By George Goncalves 22-08-2019

Thoughts from Camp Kotok 2019: China, MMT, and lower/NIRP rates (3 min read)


I recently had the pleasure of spending time chatting and fishing with market participants and other big-picture thinkers at the annual Camp Kotok (CK) event held at Leen’s Lodge in Grand Lake Stream, Maine. CK is an invitation only event operated under the Chatham House Rule – so whilst we can’t publish names and sources, we’re free to discuss the information and viewpoints shared. Although conversations ranged widely from markets to politics, the three main…

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