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.”

LISTEN HERE: https://www.bloomberg.com/news/audio/2018-07-19/secondary-effects-of-trade-war-only-just-surfacing

NOTE: Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users. Cumberland Advisors has no control over such websites, does not recommend or endorse any opinions, ideas, products, information, or content of such sites, and makes no warranties as to the accuracy, completeness, reliability or suitability of their content. Cumberland Advisors hereby disclaims liability for any information, materials, products or services posted or offered at any of the Third-Party websites. The Third-Party may have a privacy and/or security policy different from that of Cumberland Advisors. Therefore, please refer to the specific privacy and security policies of the Third-Party when accessing their websites.

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/