My friend and fellow Sarasotan Alejandra Grindal, Chief Economist at Ned Davis Research, was a first-time guest at Camp Kotok this year. This was her first time fishing, too, by the way, and she did well. But that’s her fish story to tell.
In this 12-minute video, Alejandra and I discuss how the ongoing pandemic, Long Covid, and the current geopolitical crisis are impacting long-term growth potential. How has the labor force been impacted, and how can we find the workers we need in fields where there are critical staff shortages? That’s a conversation that’s happening across the United States and includes one of our local Sarasota news outlets, SNN TV.
Their News Director, Craig Burdick, ran a segment that featured my three groups of potential workers impacting shortages and he included his own need for "a few good reporters."
(Note: If you watch the video segment at SNN TV's website, Craig describes me as CEO at Cumberland Advisors, which I used to be. Today, John Mousseau has taken on that role and I remain the CIO, chief investment officer.)
After Alejandra and I talked about the employment picture, we addressed other issues. What’s happening to the comparative advantage that globalization delivers? What about onshoring? Where will globalization find a way forward now that it is harder to do business with China?
In closing, Alejandra offers a key tip for anyone who is eating eel for the first time. This is something Maine campers need to know.
Please watch our conversation, “Alejandra Grindal & David R. Kotok Take On the Economy & Surrounding Issues,” at this link: https://youtu.be/KpEA3uSUWsc
David R. Kotok
Chairman & Chief Investment Officer
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