-- U.S. markets have gone up, and Mario is looking for undervalued opportunities in areas of financial engineering.
-- He recommended buying Kraft (KFT) spin-off Mendelz for 15% compounded return.
-- What he is worried about the global and U.S. economy — 3 Fs: fuel, food and fiscal cliff
-- And killer Bs: What is Beijing going to do, what is Berlin going to do with election in Germany next year and What is Bernank going to do?
-- Things that will help the human body: nutritional, gluten free,
-- Also likes opportunities in the money management companies.
Credit and Source: www.bloomberg.com, Bloomberg
Here is the video: