The ETF Experience – Phil Bak joins David Kotok for conversation during Inside ETFs (Radio-Podcast)

Author: David R. Kotok, Post Date: February 25, 2020

The ETF Experience – Phil Bak joins David Kotok for conversation during Inside ETFs (Radio-Podcast)

Cumberland's David Kotok on Bloomberg Radio
Show notes:
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:

David R Kotok & Matt Hougan wearing masks at Inside ETFs Conference
Inside ETFs Conference featuring David R Kotok & Matt Hougan wearing masks in response to the Wuhan outbreak of coronavirus (COVID-19)
photo by Lois Gregson

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.

Links here

And here

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