Taking a Long Position in Markets

Doug Kriesner: Peter, if you had to begin the second quarter on taking a long position in markets globally right now, is there a scenario that is particularly attractive? Richard Silameth: I do think Japan's actually going to be a really interesting investing story as countries get more nervous about China and their sphere of influence. On April 19th and 20th, Bloomberg New Economy will gather leaders of government and business around the most pressing issues facing the European economy.