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VIDEO

Camp Kotok 2022 – Danielle DiMartino Booth & William Kennedy

August 16, 2022

Danielle DiMartino Booth and William Kennedy talk about the Fed, Inflation, Recession. Vacancies, Leadership, QE, QT, Timing, and more are explored. Danielle adds to the discussion economic indicators and which ones are lagging and can distort reporting and her opinion of Chair Powell.

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VIDEO

Camp Kotok 2022 Week 1 – Brent Donnelly & William Kennedy

August 14, 2022

Brent Donnelly and Bill Kennedy catch up on what Brent has been up to now that he’s with Spectra Markets and they explore his take on dollar dominance and whether it is threatened. Crypto/Digital Currencies weigh in on his assessments too. De-Globalization’s story is also reviewed with some scenarios considered.

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VIDEO

Camp Kotok 2022 – Peter Boockvar, Barry Ritholtz, & David Kotok talk Forces behind Inflation

August 14, 2022

Peter Boockvar, Barry Ritholtz, & David R. Kotok discuss the forces behind inflation including monetary/fiscal policy, war, energy, lessons learned, and what the future outlook is based upon these conditions.

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VIDEO

Camp Kotok 2022 – Byron Callan & William Kennedy discuss Defense, Russia-Ukraine, Asia & more

August 12, 2022

Byron Callan, Managing Director at Capital Alpha Partners, and William Kennedy, CFA, Board Chair, Global Interdependence Center and CEO, Chief Investment Officer, RiskBridge Advisors, LLC, discuss the defense sector, Russia-Ukraine, Asia with a focus on China, and more.

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VIDEO

Camp Kotok 2022 – Holly Wade discusses employment, small business and economy

August 07, 2022

At Camp Kotok 2022, Holly Wade, Executive Director of the NFIB Research Center, & Jill Fornito, Executive Director at the Global Interdependence Center, discuss the state of the economy, recent employment numbers, inflation, and what’s in store for small businesses.

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ARTICLE

Camp Kotok 2021 – Articles and Resources

August 19, 2021

Explore write ups penned by campers about Camp Kotok in 2021.

Camp Kotok 2021 – Panel Discussion: Is the US dollar’s world reserve currency status threatened?

August 18, 2021

This panel is moderated by Barry Ritholtz, Chairman and CIO of Ritholtz Wealth Management. Our speakers are Constance Hunter, Principal and Chief Economist of KPMG, and Leland Miller, CEO of China Beige Book International and GIC Board Member.

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VIDEO

Camp Kotok 2021 – Down the Middle with David Kotok and Danielle DiMartino Booth

August 14, 2021

A recent episode of Danielle DiMartino Booth’s Down the Middle featured a discussion with David Kotok, live from Camp Kotok.

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VIDEO

Camp Kotok 2021 – Bob Eisenbeis & Stephen Sexauer

August 15, 2021

Robert Eisenbeis, Ph.D., Cumberland Advisors’ Chief Monetary Economist & Stephen Sexauer, Chief Investment Officer for SDCERA, converse about what impact the pandemic has had on the 16/17B pension fund Steve manages, the cash crunch, liquidity issues and buffers, and the maxim that you can never, ever miss payroll. Bob and Steve also talk about the taper tantrum, fixed income yields, risk, what mix in a portfolio makes sense, and they wrap it up by addressing, “is the pandemic driving early retirement?”

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VIDEO

Camp Kotok 2021 – David Kotok Looks Ahead with Barry Wood

August 11, 2021

David Kotok talks with Barry Wood at Camp Kotok about new variations of COVID slowing economic activity and that gdp growth in the US is likely to fall back to the 2% range.

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VIDEO