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PRESENTATION

2008 Lessons for a 2024 Election

August 26, 2024

2008 lessons for the 2024 election – Brando Reyna

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Camp Kotok 2024 – Articles and Resources

August 21, 2024

Explore write ups penned by campers about Camp Kotok in 2024.

Camp Kotok 2023 Week 1 – Kathleen Stephansen & David Berson discuss Economies, Fitch, & Cntrl Banks

August 26, 2023

Kathleen Stephansen is a Senior Economist for Haver Analytics & David Berson, Cumberland Advisors’ Chief US Economist, talk about what’s happening in European & Asian economies on August 03, 2023. Also covered is the Fitch downgrade & foreign investment, and Kathleen’s thoughts on Central Bank tightening and the risk of lead/lag signals pushing economies in the wrong direction. Thanks for joining us at Camp Kotok!

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Camp Kotok: Advisor Mind- The Art of Real Dialog

August 22, 2023

Camp Kotok: Advisor Mind- The Art of Real Dialog
A Note From: Dave Nadig, Financial Futurist, VettaFi

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Camp Kotok 2023 Week 1 – Kathleen Bostjancic & David Berson Discuss Economy

August 17, 2023

Kathleen Bostjancic, Senior VP & Chief Economist at Nationwide Mutual and David Berson, Cumberland Advisors’ Chief US Economist, discuss the outlook for the U.S. Economy. Hard Landing? Soft Landing? What will the Fed do? “This is a new paradigm,” Kathleen Bostjancic.

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Camp Kotok 2023 – How the Maui Fire Became So Devastating – A Discussion with Bob Bunting, CEO CAC

August 17, 2023

Bob Bunting, CEO Climate Adaptation Center, talks with Jill Fornito of the Global Interdependence Center about the devastating fire in Maui, Hawaii and what circumstances made the tragedy so intense. Filmed August 10, 2023.

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Camp Kotok 2023 Week 1 – Doug Duncan & David R. Kotok discuss Aug 3rd’s US credit rating downgrade

August 17, 2023

From the far reaches of Maine at Camp Kotok, Doug Duncan (Chief Economist at Fannie Mae) and David Kotok discuss the downgrade in credit covered by the financial press today, Aug 03, 2023

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Camp Kotok 2023 – Articles and Resources

August 16, 2023

Explore write ups penned by campers about Camp Kotok in 2023.

Camp Kotok – Long Covid Panel Talk

August 22, 2022

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.

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Camp Kotok 2022 – Articles and Resources

August 19, 2022

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

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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Camp Kotok