Bokeh Capital CEO on Market and Strategy

The video discusses the Federal Reserve's impact on the market, highlighting consumer perceptions that rate hikes are ineffective. It explores potential future actions by the Fed, including maintaining aggressive rate hikes to manage inflation, even at the cost of employment. The discussion shifts to post-pandemic supply chain improvements, noting temporary oversupply and how companies are using technology to better forecast demand and supply.

What factors contributed to the current oversupply in some areas according to the discussion?

How are companies improving their forecasting of demand and supply in the post-pandemic era?