Mark Attanasio on Investing in Europe Amid Brexit

The video discusses country-centric investments in Europe, comparing US and European portfolio yields. It highlights investment strategies, risks, and the impact of Brexit on markets. The speaker explains hedging strategies to manage currency and market risks, emphasizing the importance of credit judgment in portfolio success.

What is the significance of the 70% figure mentioned in relation to the portfolio's composition?

What insights did the speaker gain from analyzing betting parlors regarding Brexit?