Stewart Gittelman, Former CEO of Advanced Care, Inc. (ACI), Trevor Gittelman, Myalgic Encephalomyelitis (ME/CFS) Patient, Emily Taylor, Vice President of Advocacy and Engagement, Solve M.E., and Barry Ritholtz, Chairman & Chief Investment Officer, Ritholtz Wealth Management, share thoughts, data, and take questions from the Camp Kotok audience at the Leen’s Lodge dining room.
The Solve Long Covid Initiative, (part of Solve ME/CFS Initiative, a 501(c)(3) organization) in conjunction with the Entertainment Industry Foundation (a 501(c)(3) organization) has launched a new public service (PSA) campaign to educate Americans about the symptoms of Long Covid, create empathy for sufferers, and emphasize the urgent need for research into this complex disorder.
Samuel Rines, Managing Director of CORBU, engages with Jillian Fornito, Executive Director at the Global Interdependence Center, for a talk about the energy horizon and its impact for producers and the overall economy. Sam describes the challenges facing energy companies including labor issues, sanctions, infrastructure, and capacity realities.
Alejandra Grindal, Chief Economist at Ned Davis Research, joins David R. Kotok at Leen’s Lodge for lunch and a quick Camp Kotok discussion. They delve into the Covid Pandemic’s effects on the economy which includes Long Covid and productivity, labor force participation, immigration, & childcare challenges. Globalization, longevity, trade wars & sanctions, China & the WTO, onshoring, human adaptability, & innovation are additional issues that weigh on the long-term prospects of the economy.
Miami Mayor Francis X. Suarez is introduced by David R. Kotok in the Leen’s Lodge Tannery Room where he shares his thoughts on a range of subjects and takes questions from “campers” in this Fireside Chat.
Miami Mayor Francis X. Suarez & David R. Kotok give an overview of what it’s like to be the mayor of an international gateway city in Florida. The Mayor describes his attitude and processes in governing in a state with diverse urban centers and rural populations where one size does not fit all.
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.
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.
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.
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.
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.
The GIC’s College of Central Bankers Executive Briefing on July 27, 2022 explored Central Bank Digital Currencies with GIC College of Central Bankers Fellow DeLisle Worrell, Ph.D., Former Governor of the Central Bank of Barbados, and moderator William Kennedy, CFA, GIC Chair and CEO and Chief Investment Officer, RiskBridge Advisors, LLC. Plus remarks from Peter Gold, CCB Chair and Principal of TheGoldGroup LLC.