Goldman's Oppenheimer Sees Recession in Europe

The transcript discusses the recent market rally, driven by a pullback in interest rates and a belief that inflation is peaking. It compares the economic performance of the US and Europe, noting the US's outperformance due to stronger growth and tech exposure. Despite concerns, Europe has quality companies and potential investment opportunities, especially in energy and commodities. The conversation also touches on the potential for a European recession and the need for selective investments. Finally, there's a light-hearted discussion about soccer preferences.

What supports are mentioned that could moderate the extent of a recession in Europe?

What should investors focus on when considering investments in Europe according to the text?