What's Keeping the Bull Market Alive?

The video discusses the impact of stock buybacks on market dynamics, highlighting the reduction in stock supply due to fewer IPOs and increased buybacks. It examines the effects of the blackout period on share prices and market behavior, noting a shift in sector performance and increased risk appetite. The discussion also covers ETF inflows, particularly in small caps and minimum volatility funds, and the implications of volatility in the high yield market.

What impact do stock buybacks have on the supply of stocks in the market?

How have the number of IPOs affected the net issuance of stocks?

What does the white line in the chart represent, and how has it changed since 2009?

Discuss the significance of the blackout period during earnings season for S&P 500 companies.

What does the shift in sector performance indicate about market sentiment?