Sam Zell Has Doubts About France Leaving the Euro

The transcript discusses market reactions to political figures like Marine Le Pen and Trump, emphasizing that markets often overreact to potential political changes. It highlights the role of institutions in moderating political extremes and provides insights into investment strategies in Europe, noting skepticism about European markets despite improved data. The discussion also touches on the media's tendency to focus on extreme positions.

What is the speaker's overall sentiment towards investing in Europe?

In what ways does the speaker suggest that political extremes are limited?