European Markets Misprice Risk: Janus Capital's Wellso

The video discusses the economic outlook, focusing on M&A opportunities in the US and risks in Europe, particularly around Brexit. It highlights mispriced yields in European markets and potential impacts of political events. The global economy is analyzed with a focus on Japan's corporate governance changes. The discussion also covers stock buybacks and cash reserves, questioning the implications for productivity and investment.

In what ways does the speaker believe the global economy is currently performing?

What implications does the speaker suggest about stock buybacks in relation to the economy?