David R. Kotok on Fed Studies of Pandemic Shocks (Podcast)

David R. Kotok, co-founder and chief investment officer of Cumberland Advisors, shares invaluable insights on the economic impacts of pandemic-related shocks. He explores the historical parallels between pandemics and economic behavior, emphasizing lessons from the past. The discussion highlights the evolving bond market strategies and the implications of AI for productivity. Kotok also addresses the challenges posed by long COVID and the role of the Federal Reserve in navigating these economic crises, all while weaving in personal anecdotes and mentorship experiences.