David Kotok

David Kotok

economist United States

David Kotok is the co-founder and chief investment officer of Cumberland Advisors, a firm specializing in investment management and economic research. He is known for his insights on economic trends and market dynamics, particularly in relation to monetary policy and fiscal developments. In a recent news article, Kotok warned that the Trump tariffs could lead to significant supply shocks and higher inflation, affecting growth and potentially pushing the economy into a recession.

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Recent Mentions

United States United States: David Kotok, co-founder of investment management firm Cumberland Advisors, commented on the chaos in the economy. 5

CNN: Americans fear an imminent recession. That may be enough to put us in one

United States United States: David Kotok, co-founder of investment management firm Cumberland Advisors, noted the chaos has been disruptive. 5

CNN: Americans fear an imminent recession. That may be enough to put us in one

United States United States: David Kotok, co-founder of Cumberland Advisors, warned the Trump tariffs will act as a massive supply shock akin to the 1973-1974 oil price shock during the Yom Kippur War. 5

CNN: This is the stock market’s worst start to a presidential term in modern history