David R. Kotok on Fed Studies of Pandemic Shocks (Podcast)

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 4 March 2022

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Bloomberg Opinion columnist Barry Ritholtz speaks with David R. Kotok, who is co-founder, chairman and chief investment officer of Cumberland Advisors, which has $4 billion in assets under management. Kotok is also a director at the nonprofit Global Interdependence Center, which promotes free trade and international dialogue, and has authored or co-authored four books, including "From Bear to Bull with ETFs" and "Adventures in Muniland: A Guide to Municipal Bond Investing in the Post-Crisis Era."

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0	What does it take to truly disrupt an industry? How do you overcome the fear of failure?
0:06.0	When is it time to take a risk?
0:08.0	Hi, I'm Bob Pippman, Chairman and CEO of I Heart Media, and these are the kind of questions
0:13.0	we explore on my podcast, Math and Magic, Stories from the Frontiers of Marketing.
0:18.0	This season, I sit down with some of the most unique thinkers to swap lessons and stories
0:24.0	on making our work bigger and better.
0:26.0	We'll hear from business leaders like Steve Cooper, CEO of Warner Music Group.
0:30.0	Technology is like an avalanche.
0:33.0	You either get out in front of it or it's just going to bury you.
0:38.0	Listen to Math and Magic on our very own free I Heart Radio app, Apple Podcast, or wherever you get your podcast.
0:48.0	This is Masters in Business with Barry Redholz on Bloomberg Radio.
0:54.0	This weekend on the podcast, I have an extra special guest.
0:59.0	Somebody who I consider to be one of my mentors and someone I've looked up to for a long time,
1:05.0	David Kotak, Chairman, Chief Investment Officer of Cumberland Advisors,
1:10.0	David is just one of those people who his name comes up all the time in all sorts of funny and unexpected ways.
1:19.0	What I mean by funny is not how funny, but just unusual funny.
1:25.0	He is the nexus of a network of people, very influential folks within the world of finance, asset management, economics,
1:37.0	public policy, Federal Reserve and monetary policy.
1:43.0	He international relations and global interdependence.
1:49.0	He has really created one of these careers where he is a very consequential individual far over what you might expect just from a quick read of his bio.
2:04.0	I've been going to his events, I don't know how I managed to wrangle an invitation all the way back in 1809.
2:13.0	Maybe it was when I was writing about the financial crisis before the financial crisis that got me somehow an invite.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.