56:35

EssentialDanielle DiMartino Booth

Crossing The Grand Canyon of Coronavirus

Featuring David Kotok

Jul 15, 2020 • 56 minutes

Essential

Danielle DiMartino Booth

Crossing The Grand Canyon of Coronavirus

David Kotok argues the recovery will be Grand Canyon shaped -- a steep fall, an equally steep rise, & a plateau well below where we first descended.

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Featuring David Kotok

Jul 15, 2020 • 56 minutes

Much of the discussion surrounding the economic fallout from COVID-19 has been focused on the shape of the recovery. Will it be V, U, or L shaped? In this interview with longtime friend and confidant Danielle DiMartino Booth of Quill Intelligence, David Kotok, CIO of Cumberland Advisors, argues that it will be Grand Canyon shaped, with a steep fall and an equally steep rise that reaches a plateau well below where we were when we descended into the canyon. As well, they touch on WWII as a valuable historical reference point, Kotok’s frustration with the policy decisions and messaging surrounding COVID-19 and the inevitable political consequences, and his strong views on globalization and the economic harm that the acceleration of trends in de-globalization could cause. Filmed on July 13, 2020.

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Danielle DiMartino Booth, a former advisor at the Federal Reserve, channels her rare experience and uncanny ability to distill tremendous amounts of information for the benefit of investors. Her series will help you understand the complex world of central banking and how it impacts Wall Street and Main Street alike.

More Episodes

Danielle DiMartino Booth, a former advisor at the Federal Reserve, channels her rare experience and uncanny ability to distill tremendous amounts of information for the benefit of investors. Her series will help you understand the complex world of central banking and how it impacts Wall Street and Main Street alike.

More Episodes

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