The Kotok Report
David Kotok, Elizabeth SweetIn the Kotok Report I write about a range of topics that encompass economics and finance, policy views, and sometimes personal tales of 50 years in finance and fly-fishing. — David R. Kotok
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 84 | Subscribers | Read | dkotok.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
My Central Bank Central Interview: Insights Ahead of Expected Rate Cut
Kathleen and I packed a lot into our 28-minute discussion yesterday on Central Bank Central. I have just returned from a symposium of the College of Central Bankers hosted in NYC by the Global Interdependence Center, and we are poised on th...
The Coming RFK Jr Health Recession: Part 1
We open this Sunday morning’s commentary with this recent headline:
Terrific Interview for Understanding Today’s Markets
First, I want to thank Ed D’Agostino for the kind shoutout in his introduction to his recent Global Macro Update, “The Bill for ZIRP Is Coming Due: The Mania Begins.” His recognition, which means a great deal to me, rekindled fond memories ...
An After-Action Report from Camp Kotok 2025
I hope you had a pleasant and heartwarming Thanksgiving holiday.
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Authors
The writers behind this newsletter.
David Kotok has five decades’ experience in economics, finance, and investments. He founded “Camp Kotok,” an annual gathering of economists, financial luminaries, researchers, writers, political figures, pundits, traders, and wealth managers.
Worker in words (editing, researching, writing), former educator, occasional artist. Cheering for facts, reason, kindness, inclusion, fairness, and life on Earth.
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