The ETF Experience – Phil Bak joins David Kotok for conversation during Inside ETFs (Radio-Podcast)
Phil Bak sits down with David Kotok for an outdoor conversation during the Inside ETFs 2020 conference. They talk about David’s career, investment principles, Cumberland Advisors, and the state of the economy. Conversation highlights include:
- Launching Cumberland just before the oil shock and energy crisis of the 1970’s
- How David utilizes behavioral finance, quantitative modeling, economics, history and philosophy in his practice
- The case for equal weight equities
- The compounding value of writing market commentary and research
- Reflections on a storied career, and the current state of the market
- Camp Kotok
Listen via the embedded player below or at this link:
If you’ve enjoyed this exchange, please feel free to explore other interviews and conversations at the Cumberland Advisors website or YouTube channel.
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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.