KKR's McVey: Money's Going to Leave Europe for U.S.

The video discusses the current state of the global market, highlighting the shift of capital from Europe to the US due to negative interest rates. It explores the risks of overvalued assets and the narrowing market, emphasizing the importance of finding investment opportunities amidst volatility. The speaker advises on capital deployment strategies, suggesting a focus on idiosyncratic investments and harnessing market volatility. The video concludes with insights on long-term investment performance, stressing the need for consistent investment strategies and exploring opportunities in non-traditional credit and private equity.

What are the implications of bond yields being near record lows?

How do the new rules of the financial game differ from the old ones?

What factors are contributing to the movement of money from Europe to the US?

What does the term 'reach for yield' imply in the current market context?

In what ways has the banking system in Europe changed recently?

How can investors take advantage of volatility in the current financial landscape?

What are the potential risks associated with over-deploying capital in the current market?