How Will Geopolitical Risks Play Out in the Markets?

The video discusses the impact of political events like Brexit and the French elections on markets, highlighting the low risk of a National Front government in France. It explores investment opportunities in the US and Europe, considering political and regulatory changes. The discussion includes the business environment in the US, with skepticism about deregulation and tax cuts, and a preference for global companies outside the US. The video also analyzes European market volatility and economic conditions in countries like Germany and Italy.

What are the key differences in political and regulatory risks between the US and Europe according to the speaker?

Which European markets does the speaker express enthusiasm for, and which ones does he suggest avoiding?