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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.
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.
Lindsey Piegza, Stifel Chief Economist, says the Fed is solely focused on inflation and will keep hiking as far as needed. Michael O'Rourke, JonesTrading Chief Market Strategist, expects a rough second half of the year. David Kotok, Cumberland Advisors Chairman & Chief Investment Officer, says this is not a normal inflation shock. Liana Fix, Korber Foundation Program Director, says there is a lot of fear and uncertainty among the German population over rising energy prices. See omnystudio.com/listener for privacy information.
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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
David Kotok, Cumberland Advisors Co-Founder & CIO, looks at how previous pandemics in history can guide the Fed through the turbulence of COVID-19. Jim Paulsen, Leuthold Weeden Capital Management Chief Investment Officer, sees the S&P 500 reaching above 5,000 in first half of the year. Sarah House, Wells Fargo Senior Economistm says Covid's impact to the economy is diminishing. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says we're still not ready to treat covid like a normal, seasonal virus. Dan Ives, Wedbush Securities Analyst, explains why he thinks Tesla is the clear front-runner in the EV market. 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.
Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," says the Taliban is worse now than in 2002. Chris Marangi, Gabelli Funds Co-CIO of Value, says says value is harder to find now than a year ago. Noelle Corum, Invesco Portfolio Manager, expects earnings growth to continue. Thomas Barfield, Boston University Professor of Anthropology and American Institute for Afghanistan Studies President, says the Taliban lack the capacity to govern. David Kotok, Cumberland Advisors CIO & Co-Founder, says uncertainty is a powerful forecasting tool. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," says the Taliban is worse now than in 2002. Chris Marangi, Gabelli Funds Co-CIO of Value, says says value is harder to find now than a year ago. Noelle Corum, Invesco Portfolio Manager, expects earnings growth to continue. Thomas Barfield, Boston University Professor of Anthropology and American Institute for Afghanistan Studies President, says the Taliban lack the capacity to govern. David Kotok, Cumberland Advisors CIO & Co-Founder, says uncertainty is a powerful forecasting tool. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
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
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.
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.
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.
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.
Michael Holland, Holland & Co. Chairman and Founder, thinks the Fed is far more important for markets than a U.S.-China trade deal. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, believes retailers will follow in Amazon's footsteps with one-day shipping. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says it is not up to central banks to get out of the negative rates experiment. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says investors should be tactically cautious going into 2020. David Kotok, Cumberland Advisors Co-Founder & CIO, says negative interest rates are at a peak. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Michael Holland, Holland & Co. Chairman and Founder, thinks the Fed is far more important for markets than a U.S.-China trade deal. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, believes retailers will follow in Amazon's footsteps with one-day shipping. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says it is not up to central banks to get out of the negative rates experiment. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says investors should be tactically cautious going into 2020. David Kotok, Cumberland Advisors Co-Founder & CIO, says negative interest rates are at a peak.
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.
Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, expects U.S. manufacturing weakness to start broadening out to the rest of the economy. Andrew Hollenhorst, Citi Chief U.S. Economist, says the stock market gains are not experienced widely across the economy. David Kotok, Cumberland Advisors Chairman & CIO, says ECB's Christine Lagarde has a difficult task right now. And Karen Ubelhart, Bloomberg Intelligence Senior Analyst for Machinery, provides an industrial outlook for 2020. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, expects U.S. manufacturing weakness to start broadening out to the rest of the economy. Andrew Hollenhorst, Citi Chief U.S. Economist, says the stock market gains are not experienced widely across the economy. David Kotok, Cumberland Advisors Chairman & CIO, says ECB's Christine Lagarde has a difficult task right now. And Karen Ubelhart, Bloomberg Intelligence Senior Analyst for Machinery, provides an industrial outlook for 2020.
Mark Vitner, senior economist at Wells Fargo Securities, talks about trade optimism and retail sales rebounding. David Kotok, Cumberland Advisors Chief Investment Officer, on stocks trading at record highs. Adam Price, CEO of Waitr Holdings, talks about food delivery services. Matt Robinson of BN on WeWorks.
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.
Attendees at Camp Kotok, a gathering of market participants every August in Maine, were focused on recent Federal Reserve actions, how U.S.-China relations will influence future decisions and the potential for modern monetary theory to become a regular part U.S. policy. In the episode, Katie Darden, director of FIG research at S&P Global Market Intelligence, discusses the event and shares interviews with veteran practitioners like Jim Bianco, Danielle DiMartino Booth and David Kotok.
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.
P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school.
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.
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.
Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme Court confirmation hearings of Brett Kavanaugh. David Kotok, Cumberland Advisors CIO & Co-Founder, says hateful belligerency accomplishes nothing in politics. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme Court confirmation hearings of Brett Kavanaugh. David Kotok, Cumberland Advisors CIO & Co-Founder, says hateful belligerency accomplishes nothing in politics.
David Kotok, Cumberland Advisors CIO & Co-Founder, says trade is now war, not even threatened rhetoric. Pablo Goldberg, BlackRock Head of Emerging Markets Debt, says Turkey has a problem with corporate debt, not with sovereign debt. Carl Weinberg, High Frequency Chief Economist & Founder, says global economic growth has pivoted towards Asia. Jeanna Smialek, Bloomberg News Economy Reporter, discusses diversity and representation, or lack thereof, among economists. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, joins to preview his interview with Boeing CEO Dennis Muilenburg. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
David Kotok, Cumberland Advisors CIO & Co-Founder, says trade is now war, not even threatened rhetoric. Pablo Goldberg, BlackRock Head of Emerging Markets Debt, says Turkey has a problem with corporate debt, not with sovereign debt. Carl Weinberg, High Frequency Chief Economist & Founder, says global economic growth has pivoted towards Asia. Jeanna Smialek, Bloomberg News Economy Reporter, discusses diversity and representation, or lack thereof, among economists. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, joins to preview his interview with Boeing CEO Dennis Muilenburg.
