David R. Kotok is the co-founder and CIO of Cumberland Advisors, founded in 1973. His financial market commentaries have appeared in the New York Times and the Wall Street Journal. Mr. Kotok is a frequent guest on Bloomberg TV and Radio. He is a director of GIC and a member of NBEIC and NABE.
Long Covid symptoms lasting more than 30 days-and sometimes for years-are a developing post-Covid pandemic shock to the economy and have implications for financial markets. The latest estimates suggest that the United States will have 10 million persons with Long Covid, and about half of them will be in the labor force. They will be temporarily, partially, or permanently disabled. David Kotok will discuss these developing implications.
Interest rates are critical to asset prices. Where are they going and what is Fed policy? What does it mean for the stock market? David Kotok will offer his views.
With the new president in office, you want to be prepared for the impact that politics-and the election results-will have on your portfolio. This panel will dissect who the winners and losers might be under the new administration.
In this hard-hitting panel discussion, some of the nation's top money managers will review the economic and market trends they see shaping up in the coming months. They will also share how they are positioning their client portfolios to make the most of the current market environment.