The ECB's stress tests could certainly have been worse. But for Alan Miller, also known as 'Mr Hedge Fund' there are real concerns about the health of British banks, such as Lloyds. And BGC Partners' Michael Ingram, Europe's banks are in something of a 'trilemma' given regulation, challenging profitability targets and the demand to increase lending. 
Alan tells Lea Jakobiak where he's putting his money and for him, Russian equities are still looking very attractive. Michael still sees the US as the best place to invest and they both explain why.