Episode Details

Camp Kotok Special from 8/13/21 In this Behind the Markets special, we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are the current transitory trends and how can you position around that? All that and more. Guest: Sam Rines – Chief Economist at Avalon Advisors, LLC Follow Sam on Twitter: @SamuelRines For more on Avalon Advisors visit their website: https://avalonadvisors.com/