Tag Archives: David Kotok

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Market check: talking interest rates and inflation

Author: , Post Date: March 15, 2019
Yahoo Finance - Market Check - talking interest rates and inflation [Video]

Market check: talking interest rates and inflation Yahoo Finance Video – March 13, 2019 Jensen Quality Growth Fund Portfolio Manager Allen Bond talks inflation and interest rates with Yahoo Finance’s Adam Shapiro and Julie Hyman and Cumberland Advisors Chairman & Chief Investment Officer David Kotok. Watch at Yahoo Finance or in the embedded player below.

The Interview: David Kotok on GSIBs, Markets & Central Banks with Chris Whalen

Author: Chris Whalen, Post Date: March 14, 2019
Market Commentary - Cumberland Advisors - The Interview David Kotok on GSIBs, Markets and Central Banks

My friend Chris Whalen was kind enough to use an interview he did with me in his weekly publication on financial and banking issues, The Institutional Risk Analyst. Chris has had a distinguished career, and it was a pleasure to interact with him again. This summer Chris and I are cohosting the June gathering at […]

Wells Fargo Hearing: ‘When Will the Scandals End?’

Author: , Post Date: March 13, 2019
David Kotok on Yahoo Finance - Wells Fargo Hearing: ‘When Will the Scandals End?’

Wells Fargo Hearing: ‘When Will the Scandals End?’ Yahoo Finance Video – March 12, 2019 Wells Fargo grilled by the House today in hearings regarding the company’s alleged ‘consumer abuse.’ Yahoo Finance’s Adam Shapiro, Julie Hyman, and Jessica Smith join the King’s College Chair of the Program in Business & Finance Brian Brenberg and Cumberland Advisors […]

Cumberland CIO Kotok on Where to Invest in the Muni Market

Author: , Post Date: March 9, 2019

Cumberland CIO Kotok on Where to Invest in the Muni Market Bloomberg Daybreak: Americas March 4th, 2019 David Kotok, chairman and chief investment officer at Cumberland Advisors, and Amanda Albright of Bloomberg News discuss the municipal bonds market on “Bloomberg Daybreak: Americas.” (Source: Bloomberg) Watch on Bloomberg’s site or embedded below: https://www.bloomberg.com     Links […]

Gold’s Surge Has Been Disguised by the Strong Dollar

Author: , Post Date: February 13, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt from Barron’s “Gold’s Surge Has Been Disguised by the Strong Dollar” By Evie Liu Feb. 12, 2019 Gold seems to be out of favor, but that’s only compared to the U.S. dollar. Over the past two decades, the commodity has actually seen a widespread, strong, and sustained value appreciation around the globe against 72 […]

Shutdown #6

Author: David R. Kotok, Post Date: February 12, 2019
Cumberland Advisors Market Commentary by David Kotok

US agriculture was not well positioned to suffer a federal government shutdown in December and January. In an era of low commodity prices, many farms cannot afford trade-war shenanigans and cannot afford government shutdowns. Across the US, median farm income for 2018 was -$1548 (yes, a negative $1548), a fifteen-year low, despite record farm productivity […]

Gold

Author: David R. Kotok, Post Date: February 4, 2019
Market Commentary - Cumberland Advisors - Gold

What do 72 countries – including developed nations such as Canada, Australia, Japan, and Sweden; emerging giants such as Argentina, Brazil, Mexico, Nigeria, India, Iran, and Russia; and small countries such as Burundi, Haiti, Myanmar, Syria, and Tonga – all have in common? Not much, you might say; they differ vastly in such metrics as […]

Cumberland Chair David Kotok (Podcast)

Author: , Post Date: February 1, 2019
Cumberland's David Kotok on Bloomberg Radio

Have you ever wanted to know more about the people who shape markets and business? 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. Running time 07:27 LISTEN HERE: Bloomberg Radio NOTE: Links […]

Shutdown #5

Author: David R. Kotok, Post Date: January 31, 2019
Cumberland Advisors Market Commentary by David Kotok

My colleague Norm Dempsey reminded me to thank all the readers of our shutdown series for their emails and messages. He also noted we should do the same for those who supported the climate change series. We concur with Norm. In his reminder Norm mentioned that when former Illinois governor Rod Blagojevich was sentenced by […]

Cumberland’s Kotok Sees a Need to Expand Uncertainty Premium

Author: , Post Date: January 29, 2019
C:\Temp\Cumberland's Kotok Sees a Need to Expand Uncertainty Premium – Bloomberg TV

Cumberland’s Kotok Sees a Need to Expand Uncertainty Premium Bloomberg Daybreak: Americas January 29th, 2019, 8:56 AM EST David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the issues to watch for in the current earnings season. He speaks on “Bloomberg Daybreak: Americas.” (Source: Bloomberg)   Watch on Bloomberg’s site or embedded below: […]