Where to Find Investment Opportunities in Europe

The transcript discusses the value and potential of European banks, highlighting major banks like JP Morgan, Santander, and Deutsche Bank. It explores the impact of Brexit on the banking sector, including job losses and regulatory changes. The conversation also touches on investment opportunities in Europe, particularly for UK exporters and media companies, amidst currency fluctuations and market dynamics.

How has the distribution of European savings changed according to the speaker?

What are the three categories of UK exporters mentioned in the text?

What opportunities do US media companies have in Europe as described in the text?