Is Italy Next in Line to Catch the Populist Fever?

The transcript discusses the potential political changes in Italy following a referendum, the market's reaction to recent political events like Brexit and Trump's election, and investment strategies in Europe focusing on asset-backed securities. It also addresses challenges faced by European banks, particularly in Italy and Germany, and their potential impact on the broader market.

In what ways do the political dynamics in France and Germany differ from those in Italy?

What are the expectations regarding the stability of European banks in light of current market conditions?