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.
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.
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.
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.
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.
Stewart Warther, BNP Paribas Equity Strategist, and David Kotok, Cumberland Advisors Chairman, on what will drive volatility higher; Admiral James Stavridis, Dean of Tufts University Fletcher School, on G20 meeting and Russia-Turkey relations; and Stephen Schork, Schork Group President, says the cruel summer has been phenomenal for energy. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Stewart Warther, BNP Paribas Equity Strategist, and David Kotok, Cumberland Advisors Chairman, on what will drive volatility higher; Admiral James Stavridis, Dean of Tufts University Fletcher School, on G20 meeting and Russia-Turkey relations; and Stephen Schork, Schork Group President, says the cruel summer has been phenomenal for energy.
David Malpass, Donald Trump Economic Advisor, says Trump will cut taxes for everyone; Dominic Konstam, Deutsche Bank Global Head of Rates Research, "stunned" by poor productivity numbers; David Kotok, Cumberland Advisors Chairman, previews Jackson Hole; and Doug Duncan, Fannie Mae Chief Economist, discusses the housing market. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
David Malpass, Donald Trump Economic Advisor, says Trump will cut taxes for everyone; Dominic Konstam, Deutsche Bank Global Head of Rates Research, "stunned" by poor productivity numbers; David Kotok, Cumberland Advisors Chairman, previews Jackson Hole; and Doug Duncan, Fannie Mae Chief Economist, discusses the housing market.
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss European markets with Cumberland Advisors Founder, David Kotok; GDP with MKM Holdings' Michael Darda; and Brexit's economic impact with Capital Economics Founder, Roger Bootle. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss European markets with Cumberland Advisors Founder, David Kotok; GDP with MKM Holdings' Michael Darda; and Brexit's economic impact with Capital Economics Founder, Roger Bootle.
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
Today on The Larry Kudlow Show, Larry talks with John Cochrane, blogger of "The Grumpy Economist." Grace-Marie Turner, Co-Author of "Why Obamacare is Wrong for America" is on with Larry. Also on the show is Art Hogan, Chief Market Strategist, Wunderlich Securities and David Kotok, author of "Adventures in Muniland: A Guide to Municipal Bond Investing in the Post-Crisis Era." James Piereson, author of "Shattered Consensus: The Rise and Decline of America's Postwar Political Order"." As always, the money/politics panel with Steve Moore, O'Brien Murray, and Bill Whalen. All this and much more on The Larry Kudlow Show!
Today on The Larry Kudlow Show, Larry talks with John Cochrane, blogger of "The Grumpy Economist." Grace-Marie Turner, Co-Author of “Why Obamacare is Wrong for America" is on with Larry. Also on the show is Art Hogan, Chief Market Strategist, Wunderlich Securities and David Kotok, author of "Adventures in Muniland: A Guide to Municipal Bond Investing in the Post-Crisis Era." James Piereson, author of “Shattered Consensus: The Rise and Decline of America’s Postwar Political Order”." As always, the money/politics panel with Steve Moore, O'Brien Murray, and Bill Whalen. All this and much more on The Larry Kudlow Show!
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.
Today on The Larry Kudlow Show, Larry talks with New Gingrich, Host of CNN's Crossfire and author of "Breakout." Also on the show is Senator Jon Kyl. General Barry McCaffrey, served in the US Army for 32 years; retired as a four-star General. Jack Bouroudjian, author of "Secrets of the Trading Pros" along with David Kotok, author of "From Bear to Bull with ETFs." Also on the show is Ed Lazear, Sr. Fellow, Stanford Univ. Hoover Institution. As always, the Money/Politics Panel with James Pethokoukis, Steve Moore, and John McIntyre. All this and much more on The Larry Kudlow Show!
Today on The Larry Kudlow Show, Larry talks with New Gingrich, Host of CNN's Crossfire and author of "Breakout." Also on the show is Senator Jon Kyl. General Barry McCaffrey, served in the US Army for 32 years; retired as a four-star General. Jack Bouroudjian, author of "Secrets of the Trading Pros" along with David Kotok, author of "From Bear to Bull with ETFs." Also on the show is Ed Lazear, Sr. Fellow, Stanford Univ. Hoover Institution. As always, the Money/Politics Panel with James Pethokoukis, Steve Moore, and John McIntyre. All this and much more on The Larry Kudlow Show!
Today on The Larry Kudlow Show, Larry talks with New Gingrich, Host of CNN's Crossfire and author of "Breakout." Also on the show is Senator Jon Kyl. General Barry McCaffrey, served in the US Army for 32 years; retired as a four-star General. Jack Bouroudjian, author of "Secrets of the Trading Pros" along with David Kotok, author of "From Bear to Bull with ETFs." Also on the show is Ed Lazear, Sr. Fellow, Stanford Univ. Hoover Institution. As always, the Money/Politics Panel with James Pethokoukis, Steve Moore, and John McIntyre. All this and much more on The Larry Kudlow Show!
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.
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.
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