Fundamentals vs. Technicals in U.S. Stock Investing

The video discusses market divergence, focusing on risk tolerance and investor behavior. It highlights the balance between fundamentals and technicals in equity markets, noting that technicals currently favor U.S. stocks despite overvaluation concerns. The role of fixed income in market dynamics is explored, emphasizing the impact of supply and demand on high-grade markets and the influence of debt on equity buybacks.

Explain the current state of the high-grade fixed income market and its implications for equities.

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What role do buybacks play in the equity market, and how are they financed?

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