FYI: Each year, I attend an event in the Maine woods called, alternatively, “Camp Kotok” or the “Shadow Fed.” The former sounds frivolous. The latter sounds nefarious. Neither is particularly accurate.
The attendees at Camp Kotok are smart. Like, really, scary smart. While there are strict rules about how and what gets reported—which includes who attends—the combined résumé includes economists from governments and S&P 500 companies, CIOs, portfolio managers, politicians, best-selling authors and a handful of overwhelmed journalists.
Regards,
Ted
https://www.etf.com/sections/blog/camp-kotok-wall-street-woods?nopaging=1
