David Kotok speaks with Bloomberg’s Tim Fox and Tom Keene
Tune in around the 24:50 mark to hear David weigh in on the “bogeys for the next several years” and the view that the long party is over.
He also talks about takeaways from Camp Kotok and Leen’s Lodge.
Tune in at 20:22 to hear the full interview.
Kotok: “Hateful belligerency accomplishes nothing.”
This is a Bloomberg podcast.
LISTEN HERE: Bloomberg Audio
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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.