Took Position in Canada, Cumberland Advisors' Kotok Says

The video discusses strategies for positioning investment portfolios amid global uncertainty, focusing on domestic US sectors less impacted by trade wars. It highlights the asymmetric market reactions, particularly in Asia, and the challenges in predicting economic impacts. The discussion emphasizes the need for a shock to change US investor sentiment and the widening division between emerging markets and the US.

What is the significance of the third quarter growth rate in relation to trade?

What does the widening division between emerging markets and the US indicate?