, managing shareholder in Flaster Greenberg, sponsor of the QBO panel. (Photographs at QBO Copyright © 2006 by Steven L. Lubetkin) The Moderator is Mitchell P. Koza, Ph.D., Dean of the Rutgers University School of Business at Camden. The panel includes four leading experts in economics, healthcare, energy services, and banking who discussed current and six-month outlooks in their respective fields: Peter Spirgel of Flaster Greenberg, left, confers with David Kotok, chairman and chief investment officer of Cumberland Advisors, who spoke on Global Economic Change. You can download Mr. Kotok's slide presentation here. Edward Graham, chairman, president, and CEO of South Jersey Industries, discussed the Energy Services industry Dr. Christopher Olivia, president and CEO of the Cooper Health System, discussed the Healthcare industry. William Ryan, chairman, president, and CEO of TD Banknorth Inc., discussed the Banking Industry. Total program length 1:00:51. Program is a 89.9mb stereo MP3 file. Time Codes for the Podcast 00:00:00 Steve introduces the program 00:00:51 Steve explains the history of the Rutgers Quarterly Business Outlook. 00:02:00 Steve introduces the panelists for the program 00:04:14 Peter Spirgel, managing shareholder of Flaster Greenberg law firm, introduces Debra DiLorenzo, president of the Chamber of Commerce of South Jersey. 00:05:12 Debra DiLorenzo discusses the chamber's Council on Responsible Spending. 00:06:29 Dean Koza introduces the panel 00:07:26 Panelist #1, Energy Services: Edward Graham, South Jersey Industries 00:13:37 Panelist #2, Healthcare: Dr. Christopher Olivia, Cooper Health System 00:20:51 Panelist #3, Banking: William Ryan, TD Banknorth Inc. 00:29:11 Panelist #4, Global Economic Change: David Kotok, Cumberland Advisors. 00:48:55 Dean Koza concludes the panel, conducts Q&A and closes the program. 00:59:22 Steve concludes the podcast with program notes about Rutgers and invites listeners to send comments.