24 Months To The Next Debt Ceiling Crisis | David Kotok
David Kotok, chief investment officer and co-founder of Cumberland Advisors, welcomes Jack Farley to “Camp Kotok” with an interview. Kotok explains the origins of “Camp Kotok” and makes the case that, contrary to popular understanding, Fitch’s recent downgrading of U.S. debt is, in fact, a big deal. Filmed on August 5, 2023.
About Camp Kotok: https://www.cumber.com/about/camp-kotok
Follow David Kotok on Twitter https://twitter.com/DavidKotokGIC
Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV
Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Dave Nadig on Twitter https://twitter.com/DaveNadig
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
Big thank you to David Nadig of VettaFi for supplying the drone footage:
• Camp Kotok: Advisor Mind- The Art of ...
Timecodes:
01:09 The History Of Camp Kotok
12:10 Fitch's Downgrade Of U.S. Treasury Debt
21:55 2023 Debt Ceiling Drama Imposed Real Cost On Borrowing Rates
29:57 Alternatives To The Global Dollar System
32:28 Anecdote From Municipal Bond Market
36:45 Will Interests Rates Go Even Higher?
39:30 The Federal Reserve's Assistance To The U.S. Banking Sector In 2023
-
LIVE
Jewels Jones Live
22 hours agoDETRANS w/ special guest Mary Margaret Olohan | A Political Rendezvous - Ep. 78
1,185 watching -
1:36:46
Roseanne Barr
21 hours ago $73.82 earnedFor Love of Country with Tulsi Gabbard | The Roseanne Barr Podcast #50
114K221 -
LIVE
CHiLi XDD
5 hours ago[D2] Onslaught Grind w/ Some PvP before Final Shape
626 watching -
2:45
Chicks in the Office
3 hours agoHolly Madison Talks Reconciliation with Kendra Wilkinson
16.1K23 -
LIVE
Di bear
5 hours agoFinal Season Mission, Pantheon | Destiny 2
839 watching -
6:54:43
SquallRush
7 hours agoAthenian Rhapsody!
26K5 -
1:47:01
Real Coffee With Scott Adams
6 hours agoEpisode 2492 CWSA 06/01/24
33.7K34 -
2:08:10
LFA TV
6 hours agoEP 47: Miles Guo Trial Special with Special Guests - Truth, Betrayal, and Fox Hunt | WHISTLE BLOWERS 6.01.24 12pm EST
26.1K9 -
1:13:59
Tactical Advisor
4 hours agoVault Room Tour/Unboxing- Vault Room Live Stream
19.9K2 -
1:11:28
The Squad
11 hours agoArsenal's Huge Summer🚨Olise to Man Utd DEAL✅ Osimhen to Arsenal or Chelsea☑️ UCL Final Preview
39K6