David R. Kotok co-founded Cumberland Advisors in 1973 and during his career served as its Chief Investment Officer, CEO, and Board Chairman. Today, he serves as a Strategic Advisors to the firm and continues to write regular commentaries, author books & pamphlets, and speak at public events. David holds a B.S. in economics from the Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from the School of Arts and Sciences at the University of Pennsylvania, and an M.A. in philosophy from the University of Pennsylvania.
Our time at Camp Kotok included a riveting discussion around US healthcare policy, funding, and implementation. We follow up this morning with a report on policy blows to the functionality of US healthcare system.
Fishing was great, weather warm; there was one rainy day. Intense, robust conversation with diverse views and collegial discourse was the daily norm.
I’m sending this note while at the annual Camp Kotok gathering in Maine. It has been quite a week.
David R. Kotok’s financial market commentaries have appeared in publications including the New York Times, the Wall Street Journal, and Barron’s, and he has appeared on Bloomberg TV, Bloomberg Radio, Yahoo Finance TV, and other traditional & digital media outlets. He also shares his perspective on his own YouTube channel: youtube.com/@David-R-Kotok
