Bloomberg Daybreak – David Kotok, Chairman and Chief Investment Officer at Cumberland Advisors, discusses the Dow’s eight day drop and possible trade war with China. He also discussed bonds and treasuries with Bloomberg.
Cumberland Advisors responds by being overweight in in smallcaps, midcaps, domestic business, seeking sectors buffered from current uncertainty.
This is a Bloomberg podcast, David’s segment starts at the 33:45 mark.
LISTEN HERE (or click the graphic above): This is a Bloomberg podcast, David’s segment starts at the 33:45 mark.
If you like this podcast, you might like the June 2018 Bloomberg Markets interview with Bob Eisenbeis where he discusses the recent FOMC Meeting, plus a discussion of Health Care Investing and the Economic Outlook.
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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.