David Kotok joined Bryan Curtis and Rishaad Salamat to discuss trade and recent company moves to downplay levels of business with China. He moves onto the potential for an inverted yield curve and the outlook for growth.
Excerpt: “The Chinese have a very firm position and it appears, will not bend. We started this and they will match us toe to toe.”
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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.