David Kotok, Chief Investment Officer/Co-Founder, Cumberland Advisors, joined Doug Krizner and Rishaad Salamat on Daybreak Asia. He says markets have been thrown a curveball by President Trump’s threats on tariffs. He goes on to discuss how China may react.

Running time 04:25

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.

Links here
https://itunes.apple.com/us/podcast/masters-in-business/id730188152?mt=2

And here
http://www.bloomberg.com/podcasts/masters-in-business/