David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
发布时间 2024-01-25 18:54:00 来源
摘要
Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
__
David Kotok, co-founder and chief investment officer at Cumberland Advisors, joins Jack fresh off his trip to Cuba, to share insights about the Cuban financial system. Kotok argues that the Federal Reserve has demonstrated its commitment to financial stability, which is very bullish for U.S. financial assets. With that being said, Kotok has his concerns. Filmed on January 23, 2024. Kotok is also a board member of the Global Interdependence Center (GIC) and host of the eponymous “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 VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
__
Timestamps:
(00:00) Introduction
(00:38) The Bond Market Rollercoaster
(04:54) The Municipal Bond Market
(12:18) The Importance Of Financial Stability
(17:14) The Fed Prevented A Banking Run In March 2023
(22:36) Incentive for "Fed To Move Slowly"
(24:29) VanEck Ad
(25:09) Cuba
(29:43) U.S. Dollar Is The Most Popular Currency In Cuba
(35:42) Inflation and Credit In Cuba
(44:47) Cuba's International Relations
(48:25) David Kotok's View On The U.S. Stock Market
(51:53) U.S. Economic Outlook
(59:41) The Fed's Balance Sheet Policy In 2024
(01:03:00) Inflation In LCLoR (Lowest Comfortable Level of Reserves)
(01:06:00) Treasury's Quarterly Refunding Announcement (QRA) Is Not Very Relevant In The Long-Term
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
GPT-4正在为你翻译摘要中......
