'Strategic Shock' From Covid Will Take Years: David Kotok

The video discusses the current cash allocation strategy at Cumberland Advisors, focusing on the healthcare sector as a strategic position due to the COVID-19 impact. The firm is cautious about redeploying cash into other sectors, analyzing the slowing economic growth and upcoming earnings reports to guide future investments.

What is the speaker's perspective on the current economic growth rate in the United States?

What does the speaker anticipate regarding upcoming earnings reports?