Equities a Good Inflation Hedge, Says Ritholtz

The video discusses the concept of seismic shifts in the economy, focusing on inflation and interest rates. It emphasizes the importance of a long-term perspective, especially for investors, and the need to look beyond daily news flow. The impact of inflation on equities and consumer behavior is analyzed, highlighting that manageable inflation can be beneficial for equities. The video also addresses challenges in the supply chain and housing market, noting that these issues require long-term solutions.

How does the speaker view the relationship between consumer spending and inflation?

What are the implications of deglobalization on supply chains as discussed in the text?

What challenges does the speaker identify regarding housing supply?