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Camp Kotok 2022 – Articles and Resources

August 19, 2022

Explore write ups penned by campers about Camp Kotok in 2022.

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VIDEO

Camp Kotok 2022 – Samuel Rines & Jillian Fornito Discuss Energy, Oil, Labor, & Constraints

August 19, 2022

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.

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VIDEO

Camp Kotok 2022 – Alejandra Grindal & David R. Kotok take on the Economy & Surrounding Issues

August 18, 2022

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.

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VIDEO

Camp Kotok 2022- Mayor Francis X. Suarez Fireside Chat at Leen’s Lodge

August 18, 2022

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.

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VIDEO

Camp Kotok 2022 – Mayor Francis X Suarez & David R. Kotok

August 17, 2022

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.

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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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