Research Affiliates' Li on Markets Outlook

The video discusses the impact of the pandemic on inflation and supply chains, highlighting the shift in consumer spending from services to goods. It examines market reactions to inflation and central bank policies, advising investors to focus on long-term value. The video also explores investment opportunities in undervalued sectors and emerging markets, emphasizing the importance of understanding regional and sectoral dynamics.

In what ways might the pandemic's effects on supply chains be alleviated in the future?

What is the significance of the valuation levels in emerging markets compared to U.S. markets?