The ETF Experience - Phil Bak joins David Kotok for conversation during Inside ETFs (Radio-Podcast)
Phil Bak sits down with David Kotok for an outdoor conversation during the Inside ETFs 2020 conference. They talk about David’s career, investment principles, Cumberland Advisors, and the state of the economy. Conversation highlights include:
- Launching Cumberland just before the oil shock and energy crisis of the 1970’s
- How David utilizes behavioral finance, quantitative modeling, economics, history and philosophy in his practice
- The case for equal weight equities
- The compounding value of writing market commentary and research
- Reflections on a storied career, and the current state of the market
- Camp Kotok
Listen via the embedded player below or at this link:
https://exponentialetfsexceptionalpodcast.libsyn.com/david-kotok-cumberland-advisors-ep72
[caption id="attachment_52007" align="aligncenter" width="474"]
Inside ETFs Conference featuring David R Kotok & Matt Hougan wearing masks in response to the Wuhan outbreak of coronavirus (COVID-19)
photo by Lois Gregson[/caption]
If you've enjoyed this exchange, please feel free to explore other interviews and conversations at the Cumberland Advisors website or YouTube channel.
Website: https://www.cumber.com/tag/radio-podcasts/
YouTube: https://www.youtube.com/CumberlandAdvisors
NOTE: Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users. Cumberland Advisors has no control over such websites, does not recommend or endorse any opinions, ideas, products, information, or content of such sites, and makes no warranties as to the accuracy, completeness, reliability or suitability of their content. Cumberland Advisors hereby disclaims liability for any information, materials, products or services posted or offered at any of the Third-Party websites. The Third-Party may have a privacy and/or security policy different from that of Cumberland Advisors. Therefore, please refer to the specific privacy and security policies of the Third-Party when accessing their websites.
If you like podcasts, check out this one from 2015 featuring David Kotok talking about his background and Camp Kotok with Barry Ritholtz. They also talk about the history of Cumberland Advisors since its founding, and delve into fundamental principles of investing and valuation.
Links here
https://itunes.apple.com/us/podcast/masters-in-business/id730188152?mt=2
And here
http://www.bloomberg.com/podcasts/masters-in-business/
