Ares' Arougheti Says Breaking Up Banks Good for Markets

The video discusses the current buzz in the financial markets, focusing on the administration's stance on breaking up banks and regulatory changes. It highlights the impact of geopolitical risks on credit markets and the current healthy state of these markets. The discussion also covers the future of regulation and the need for certainty in business planning.

What is the speaker's perspective on the rise of populism and its effects on the markets?

What does the speaker identify as a key requirement for navigating the markets effectively?