David Kotok
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.
Not in the pool (under ¢1).
Recent news mentions
David Kotok, co-founder of Cumberland Advisors, expressed concerns about the risks of tariff rebates causing inflation.
Tariff rebate checks may sound awesome but they could be ‘quite dangerous’
United States· 2025-08-08
David Kotok, co-founder of investment management firm Cumberland Advisors, commented on the chaos in the economy.
Americans fear an imminent recession. That may be enough to put us in oneUnited States· 2025-05-01
David Kotok, co-founder of investment management firm Cumberland Advisors, noted the chaos has been disruptive.
Americans fear an imminent recession. That may be enough to put us in oneUnited States· 2025-04-29David 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.
This is the stock market’s worst start to a presidential term in modern historyUnited States· 2025-04-07
