The US-China Trade War: Global Markets in a Multi-Polar World | David Kotok
Hidden Forces
Demetri Kofinas
4.8 • 1.6K Ratings
🗓️ 27 November 2018
⏱️ 62 minutes
🧾️ Download transcript
Summary
In Episode 68 of Hidden Forces, Demetri Kofinas speaks with David Kotok, co-founder and CIO of Cumberland Advisors. David Kotok's articles and financial market commentaries have appeared in The New York Times, The Wall Street Journal, Barron's, and other publications.
This is a fascinating conversation that spans a wide range of issues currently facing the global economy, as well as subjects and themes stretching as far back as 5th century Athens. Demetri asks David Kotok for his opinion on a series of topics including trade, the US Dollar, European monetary policy, as well as what markets he thinks are most at risk as the Fed continues down its path of tightening and as protectionist trade measures introduce new anomalies into the American economy. Kotok also shares his experience investing during the turbulent years of the 1970s and how the lessons he learned during that decade can be applied today.
David also gives his outlook for credit markets, specifically the riskier areas of the corporate bond market that include leveraged loans and middle-market lending. Investors will find this conversation helpful, as they adjust their strategies to protect themselves against some of the non-linear impacts of government policies while still positioning themselves and their clients to profit from the rising tide of economic growth.
Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
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Transcript
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| 0:00.0 | Today's episode of Hidden Forces is made possible by listeners like you. |
| 0:04.6 | For more information about this week's episode or for easy access to related programming, |
| 0:09.7 | visit our website at hidden ForcesO. and subscribe to our free email list. |
| 0:16.0 | If you listen to the show on your Apple Podcast app, |
| 0:19.0 | remember you can give us a review. |
| 0:21.0 | Each review helps more people find the show and join our amazing community. |
| 0:26.7 | And with that, please enjoy this week's episode. |
| 0:30.3 | What's up everybody? I'm Demedric of Phoenix and you're listening to Hidden Forces where each |
| 0:36.7 | week I speak with experts in the fields of technology, science, finance, and culture to help you gain the tools to better navigate an increasingly |
| 0:46.8 | complex world so that you're less surprised by tomorrow and better able to predict what happens next. |
| 0:53.0 | My guest this week is David Kotoc, co-founder and CIO of Cumberland Advisors. |
| 1:01.0 | Mr Kotoc's articles and financial market |
| 1:03.4 | commentaries have appeared in the New York Times, the Wall Street Journal, |
| 1:07.6 | Barons, and other publications. |
| 1:10.2 | This is a fascinating conversation that spans a wide range of issues currently facing the global economy as well as subjects and themes stretching as far back as 5th century Athens. |
| 1:22.0 | I ask David for his opinion on a series of topics including trade, |
| 1:26.5 | the U.S dollar, European monetary policy as well as what markets he thinks are most at |
| 1:32.0 | risk as the Fed continues down its path of tightening and |
| 1:36.0 | as protectionist trade measures begin to introduce new anomalies into the American economy. David also shares his experience investing during the turbulent years of the 1970s |
| 1:48.0 | and how the lessons he learned during that decade can be applied today. |
| 1:52.0 | We also discuss David's outlook for credit markets |
| 1:55.6 | specifically the risk your areas of the corporate bond market including leveraged loans |
... |
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