Surveillance: Negative Rates with Mohamed El-Erian (Bloomberg Radio Podcast)

Author: David R. Kotok, Post Date: December 24, 2019

Surveillance: Negative Rates with Mohamed El-Erian (Bloomberg Radio Podcast)

Hosts: Tom Keene, Jon Ferro, and Pimm Fox

David Kotok, Cumberland Advisors Co-Founder & CIO, says negative interest rates are at a peak. Michael Holland, Holland & Co. Chairman and Founder, thinks the Fed is far more important for markets than a U.S.-China trade deal. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, believes retailers will follow in Amazon’s footsteps with one-day shipping. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says it is not up to central banks to get out of the negative rates experiment. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says investors should be tactically cautious going into 2020.

Running time: 39:29

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Cumberland's David Kotok on Bloomberg Radio

Also see David’s Nov 25, 2019 commentary on NIRP:

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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.

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