The initial bond is the shared experience.

The economic case for further mergers and consolidations in Europe is very strong. We haven't seen all the bidders.

We're seeing a little bit more cautiousness. So much of the tech sector is dependent on the consumer and that's an area of potential weakness.

There's still potential for the markets to gradually move upwards over the year, and M&A can help. There is quite a lot of institutional demand. Equities are still not particularly expensive.

We're still running with oil stocks. They still are being supported. They haven't become much more expensive because earnings are going up with them.

It has been a challenging experience to go back, and the type of challenge is different for everyone I take there. Some people I interview are off guard by how disturbing it really is, and some are ready to say goodbye. Some have a profound hunger to go back. My impression is that it is a healing experience, and the audience, through the filming, is healed by the reaction to going there.