Mr. Hugh Hendry of Eclectica appears to have come out of his self imposed social hibernation. Below is a video from the Milken Institute conference where he is part of a panel discussing Europe's problems. It is a long video but I suggest you watch it.
While Mr. Hendry appears to be still very bearish about Europe I do agree with the person on his right that now is the time to start looking for opportunities. (note, I said LOOK) With all their problems and low stock prices there must be some incredible buys amongst all the wreckage that European austerity is creating. I'm not suggesting you buy now but start doing your homework. Anyone have any ideas? I'm open to suggestions.
Thanks Ft.com Alphaville blog
edit: Here's the details on the panel speakers