David R. Kotok is the co-founder and CIO of Cumberland Advisors, founded in 1973. His financial market commentaries have appeared in the New York Times and the Wall Street Journal. Mr. Kotok is a contributor to Bloomberg TV and Bloomberg Radio, Yahoo Finance TV and their online reporting, and other media.
American voters determine their next president in less than a year. But Wall Street and Main Street are already paying close attention to every poll and candidate proclamation. And no wonder? They’re hoping to get a better handle on potential outcomes and potential market reactions—and to best position their portfolios for the likeliest path going forward. This panel will explore the likelihood of President Biden or former President Trump earning a second term...or a “Dark Horse” candidate winning the White House. Panel members will also explore the ramifications for taxes, spending, geopolitics, and markets of each scenario—and what investors like you should do to adapt.
