Are We at a Peak in the Markets?

The video discusses current market conditions, highlighting the shift from an index to a stock pickers market due to unattractive bond yields. It emphasizes the Federal Reserve's role in maintaining low interest rates, which supports the equity market. CEOs have benefited from a favorable period, focusing on productivity rather than expansion due to low demand. The global market is strong, with companies having solid capital structures and manageable debt levels.

In what ways have companies been able to increase productivity despite low demand?

What does the speaker suggest about the future of equities in relation to their capital structure?