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 is the general consumer sentiment regarding the Federal Reserve's interest rate hikes?

• They feel the hikes are not working.

• They believe the hikes are effective.

• They think the hikes are too slow.

• They are indifferent to the hikes.

What are the two main focuses of the Federal Reserve's mandate?

• Consumer confidence and market stability

• High interest rates and low inflation

• Economic growth and low taxes

• Price stability and full employment

According to the discussion, what is the Federal Reserve willing to sacrifice to control inflation?

• Economic growth

• Full employment

• Interest rates

• Consumer spending

What is the current state of oversupply in some sectors according to the discussion?

• It is not affecting any sectors.

• It is worsening over time.

• It is a temporary issue.

• It is a permanent issue.

Which technologies are companies using to improve demand forecasting post-pandemic?

• Blockchain and AI

• Cloud computing

• ERP and CRM systems

• Social media analytics