Nearly five years ago, the COVID-19 pandemic reshaped the world in ways few could have imagined.
Lockdowns, economic turmoil, and unprecedented government interventions sent shockwaves through financial markets, forcing investors and policymakers to navigate one of the most volatile economic periods in modern history.
But what if the pandemic’s economic impact is far from over? What if its shadow lasts for decades, just as we’ve seen with past pandemics?
In this MoneyShow MoneyMasters Podcast episode, David Kotok, Co-Founder and Chief Investment Officer of Cumberland Advisors, joins us to discuss his latest book, The Fed and the Flu. In this fascinating conversation, he unpacks how pandemics and economic shocks have reshaped markets, interest rates, and central bank policy over centuries — and what investors can expect moving forward.
Drawing from 3,800 years of history, Kotok reveals the hidden patterns of pandemics, the long-term market shifts they create, and why investors who ignore these cycles do so at their own peril.
CHAPTERS:
00:00 – Introduction
01:12 – The Market Crash That Never Came
03:05 – The Long Shadow of COVID on the Economy
05:21 – The Wealth Gap Grew
07:32 – The AI Boom
09:45 – Interest Rates & Inflation
11:52 – Are Stocks Still Overvalued?
13:28 – The Future of Investing
15:12 – Will History Repeat Itself?
If you enjoyed this discussion, grab David Kotok’s new book, The Fed and the Flu, available now on Amazon, Barnes & Noble, and at major booksellers!
📅 Join us at the MoneyShow Masters Symposium Dallas! Register now: https://www.mmsdallas.com/?scode=061246
Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2
Facebook: https://www.facebook.com/OfficialMoneyShow/
Instagram: https://www.instagram.com/moneyshow/#
TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en
X (Twitter): https://x.com/moneyshow
Popular Podcasts
Amy Robach & T.J. Holmes present: Aubrey O’Day, Covering the Diddy Trial
Introducing… Aubrey O’Day Diddy’s former protege, television personality, platinum selling music artist, Danity Kane alum Aubrey O’Day joins veteran journalists Amy Robach and TJ Holmes to provide a unique perspective on the trial that has captivated the attention of the nation. Join them throughout the trial as they discuss, debate, and dissect every detail, every aspect of the proceedings. Aubrey will offer her opinions and expertise, as only she is qualified to do given her first-hand knowledge. From her days on Making the Band, as she emerged as the breakout star, the truth of the situation would be the opposite of the glitz and glamour. Listen throughout every minute of the trial, for this exclusive coverage. Amy Robach and TJ Holmes present Aubrey O’Day, Covering the Diddy Trial, an iHeartRadio podcast.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!