David Kotok considered whether inflation around the world may become a battleground. He also spoke with Bryan Curtis and David Ingles on consumers driving China and the most important metrics he is following.
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If you like podcasts, check out this one from 2015 featuring David Kotok talking about his background and Camp Kotok with Barry Ritholtz. They also talk about the history of Cumberland Advisors since its founding, and delve into fundamental principles of investing and valuation.