Europe May Be Over Banked, Here's Why

The video discusses the challenges faced by European lenders due to monetary policy, regulation, and investor pressure. It explores the ECB's role in stimulating the economy and the impact of negative interest rates on bank profitability. The discussion highlights the overbanking issue in Europe and the potential shift towards fiscal policy, as seen in Japan and possibly the UK and US. Investment strategies in the banking sector are examined, focusing on core versus peripheral banks. The video concludes with an analysis of the potential bond bubble and the effects of rising interest rates on the market.

What factors should be considered when identifying strong financial institutions in Europe?

How does the situation in Japan relate to the potential bond bubble in the market?