Equities Substantially More Sensitive to Liquidity, Says Patterson

The video discusses economic pressures, focusing on inflation and demand shocks. It highlights the impact of fiscal and monetary easing on demand, leading to supply chain issues and higher wages. The discussion covers market sensitivity to liquidity changes, particularly in the technology sector, and explores investment strategies to address inflation and rate hikes.

In what ways does the speaker suggest companies are responding to supply chain issues?

What is the speaker's perspective on the future of the US equity market in light of current economic conditions?