Markets 'Overstuffed' With Liquidity, BlackRock's Rieder Says

The video discusses market dynamics, focusing on labor demand and the Fed's influence. It highlights the strong demand for labor, especially in leisure and hospitality, and critiques the Fed's tapering policy. The discussion emphasizes the abundance of liquidity in the system and questions the significance of tapering in the broader market context. The video concludes that the Fed's actions have not had a significant positive impact on the market.

What perspective does the speaker provide regarding the supply of treasuries and its significance?

What is the speaker's opinion on the impact of tapering by the Fed?